Good morning and welcome to Maximo Bite Size, a podcast on the functionality of Maximo Manage. Today is the seventh episode in the series on Inventory.

An Item Kit is a collection of items that can be issued as a single item. They are most often used for regular maintenance of a type of asset where there are several assets of the same manufacturer and model. Think of a garage servicing a car, the kit of parts needed for a type of service could be held together as a single item in a storeroom. Item Kits are also known as kit items although some would interpret this as one of the items that exists in an Item Kit.

The Item Kit is defined in the Item Master application, an example in the MAXDEMO database is KIT134, a kit of parts for the maintenance of an electric utility pole that includes, brackets, bolts, capacitors and resistors.

In the Item Master application there is a Kit checkbox in the right-hand column below Rotating and Condition Enabled, but you will not be able to mark an item as a Kit until you have added the kit items which you do from the Item Assembly Structure tab. The items that you add to the kit cannot be rotating, lot items, or condition-enabled items, although these do exist in the Select Value for the table window row. The items that are added to a kit must have an Issue Unit. You also enter the quantity for each item added to the kit. Incidentally, the Item Kit may include another Item Kit as a kit item, it can also include a tool item, but an Item Kit cannot be a tool item, there is no Item Assembly Structure tab in the Tools application.

Once you have added some items to the Item Kit you should be able to mark the item as a Kit. However, the checkbox will be read-only if the item is also marked as either Rotating, or Condition Enabled, or with a Lot Type of LOT.

You add the Item Kit to a Storeroom using the action Add Items to Storeroom. Maximo will also add kit items referenced by the kit if they do not already exist in the same storeroom, a warning is provided and you should check that the other inventory details for these items have been set, for example issue cost type, default bin, reorder details, etc.

In the Inventory application, when an Item Kit is the current record, then the Assemble Kit action is used to assemble a quantity of a kit, a dialog opens for you to enter the Assemble Quantity. The dialog shows the Current Balance and the maximum Possible Quantity of the kit that could be assembled, based on the quantity required for each kit item and their Available Balance. If you are using average costing, then the Average Cost of the Item Kit will be calculated based on the required quantity of each kit item and their average costs. If you allow Negative Current Balances then you will not be able to assemble a quantity of a kit where the current balance of any component of the kit will become negative.

When you assemble the kit, the issues for the kit items use their default bin before depleting the quantity in any other bin. You can only assemble an Item Kit when the status of the item at the inventory level is ACTIVE or PENDOBS (Pending Obsolescence).

When you assemble the kit the financial transaction records are also created. There will be a receipt (MATRECTRANS) transaction for the Item Kit with a positive quantity and line cost, and one issue (MATUSETRANS) transaction for each item in the kit, each with a negative quantity and line cost, these also have a reference to the receipt record. The Transaction Type when you assemble a kit is KITMAKE.

The Issue Cost Type for an Item Kit can only be Average or Standard. The items that exist in the Item Kit can have an Issue Cost Type of Average, Standard, LIFO or FIFO, but not Asset, you cannot have a rotating item as a kit item. When you assemble an Item Kit and the Issue Cost Type is set to Standard, then an inventory adjustment transaction (INVTRANS) of type KITCOSTVAR will be created to account for the difference between the standard cost of the Item Kit and the sum of the issue costs of each component of the kit multiplied by its required quantity.

In the Inventory application, when an Item Kit is the current record, then the Disassemble Kit action is used to disassemble a quantity of a kit, a dialog opens for you to enter the Disassemble Quantity. When you disassemble there will be an issue (MATUSETRANS) transaction for the Item Kit with a negative quantity and line cost, and one receipt (MATRECTRANS) transaction for each item in the kit, each with a positive quantity and line cost, these also have a reference to the issue record of the Item Kit. The Transaction Type when you disassemble a kit is KITBREAK.

An Item Kit can be issued, returned and transferred to another storeroom. You can purchase and receive an Item Kit.

All the items in the Item Kit must exist in the same storeroom as the Item Kit. If you add a new item to an Item Kit, which you can only do when there is no current balance, then you will also need to add the item to the same storeroom, it won’t be added automatically.

To change the items in an Item Kit you will need to fully disassemble the current balance of the Item Kit in all storerooms, then make the change in the Item Master application and Item Assembly Structure tab, then you can reassemble the Item Kits in each storeroom.

I hope you enjoyed this podcast and I look forward to seeing you back on the next episode when we will discuss Condition Enabled Items.

The music is called Smoke Jacket Blues from the talented group called TrackTribe, please check them out on TrackTribe.com, all one word.

Until another time, goodbye.

Links

Kit Items – https://maximosecrets.com/2020/08/07/kit-items/

Quiz

Item Kits – https://maximosecrets.com/2026/06/04/quiz-item-kits/

Item Kits (2) – https://maximosecrets.com/2026/06/04/quiz-item-kits-2/