I'm doing a saved search on Items, filters are set...
# general
m
I'm doing a saved search on Items, filters are set to Assembly & Inventory items. I'm summing the Sales Order Transaction Qty for these items. Some of the Components items are showing on the results. How can I filter out the components on these transactions?
Example Assembly Item 100100 contains inv item 123123. Summing those transaction and grouping by Item shows QTY of 100 for both 123123 & 100100.
m
I think you can filter out by “Component of” and choosing none.
just add that criteria to what you have already.
m
Hmm no dice with that, that was my approach originally. I've also tried Member Of. Something seems to be missing .
m
What about filtering by asset account? Do you keep components in a raw materials asset account different than the assemblies and Inventory items? Also, in the future, you might want to assign a location to each component so you can filter out if it’s kept in a separate location.
Or maybe you can try to filter by Sub Type if the component is only for purchase and the others are for sale or resale.
m
So these raw materials can actually be sold too.... which makes this a pain sometimes. So it's a sticky situation in both cases. Both are great suggestions in a perfect world
m
It doesn’t use a different asset account?
m
Sadly no :,( As we can treat this both as a Finished Good or a Raw Material. Not sure why it's setup that way, but I agree that would be ideal
m
I’m spent. I have nothing left. LOL
😆 1
m
Hahahaha I appreciate it! Those were all great suggestions and I'm going to see if I can try that in the future
m
Wait. Last approach in Excel method and update. Export all assemblies with internalID, sku, and member items. Then export all Inventory items the same way. Then do a Vlookup to match any inventory items that are members with the assembly. Now combine the lists together. Create a custom field checkbox for “Used in Assembly” or “Component”. Add that column to your list with “Yes” and then upload to update products with the checkmark. Then you can filter for that checkbox in a search.
There you go. That’s why i won’t do two shows a night… I won’t do it.
m
Hahaa fair, yeah I think that'll work thanks for the help again!