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Kits are used to track anything which includes Bill of Materials (BOM).

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Example: If a Client requests a 2 part float system, you can set this up as a Kit Line and add Asset/Stock/Non Stock BOM’s which will advise the user what items they need to assign to the job in order to fulfill the requirement.

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Locate the Asset Description Dataset

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  1. Select Admin category then Asset Descriptions:
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\"Asset

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Create an Asset Description – Kit Line

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An Asset Description with a Kit Line will show on a Mobilisation Request as follows and must be allocated to the Job in order to supply the entire Kit Line:

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\"Asset

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  1. Select New Record>Asset Description or hit Insert on your keyboard:
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\"Asset

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  1. Fill in the relevant fields.
    2. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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FieldDescription
CategorySelect the relevant category from the drop down, or add new if required
Equipment TypeSelect the relevant type from the drop down, or add new if required
Asset DescriptionEnter the asset description
Asset Number PrefixEnter a prefix (if applicable)
Next Asset NumberEnter the next asset number (if applicable)
Asset Descriptions (Hdr)
Kit LineEnable this option to indicate you are adding in a kit
Counter ClockEnable this option to indicate that the asset has a counter clock, i.e. mileage, timing belt etc.
Fixed AssetEnable this option to indicate that the item is subject to depreciation
ChargeableEnable this option if the item is subject to charges
Exclude from ReportingEnable this option if you want to exclude from all reports
Utilisation TypeEnable this option if utilisation is to be tracked for the item
Responsible RoleSelect a responsible role (if applicable)
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Note: You MUST select the Kit Line tickbox when creating a Kit Line. This will enable additional tabs required.

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Select Save from the toolbar, a message will appear (if Chargeable is ticked) reminding you to update the rates.

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Select OK.

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  1. To view/amend the Rates, select the Rate Schedule tab:
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\"Rate

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Add Asset Requirements to a Kit Line

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Asset BOM’s will show on a Mobilisation Request as follows and must be allocated to the Job in order to supply the entire Kit Line:

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\"Mobilisation

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  1. Select the Asset BOM tab, select New Record>Asset BOM or hit Insert on your keyboard.
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Fill in the fields required.

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Note: (Pink = System Generated, Blue = Mandatory):

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\"Asset

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FieldDescription
BOM ItemThis will automatically populate; this is user changeable if required
Qty RequiredEnter the qty required
BOM CategorySelect the relevant category
BOM Equipment TypeSelect the relevant equipment type
BOM Asset DescriptionSelect the relevant asset description
Revenue % SplitEnter the percentage value to which this asset will be assigned revenue
**Asset BOM (Hdr) **
NoteText field to record additional notes on the asset
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Select Next to add additional Asset BOM records, when complete select Close.

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Add Stock Requirements to a Kit Line

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Stock BOM’s will show on a Mobilisation Request as follows and must be allocated to the Job in order to supply the entire Kit Line:

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\"Mobilisation

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  1. Within the Asset Description record, select the Stock BOM tab, select New Record>Stock BOM or hit Insert on your keyboard.
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  2. Fill in the required fields.
    3. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Stock

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FieldDescription
BOM ItemThis will automatically populate; this is user changeable if required
Qty RequiredEnter the qty required
BOM Part NoEnter the relevant part no, or use the binoculars to search the system
BOM CategorySelect the relevant category
BOM Equipment TypeSelect the relevant equipment type
Stock BOM (Hdr)
NoteText field to record additional notes on the asset
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Select Next to add additional Stock BOM records, when complete select Close.

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Add Transit Types to a Kit Line

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Transit Cases will show on a Mobilisation Request as follows and must be allocated to the Job in order to supply the entire Kit Line:

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\"Mobilisation

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  1. Within the Asset Description record, select the Transit Description tab, select New Record>Transit Description or hit Insert on your keyboard.
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  2. Fill in the fields required.
    3. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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\"New

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FieldDescription
BOM ItemThis will automatically populate; this is user changeable if required
Qty RequiredEnter the qty required
Transit Case TypeSelect the relevant transit case type, or add new if required
NoteText field to record additional notes
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Select Next to add additional Transit Description records, when complete select Close.

