How to Create a Kit

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

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.

Locate the Asset Description Dataset

1. Select Admin category then Asset Descriptions:

Create an Asset Description – Kit Line

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:

2. Select New Record>Asset Description or hit Insert on your keyboard:

3. Fill in the relevant fields.

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

Field	Description
Category	Select the relevant category from the drop down, or add new if required
Equipment Type	Select the relevant type from the drop down, or add new if required
Asset Description	Enter the asset description
Asset Number Prefix	Enter a prefix (if applicable)
Next Asset Number	Enter the next asset number (if applicable)
Asset Descriptions (Hdr)
Kit Line	Enable this option to indicate you are adding in a kit
Counter Clock	Enable this option to indicate that the asset has a counter clock, i.e. mileage, timing belt etc.
Fixed Asset	Enable this option to indicate that the item is subject to depreciation
Chargeable	Enable this option if the item is subject to charges
Exclude from Reporting	Enable this option if you want to exclude from all reports
Utilisation Type	Enable this option if utilisation is to be tracked for the item
Responsible Role	Select a responsible role (if applicable)

Note: You MUST select the Kit Line tickbox when creating a Kit Line. This will enable additional tabs required.

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

Select OK.

4. To view/amend the Rates, select the Rate Schedule tab:

Add Asset Requirements to a Kit Line

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:

5. Select the Asset BOM tab, select New Record>Asset BOM or hit Insert on your keyboard.

Fill in the fields required.

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

Field	Description
BOM Item	This will automatically populate; this is user changeable if required
Qty Required	Enter the qty required
BOM Category	Select the relevant category
BOM Equipment Type	Select the relevant equipment type
BOM Asset Description	Select the relevant asset description
Revenue % Split	Enter the percentage value to which this asset will be assigned revenue
**Asset BOM (Hdr) **
Note	Text field to record additional notes on the asset

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

Add Stock Requirements to a Kit Line

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:

7. Within the Asset Description record, select the Stock BOM tab, select New Record>Stock BOM or hit Insert on your keyboard.
8. Fill in the required fields.

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

Field	Description
BOM Item	This will automatically populate; this is user changeable if required
Qty Required	Enter the qty required
BOM Part No	Enter the relevant part no, or use the binoculars to search the system
BOM Category	Select the relevant category
BOM Equipment Type	Select the relevant equipment type
Stock BOM (Hdr)
Note	Text field to record additional notes on the asset

Select Next to add additional Stock BOM records, when complete select Close.

Add Transit Types to a Kit Line

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:

9. Within the Asset Description record, select the Transit Description tab, select New Record>Transit Description or hit Insert on your keyboard.
10. Fill in the fields required.

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

Field	Description
BOM Item	This will automatically populate; this is user changeable if required
Qty Required	Enter the qty required
Transit Case Type	Select the relevant transit case type, or add new if required
Note	Text field to record additional notes

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

Add Asset Description Non Stock Types to a Kit Line

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:

11. Within the Asset Description record, select the Asset Description Non Stock tab, select New>Asset Description Non Stock or hit Insert on your keyboard:
12. Fill in the required fields:-

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

Field	Description
BOM Item	This will automatically populate; this is user changeable if required
Qty Required	Enter the qty required
Description	Text field to record the description of the non stock asset description
Cost Finance Code	Select the relevant finance code
Revenue Finance Code	Select the relevant finance code
WIP Cost Finance Code	Select the relevant finance code
WIP Revenue Finance Code	Select the relevant finance code
Note	Text field to record additional notes

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

Add Mobilisation Cert Requirements to a Kit Line

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.

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

14. Select the Cert Type required for the mobilisation of the Kit Line, or add new if required.

Select Next to add additional Mobilisation Cert Requirements records, when complete select Close.

Add Modifications to a Kit Line

15. Within the Asset Description record, select the Asset Description Mods tab, select New Record>Modifications or hit Insert on your keyboard.
16. Fill in the relevant fields.

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

Field	Description
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Mod Type	Select the relevant mod type
Mod Description	Enter the mod description
Due Date	Enter/Select the relevant due date
Mod No	Enter the relevant mod no (if applicable)
Mandatory (Tickbox)	Check this as true if the Mod type is mandatory
Asset Description Mods (Hdr)
Mod Doc	A document, file or webpage can be linked to the record
Notes	Text field to record additional notes

17. To assign the Modifications to the relevant Assets, select Functions>Assign Mod to Assets.

Select OK.

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

Add Asset Defaults to a Kit Line

18. Within the Asset Description record, select the Asset Defaults tab, select New Record>Asset Defaults or hit Insert on your keyboard.
19. Fill in the relevant fields.

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

Field	Description
Custom Status	Select the relevant custom status
Product Code	Select the relevant product code
HS Code	Select the relevant HS code
Asset Defaults (Hdr)
Comments	Text field to record additional comments

Select Next from the toolbar to add additional Asset Defaults records, when complete select Close.

Add Default Misc Charges to a Kit Line

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

20. Within the Asset Description record, select the Default Misc Charges tab, select New Record>Default Misc Charges or hit Insert on your keyboard.
21. Fill in the relevant fields.

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

Field	Description
Category	This will automatically populate
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Charge Type	Select the relevant charge type, or add new if required
Default Misc Charges (Hdr)
Description	Enter the misc charge description
Qty	Enter the qty
Billing Currency	Select the relevant billing currency
Revenue Rate	Enter the relevant revenue rate of the misc charge

Select Next to add additional Default Misc Charges records, when complete select Close.

Add Model Information to the Kit Line

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.

22. Within the Asset Description record, select the Model tab, select New Record>Model or hit Insert on your keyboard.
23. Fill in the relevant fields.

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

Field	Description
Category	This will automatically populate
Equipment Type	This will automatically populate
Asset Description	This will automatically populate
Model No	Enter the relevant model number
Model (Hdr)
Technical Spec Notes	Text field to record technical spec notes
Transit Case Type	Select the relevant transit case type
Weight Type	Select the relevant weight type
Total Weight	Enter the total weight value
Dimension Type	Select the relevant dimension type
Dim L	Enter the length value
Dim W	Enter the width value
Dim H	Enter the height value
Packing Notes	Text field to record packing notes

Select Next to add additional Model records, when complete select Close.