Creating Kit Components

///Creating Kit Components
Creating Kit Components 2017-09-11T03:59:27+00:00

Info and Concepts

Kit Components (or sub-components) are those components for a major assembly part which are typically associated with the repair or job for that major assembly part. For example, an engine overhaul requires a mandatory parts list. These need to be ordered every time this type of engine is overhauled.

Once kit components are added to the parent part # you can specify the quantities required for the kit. This will then calculate on hand quantities and quantities required to make up the kit.

If you are performing recurring maintenance jobs for the same type of major assembly part, this feature can save you a lot of time.

Kit components can be used:

  • to create purchase orders automatically,
  • generate “price and availability” reports to fax suppliers,
  • create quotes for clients,
  • kit components can be attached to a lifespan component to generate a parts list required for a component overhaul,
  • kit components can be attached to an AD, Inspection, SB/SL to generate a parts list required for that maintenance item,
  • as well as being a useful reference for your company.

Where

The ‘Kit Components’ tab panel on the inventory detail form

Walkthrough

  1. Find the relevant part # or maintenance item in inventory you wish create the kit components for.
  2. Open the tab panel “Kit Components”
  3. Create new line in the table by clicking the ‘Add Line’ button.
  4. Enter the part # for the sub-component that is required for the parent part. You can only add part #’s for the sub-components, that are already existing in your parts list.
  5. You will see aerotrack automatically adds the description, on order, on hand fields, average cost, last cost, usual supplier and sell price. You cannot edit these other than the sell price. If they are incorrect you will need to edit these in their own detail form
  6. Enter the number of parts needed in the kit for that component; aerotrack will automatically calculate what you require by deducting what is on hand. If you have more on hand than what is needed nothing will show in the “required” field.
  7. Enter the part type of the sub-component. This is an editable type-ahead field. If it’s not in the list, type it, it will now appear and is available in the future for other sub-components. Reports will sort by this field.
  8. The “included” check box can be checked as required only “included” components will be reported or listed in purchase orders. This allows for a lot of flexibility in assignment as you may only want select components in purchase orders and reports even though many components are listed.
  9. You will now be able to use the kit reports: “Price and Availability of Kit”, “Kit Quote”, and “Kit Picking List”.

Tips

You can duplicate the entire kit to another parent part by clicking the “Duplicate This Kit” button. This will duplicate this kit for the new part #. (Remember to enter the item ID not the part #!)

This feature allows you to setup numerous kits very quickly based on an original template.

You can create multiple component lines at once by clicking the ‘Add Line’ button repeatedly, this will save using the mouse every time you want to add a line and speeds data entry considerably.

You can “drill-down” to a particular sub-component by clicking the blue arrow icon to the far left of the selected line in the table.