Job Material Kit Builder

Use this form to process job materials that are kits.

After you specify filter criteria (kit items and/or due dates), click the Filter button. Each job that matches the filter criteria is displayed in the grid.

For a job material to appear in the grid, these conditions must be met:

  • Quantity Received > Quantity Issued
  • Reference Type is Job
  • Reference Number is blank

Select the records to process and specify the quantity and location, as well as lot and serial number if applicable.

When you click Process, the system does the following:

  • Generates inventory transactions for the kits
  • Creates a job transaction record for a Just-in-Time transaction for each selected line.
  • Posts the kit components using standard routing and bill of materials.

After processing, the kit remains in the grid until you issue the kit in the Job Material Transactions form.