Distribution, Manufacturing, and Internet Modules

[msands]

Good evening.  Is there a way in Mas 200, 4.3 to automatically attach items to a sales order?  For example, if I sell item #100, 1 crate of widgets, I also need to include a separate line as a $5 deposit for the crate.  The deposit needs to show up on the sales order (and invoice) as separate line items so I cannot include the deposit in the item's BOM iteself.  But, other items do not have deposits.

Right now, when keying sales orders, we have to enter the item number for the widget and then the item number for the deposit.  Is there a way to enter the item number for the widget and then the deposit will automatically add on?

Thanks,

Mike

[robertcwood]

That should be doable with a User Defined Script (UDS) in 4.40.

[TomTarget]

How about creating a kit?

[msands]

Thanks for your reply....we use the Bill of Materials module so MAS 200 won't allow me to use kits because BOM's are used.  But I can't add the deposit to the BOM because I need the deposit to show up separately on the sales order / invoice.

[TomTarget]

I may be mistaken,  but there is an option in bill of materials called  "Allow Kit Bills".

You set up the item from item maintenance and mark it as a kit and you can define it to explode on the order.  From there you maintain it from bill of matierials maintenance.

[ASI]

Hi Mike,

If you cannot figure out a way to make it work with the suggestions for using a script or using kits, we actually wrote a custom solution for a client who needed to do exactly what you described.  Our solution was written at v4.20, so it would need to be upgraded to v4.30, and it might need some tweaking to fit your specific requirements,.  However, it sounds like it should be very close.  Follow this link to review the documentation.

If you are interested, please contact us at contact@asifocus.com 

[Heather · Accepted solution]

msands --

While you can create kits with BOM, I'm guessing it's not what you have in mind.  While you can itemize the kit components on an invoice, they don't have prices.  So although your customer would see a line item that says "crate deposit" (or even "$5 crate deposit" if you want), the actual $5 charge would be incorporated in the price of the kit.

If you're considering going with the kits, I suggest playing around with them in a test company first.  Be sure to post some sales and check out how the sales history is handled, because it is different from other inventory items.

I think adding the deposit line would be a relatively easy thing to accomplish with scripting in v4.4.

[DFeller]

I would agree with scripting in 4.40.  I did something similar with a "surcharge" however in that case it was just 1 surcharge for the entire order.

Dawn