Kitting/Build Settings

Trial Kitting Settings

Cost BOM when Trial Kitting: This setting determines whether a BOM is re-costed when a trial kit is carried out.

Sub-Assembly quantities: This setting determines what quantity should be used whilst calculating requirements on sub-assemblies when trial kitting a BOM. You can choose between:

Default Quantity: The default quantity specified on the sub-assembly BOM.
Reorder Quantity: The re-order quantity specified on the sub-assembly stock record.
Quantity required from BOM: The quantity specified on the parent BOM.
Shortage Quantity: The quantity of the sub-assembly that the system calculates is short by, in order to process the trial kit.

BOM/Reverse Build Settings

Automatically generate build reference: Determines whether the system will generate a build reference for you or not when carrying out a BOM build. If this is left unchecked, you will need to manually input a unique build reference.

The format for system generated build references is as follows:

“Build <Username> <Date>”
e.g. “Build MARTINM 27/07/2020”

Automatically select traceable items to issue: This setting determines whether the system will automatically select batches or serial numbers for component items that will be issued to a BOM build. If enabled, the system will select batches or serial numbers on a FIFO basis.

Update stock cost after reverse build:  This setting determines whether the ‘Last Cost Price’ is updated on the stock record once a BOM reverse build has taken place.

Ordering Settings

Combine common items into a single order line:  This setting determines whether the system will combine common purchase items that are determined as shortages, into a single order line on a purchase order, or individual lines.