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Kit order field descriptions

General Kit Order information (In the top section of the screen)

Order #

The ID for the kit order. This number is automatically generated by SmartTurn.

Date Created

The date the kit order was first created.

Created By

The user who created the kit order record.

Status

The state of the kit order. Values include:

  • Saved - This state indicates that the kit order has been created. From here, you can plan, service, or cancel the order.
  • In Progress - This state indicates that the kit order has been planned out to ensure that you have adequate inventory on hand to produce the goods, and/or that a kit has been created to fulfill the kit order.
  • Closed - This state indicates that all the kit order Items to Produce have been assembled, or that the kit order has been manually closed before all items were assembled. No more actions can be taken against the kit order.
  • Cancelled - This state indicates that the order has been cancelled. No more actions can be taken against the kit order.

Source

Whether the kit order was created within the SmartTurn system (Internal), or whether it was integrated using a Web Services Connector (External).

Complete Date

The date the kit order was either cancelled or closed. (A kit order that is Saved or In Progress does not have a Complete Date.)

External #

The ID for the kit order from the external system. This field is used if and only if the Source is External.

Owner

Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the kit order. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info...

If you enter an Owner on the kit order, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the kit order, and all of the items to produce must have an item master Owner that is either not set or is set to the Owner on the kit order.

The Code of the business affiliate is listed when viewing the kit order.

Vendor

If applicable, the vendor for the goods on this kit order. More info...

Broker

If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this kit order. More info...

Customer

If applicable, the customer for the goods on this kit order. Note that the kit order will not send the produced items to the customer (use a sales order for that). However, you can use this field if the items are being produced for a specific customer. More info...

Warehouse

The warehouse the kit order is being assembled in.

Kit Order Date

The date of the kit order. May be changed. Requires proper formatting (mm/dd/yyyy).

Due Date

When the order must be completed. May be changed. Requires proper formatting (mm/dd/yyyy).

Current Pick Policy

The pick policy recommended for picking the Component Items. It is either the default SmartTurn pick policy, or one of your preferred pick policies. This field only appears on saved kit orders and if at least one preferred pick policy is defined. More info...

Override Current Policy

Whether or not to override the Current Pick Policy (above). If checked, an alternate pick policy must be selected from the drop-down menu. More info...

Comments Tab

Comments

Optional comments regarding the kit order. Limit 200 characters.

History Tab

Date

Date the kit order was modified.

User

User who made the change.

Event

The type of activity: Create, Edit, Cancelled, etc.

Billing Tab 

General Billing Information

The Billing Tab is only present if this document has an Owner specified in the header.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Total Billable Amount

The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.

Billing Lines table

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

General Ledger Code

The general ledger account number associated with the charge type.

Billing Basis

The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

Qty

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

 

 

 

Items to Produce

Line #

The system generated line number.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Disassembly

True if the item is being disassembled; false if it is being assembled.

This column is only available if you customize the page.

Product ID

The Item number that the Vendor for this product uses.

Manufacturer Item ID

The manufacturer's code for the item.

Lot #

The lot number assigned to the item.

This field is only available if you customize the page.

Desired Qty

The desired quantity to produce, keyed in by the user.

Ordered Qty

The quantity of the item that will actually be required by this order. The Ordered Qty is the minimum amount of goods you can make, given the output of your kit specification, and still satisfy your Desired Qty.

The Ordered Qty is different from the Desired Qty only if the Desired Qty is not a multiple of the output of the kit specification. For example, if your Desired Qty is 5 eaches, but your kit specification makes 3 eaches, the Ordered Qty on your kit order will be 6 eaches.

The Ordered Qty is used to determine the billing Qty, if applicable.

Expected Qty

The total amount that can possibly be assembled against this kit order. Usually, this amount is equal to the Ordered Qty. However, if you over-fulfill or under-fulfill against this order, this amount is updated to reflect that change. The Ordered Qty is not.

For example, if you have a kit order to create 10 widgets and you create 12 widgets instead, the Ordered Qty is 10 and the Expected Qty is 12.

As another example, if you have a kit order to create 10 widgets and you only create 9 widgets and then you close the kit order, the Ordered Qty is 10 and the Expected Qty is 9.

This field is only available if you customize the page.

Unplanned Qty

The quantity of the item that has been ordered and is not yet on a kit. It is the Ordered Qty minus the sum of all of the Produced Qtys on all Saved or Closed kits created against this kit order.

This field is only available if you customize the page.

Kit Spec Product Qty

The Qty from the kit specification. You can think of this as the batch size.

(If your Ordered Qty is different from your Desired Qty, the Kit Spec Product Qty is the reason why. For example, if your kit specification can only make 3 eaches at a time, and your Desired Qty is 5 eaches, then your Ordered Qty will be 6 eaches.)

If you are partially kitting this order, your Kit Qty (the amount on any one of the kit documents that is fulfilling this kit order) must be a multiple of the Kit Spec Product Qty.

This field is only available if you customize the page.

Kit Qty

The amount of this Item to Produce that you would like to make on your partial kit. Must be less or equal to the Unplanned Qty, and a multiple of the Kit Spec Product Qty.

This field is only available on the View kit order screen.

Kit Specification

The name of the kit specification used to assemble this line item.

Unit Cost

The cost of the item.

Total Item Cost

The line total (Ordered Qty x Unit Cost).

Dim Wt

The total dimensional weight of the line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed.

This field is only available if you customize the page.

Cube

The total cube or volume of the line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed.

This field is only available if you customize the page.

Pallets

The total number of pallets of this line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed.

This field is only available if you customize the page.

Pallets Filled

The total number of pallets filled by this line item, calculated from the item master and the Desired Qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets.

This field is only available if you customize the page.

Pallet Packing Ratio

The Desired Qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75.

This field is only available if you customize the page.

By-Product Items

Line #

The system generated line number.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Product ID

The Item number that the Vendor for this product uses.

Manufacturer Item ID

The manufacturer's code for the item.

Ordered Qty

The quantity of the by-product item that will be created when this order is fulfilled.

Unit Cost

The cost of the item.

Total Item Cost

The line total (Ordered Qty x Unit Cost).

Component Items

Line #

The system generated line number.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Product ID

The Item number that the Vendor for this product uses.

Manufacturer Item ID

The manufacturer's code for the item.

Ordered Qty

The quantity of the item needed to create the Ordered Qty of all the Items to Produce.

Qty on Hand

The quantity of the item currently in inventory.

Note: This column only appears if the kit order is in Status of In Progress, meaning the kit order has been Planned. If the kit order is Closed or Cancelled, this column is not displayed.

Kit Specification

The name of the kit specification used to assemble this line item. The default value is determined by the kit policy, if any.

If you Explode this line item, the Kit Specification listed here is used to add Component Items and By-Product Items to this order.

Totals

Total Items to Produce amount

The sum of the total item costs from the Items to Produce table.

Total By-Product Items amount

The sum of the total item costs from the Items to Produce table.

See Also

Kit orders

Creating a kit order: kit to stock

Creating kit orders in batch: kit to order

Viewing a kit order

Copying a kit order

Editing a kit order

Planning a kit order

Validating a kit order

Unplanning a kit order

Closing a kit order

Cancelling a kit order

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