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
- Navigate to Transactions > Management > Saved Searches > New > Item.
- Under Criteria subtab > Standard subtab: Type = Kit/Package, Assembly/Bill of Materials, Item Group
- Under the Results subtab > Columns subtab: NameMember ItemMember Item Fields: On HandMember Item Fields: Available
- Under the Available Filters Tab, set Internal ID.
Step 2: Setup sublist
- Navigate to Customization > Forms > Sublists
- Go to the Item tab.
- Select the Search created.
- Set a Label for the Sublist.
- Assign the tab where to see this Sublist.
- Mark the Kit/Package, Assembly/Bill of Materials and Item Group columns.
- 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.