This chapter provides an overview of how product kits are processed by demand fulfillment and discusses how to:
Add product kits to a material stock request.
Re-explode product kits.
Release product kits.
Print product kits on a pick plan.
View product kits in demand fulfillment.
A product kit consists of a fixed set of components that are sold as a unit. A product kit is not a stocked inventory item, however its components may or may not be. The fixed set of components are not required to ship together unless specified in the kit definition.
Product Kits are defined in the Product Definition - Definition page when you select the Product Kit check box. Product kits, unlike other product IDs, are not added to the item table. The Item ID field is unavailable for entry once you've selected the Product Kit option. After identifying a product as a kit, establish its components on the Product Kit Summary page.
When an order with a product kit is placed in the demand fulfillment table (IN_DEMAND) the product kit ID is not a demand line. Each kit component that is an inventory item is placed in IN_DEMAND as a separate demand line with a field identifying the product kit ID.
In this chapter, we will discuss how a product kit is handled within PeopleSoft Inventory. A product kit:
Can be placed on a sales order within PeopleSoft Order Management and then posted to the IN_DEMAND table in PeopleSoft Inventory for fulfillment.
Can be placed on a material stock request in PeopleSoft Inventory.
Can be altered by the Kit Re-Explode process.
Can be released for picking component by component or held back until complete kits can be released together.
Can be placed on the Order Release pick plan as individual kit component demand lines or grouped together under a product kit heading.
Can be identified on each component kit demand line on the Fulfillment, Shortage, and Pegging Workbenches. In addition, the product kit IDs of the kit component demand lines are identified on several Inventory fulfillment inquiry pages.
Note. If the delivery management feature has been enabled, then all components of a product kit must be within one delivery ID.
A product kit can be added to a material stock request (MSR) in PeopleSoft Inventory in order to:
Transfer a kit from one inventory business unit to another.
Issue a kit directly to a department or location within your organization
Product kits can be added or changed using the Create/Update Stock Request component. You can also change values of the product kit using the Maintain Stock Requests page. You cannot add a product kit to the Express Issue page.
Note. Changing the quantity of a product kit that already exists on an MSR causes the Requested Quantities fields of the individual demand lines to be updated accordingly.
Page Name |
Definition Name |
Navigation |
Usage |
Stock Request Summary |
EZ_ISSUE_INV |
Inventory, Fulfill Stock Orders, Stock Requests, Create/Update Stock Request |
Enter the required information for a material stock request. |
MATERIAL_ISS7_INV |
Select the Request Kit link on the Stock Request Summary page. |
Add product kits to the material stock request. |
|
Quantity/Date Detail |
MATERIAL_ISS2_INV |
Click the Quantity/Date Detail link in the Create/Update Stock Request component. |
At the demand line level, you can view the product kit that this inventory item belongs to and access the Kit Display page. |
MATERIAL_ISS8_INV |
On the Stock Request Summary page, select one line with a product kit component and then enter Update Kit Quantity in the Line Menu field. |
Change the quantity of a product kit that already exists on the materials stock request. |
|
INV_CHG10 |
Select the Update Kits value in the Menu field of the Maintain Stock Requests page. |
Enables you to change the quantity per product kit for a component demand line. You can also change the OK to Ship Without and Kit Protected check boxes. When you make changes on this page, the system automatically selects the Kit Protected check box to prevent the Kit Re-Explode process from changing the value. In addition, changing the Quantity Per field on this page causes the system to update the demand line's Quantity Requested field accordingly. For example, if the Quantity Requested field was 5 and you changed the Quantity Per field from 1 EA per ASY to 2 EA per ASY, then the system updates the Quantity Requested field to 10. See Changing Orders Using the Maintain Stock Request Component. |
Access the Stock Request Summary page (Inventory, Fulfill Stock Orders, Stock Requests, Create/Update Stock Request).
Use the Request Kit link to access the Kit Request page where you can add a product kit to the stock request. The Demand Line group box displays the components of a product kit that are defined as inventory items. A product kit ID cannot be added to the Item ID field on this page.
