Sending Kit Components to a PO

///Sending Kit Components to a PO
Sending Kit Components to a PO 2017-09-11T03:59:26+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. Once a kit has been completed, you can then send these parts to one or more purchase order(s).

Where

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

Walkthrough

  1. Create a purchase order as usual for a supplier and note the PO #.
  2. Find the relevant part # or maintenance item in inventory you have created the kit components for.
  3. Open the tab panel “Kit Components”
  4. Check the check box to the far right of the lines of the components you want to include in your purchase order.
  5. The is an option check box at the top of the table ‘Use Kit Quantities in PO’. By checking this box you will always send kit quantities to the PO as opposed to the difference between the current on hand quantity and the kit quantity. e.g. kit sub-component has 3 on hand, kit normally required 5 of these. If this optional check box is not checked, the quantity in your PO will be 2. If it is checked, the quantity will be 5.
  6. Click the button ‘Send parts to PO’. This will open a dialog asking you for a PO.
  7. Enter the PO # as noted in 1 above.
  8. The list of components has now been created in your purchase order.
  9. Please now edit this purchase order, entering other details as required & save the record.
  10. Repeat this process if you require multiple purchase orders for the 1 kit to different suppliers.

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.