Defining and Processing a Kit

Defining a Kit

To set up a new kit item, perform these steps:

1. On the Items form or Multi-Site Items form, add and save a new item that will be the kit item. (You cannot select the Kit check box yet.)
2. Add and save an item record for each component of the kit. Some components may already be defined as items.
3. Use the Engineering Workbench form to define a current routing and bill of material for the kit item. If there are no labor or machine costs associated with the kit, you may define a "dummy" work center that has no costs.
4. Roll the current routing/BOM to Standard.
5. On the Items form, select the Kit check box for the item designated as the kit item. If you want customer order paperwork to include a list of the kit components, also select the Print Kit Components on Customer Paperwork check box.

Processing a Request for a Kit

After the kit item is defined, the kit can be specified on a customer order, job order, project resource, or transfer order.

Follow these steps to process a request for a kit:

1. Use one of the following forms to process a single transaction that performs the material issues for kit components, using just-in-time transaction processing logic. This is done using the kit item's standard bill of materials.
   • Customer Order Kit Builder
   • Job Material Kit Builder
   • Transfer Order Kit Builder
   • Project Resource Kit Builder

   On any of these forms, follow these general steps:

   1. Select filter criteria (range of kit items to process, planner code, and/or a due date range) and click the Filter button.
   2. Each line item that matches the filter criteria is displayed in the grid.
      • For a customer order line to be listed, the following conditions must be met:

        Line Item Status is Ordered

        Quantity Ordered > Quantity Shipped

        Ref Type = Job

        Ref Number is blank.

        The default location is selected and, if the item is lot-tracked, a default lot is also displayed.

      • For a transfer order line to be listed, the following conditions must be met:

        Quantity Ordered > Quantity Shipped

        Line Status = Ordered

        Ref Type = Job

        Ref Number is blank

      • For a job material or project resource to be listed, the following conditions must be met:

        Quantity Required > Quantity Issued

        Ref Type = Job

        Ref Number is blank.

   3. Select the records to process and specify a quantity and location. If the item is lot-tracked or serial-tracked, you can specify lot and serial numbers.
   4. Click Process to generate inventory transactions for the kits. A job transaction record for a just-in-time transaction is created for each selected line, and the standard routing and bill of materials are used to post the kit components.

      For Customer Order Kits, if the kit item is marked as Reservable on the Items form, the system also creates a reservation for the line item and the kit that was just created.

2. Click the Print Pick List button to display the appropriate form (below) where you can generate a pick list for the kit. This prints the standard routing/BOM for the required quantity.
   • Customer Order Kit Pick List
   • Job Material Kit Pick List
   • Transfer Order Kit Pick List
   • Project Resource Kit Pick List
3. Print customer paperwork for orders (Order Verification Report, Packing Slip, and/or Order Invoicing/Credit Memo). The paperwork lists the kit and, optionally, its components.

Related Topics