The Production Process for Kitsets Set to be 'When Invoiced'

The Production Function does not need to be turned on when the only kitsets being used are When Invoiced kitsets.

With the Production Function Not On

A Quote is created, with a combination of kitset and non-kitset products. The highlighted line is a When Invoiced kitset.

The Quote is assigned to a Job, it can be a New or an Existing Job.

The Assigned Quoted button on the Manage Job screen will display the Select / Enter Quantities to Assign to Job screen.

The Sell All button is the only option on that screen when the Production function is not turned on.

This option to Sell All will remove the items from stock, including the kitset components. It will assign the items to the job so they are shown as invoiced to the customer.

When Items from a Quote have been assigned to a job, they cannot be assigned a second time – even if the lines have been removed from the job.  The software stores the quantities that have already been assigned.

If new Items are added to the Quote or quantities on an existing line are increased, these can be assigned to the job using the same process.

On the Manage Job screen, the extra item on the top line appears separately and the new line is below that.

If Quote lines are removed or quantities on the quote lines decreased, then they must be manually removed from the job so that the items (including kitset components) are returned to stock.

The job is invoiced, and the Detail From for the invoice will normally be Quoted.

With the Production Function On

As in the example above, a Quote is generated and then assigned to a Job.

The Assign Quoted button on the Manage Job screen will display the Select / Enter Quantities to Assign to Job screen, and now there are two options: Sell All and Build All.

If Sell All is chosen, the job will display all the items are being Required and as being Sold i.e. the Quantity column is filled in.

The option to Sell All will remove the items from stock, including the kitset components. It will assign the items to the job so they are shown as invoiced to the customer.

When Items from a Quote have been assigned to a job, they cannot be assigned a second time, even if the lines have been removed from the job.  The software stores the quantities that have already been assigned.

If new Items are added to the Quote or quantities on an existing line are increased, these can be assigned to the job using the same process.

On the Manage Job screen, the extra item on the top line appears separately and the new line is below that.

If Quote lines are removed or quantities on the quote lines decreased, then they must be manually removed from the job so that the items (including kitset components) are returned to stock.

The job is invoiced, and the Detail From for the invoice will normally be Quoted.

If Build All is chosen, the job will display all the items are being Required and to be Built. They will not display as Sold i.e. the Quantity column is not filled in.

The items have not been removed from stock. If any new Items or extra quantities are added to the Quote, these can be assigned to the job later. However, any items already assigned to the job cannot be reassigned to the job even if they are deleted from the job.

On the job the new line appears, and the line that had the quantity changed will display on a new separate line.

Any items that have been removed from the Quote or the quantities on the quote have been reduced, must be manually removed from the job.

The items now need to be sold to the customer. There is a Sell All button on the Manage Job screen, using this will remove the items, including the kitset components from stock.

There is a prompt to select the Date for the items to come out of stock

It will also clear the column Qty Reqd on the Manage Job screen

There is an issue when the Sell All is used and the quote quantity was increased and split over two lines. The quantity that displays on the Manage Job screens is incorrect. To avoid this issue, users should add an extra line for the extra quantity, and that will result in the correct quantity going out of stock.

The job is invoiced, and the Detail From for the invoice will normally be Quoted.

When the Build All is chosen, the correct process is NOT for the user to use the Build the Stock button on the Manage Job screen. This is not intended for purchased / stock items nor for When Invoiced Kitsets.

Issues were noted during the testing.

• It receives into stock, items which are purchased items
• It does not remove the components for kitset items
• The PRODAUD is wrong if some items are built and then more items including kitset items are built, the audit trail is not correct. quote was 1, 2, 3 (3 being the kitset). I built 1 and 1, and put them into stock. Then I build the other 1 and 3 and put those into stock.