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Microsoft Dynamics RMS (Archived)

Assembly Items vs Kit Items

Posted on by Microsoft Employee

I'm using RMS version 2.0.0110

I'm having trouble deciding how to set up some packaged deals that we sell.

We use Quick Books for accounting and we have two different GL accounts for our inventory and the same departments set up in RMS. They are: Equipment (for the big stuff) and Shelf (for all of the smaller stuff).

We have a couple package deals that include items from both departments and I'm having trouble figuring out how to set them up. Here are the things I've found from experimenting with one of these items.

Item Explination: Part A is equipment (cost $50 price $100) and Parts B, C, and D are shelf (total cost $25, total price $50)

In Quick Books, the cost of part A ($50) is in the equipment inventory GL Account. The cost of parts B, C and D ($25) is in the shelf inventory GL Account.

KIT ITEMS: It will show the total sale price as one number ($150), which is what I want. However, I have to assign the kit to a department. If I put it in equipment, when it transfers to QuickBooks, it will put the total price ($150) as equipment sales income and remove the total cost ($75) from the equipment inventory GL Account and things don't balance.

ASSEMBLY ITEMS: The departments and all the accounting is handled correctly. However, the reciept will show the price we are charging for each individual item and we don't want that.

I cannot figure out how to make the Assembly items have one set price for the whole item.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Assembly Items vs Kit Items

    Thank you so much. We changed the bookkeping side to be simply "new inventory" and all items, large equipment and small items fall into that one asset account. In RMS, we needed the large items and the small items seperate because we inventory the small things 2-3 times a year while we inventory the large things only once a year (much harder to misplace or have someone steal a keg cooler than a shot glass)

    We created a number of different departments, so we have "bar equipment" and "bar supplies" It's working great so far.

  • Suggested answer
    Dick Harrison Profile Picture
    Dick Harrison 700 on at
    Re: Assembly Items vs Kit Items

    Would it be possible to choose your Departments in a more logical way? 'Large' and 'small' sound more like Categories than Departments and are certainly not suitable for accounting purposes.

    You could then use Kits quite happily (Assemblies aren't right here).

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