Kit Analysis report

The Kit Analysis report displays the number of units needed to create a kit and the cost to build it. When you start using kits, you need to know the following information:

  • Is there enough inventory to assemble the requisite number of kits to fulfill sales orders. If not, what additional components are needed to bundle non-stocked kits, and to build for stocked kits.
  • What are the totals for units on hand, on hold, and available.

The report shows the components of the kit and how many kits it's possible to assemble with inventory on hand.

You can define a range of kits to increase the scope of your report, shorten your information-gathering efforts, and generate the results in a hierarchical structure.

Who typically needs this report?

  • Production managers who need to know how many kits can be built based on current inventory and the inventory necessary to build the quantity required

To find the Kit Analysis report, go toInventory Control > All > Reports > Kit analysis. The report settings page appears.

Subscription Inventory Control
User type

Business, Employee, Warehouse
Permissions Kit analysis: Run

View a monthly report

To run a report:

  1. On the report settings page, select View.

    The report displays all results for the default reporting period and enables you to view the hierarchical relationship between kits and subkits.

  2. To refine the report, select Customize.

Customize and run

If you want to see results for all kits and warehouses, generate this report without filtering. Be aware, however, that the report might take a long time to run and might return too many results to be useful.

Before running the report, you can select the types of items to include and specify how you want the report to appear.

To customize and run a report:

  1. Set the filters to get the specific data you want.

    Filters enable you to include or exclude specific types of data in the report. For example, in this report, you can filter on kits and warehouses.

  2. Enter a title, subtitle, and footer for your report.
  3. View, process, memorize, or export the report as needed.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

  1. To show results for a specific kit ID or a range of IDs, use the From kit ID and To kit ID dropdown lists.

    All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as necessary—from everything in the system to a single specific object.

    To run this report for a single object:

    1. From the From dropdown, select the object that you want.
    2. From the To dropdown, select the same object.

    To run this report for a specific range of objects:

    1. From the From dropdown, select the object that you want to begin the range.
    2. From the To dropdown, select the object that you want to end the range.

    To run this report for all objects:

    Leave both dropdowns blank.

    If you have a lot of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run 5 reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

    An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.
  2. To narrow the results to a specific warehouse or a range of warehouses, use the From warehouse and To warehouse dropdown lists. Use these lists if you have the same kit in multiple warehouses. Different warehouses can contain different numbers of the same item. So, depending on which warehouses you select, the number of possible kits in the report will vary.
  3. The Quantity needed field is useful if you selected only one kit ID. Enter the number of kits for which you want to determine component availability.
  4. The Show cost option checkbox is useful if you selected only one kit ID. Select the checkbox to add these 2 columns to the report:
    • Unit cost: The per-item cost based on the costing method for the item.
    • Total cost: The calculated cost of the additional units required based on the unit cost and the quantity needed.
Filter field Notes Limitations

From kit ID, To kit ID

Enables you to get data only for a specific Kit ID or range of Kit IDs.

 

From warehouse, To warehouse

Enables you to get data only for a specific warehouse or range of warehouses.

 

Quantity needed

Enables you to determine the availability of the components that are required for the number of kits you need.

Only applicable if you specified one kit.

Show cost option

Adds two columns to the report:

  • Unit Cost: the per-item cost based on the costing method for the item.
  • Total Cost: the calculated cost of the additional units required based on the Unit Cost and the Quantity Needed.

Only applicable if you specified one kit.

 Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

  1. Enter the title in the Report title 1 field.
    • This title displays in large type at the top of the page, directly under your company name.
    • You can type over any default name that Sage Intacct might have populated in this field.  
  2. Enter the subtitle in the Report title 2 field.
    • The subtitle displays in smaller type, directly beneath the main title.
  3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.

You can use up to 80 characters, including spaces, in each title, subtitle, and footer.

What's in this report?

The default Kit Analysis report consists of the following columns:

Report column heading Description

Warehouse

The warehouse where the kit is stored.

Item ID

Item name

The IDs for the kit, its subkits, and nested components. These columns display the nested level of the subkits and components that comprise the top-level kit, which is finished goods.

Kit type

The type of kit, either Kit or Stockable Kit, as defined when the kit was created as an item in the system.

Cost method

The accounting method for determining the cost of the kit, its subkits, and nested components.

UOM

The unit of measure the system used for the quantity calculations for the kit, its subkits, and nested subcomponents. For example, Each or a Dozen.

GL group

The GL group to which the kit was assigned when it was created as an item in the system.

Units required per kit

The number of individual components required to assemble this kit, as defined when the kit was created as an item in the system (in the Kit Components section on the Item information page).

Possible qty

The number of kits that you can create from the items on hand given the selected warehouses. If you select a different range of warehouses, the number of possible units will change.

Quantity needed

The number of kits you need. To specify a number other than 1, on the Report settings page, select one Kit ID and enter a value in the Quantity needed field. This column also displays the quantities of subkits and components needed to fulfill the quantity needed for the top-level kit.

Quantity on hand

The quantity in stock at the warehouse.

Quantity reserved

The quantity that's on hold to fulfill open sales orders and is yet to be shipped.

Quantity available

The quantity that's available to build kits. (Quantity on hand - Quantity reserved)

Additional units required

The number of components you need to obtain to fulfill the quantity needed for the top-level kit.

Unit cost

The per-item cost based on the cost method for the item. To see the unit cost, on the Report settings page, select one Kit ID and select the Show cost option checkbox.

Total cost

The calculated cost of the Additional units required based on the Unit cost and the Quantity needed. (Additional units required * Unit cost)