Item kits

An item kit is a group of items that are issued as a single unit. You can assemble an item kit and add the kit to a storeroom as a package of items.

You use the Item tab of the Item Master application to create a kit record for an item. After you create a kit record for an item, you can define the structure of the kit using the Item Assembly Structure tab. You can specify the items that will make up the kit and the quantities of each item to be included.

You can preassemble item kits and issue them to work orders; all cost and balance information are updated on the kit inventory record. The individual items that make up a kit are considered part of the kit. The items are not tracked separately in inventory once you have assembled them into a kit. This means that balances for an item record do not include any instances of that item that are currently part of a kit. When you assemble a kit, the balance of the item kit record is increased, and the current available balance of the components used to construct the item kit is decreased.
Note: when you build the components of the kit, you cannot use items that are flagged as rotating, condition-enabled, or lotted.

The kit can be used to perform a specific task, such as routine maintenance. You can then issue an item kit to a work order using the single item kit record, instead of entering multiple, separate item records. The technicians on a work order use all the components within the kit to perform their work. They can also return any unused components back to a storeroom.

Use the Disassemble Kit action to break an item kit back into its respective components in inventory. Disassembing a kit decreases the balance of the item kit record and increases the balance of the individual kit components in the storeroom.

Considerations when working with item kits

When working with item kits, the following rules apply:
  • When adding a kit to a storeroom, if the component items do not exist in the storeroom, inventory records are created for these items.
  • You cannot create item kits that contain condition-enabled, rotating, or lotted items.
  • You cannot assemble or disassemble item kits across storerooms. You must gather or return items to a single storeroom location.
  • You cannot assemble more kits than there are individual parts in the storeroom.

Example of an item kit

A construction company writes several hundred work orders each year to maintain its paving equipment. Most of the jobs associated with the work orders require the same type of labor craft, bill of materials, and tools. If maintaining a steam roller always requires the same six items, create an item record and flag it as a kit. Use the Item Master application to define the list of component items and their quantities.