Kit Analysis report

The Kit Analysis report provides insight into your kit component inventory and assembly capabilities. It lists the components used in a kit, the number of components needed, and the cost to build a kit. The report also shows you how many kits it's possible to assemble with current inventory on hand, and additional inventory needed to build the quantity required.

When you start using kits, you need to get answers to the following questions:

• Is there is 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?

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.

View a monthly report

1. Go to Inventory Control > All > Reports > Kit analysis.
2. To include or exclude specific types of data in the report, set filters such as kit ID and warehouse ranges. To get fewer and more precise results in your report, set more filters.
You can run this report without entering any search filters; however, the report might take a long time to run and might return too many results to be useful.

3. Add title, subtitle, or footer text to your report

4. To view, process, memorize, export, or customize the report or add it to the dashboard, select one of the following options:

   • View: View the report now, in your browser.
   • Print: Display the report now, in printable PDF format.
   • Process & store: Generate the report and store it for later access. Reports can be either stored in the My Stored Reports list or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
   • Add to dashboard: Add the report to your dashboard.

   • Memorize: Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.

     You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.

   • Export: Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.
   • Customize: After you run the report, return to the main report page and refine the report further.
   • Email: After you run the report, email to others.

   Some options are only available if you access the report from the Reports center.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Report filters

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

 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.

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 Intacct.
Cost method	The accounting method for determining the cost of the kit, its subkits, and nested components.
UOM	The unit of measure Intacct used for the quantity calculations for the kit, its subkits, and nested components. 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 Intacct.
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 Intacct (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	For Average, FIFO, and LIFO costed items, display's the item's running average cost. For Standard cost items, displays the item's unit cost based on the report settings, by warehouse and by item. To include the unit cost on the Kit Analysis report, on the Report settings page, select one Kit ID and then select the Show cost option checkbox. To view how an item's cost is calculated, you can download the Running average cost report from the Inventory utilities page.
Total cost	The calculated cost of the Additional units required based on the Unit cost and the Quantity needed. (Additional units required * Unit cost)