Multiple items from inventory used as one product

Hi Tom

In ERP terms this would be called a Kit. It's like a Bill of Materials but instead of the parts being turned into something different the parts remain as they are but sold together in the Kit. It all depends on how your workflow is set up. Do you assemble the Kits ahead of time? Do the Sales Orders / Delivery Notes / Invoices show the Kit, or the Invetory Items of the Kit? There would be a Many-to-many relationship between the Kit and its parts and at some point in the process a script would be run to decrease the number of parts in the Kit and increase the number of the Invetory Items ready to be sold. Shall I have a go at putting an example script together for you?

Regards

John

Hi Tom

I'll take a look at the Inventory template.

Regards

John

I used the Inventory template.

I added a table called Kit with 2 joins to the Article table, Kit as Ordered" and 'Articles in a Kit'. This is where you define your Kit. In addition there is a Kit Orders table, also joined to the Article table. Records here are added by a script in a button on the Sales Order Line Item form.

Add a new tab to the Article form to be able to add Kit items.

Add a button to the Sales Order Line Item

This will still need work to check that a kit exists, an also to prevent the button being pressed more than once, etc

And update the formula that calculates the Article Inventory

I hope that helps, it's a start anyway...

I'll put something together over the weekend Tom

Hi Tom

I'll get you to the point where you have added a KIt table and it's joins.Once we know you have that working we'll move on th the next stage.

Add a table called Kit. Add a field called Quantity and while you are still adding fields to this table go to the Create Table Reference and add 3_Article. Call this Kit as Ordered. This is the relationship that allows a kit to be built for a single product. Now add ANOTHER table reference using 3_Article and call this one Articles in a Kit. Notice that both arrows are pointing to the right. This is the norm for a join table used to create a many-to-many join. What is unusual, and maybe a bit confusing, is that both the tables it joins to are the same one, Article. At this point click OK and Save Changes and see the kit table with two arrows pointing to 3_Article in the Data Model. Now look at the 3_Article table and see the last two fields are Kit and Kit2 both with arrows pointing left. Change the name of Kit to Articles in a Kit and Kit2 to Articles as Ordered. While here add a Tab Layout element and call it Kit. Drag it just above Articles in a Kit. This creates an extra tab in the form view. We don't need to see Articles as Ordered so set its Display field only, if to (or null).

Now click back into Kit and click on the Kit as Ordered relationship and change Composition from No to Yes and click OK and Save Changes. This makes the relationship an embedded child of Article.

No go to your 3_Article List and click on the first record. Go to the Kit tab and check that you can add articles to the join. You will want to add columns Article Numer and Article Name fromthe Articles in a Kit table.

Let me know how you get on. We'll move onto the next part once you are happy you have got this going.

Regards John