Saturday, September 15, 2018

Kit items to show quantity available for each member/component items

To track the quantity available of the members of Kit/Package, Assembly/Bill of Materials or Item Group, a Saved Search needs to be created and set it as a Sublist.

Step 1: Create a Saved Search

1.  Navigate to Transactions > Management > Saved Searches > New > Item.

2. Under Criteria subtab > Standard subtab:
> Type = Kit/Package, Assembly/Bill of Materials, Item Group

3. Under the Results subtab > Columns subtab:
> Name
> Member Item
> Member Item Fields: Quantity On Hand
> Member Item Fields: Quantity Available

4. Under the Available Filters Tab, set Internal ID.
 
Step 2: Setup sublist
1. Navigate to Setup > Customization > Sublists
2. Go to the Item tab.
3. Select the Search created.
4. Set a Label for the Sublist.
5. Assign the tab where to see this Sublist.
6.  Mark the Kit/Package, Assembly/Bill of Materials and Item Group columns.
7. Hit Save.
 
Once the Sublist is set, it will display the Quantity On Hand and Quantity Available of the members of Kit/Package, Assembly/Bill of Materials or Item Group.

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