Purchase Kit Journal

From this screen, the user will be able to run a report that will display the list of all transactions done including a Purchase Kit during a given period of time.

The report will only display the transactions once the receiving is finalized.

Here is an example of what the report should look like:

The report will display the Kit Product, as well as the recipe of the Purchase Kit : All products grouped under one Purchase Kit, the Quantity of each individual unit includes in the Purchase Kit, as well as the Percentage, and the unit cost distribute for each item.

If there is an adjustment during the invoice process – on the cost on quantity invoiced – the report will display the transaction has it was originally received, then the reversal of the original transaction, and show as way the new adjustment after the invoicing process is completed.

Here is an example of what the report should look like if an adjustment is made on a Purchase Kit during the invoice process.

•The first portion presents the original transaction during the receiving process.

•The second portion presents the reversal of this transaction once the invoicing process was finalized;

•The third portion presents the new split of the cost between each individual item based on the percentage set up in the Purchase Kit maintenance.

Report Options

To ran the report – the user must go through some options:

Date Range: From these fields, the user needs to specify for which period of time the report needs to be generate;

Sort: The report can be sort as follow:

          - Reference: The reference represents the Kit Product SKU. Therefore, if sort by reference, the system will generate a report that will display all Purchase Kit by alpha-numerical order based on the Product SKU number;

          - Warehouse: If selected, the system will generate a report that will display all information related to the Purchase Kit, by warehouse;

          - Product: The product represents the Product SKU that are attached and included in a Purchase Kit. If selected, the system will generate a report that will display all information related to the Purchase Kit by Product.