Issue with Editing Assemblies in SQL-Ledger

Original Question by arblake (November 9, 2009):

I have many assemblies and sub-assemblies. I created a new assembly, added items, and saved it. Now I wish to add more items. After adding, updating, and saving, the assembly shows the correct dollar value, but when I open the assembly, the added parts are not listed. Why is this happening, and how do I resolve the problem?

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Response by dws (November 17, 2009):

You cannot change an assembly which has been sold or stocked by simply editing it. You have to use the Changeup function to make the changes.

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Summary and Solution

Understanding the Issue

• Problem: After adding new items to an existing assembly and saving it, the assembly’s dollar value updates correctly, but the newly added parts do not appear when reopening the assembly.
• Cause: This issue occurs because the assembly has already been sold or stocked, and direct edits to such assemblies are not permitted in SQL-Ledger’s standard editing mode.

Solution: Use the Changeup Function

• Changeup Function: SQL-Ledger provides a Changeup function specifically designed to modify assemblies that have already been sold or stocked.
• Steps to Resolve:
  1. Access the Changeup Function:
     • Navigate to the assembly you wish to modify.
     • Look for the Changeup option, which may be located in the assembly’s menu or toolbar.
  2. Modify the Assembly:
     • Use the Changeup interface to add or remove items from the assembly.
     • Update quantities, descriptions, or other relevant details as needed.
  3. Save Changes:
     • After making the necessary adjustments, save the changes through the Changeup function.
     • This ensures that all changes are properly recorded and reflected in the system.

Why Direct Editing Doesn’t Work

• Integrity of Historical Data: SQL-Ledger prevents direct edits to sold or stocked assemblies to maintain the integrity of historical transaction data.
• Proper Tracking: Using the Changeup function allows the system to track changes over time, ensuring accurate inventory management and accounting.