Break, Edit, or Delete Assembly Items

Assembly Items Overview | Add/Build Assembly Items

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You can break, edit, or delete assemblies as needed to free the individual component items, to change the component items or quantities, or to discontinue using the assembly.

Breaking an assembly makes the component items available for sale individually. This option is only available if the on-hand quantity of the assembly item is greater than zero (0).

(Multi-store) Remote stores are limited to breaking assemblies at their own store and cannot edit or delete the assembly item.

To break assemblies:

1. Locate and highlight the assembly item in your item list.

2. Click Show Details.

3. Click the Assembly button next to the item Type field. The Assembly Details are shown.

4. Click E dit Assembly. The Edit Assembly window is opened.

5. Click Break at the top of the Edit Assembly window.

Headquarters in multi-store only: Specify the store for which you are breaking the assemblies.

The Break Assembly dialog displays the number of existing assemblies that can be broken.

6. Specify the number of assemblies you would like to break and then click Break in the dialog.

7. Click OK on the confirmation dialog.

8. Click Save.

Notes:

- Breaking an assembly reduces the on-hand quantity of the assembly item by one (for each assembly broken) and increases the on-hand quantity of each component item by the total number included in the broken assemblies.

- Quantity and cost adjustment memos are automatically created to adjust inventory when breaking assemblies. The logged in users name will be entered on the memo, along with appropriate comments ("Assembly broken from inventory") and reason ("Brk Asm"). If users are not required to log in, you will be prompted to enter a user name for the memo(s) upon creation.

- If an assembly item includes a second assembly item as one of its components, then breaking the first assembly does not break the second assembly contained therein.

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To edit an assembly (Headquarters only in multi-store):

Assembly item descriptive fields, price, vendor, etc. can be edited at any time using standard inventory editing procedures. However, the component items can only be changed if the on-hand quantity of the assembly item is zero (0). Existing assemblies must be broken before changes to the component items are allowed.

1. Highlight the assembly item in your item list.

2. Click Show Details.

3. Click the Assembly button next to the item Type field. The Assembly Details are shown.

4. Click E dit Assembly. The Edit Assembly window is opened.

5. If the on-hand quantity is not zero (0), click Break and break all existing assemblies.

(Multi-store) All assemblies at all stores must be broken before the assembly component items can be edited.

5. Use normal procedures to add, edit, or delete component items.

6. Select Save to record your changes.

You can now build new assemblies with the changed component items.

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To delete an assembly item (Headquarters only in multi-store):

Deleting an assembly item requires that you first break all existing assemblies and remove the component items from the assembly item.

1. Break all existing assemblies, remove the component items, and save (select the links above for instructions, if necessary).

2. With the assembly item highlighted (list) or displayed (form), select Delete from the I Want To menu.

- If the assembly item is listed on active order documents, you will be alerted and asked to confirm the deletion. If you answer yes, the item will be deleted and cost/quantity memos created to adjust inventory. It is recommended that you then edit any order documents to remove the deleted assembly item.

Related Topics

Assembly item overview

Add and build assembly items