Kitting Setup and Process

System Set Up

(System Parameters WHS0010)

To raise an assembly order request, an assembly location must be set against the warehouse in the System Parameters – Default Locations tab. The field will be labelled, ‘Assembly Location’. Kits will be assembled and stored in this location.

The other fields in the System Parameters screen are documented in Warehouse Set Up

Owner Maintenance (STS1000)

To raise an assembly order request, a default customer must be set against the owner record in the Owner Maintenance screen.

The other fields in Owner Maintenance are documented in Owner Maintenance

Stock Maintenance (STKSTOC01B)

Stock kit codes are created in the same way as ordinary stock codes. To define a Stock Code as a Stock Kit, the field ‘Sales Kit’ should be set to ‘Yes’ in the Stock Maintenance screen. Component stock codes are also created in the same way as ordinary stock codes. To define a Stock Code as a component, the field ‘Sales Kit’ should be set to ‘No’ in the Stock Maintenance screen. The ‘Sales Kit’ should be set to ‘Both’ in the Stock Maintenance screen so that the stock item can be both a master kit item and a component of a kit. The other fields in the Stock Maintenance screen are documented in Stock Set Up

Kitting Process

Stock items will be identified as either kits or components of kits. Components will be associated with kits by assigning each component to the kit in a new Stock Kit Maintenance screen. Components may be applied to many kits or sold as individual items. The three stages to this process are as follows:

• Stock Kits Maintenance CSS0290
• Stock Kits Assembly Request SOS1427
• Stock Kits Assembly Confirmation SOS1428

The warehouse will be able to raise assembly orders in the system. A new order type, ‘K’- Kit Assembly, will be created and will initiate the picking of kit components, their assembly and subsequent placement into stock as a kit. The assembly order can be viewed in the standard order enquiry screens and must be allocated, pick listed and pick confirmed via the existing warehousing SOP screens.

Once the components have been pick confirmed, the user will assemble the kits in the warehouse assembly location (assigned at warehouse level) and will confirm assembly using a new Stock Kit Assembly Confirmation screen. This screen will decrease the component stock levels and increase the kit stock level. The kit will remain in the assembly location and can be moved to the appropriate warehouse location manually.

As there may be a shortfall of stock, this will leave an excess of components not used to assemble the kits. The Stock Kit Assembly Confirmation screen will recalculate the number of full kits that can be assembled and place the excess components on hold in the assembly location.

Stock Kits Maintenance (CSS0290)

This screen allows the components that constitute a kit to be defined. Effectively, informing the system about the component quantities required to make a kit.

Field Name	Description	Values
Owner	The owner of the Goods	LOV available
Kit Stock Code	The finished stock code	LOV available to display valid stock codes
Component Stock Code	The component stock codes.	Povide a LOV of valid stock code from the stock table.
Description	Description of the Stock component code	Display
No in Kit	The number of component stock items required to make up a kit.	Numeric field
Critical Item	The component stock code is a vital part of the Kit, if flagged as Yes and there is not enough available stock then the order will not be completed	Valid values are (Y) Yes or (N) No

Assembly Instructions

STOCK KITS ASSEMBLY REQUEST (S0S1427)

This screen generates assembly orders to pick component parts and return them to stock as assembled kits. By clicking the ‘Kit Assembly’ button the user is able to request the number of required kits. An assembly order, with an order type of K, will be created and the order number displayed at the bottom of the screen. The order can then be allocated, pick listed and pick confirmed, but must be despatch confirmed using the Stock Kit Assembly Confirmation Screen. Stock must be pick confirmed into the dedicated assembly location set-up against the warehouse.

Document History

Version	Date	Status	Reason	Initials
Version 1	08/07/2011	In Progress	User Guide	LBW

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