Jul 10, 2024
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Starting with Version 8.4 Transaction Pro Desktop now supports the transaction type of Build Assemblies.
Important Definitions:
Item Assembly | An item on the item list that is a combination of other items |
Component | The items, services, or other charges that are the parts used for the final assembly item |
Build Assembly | This is the transaction type in QuickBooks where the component items are subtracted from Quantity on Hand(QoH) and then the Item Assembly's equivalent QoH increases based on build quantity |
Build Assemblies
Steps for importing Build Assemblies.
- Make sure the Item Assemblies being built are already in QuickBooks. If they are not, then import those items first using the following steps to import Item Assemblies.
- Prepare your import file.
- Required fields for an Item assembly: Build Ref (Ref Number), Build Date, Quantity, and Assembly Item Ref
- Open Transaction Pro Importer as normal.
- Select your import file and sheet.
- For Import Type select Build Assembly.
- Click Next and review the file contents to make sure they are correct.
- Click Next and map the columns from your sheet to the options available in Transaction Pro.
- Click Next to get to the final review screen, if everything looks right click Next again.
- Optional - Change any settings necessary on the QuickBooks Item Settings screen
- Click Finish and then OK
- Confirm the import in QuickBooks