AM11 Sample Reports

The Kit Item Reports provide a variety of information about the kit inventory items. A kit item is an assembled inventory item out of several stock or non-stock inventory items. These reports are useful in reviewing the different component items that comprise a kit inventory item and in tracking transactions that involve the kit inventory items.  

Each of the Kit Item Reports is especially designed to provide several options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Kit Item Reports available in AccountMate.

Kit Formula Listing

The Kit Formula Listing provides information about the component items that are needed to build a kit inventory item as well as the component item quantity and description. This report may include a kit inventory item that requires prebuilding or not.

Kit item Transaction Report

The Kit Item Transaction Report provides detailed information about the transactions involving the kit inventory items. These transactions may include the building and disassembling of the kit inventory items.

You can select to include in the report the kit item’s components and the kit items that are not sold yet. You have the option to show the kit and component items’ serial numbers and lot numbers, if applicable, as well as the descriptions. You can further select to generate this report only for disassembled kit items, only for built kit items, or for both disassembled and built kit items.

Projected Kit item Requirement Report

The Projected Kit Item Requirement Report provides information on the component items quantity required to fulfill open sales orders that have either standard pre-build kit items that do not have enough on-hand and/or customized pre-build kit items as backordered line items. The report shows the kit item sales order quantity that is not yet shipped, component item quantity required to build one unit of the kit item, total required component item quantity per sales order among other details. The report is useful for determining the component items quantity needed to build kit items of open sales orders.

The report can be generated to show only kit component items that are in shortage.