To Assemble a Stock Kit

If you want stock kits to be on hand in a warehouse, you need to assemble the required quantity of the kits by using the Kit Assembly (IN307000) form, as described in this topic.

Note: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

Before You Proceed

Make sure that the specification for the kit you want to assembly has been created on the Kit Specifications (IN209500) form.

To Assemble a Stock Kit

  1. Open the Kit Assembly (IN307000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, do the following:
    1. In the Type box, select Production.
    2. In the Date box, make sure that the correct business date is specified.
    3. In the Post Period box, make sure that the correct period for posting the transaction is specified.
    4. In the Inventory ID box, select the stock kit you want to assemble.
    5. In the Revision box, select the revision of the kit specification that you want to use to assemble the kit. The system will insert information about the stock and non-stock components on the corresponding tabs of the form.
    6. In the Warehouse box, select warehouse where the assembly is performed.
    7. In the Quantity box, type the quantity of kit units you want to assemble.
    8. If needed, in the Description box, type a description of the assembly that will help users to identify it.
  4. On the form toolbar, click Save to save your changes.
  5. On the form toolbar, click Release to release the assembly document.
  6. On the Financial tab, make sure that the system has added the number of the general ledger batch with the appropriate transactions.

After you have assembled a stock kit, you can start selling it.