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Kits Detail Display

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You can control how and when Kit Details display along with their "parent" Parts Kit item, using several fields on the Kit Details screen:

Generate Details - in the Kit Header section
Show on Invoice - in the Kit Details

Generate Details fields:

These flags control how the Parts Kit is treated for various transactions, as a Single Unit or as Parent-Child. When these flags are turned on there are two types of effect:

1.Child Item details display on screens and Invoice - discussed below
2.Child Item details affect quantities for Stock Inventory - see Kit Inventory Impact.

Generate Kit Details on - Purchasing:

This flag controls the display of Kit Details in Purchase Orders and Receipts.

Generate Kit Details on - Sales:

This flag controls the display of Kit Details in Work Orders and Invoices.

Note: When this flag is turned OFF - Child Item details do not appear on the Invoice, regardless of whether they have the Show on Invoice flag selected.

Show on Invoice:

In the Details section you can select individually which Child Items from a Parts Kit show on the Invoice. For example, for a Parts Kit containing both Parts and Labor, you might choose to show only the Parts on the Invoice.

Note: When the Generate Kit Details on - Sales flag is turned OFF - Child Item details do not appear on the Invoice, regardless of whether they have the Show on Invoice flag selected.

Examples below:

1.Here is a sample Kits Detail screen, with all the items currently selected to Show on Invoice:

A Work Order is entered including this Kit and then billed. Here is the Invoice:

2.Here is a sample Kits Detail screen, with 2 of the items currently de-selected, so that they will not Show on Invoice:

A Work Order is entered including this Kit and then billed. Here is the Invoice:

 


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