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Creating a kit

A kit order is a document that specifies goods to be produced, assembled, or manufactured in your warehouse.

A kit is a document that fulfills a kit order by transferring the component items into a Kit WIP (Work In Progress) location to be built, then adding the newly assembled items, and any by-products, into inventory.

To create a kit:

  1. Select Kitting Manager>Kit Orders. A list of kit orders appears.
  2. To create a kit for the entire Ordered Qty: Highlight the kit order you want to kit and select kit iconKit from the toolbar up above. The Add Kit screen appears. The kit is created with inventory (Component Items) already soft allocated. In other words, the kit as created is guaranteed to be buildable.

    The kit order can be in Saved or In Progress status. SmartTurn recommends that you plan your orders before kitting them so that you can validate that you have all component items on hand (or choose to explode component items that you want to assemble); planned kit orders are in In Progress status.

  3. To create a kit for only part of the Ordered Qty:
    • Highlight the kit order you want to kit and select View iconView from the toolbar up above. The View Kit screen appears.
    • On the View Kit screen, in the Items to Produce table, enter the Kit Qty. This is the amount for which you want to create the kit.

      Note: The Kit Qty has two restrictions. First, it must be a multiple of the Kit Spec Product Qty. That is, it must be a multiple of the batch size for this kit specification. Second, it must be less than or equal to the Unplanned Qty. That is, it must be for up to the amount left to assemble on this kit order. You can customize your View Kit page to include both these quantities. See Kit field descriptions for more information.

    • Select Partial Kit from the bottom of the screen. The Add Kit screen appears. The kit is created with inventory (Component Items) already soft allocated. In other words, the kit as created is guaranteed to be buildable.

      The kit order can be Saved or In Progress status. SmartTurn recommends that you plan your orders before kitting them so that you can validate that you have all component items on hand; planned kit orders are in In Progress status.

      Known Limitation: Note that kit orders for which you have exploded component items cannot be partially kitted, because the system will not know which of the exploded components to provide on the partial kit.

  4. On the Add Kit screen, the Kit Date defaults to today's date. You can change it here, if necessary.
  5. Check the Use as item receipt date box if you want each of the Items to Produce to have the same Item receipt date as the date appearing in the Kit Date, above. (If you leave the box unchecked, you can Edit iconEdit each item individually to assign an Item receipt date.)

    The Item receipt date may be used by your organization for creating FIFO or LIFO pick policies. See more information on Managing preferred pick policies.

  6. Notice that the kit inherits the values in the Owner, Customer, Vendor, and Broker fields from the kit order, but that you can change these here, if necessary. See more information about how Business affiliate data follows inventory through transactions.

    If you enter an Owner on the kit, 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, and all of the Component Items must have an Owner that is either not set or is set to the Owner on the kit.

  7. Select a Kit WIP Location ("Work In Progress"), from the drop-down. This is the location that the component items are transferred to when you start building.
    • All the locations in this warehouse of Location Type Kit WIP are listed here. If you only have one location of Type Kit WIP in this warehouse, that location is automatically selected.
  8. Down below, in the Items to Produce table and By-Product Items table, assign attributes to all of the items that this kit will create in inventory.

    For each Item to Produce and By-Product Item:

    1. Key in the Lot #, License #, Serial #, Product id, Expire date, and Location, as required. These attributes are assigned to the items once the kit is completed (finished building) and the items are created in inventory.
    2. The Produced Qty is the quantity that will be created in inventory when you build this kit. Its default value is the Ordered Qty, but you can change it here if needed. (The Ordered Qty is either the Ordered Qty from the kit order, if you created a kit for the entire kit order Ordered Qty, or the Kit Qty, if you created a kit for only part of the kit order.)

      For example, you might need to change the Produced Qty if you are manufacturing items and you had a lower yield than usual (that is, a lower yield than predicted by the kit specification).

    3. To change the putaway unit of an item: By default, items are putaway (stored) in their Standard Unit, which is set in the item master. (This may not be the unit of measure that the item is assembled in.) Use the Putaway Unit drop-down to select the unit of measure the new inventory item should be stored in. More info...
    4. To edit an item: If you want to edit additional information, such as Item receipt date, Details, or Condition, check the checkbox to the left of the item and select Edit iconEdit... from the toolbar of the table.

      You can also edit the measurements of the item. The Cube, Dim Wt, and Pallets values are taken by default from the kit order. The Putaway Cube, Putaway Dim Wt, and Putaway Pallets values are based by default on the Putaway UoM and its measurements in the item master.

      You can also edit any custom fields. The default value is taken from the corresponding item on the kit order.

    5. To split an item, or split by quantity: Select the checkbox to the left of the item and select Split item iconSplit or Split item iconSplit by Qty from the toolbar of the table. More info...
    6. To putaway to the same location: Select the checkbox to the left of the items and select Put to Same Loc from the toolbar of the table. More info...
  9. Down below, under Component Items, enter the Qty Pulled for each item.

    This is the quantity of each item that will be transferred to the Kit WIP Location. The Qty Pulled should only be greater than the Ordered Qty if your operation routinely transfers more quantity than necessary to the Kit WIP Location. The Qty Pulled cannot be greater than the Qty on Hand or less than the Ordered Qty.

    Known Limitation: Note that if you are working with a partial kit, that is, a kit for only part of the kit order, increasing the Qty Pulled to more than the Ordered Qty may leave your kit order in an unserviceable status, because all of the component items on the kit order are "used up" by the first partial kit. In this case, you will need to close the kit order. If you routinely pull a large quantity of goods for your assembly work, consider having the kit specification include a larger quantity for that component item; the remaining inventory can then be put back through the Add item buttonAdd Component Scrap feature.

  10. You may need to select a different inventory item for all or part of the quantity of a particular component item. For example, you may want some of the item quantity to come from a different location. From here, you can:
  11. If you have serialized goods, you may need to associate specific component items and by-product items with each product item: See Assigning components.
  12. If you defined any custom fields, you may need to edit them here. The default value is taken from the inventory item.
  13. When finished, select Save or Save & Continue Editing below to save the kit.

See Also

Kits

Viewing a kit

Editing a kit

Actions on the kit items

Start building a kit

Finish building a kit

Cancelling a kit

Kit field descriptions

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