Disassemble Kitset
This form is enabled if the Kitsets module is in use.
Use it to disassemble stocked kitset parents, where the Inventory parent indicator for the item is selected. The process of disassembling kitsets presumes that inventory of the parent item is previously made using the Kitset Make-to-Stock process.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Branch
This is taken from User Preferences if a branch is assigned there, otherwise it will default from IN Module Control. You can select a different branch.
Batch number
This is a read only value assigned by Greentree Desktop once the process has completed.
Adjustment references
If the option to generate transaction references is not selected in Inventory Module Control, enter a unique positive and negative adjustment reference here, to be used when the disassemble transaction is generated.
Adjustment types
These is taken from the kitset issue transaction types assigned in Inventory Module Control, but you can edit them before processing.
Tax code
Select the tax code to use for the transaction. You can only enter zero-rated tax codes.
Document/Posting date
These default to the current date, but you can change it.
Narration
The default value is Disassemble kitset but you can change or add to it.
Kitset parents
Enter or select the kitset parents you intend to disassemble (one line for each new parent), the Location (current location of parent), and the Quantity to disassemble. The Qty-on-hand and Unit of the parent at the selected location defaults to the line in read-only format. The narration will also default to the line, but you can change it.
Kitset components
When a parent and quantity have been entered, this table updates with the component items of the parent. The Location, Qty, and Unit can be edited before processing based on these rules:
- If Validate locations is selected in Inventory Module Control, you can only select a location if it is set up for the component item in Item Maintenance Defaults (otherwise you can select any location for the component to be disassembled to).
- The unit can be changed only if there is a conversion set up to convert the selected unit into the component item's stocking unit of measure (this is the unit that defaults to the line). The process performs a conversion.
- If allow quantity change is selected for the component, the quantity can be increased or decreased. However, if allow quantity change is not true for the component, the quantity can only be decreased.
- If allow line additions
and/or allow substitutes is
selected for the kitset, additional lines may be added to the component
table
In the case of a substitution, adjust the quantity for the item that is being replaced to 0.00 and add the new line.
Parent serial/lot/Component serial/lot
If the parent and/or component items are serial/lot controlled, you can enter/select serial/lot details for the items using this button. When you run the process, you will be prompted to enter serial/lot detail if it is not already assigned.
Parent bins/Component bins
If the parent and/or component items are located in a bin-managed warehouse, click these buttons to view bin details of the receipt, and issue of inventory into or from bin locations.
Click the Save icon to process the transaction(s). The kitset component items will be debited with the quantity/cost and the kitset parent item will be credited with the quantity/cost. The transaction effect is reversed for a disassemble transaction.
If either the
parent or the components are located in a bin managed warehouse, they
will be received/issued into/from bins using the WBM receiving and picking
logic.
The actual bins into/from which items are received/issued can be viewed using the resultant IN Adjustment transaction (accessible using drill down from IN Item Transactions for the item). Alternatively, a Bin Movement Report can be hotprinted from the IN Transaction Entry form when it is viewed in enquiry mode using drill down from IN Item Transactions.