Item Dependencies

Overview

Item Dependencies refer to processes that must first be completed before the item can be processed. It may also depend on another item being in stock.

Creating item dependencies assists the smooth flow of processes because potential bottlenecks can be identified ahead of time.

The Dependencies (tab) in the Item Edit Form shows dependencies from both Item Costings and linked Estimate Costings.

Settings

Note

The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.

Setting	Description	Default
Items & Inventory > Dependencies Actions - Access Allowed	Checkbox. If checked, access is allowed.	Unchecked

Item: Dependencies (tab)

Dependencies are set up when an item is created or edited.

Info

The tab lists the assemblies that use this item (Assemblies that use this Item).
These are the Item Costings and their options, and the estimate costings on transactions of the Transaction Type in the item setting Items & Inventory > Item Costings – Transaction Type.
In the column captions, CST means Costing and ITM means Item.

Dependencies Tab Buttons Explained

Button

Description

Actions

Opens a menu with these options:

Remove from Assemblies: Removes this item from the selected Item Costings and options. Only costings in Draft status are changed; estimate costings are left as they are.
Add to Assemblies: Opens a list of assemblies to add this item to (see Add to Assemblies Explained below).
Add to Assemblies (Option): Adds this item to the selected assemblies as an option for the item you select in Option for.
Add to Assemblies (Replace Item): Replaces the item you select in Replace Item with this item in the selected assemblies, in the costing and in its options.

Note

The actions need the user setting Items & Inventory > Dependencies Actions - Access Allowed.
Without it, the message "Access Denied - See Settings > Users > Items & Inventory > Dependencies Actions - Access Allowed" appears.

Dependencies Tab Fields Explained

Field	Description
Caption	The caption of the item in the costing.
Link	Where the item is used: ITM … (CST): In the Item Costing of that item. ITM … (OPT): As an option in the Item Costing of that item. A transaction number: In an estimate costing on that transaction.
Description	The description of the assembly.
Code	The code of the assembly.
Reference	The reference of the assembly.
Status (ITM)	The status of the assembly item: Cancelled, Review, Active or Phase-Out.
Variable	Whether the item is Mandatory or Optional in the costing. Optional [X] means it is selected by default.
Qty	The quantity of the item in the costing.
Status (CST)	The status of the assembly's costing.
Unit	The unit of the item in the costing.
Qty Type	How the quantity is calculated: Fixed, x, x Size or /.
Type (CST)	The costing type: MAT or ASM.
Menu (...)	Right-click a row for these options: Open linked Item: Opens the assembly. Double-clicking the row does the same. View Item Summary: Shows the assembly's summary.

Add to Assemblies Explained

Info

Select one or more assemblies in the list and click Add (or Replace).
The item is only added to assemblies with a costing in Draft status.
The fields below set how the item is added; they are filled in from this item.

Field	Description
Type	The type of assemblies to list.
Desc	Whether the item's description is shown in the assembly's description.
Variable	Mandatory or optional.
Caption	The caption of the item in the costing. Required.
Qty	The quantity. Required.
Qty Type	How the quantity is calculated.
Option for	The item that this item becomes an option for (Add to Assemblies (Option) only).
Replace Item	The item that this item replaces (Add to Assemblies (Replace Item) only).

Other Information

A cost price that is used in a costing cannot be deleted from the item's pricing. The message "Delete not allowed. The selected Cost Price is used in a Costing. See the Dependencies tab." appears.