Define a Kit Bill

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Expand/Collapse item  Overview

A kit bill must be defined as a specific inventory item and can consist of any number of component items and comment lines. The primary difference between kit bills and other bill types is that kit bills can only use a single-level bill structure. A kit bill cannot contain a phantom bill as a component and cannot contain any miscellaneous charge codes as components.

Expand/Collapse item  Before You Begin

  • After the Bill of Materials module is installed, the Inventory Management Sales Kit Maintenance task cannot be used. You can transfer any sales kits previously defined in Inventory Management to the Bill of Materials module during the Bill of Materials Setup Wizard configuration. For more information, see Set Up Bill of Materials Information for a New Company.

  • Sales kits can only be copied from Inventory Management using the Bill of Materials Setup Wizard.

To define a kit bill

  1. Select Bill of Materials Main menu > Bill of Materials Maintenance.

  2. Enter a bill number that represents an inventory item in the Bill Number field. For more information, see Bill of Materials Maintenance - Fields.

  3. At the More drop-down button, click Item.

  4. In the Item Maintenance window, verify that Kit is selected in the Product Type field and that either the Average Cost, LIFO, or FIFO valuation method is selected in the Valuation field. For more information, see Item Maintenance - Fields.

  5. Click OK.

Note A kit-type item cannot use the Standard Cost, Serial, or Lot valuation method.

  1. In the Bill of Materials Maintenance window, select Kit in the Bill Type field.

  2. Enter any additional information, and then click Accept.

A kit bill has been defined.