Adding Components and Assemblies

This topic explains the different items that should be set up before you create an assembly in the (EB) Bill of Materials Link screen. This includes instructions for setting up an assembly and option records in the Item window.

 

To set up assemblies, you must first set up an assembly in the Item window. An assembly can be set up in two different ways. You can create a special assembly record or set up the record of an actual item in your database as the assembly record. Whether you decide to create a special assembly record or the record of an actual item in your database, the assembly record represents the assembly as a whole. This is the item number you enter in order entry when ordering the assembly.

 

In the assembly record, you specify how to record quantities and sales history and how to price the assembly in the Kit boxes in the Master Record.

 

The following paragraphs include instructions for setting up an assembly and for completing the Kit boxes in the Item window. After you have set up the assembly record, add the items (components) to the assembly in the (EB) Bill of Materials Link screen. For instructions, see Creating an Assembly.

  1. Double-click graphics\INVENTORYICON16.gif. The Item window opens, displaying information for the last item selected.

    If you are creating a new assembly, click graphics\ADD_A_RECORD16.gif. The boxes in the Item window are cleared. In the Number box at the top of the Master tab, enter an item number or name. For example, if you are creating a secretarial kit, you might enter Secretarial Kit. (The Number box is a key box. A key box is used to identify the item. The item number you enter must be unique. You can enter up to 15 alphanumeric characters in this box.)

    If you are using an existing item, select the item to change. If you need instructions, see Selecting an Item. (This method can be used when you are pricing the assembly by the component or if the items on the assembly are give-aways that go with the original item.)

  2. Click the Item Settings tab. You use the Kit boxes to set up the tracking and pricing of the assembly. When you use this method, you can price the assembly as a whole or by the component. In the first Kit box, decide how the system should record quantities and sales history for the assembly.

    Type A to record quantities and sales history only for the assembly as a whole. Only the assembly record is placed in the SHORT-BUY and JOUR-S files.

    Type B to record quantities and sales history for the assembly and for each component on the assembly. The system places the assembly, sub-assemblies, and components in the SHORT-BUY and JOUR-S files.

    Type C to record quantities and sales history only for the components. Only components are placed in the SHORT-BUY and JOUR-S files.

  1. In the second Kit box, specify how to price the assembly.

    Type A to price the assembly as a whole. The pricing information should be entered in the assembly record. Enter the list price in the List box in the Pricing Record. Also, enter a cost in the Cost box of the Pricing Record. This is the cost the system uses for the assembly.

    Type C to calculate the list price for the assembly using the list prices set in the Item window for each component. The system uses either the manufacturer cost or the wholesaler cost from the Item window, depending on what cost the customer is set up to receive.

  1. When you finish entering all the information for this item, click graphics\SAVE-SMALL16.gif to save the item.

Note: To give the customer a color option or some other choice for an item on the assembly, you can place options on the assembly. Suppose you have a tray on the assembly that comes in black and brown. To offer the two color options for this tray, you would create an item in the Item window for each of the different colors. In the Description box, enter text that describes the options (in this case, the color) of the item. If you need instructions, see Adding an Item. You would then add each of the item records to the assembly through the (EB) Bill of Materials Link screen. For details on adding or creating an assembly, see Creating an Assembly. When order-writers enter the assembly in order entry, they are prompted to view each item on the assembly one at a time. The order-writer can then choose the correct item to include on the order. For the order-writer to be prompted in order entry, you must set the Option field in the (L1) Terminal and Ticket Parameters screen for your terminal to B. For details on the (L1) screen, see Parameters.