Build Items

The AccountEdge Inventory feature allows you to build items comprising other inventory components. There are two ways to build inventory items: Build Items and Auto-Build Items. Both features have the following requirements:

  • The components of built items must be inventoried items (I inventory this item must be check marked for the components)
  • The components must have positive on-hand quantities (you must have the components in inventory)

Build Items

You can immediately build items by selecting Build Items. In the Build Items window:

  • Indicate the item number of the item to be built
  • Indicate a Quantity, but leave the Unit Cost and Amounts fields blank
  • On the line(s) that follow, enter the component items to build the built item. The Unit Cost and Amounts should be filled in by AccountEdge (if known); the quantities and values (amounts) should be negative
  • When you're finished, AccountEdge will display an out of balance amount; enter this value in the Amount field of the built item (as a positive number)
  • The out of balance amount will now be zero; you can click Record to complete build (transaction)
With this transaction, you are removing the components from inventory, consuming them to create a built item. The built item must already be defined as an inventoried item in the Inventory subsystem.

Auto-Build Items

Auto-Build Items exist in the Inventory subsystem, and are defined as such by having a list of components required to build the items. They

  • Must be inventoried (I Inventory this item); the results of an Auto-Build needs to be placed in inventory
  • May be Sold (I Sell this item); you most likely will be selling the item, but this is optional nonetheless
  • May be Bought (I Buy this item); if you get busy, you may want to outsource the building of the item

To define an Auto-Built item

  • Create a new item as you would any other
  • Indicate you Inventory the item and fill in the Inventory account
  • Optionally indicate the Buy and Sell accounts, and fill in other fields as you would for any item
  • Click the Auto-Build tab
    • (Optionally) indicate a quantity level for a restocking alert
    • Line for line, enter the components and quantities of the components required to build 1 item you are defining
    • Click OK when you are finished
You have defined this new item as a built item comprising the components you've indicated. When you click the Auto-Build button, your item will be listed, along with its on-hand quantity, quantity promised on customer orders, net on hand, and quantity to build. When you need to build this item, simply indicate a quantity to build, and when you click Build Items AccountEdge will display a completed Build Items window. You click Build and the components will be consumed to build the item, which will be placed in inventory.

Notes

  1. Built and Auto-Built items cannot be built unless their components are identified as inventoried items, and there is a positive value in inventory
  2. A restocking alert will be generated when the item's inventory count falls below the restocking value. This alert will be generated for the Auto-Built item, not its components. You must check the on-hand quantity of its components to determine if additional Auto-Build items can be built.
  3. Restocking Alerts also appear in the To Do List under the Stock tab