Ideas for Acumatica

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Kit Editing in Sales and Service Orders

Previously we have had to have custom development to create a different kitting functionality in Acumatica, to allow customers to edit the components of a "kit" directly in the Sales Order. The majority of our clients and prospects offer build-to-order kit items composed of stock and non-stock items that are not pre-assembled the way that Acumatica manages kits.

For example: Customer offers a specialty brand of widget that requires different hardware components depending on how it will be installed for the customer, or offers different kit options to the customer, and the person entering the order makes the edit to the kit to fit the specifications.

We've had a button created for this new kit functionality that brings up the kit components on the highlighted line item in a dialog window, and allows the user to add or remove components of the kit and change quantities of the components. When they are done, the line item is updated and the appropriate inventory (stock or non-stock) is allocated for pull or purchase.

For invoicing you can choose to create an invoice with everything rolled-up to the kit line-item or exploded to show the whole bill of materials.

I can't imagine that this is an unusual scenario. We find ourselves needing this in the Service Order side as well. In fact, all of our prospects would benefit from this.

  • Scott Gaspar
  • Jul 21 2020
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