Visma Net
Kit assembly (IN307000)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
This window shows different sets of elements and table columns depending on which of the
following functionalities are enabled in your system:
Lot and serial tracking,
Multiple warehouses, or Multiple warehouse locations.
In this window, you can create and view kit assembly documents.
You can select the
operation performed on stock kits (production or disassembly), the warehouse where
the operation is performed, the revision of the kit specification, and a variety of
other factors.
The kit assembly document includes the required stock components with
their quantities and costs calculated in accordance with the kit specification
revision you specify.
If the specification allows component quantity variance, you can change the quantity of the
component in the specified range.
If the revision allows addition of components, you
can add components to record all stock items included and relevant costs incurred in
the process of kit production or disassembly.
Also, for kits that as stock items require assigning lot or serial numbers, you can provide this information by using the Allocations tab.
For more information about processing kits, see: About accounting for kits.
For additional details
about inventory transactions, see: About inventory transactions.
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
- White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
space: the result contains the words in any order,
%: the result contains the words in the specific order, and the % functions as a wildcard as well.
- Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
The top part
Here, you select an existing document that records kit production or disassembly, or you provide summary information for a new document.
| Button | Description |
|---|---|
| Release | Releases the kit assembly document, updates the availability data for items that are kits or kit components, and generates a batch of transactions to update the general ledger. |
| Review batch | Navigates to the Journal transactions (GL301000)window, to let you view the details of the batch. |
| Reports |
Provides direct access to the following reports related to kit assembly:
|
| Element | Description |
|---|---|
| Type | The type of operation to be performed for this kit. You can
select one of the following options:
|
| Ref. no. | The unique reference number of the kit assembly document, which the system automatically assigns according to the numbering sequence specified for kit assembly documents in the Inventory preferences (IN101000) window. |
| Status | The current status of the kit assembly document. The following
options are available:
|
| Hold |
This check box indicates (if selected) that the kit assembly document has the status On hold. Clear the check box to change the status to Balanced. |
| Date |
The date when the kit assembly document was created. All transactions based on this document will have this transaction date. |
| Post period | The financial period to which the transactions from the document should be posted. |
| Item ID |
The identifier of the kit as an stock item. When you are selecting an existing kit for viewing or modification, you can select from only the items marked as kits on the General settings tab of the Stock items (IN202500) or Non-stock items (IN202000) window. |
| Revision | The revision of the kit specification used for the kit assembling or disassembling. |
| Reason code |
The reason code used for the kit disassembling operation. (This field is not available for the operations of the Production type.) |
| Description | A brief description of the kit assembly document. |
| Created from | If a kit assembly document has been created from a sales order line, this field displays a link to the sales document and the sales order line. |
| Warehouse | The warehouse where the assembly or
disassembly is performed. This column is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Location | The location where the assembly
or disassembly is performed. This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| UoM | The unit of measure used for the kit. |
| Quantity | The quantity of the kits assembled or disassembled. |
The Stock components tab
On this tab, you can view all the components required to assemble the specified number of kits, or all the components that will become available after disassembly of the specified number of kits.
Components are listed in accordance with the selected revision of the kit specification, as defined on the Stock components tab of the Kit specifications (IN209500)window.
If the Allow component addition check box
is selected for the revision, you can add components.
Also, for components for which
lot or serial numbers are traced, you can provide such information.
| Element | Description |
|---|---|
| Allocations | Opens the Allocations dialog box, so you can specify how the quantity of this specific component is split between sub items, locations, lot/serial numbers, and expiration dates for the component. This button is available if at least one of the following functionalities is enabled in the Enable/disable functionalities (CS100000) window: Multiple warehouse locations, Inventory sub items, or Lot serial tracking. |
| Column | Description |
|---|---|
| Item ID | The item ID of this kit component. |
| Description | A description of the kit component. |
| Location | The warehouse location where the
component is stored. This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| UoM | The unit of measure of this stock item added as a component of the kit. |
| Quantity |
The actual quantity of this stock item added as a kit component. For the Production type of operation, you can change the quantities of the component only if quantity variance is allowed for it in the Kit specifications (IN209500) window, which is determined by the Allow component qty. variance check box. For the Disassembly type of operation, the quantity of the component is not validated. |
| Unit cost | The cost of the base unit of this stock item serving as a component of the kit. |
| Reason code |
(Only available only for operations of the Disassembly type.) The reason code used to record costs for the kit disassembling operation. |
| Component qty. | A read-only column that shows the quantity of this stock item added as a kit component, as defined in the Kit specifications (IN209500) window. |
| UoM | A read-only column displaying the unit of measure (UoM) used for the stock item added as a kit component, as defined by the kit specification. |
| Disassembly coeff. |
The coefficient indicating, for kit disassembly, to what extent the component can be
returned to the inventory. If the kit can be totally disassembled back to its
components, the coefficient for every component is 1. |
| Allow component qty. variance |
(Only available for the Production type of operations.) This check box (if selected) indicates that the component quantity may be increased or decreased. You can change the quantity to 0 on kit assembly lines created from the Sales orders (SO301000) window when this option is set to true. This read-only column was set in the Kit specifications (IN209500) window. |
| Min. component qty. |
(Only available for the Production type of operations.) Read only. |
| Max. component qty. |
(Only available for the Production type of operations.) Read only. |
| Allow component substitution | This check box (if selected) indicates that the components can
be substituted by another stock item. This read-only column was set in the Kit specifications (IN209500) window. |
The Allocations dialog box
By using this dialog box, you can view how the specified on the line quantity of the item is distributed between locations, lot or serial numbers or you can generate and assign lot/serial numbers to the specified quantities of the stock item if relevant or you can assign warehouse locations for the specified quantities of the item.
Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment method option selected for the lot/serial class of the item on the Lot/serial classes (IN207000) window.
The dialog box includes the following elements.
| Element | Description |
|---|---|
| Unassigned qty. | The quantity of the stock item that has no location specified or lot or serial numbers assigned. |
| Quantity to generate | The quantity of the stock item for which lot or serial numbers should be generated. |
| Lot/serial number from | The lot or serial number to be used as a start number. This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Generate (button) | A button that you click to initiate the generation of lot or
serial numbers. This button is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Column | Description |
|---|---|
| Location | The location in the
warehouse. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Lot/serial no. | The serial number of the unit of
stock item or the lot number of the quantity of stock item
received. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Quantity |
The quantity of the stock item with the same subitem code and the same lot number. It is 1 for items with serial numbers. |
| UoM | The unit of measure (UoM) for the specified quantity of the stock item. |
| Expiration date | The expiration date of the
specified quantity of the stock item. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Button | Description |
|---|---|
| OK | Saves the records generated. |
The Non-stock components tab
This tab displays the components that
define additional costs for the kit to be assembled or disassembled, in accordance
with the selected revision of the kit specification.
You can add components only if
component addition is allowed for this kit revision.
| Column | Description |
|---|---|
| Item ID | The stock item of this kit component. |
| Description | A description of the kit component. |
| UoM | The unit of measure of this non-stock item added as a component of the kit. |
| Quantity |
The actual quantity of the non-stock item as a kit component. For operations of the Production type, you can change the quantities of the component only if quantity variance is allowed for it in the Kit specifications (IN209500) window. For operations of the Disassembly type, the quantity of the component is not validated. |
| Unit cost | The cost of this non-stock item serving as a component of the kit. |
| Reason code |
(Only available for operations of the Disassembly type.) The reason code used to record costs for the kit disassembling operation. |
| Component qty. | A read-only column that shows the quantity of this non-stock item added as a kit component, as defined by the kit specification in the Kit specifications (IN209500) window. |
| UoM | A read-only column showing the unit of measure used for the non-stock item added as a kit component, as defined in the Kit specifications (IN209500) window. |
| Allow component qty. variance |
(Only available for the Production type of operations.) A
check box that indicates whether the component quantity actually
used in kit may differ from the quantity specified in the
specification revision. |
| Min. component qty. |
(Only available for the Production type of operations.) A read-only column displaying the minimum quantity of the component that can be added to the inventory kit, as defined in the Kit specifications (IN209500) window. |
| Max. component qty. |
(Only available for the Production type of operation.) A read-only column that shows the maximum quantity of the component that can be added to the inventory kit, as defined in the Kit specifications (IN209500) window. |
The Allocations tab
On this tab, you specify how the total quantity of
kits produced or disassembled (according to this document) is split by lot
or serial number, or expiration date.
For new kits, this information is specified
only if these numbers are to be assigned on production.
| Element | Description |
|---|---|
| Unassigned qty. | The quantity of the stock item (kit) that has no lot or serial numbers assigned. |
| Quantity to generate | The quantity of the stock item for which lot or serial numbers should be generated. |
| Lot/serial number from | The lot or serial number to be used as a start number for these kits. This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Generate | A button that, if clicked, initiates generation of lot or serial numbers. This button is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Column | Description |
|---|---|
| Location | The location where the specific
quantity of kits is stored. This column is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Lot/serial no. | The lot or serial number assigned to the specific quantity. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| UoM | The unit of measure used for the kits as the base unit. |
| Quantity | The quantity of the kits with specific property: subitem, lot or serial number, or location. |
| Expiration date | The expiration date for the specific quantity of kits. This column is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
The Financial details tab
On this tab, you specify how the total quantity of
kits produced or disassembled (according to this document) is split by lot
or serial number, or expiration date.
For new kits, this information is specified
only if these numbers are to be assigned on production.
| Element | Description |
|---|---|
| Batch no. | The reference number of the batch generated for the kit assembly document. Click the number to open the Journal transactions (GL301000) window, and you can view the transactions' details. |
| Branch | The branch for which the kits have been assembled. |