See Also
Creating or Modifying Orders Online in PeopleSoft Inventory
Access the Kit Request page (Select the Request Kit link on the Stock Request Summary page).
Use the Kit Request page to add a product kit to a material stock request.
Kit ID |
Enter a product kit ID or configured product kit ID. Product kits are defined in the Product Kit Summary page. |
Kit Qty Requested |
Enter the number of product kits to be added to this order. |
Kit Component |
Displays the item ID of each component of this product kit. A component can be an inventory item or a non-inventory item based on the Inventory Item check box on the Define Item-General page. The non-inventory items are displayed on this page but are not added to the material stock request. |
Quantity |
Review or change the number of items per product kit. The default value comes from the product kit definition on the Product Kit Summary page. This number is multiplied by the number in the Kit Qty Requested field to determine the total number of items to add to the material stock request. |
Per |
Displays how the component quantity should be applied.
|
UOM |
Displays the unit of measure for the product component. The default value comes from the product kit definition on the Product Kit Summary page. |
OK to Ship Without |
Select if the product kit can ship without this component. The default value comes from the product kit definition on the Product Kit Summary page. Note. Every product kit must have at least one component that is required to ship. |
Min Qty Per and Max Qty Per |
Define the minimum and maximum quantity that the component can have. On this order, you cannot alter the Quantity field to a value outside these restrictions. The values are defined on the Product Kit Summary page. |
Kit Protected |
Select to prevent components from being changed during order fulfillment. This check box is automatically selected if you alter the Quantity field or the OK to Ship Without check box. The Kit Protected check box prevents the Kit Re-Explode process from altering the demand line. |
Access the Quantity/Date Detail page (Click the Quantity/Date Detail link in the Create/Update Stock Request component).
All of the pages within the Create/Update Stock Request component, except for the Stock Request Summary page, display the details of the individual demand line. On these pages, an inventory item is identified as a product kit component by the Kit ID field. When this field is populated with a product kit ID, then this demand line is part of a product kit. Select the link on the product kit to access the Kit Display page where you can view all the components within the kit.
Kit Component Details group box
This group box displays if the demand line contains a product kit component.
Qty per Kit |
Review or change the number of items per product kit. If you make changes to this field, the system automatically selects the Kit Protected check box to prevent the Kit Re-Explode process from re-exploding this kit. In addition, if you change the quantity in the Qty Per Kit field on this page, the system updates the Qty Requested field accordingly. For example, if the value in the Qty Requested field was 5 and you changed the value in the Qty per Kit field from 1 EA per ASY to 2 EA per ASY, then the system updates the value in the Qty Requested field to 10. |
Per |
Displays how the component quantity should be applied.
|
OK to Ship Without |
This check box is selected if the product kit can ship without this component. If you make changes to this field, the system automatically selects the Kit Protected check box to prevent the Kit Re-Explode process from re-exploding this kit. Note. Every product kit must have at least one component that is required to ship. |
Kit Protected |
Select to prevent to component from being changed during order fulfillment. This check box is automatically selected if you alter the Qty Per Kit field or the OK to Ship Without check box. The Kit Protected check box prevents the Kit Re-Explode process from altering the demand line. |
See Also
Access the Update Kit Quantity page (On the Stock Request Summary page, select one line with a product kit component and then enter Update Kit Quantity in the Line Menu field).
Use the Update Kit Quantity page to increase or decrease the product kit quantity on the material stock request. Each component in the stock request is updated to match the new product kit quantity.
Kit Qty Requested |
Displays the current quantity on the material stock request. Increase or decrease this quantity to change the number of product kits on the order. |
OK |
Click to change each kit component demand line to match the number of product kits in the Kit Qty Requested field. |
Cancel |
Click to return to the Stock Request Summary page without changing the product kit quantity. |
The Kit Re-Explode process gives you to ability to synchronize the product kits on a sales order or material stock request with the latest product kit definition on the Product Kit Summary page. For example, assume that you have a Cyclist Starter Kit that includes a bicycle helmet. If you decide to change that component to another type of helmet, the Kit Re-Explode process could report on all current orders for the Cyclist Starter Kit. You could then decide whether or not to run the Kit Re-Explode process to alter all the current orders to match the new kit configuration. In addition, you can setup the Message Dashboard functionality to generate warning messages when the Kit Re-Explode process finds differences in a particular inventory business unit.
