Kit items to show quantity available for each member/component items

Scenario
Users may want to know the quantity available for each component items of a Kit/Package.

Solution
To track the quantity available of the members of Kit/Package, Assembly/Bill of Materials or Item Group, a Saved Search needs to be created and set it as a Sublist.

Step 1: Create a Saved Search

  1. Navigate to Transactions > Management > Saved Searches > New > Item.
  2. Under Criteria subtab > Standard subtab: Type = Kit/Package, Assembly/Bill of Materials, Item Group
  3. Under the Results subtab > Columns subtab: NameMember ItemMember Item Fields: On HandMember Item Fields: Available
  4. Under the Available Filters Tab, set Internal ID.

Step 2: Setup sublist

  1. Navigate to Customization > Forms > Sublists
  2. Go to the Item tab.
  3. Select the Search created.
  4. Set a Label for the Sublist.
  5. Assign the tab where to see this Sublist.
  6. Mark the Kit/Package, Assembly/Bill of Materials and Item Group columns.
  7. Hit Save.

Once the Sublist is set, it will display the Quantity On Hand and Quantity Available of the members of Kit/Package, Assembly/Bill of Materials or Item Group.

Leave a comment

Your email address will not be published. Required fields are marked *