135 lines
7.7 KiB
HTML
135 lines
7.7 KiB
HTML
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
|
<html>
|
|
<head>
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
|
<title>Break, Edit, or Delete Assembly Items</title>
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
|
<style type="text/css">
|
|
/* FORCE ALL FONTS TO 12PT */
|
|
* { font-size: 12pt !important; }
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
|
</style>
|
|
|
|
|
|
|
|
<style title="hcp" type="text/css">
|
|
<!--
|
|
span.hcp1 { font-weight:bold; }
|
|
font.hcp2 { font-weight:bold; }
|
|
-->
|
|
</style>
|
|
</head>
|
|
<body>
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
|
|
|
|
|
<p class="Help-Heading-1" style="background-color: #008000;">Break, Edit, or Delete Assembly Items</p>
|
|
<p class="Help-Text"><a href="inven431.htm">Assembly Items Overview</a> <span style="color: #c0c0c0;">|</span> <a href="inven432.htm">Add/Build Assembly Items</a></p>
|
|
<div>
|
|
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
|
|
</div>
|
|
<p class="Help-Text">You can break, <a href="inven433.htm#inven_edit_assembly">edit</a>, or <a href="inven433.htm#inven_delete_assembly">delete</a> assemblies as needed to free the individual component items, to change the component items or quantities, or to discontinue using the assembly.</p>
|
|
<p class="Help-Text">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).</p>
|
|
<p class="Help-Text">(Multi-store) Remote stores are limited to breaking assemblies at their own store and cannot edit or delete the assembly item.</p>
|
|
<p class="Help-Info-Line">To break assemblies:</p>
|
|
<ol>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Locate and highlight the assembly item in your item list.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">Show Details</span>.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click the <span class="hcp1">Assembly</span> button next to the item <span class="hcp1">Type</span> field. The Assembly Details are shown.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">E</span><font class="hcp2">dit Assembly</font>. The Edit Assembly window is opened.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <font class="hcp2">Break</font> at the top of the Edit Assembly window.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Indent">Headquarters in multi-store only: Specify the store for which you are breaking the assemblies.</p>
|
|
<p class="Help-Indent">The Break Assembly dialog displays the number of existing assemblies that can be broken.</p>
|
|
<ol start="6">
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Specify the number of assemblies you would like to break and then click  <font class="hcp2">Break</font> in the dialog.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">OK</span> on the confirmation dialog.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">Save</span>.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
|
<p class="Help-Heading-2">Notes:</p>
|
|
<ul>
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
|
<p class="Help-Bulleted">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.</p>
|
|
</li>
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
|
<p class="Help-Bulleted">Quantity and cost <a href="../qbpos_adjustments/memosoverview.htm">adjustment memos</a> 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.</p>
|
|
</li>
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
|
<p class="Help-Bulleted">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.</p>
|
|
</li>
|
|
</ul>
|
|
<p class="Help-Text"><a href="inven433.htm">Return to top</a></p>
|
|
<p class="help-text"> </p>
|
|
<p class="Help-Info-Line"><a name="inven_edit_assembly" id="inven_edit_assembly"></a>To edit an assembly (Headquarters only in multi-store):</p>
|
|
<p class="Help-Text">Assembly item descriptive fields, price, vendor, etc. can be edited at any time using standard inventory <a href="inven404.htm">editing</a> 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 <a href="inven433.htm">broken</a> before changes to the component items are allowed.</p>
|
|
<ol>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Highlight the assembly item in your item list.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">Show Details</span>.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click the <span class="hcp1">Assembly</span> button next to the item <span class="hcp1">Type</span> field. The Assembly Details are shown.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Click <span class="hcp1">E</span><font class="hcp2">dit Assembly</font>. The Edit Assembly window is opened.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">If the on-hand quantity is not zero (0), click <font class="hcp2">Break</font> and break all existing assemblies.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Indent">(Multi-store) All assemblies at all stores must be broken before the assembly component items can be edited.</p>
|
|
<ol start="5">
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Use normal procedures to add, edit, or delete component items.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Select <font class="hcp2">Save</font> to record your changes.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Text">You can now <a href="inven432.htm">build</a> new assemblies with the changed component items.</p>
|
|
<p class="Help-Text"><a href="inven433.htm">Return to top</a></p>
|
|
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
|
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
|
<p class="Help-Info-Line"><a name="inven_delete_assembly" id="inven_delete_assembly"></a>To delete an assembly item (Headquarters only in multi-store):</p>
|
|
<p class="Help-Text">Deleting an assembly item requires that you first <a href="inven433.htm">break</a> all existing assemblies and <a href="inven433.htm#inven_edit_assembly">remove</a> the component items from the assembly item.</p>
|
|
<ol>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Break all existing assemblies, remove the component items, and save (select the links above for instructions, if necessary).</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">With the assembly item highlighted (list) or displayed (form), select <font class="hcp2">Delete</font> from the I Want To menu.</p>
|
|
</li>
|
|
</ol>
|
|
<ul>
|
|
<li class="p-Help-Nested-List">
|
|
<p class="Help-Nested-List">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.</p>
|
|
</li>
|
|
</ul>
|
|
<p class="Help-Text"> </p>
|
|
<p class="Related-Topics">Related Topics</p>
|
|
<p class="Help-Text"><a href="inven431.htm">Assembly item overview</a></p>
|
|
<p class="Help-Text"><a href="inven432.htm">Add and build assembly items</a></p>
|
|
</body>
|
|
</html>
|