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Add Asset Description Non Stock Types to a Kit Line

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Asset Description Non Stock items will show on a Mobilisation Request as follows and must be allocated to the Job in order to supply the entire Kit Line:

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\"Mobilisation

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  1. Within the Asset Description record, select the Asset Description Non Stock tab, select New>Asset Description Non Stock or hit Insert on your keyboard:
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  2. Fill in the required fields:-
    3. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Asset

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FieldDescription
BOM ItemThis will automatically populate; this is user changeable if required
Qty RequiredEnter the qty required
DescriptionText field to record the description of the non stock asset description
Cost Finance CodeSelect the relevant finance code
Revenue Finance CodeSelect the relevant finance code
WIP Cost Finance CodeSelect the relevant finance code
WIP Revenue Finance CodeSelect the relevant finance code
NoteText field to record additional notes
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Select Next to add additional Transit Description records, when complete select Close.

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Add Mobilisation Cert Requirements to a Kit Line

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If a Mobilisation Cert requirements record exists against an Asset Description and you do not perform the necessary update within the Job Details, the system will not allow you to Manifest the Assets.

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  1. Within the Asset Description record, select the Mobilisation Cert Requirements tab, select New Record>Mobilisation Cert Requirements or hit Insert on your keyboard:
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\"Mobilisation

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  1. Select the Cert Type required for the mobilisation of the Kit Line, or add new if required.
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Select Next to add additional Mobilisation Cert Requirements records, when complete select Close.

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Add Modifications to a Kit Line

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  1. Within the Asset Description record, select the Asset Description Mods tab, select New Record>Modifications or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Asset

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FieldDescription
Equipment TypeThis will automatically populate
Asset DescriptionThis will automatically populate
Mod TypeSelect the relevant mod type
Mod DescriptionEnter the mod description
Due DateEnter/Select the relevant due date
Mod NoEnter the relevant mod no (if applicable)
Mandatory (Tickbox)Check this as true if the Mod type is mandatory
Asset Description Mods (Hdr)
Mod DocA document, file or webpage can be linked to the record
NotesText field to record additional notes
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  1. To assign the Modifications to the relevant Assets, select Functions>Assign Mod to Assets.
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Select OK.

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Select Next to add additional Asset Description Mods records, when complete select Close.

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Add Asset Defaults to a Kit Line

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  1. Within the Asset Description record, select the Asset Defaults tab, select New Record>Asset Defaults or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
    3. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Asset

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FieldDescription
Custom StatusSelect the relevant custom status
Product CodeSelect the relevant product code
HS CodeSelect the relevant HS code
Asset Defaults (Hdr)
CommentsText field to record additional comments
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Select Next from the toolbar to add additional Asset Defaults records, when complete select Close.

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Add Default Misc Charges to a Kit Line

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Adding a Default Misc Charge to an Asset Description will automatically add the charge when creating an enquiry/job.

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  1. Within the Asset Description record, select the Default Misc Charges tab, select New Record>Default Misc Charges or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Default

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FieldDescription
CategoryThis will automatically populate
Equipment TypeThis will automatically populate
Asset DescriptionThis will automatically populate
Charge TypeSelect the relevant charge type, or add new if required
Default Misc Charges (Hdr)
DescriptionEnter the misc charge description
QtyEnter the qty
Billing CurrencySelect the relevant billing currency
Revenue RateEnter the relevant revenue rate of the misc charge
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Select Next to add additional Default Misc Charges records, when complete select Close.

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Add Model Information to the Kit Line

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When adding new assets with the kit line Asset Description, the user can select the Model type and this will automatically populate the Packing List Information tab within the Asset Details.

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  1. Within the Asset Description record, select the Model tab, select New Record>Model or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
    3. \n
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Model\"

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FieldDescription
CategoryThis will automatically populate
Equipment TypeThis will automatically populate
Asset DescriptionThis will automatically populate
Model NoEnter the relevant model number
Model (Hdr)
Technical Spec NotesText field to record technical spec notes
Transit Case TypeSelect the relevant transit case type
Weight TypeSelect the relevant weight type
Total WeightEnter the total weight value
Dimension TypeSelect the relevant dimension type
Dim LEnter the length value
Dim WEnter the width value
Dim HEnter the height value
Packing NotesText field to record packing notes
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Select Next to add additional Model records, when complete select Close.

","frontmatter":{"title":"How to Create a Kit","tags":["operations","kit","create","add","bill","materials","bom","asset","assets","line"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug115"}}}