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Production Journals/Kittings


Production Journals are used for reporting the output and consumption of a Work Order. GoldFinch also supports the assembly/disassembly of Kit items allowing you to combine multiple component items into a finished good item or break the finished good item down into components without the use of a Work Order.


Kit Item Setup

Kit Items must be set up in the following way:

  • The Replenishment System must be 'Work Order'.

  • Components of the finished Kit item are set up as Item Formulas.

Component Formula Setup

One item formula line will be defined for each component used in creating the Kit item. 

  1. Enter the Component item number that will be included in the finished Kit Item

  2. Enter the quantity Per that will be used to create one (1) Kit Item.

  3. Enter the Unit of Measure of the Component

*** Note: When setting up a kit item formula, Formula Version cannot be utilized.

Component Routing Setup

Routing lines can also be set up for the assembled Kit items.  Routing lines are a list of instructions used to assemble the item.  Routing lines can also account for Capacity/Labor Costs to add to the end cost of the completed Kit item. One routing line can be defined for each process used in creating the Kit item. 

  1. Enter the Work Center number that will be used when assembling the Kit item

  2. Enter the Unit of Measure

  3. Enter the quantity Per

*** Note: When setting up a kit item routing, Routing Versions cannot be utilized.

Create a New Item Journal

Open the App Launcher. Search for Item Journals.

Click on New.

Select Production Journal for the Record Type and click on Next.

Fill in the following fields:

  1. Enter the Posting Date of the Production Journal/Kitting.

  2. Enter the Output Item.

  3. Enter the total number of kits to be produced in the Output Quantity.
    If you want to assemble the Kitting Item, enter a positive number. The component quantities will be negative.
    If you want to disassemble the Kitting Item, enter a negative number. The component quantities will be positive

  4. Enter the Output Warehouse.

  5. Enter the Output Unit of Measure.

  6. Make sure that the Output Item is Lot Tracked.

  7. Enter the Output Bin.

  8. When the Output Quantity is entered, the consumption lines will automatically be entered with the component items. The quantities will automatically be calculated using Output Quantity * Quantity Per that was set up on the Kit Item Formula. Look over the field values to ensure they are correct.

When complete, select Save.

Enter Output Item Lot Numbers

If the Kit Item is a Lot Tracked item, the Output Tracking Lines will need to be defined. 

Click Edit.

Click Output Tracking Lines and then click on Add Tracking Lines.

Fill in the following fields:

  1. Enter a new Lot Number if you are assembling a Kit Item. If you are disassembling a Kit Item, choose an existing Lot Number of the Kit you want to disassemble.

  2. The Quantity should automatically populate.

  3. Enter the Lot Manufacture Date(s)

  4. Enter the Lot Expiration Date(s)

Save the Production Journal Line.

Enter Component Item Lot Numbers

If the Component Item(s) are Lot Tracked, select the red Enter Lots button to enter lot numbers individually or select the Enter Lots button in the header.

Select Add Tracking Lines to enter Lot numbers and the quantity.  

Select the Search icon in the Enter Lot field

  • Select the Lot number that is being used 

  • The Quantity (with a negative number) will automatically be entered.  If you are using components from multiple lots, change the Quantity and select any additional lots to be used.  

When complete, Save the Item Journal Line.

Post the Production Journal

Once all of the lot numbers have been entered for the Output and Component items, Post the Journal

Posting Results

When posting the production journal:

  • Goldfinch consumes the components and services. 

  • Update the Output Unit Cost on the Item Journal, then post the Output with the updated cost

  • General Lender Entries are created.



Finished Goods

Raw Materials

Purchase for the Service items

During the daily Adjust Cost routine, if the component cost is updated, GoldFinch will:

  • Insert adjustment Cost Entries for the components.

  • Update the Unit Cost on the Item Journal Line.

  • Recalculate the Output Unit Cost on the Item Journal.

  • Insert adjustment Cost Entries for the Kit item.

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