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Dynamics GP calls this a KIT, Quickbooks Enterprise calls it a group item. A Kit is different from an assembly BOM. The KIT is not tracked as an inventory item, and the components inside it are all kept as individual items tracked with their own inventory levels. The KIT/group item is sold as a single line on a sales doc and is viewed on screen expanded but printed on customer docs as collapsed with just the 1 description of the KIT/group item. This helps in that we do quotes with 40 BOM's and each with up to 30 items. instead of a quote showing 1200 items, it will only show the grouping of those items in 40 lines. You can add comments within the KIT for notes and it will not show up on the customers print out but can be viewed internally. In QB enterprise, the group item is altered on the fly within the sales docs, The group item just pulls in the starting items and it can be altered as needed on the sales doc without effecting the original group item. The altered KIT/group item carries through from quote to order to invoice. The downside to Enterprise version is you cant collapse the screen view, you have to scroll through the 1200 items to get where you need to go. I am currently in process of a customization but hoping to see out of the box functionality in future.
Category: Sales
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J

Thanks Kevin,
The problem is how tax is calculated or handled. I didn’t come from GP so I’ve only been able to read, but I have since looked at some videos and I believe the problem is the same in 365BC. QB enterprise has an assembly item and a group item. The group item is more of an expand/collapse view of items with the name of the group item on the summary line when collapsed. The group items can have a mix of taxable and nontaxable items. Each item within the group item is sold, tracked, and taxed individually depending on the item’s setup. The summary of the group item does not calculate tax based on a total assembled item. In QB, each group item is viewed on screen as expanded but when printed, is viewed as collapsed in summary lines. It’s also similar to setting up a recurring item in 365BC but keeping the recurring item collapsed and summarized as the name of the original recurring item but can also modified on the fly and totals are auto calculated as it is modified. The Assembly item wants to tax a single hierarchy item. We have group items with 900.00 in nontaxable items and 100.00 as taxable items, and we can’t lump sum all of it as 1,000.00 taxable, we only need 100.00 of it taxed. We frequently have 40 group items that have 30 inventory items within. 1200 items is to much for customer sales docs, sometimes more than this. One unfortunate thing about QB group items, there is no option to collapse them in screen view, only expanded, which makes scrolling on screen time consuming.

Category: Sales

J

We have implemented this using Assembly Orders - but setting it up so that entering the sales order automatically creates the assembly order and then shipping the sales order automatically "backflushes" and "receives" the assembly order. That makes it work just like Dynamics GP Kits.

You can even modify the assembly order after the sales order has been created (to make adjustments to the items like you mentioned in QB).

Category: Sales

J

Thanks for responding,
We did look at the assemble to order but have problems. We have BOM’s with mixed labor and material. The labor is not taxed and we want it to stay that way. We have BOM’s that may have 50.00 in taxable materials and 350.00 in nontaxable labor. The assembly BOM’s want to create a single parent item that is taxed at 400.00, not just the 50.00. A group item is a non-inventory item that calculates its internal items individually and there is no tracking of the parent item. The parent item is just a summary line of all the items in it. The group item also calculates itself with every change on the summary of the line and we customize them a lot. The assemble to order BOM can be customized per sales order but it has to be recalculated manually twice each change with 4 clicks each. Once a change is done to the BOM, you click line-> related information-> hover over assemble to order-> roll up price-> yes. Then same steps again for roll up cost. A group item calculates its line as it is customized.

When a group item is copied to another sales doc, it brings with it the exact cost and price set up on the lines from the group item it was copied from. However when a BOM is copied it is mandatory to be recalculated if the customer is a different customer. And when it is copied to another sales order and is recalculated it does not bring over the customized price of the customized BOM. It does bring over the items that it was customized with, but it puts in the cost and price of the originating item card of the assembly BOM, not the customized cost and price it is being copied from. Human error is likely to forget to recalculate both cost and price and leave money on the table, either when creating the customized BOM or for a copied BOM.

We also want to be able to ship items with in the group item at different times or stages and didn’t get that far into testing the assemble to order BOM. A summary of items would allow this.

Category: Sales

J

Hi Joel,

Wouldn't assemble-to-order feature help here?
https://docs.microsoft.com/en-us/dynamics365/business-central/assembly-how-to-sell-items-assembled-to-order

Regards
Ivan Koletic
PM, Microsoft

Category: Sales