The Kit Re-Explode process can:
Generate an online inquiry page to identify all differences between the current product kit and the orders.
Generate an online inquiry page and also change the current orders to match the latest product kit definition.
Changes to the kit definition are applied to the order by adding or deleting demand lines containing kit components. If item quantities are reduced or removed, the Kit Re-Explode process may remove a soft-reserve, ATP promise, peg, or hard-allocation to the demand line. Once the Kit Re-Explode process has completed, it is important to reprocess the modified orders through reservations, order release, and so on, in order to re-apply these fulfillment conditions. In addition, any new demand lines added to the order need to be processed to the correct fulfillment state.
Any demand lines of a product kit that you have canceled before running the Kit Re-Explode process could be added back to the product kit as part of the re-explode process.
Note. The Kit Re-Explode process does not select configured product kits.
The Kit Re-Explode process works with the complete product kit and does not select demand lines that are:
Backordered.
If one demand line of the product kit is backordered, then all demand lines of the product kit are excluded from the Kit Re-Explode process.
Protected from change by the Kit Protected check box.
For new demand lines with a kit component, this check box is clear (default value of no). The Kit Protected check box can be manually selected by the user or is automatically selected when the user changes the Quantity Per field or OK to Ship Without check box on the order line. These values can be changed on the Quantity/Date Detail page of the Create/Update Stock Request component, the Update Kits page within the Maintain Stock Requests component, the Correct Demand Errors component, and Kit Component Quantity Detail page in the Order Entry Form (PeopleSoft Order Management).
If one demand line of the product kit is kit protected, then all demand lines of the product kit are excluded from the Kit Re-Explode process.
On an active TMS (transportation management system) instance.
Past the fulfillment state designated on the Allow INV Change Thru column and the Batch Kit Re-Explode row (IN_KIT_REEXPLODE) in the Demand Change Configuration component.
Only one demand line has to be past this fulfillment state in order for the entire product kit to be considered past the state. This restriction works in conjunction with fulfillment state check boxes on the Kit Re-Explode process page. For example, the Demand Change Configuration component could allow inventory changes through the fulfillment state of Confirmed, however if the Kit Re-Explode process page only selects the fulfillment state of Releasable, then you are restricted to the Releasable state for the process instance.
(For sales orders only) Not yet past the fulfillment state designated on the Allow OM Changes Thru column and the Batch Kit Re-Explode row (IN_KIT_REEXPLODE) in the Demand Change Configuration component.
At least one sales order demand line of the product kit must be past this fulfillment state.
In a situation where the re-explode process would violate the quantity precision calculation.
This can happen if a user modifies the kit definition, setting the Quantity Per field to a decimal value for a component, which in turn makes the Quantity Requested field for that component a decimal value, when that component's quantity precision requires a whole number.
Inconsistent with the product kit. The Kit Re-Explode process expects certain fields to be the same across all component kit demand lines within the same product kit.
If the data is not consistent, then the re-explode process is not performed.
Including an item ID that is not defined for the inventory business unit.
Note. The Kit Re-Explode process is part of the fulfillment engine but can only be launched from the Kit Re-Explode process page.
Working with the Message Dashboard
When the Kit Re-Explode process finishes, if it has generated results for a particular inventory business unit, then the system can issue an EWN message to inform the user that there are results to review for that business unit. You must set up the Message Dashboard functionality to use this feature. In addition, if the EMP_SERVLET URL is defined in PeopleTools, Utilities, Administration, URLs, then the EWN messages will contain a link to the Kit Re-Explode Results page.
Using the Defer Depletions Feature with the Kit Re-Explode Process
At the demand line level, the Defer Depletions field that can have the value of Y (yes), N (no), or blank. This field must have the same value across all demand lines within a product kit. The value in the Defer Depletions field will be blank for the whole kit until shipping when the default value or overrides are applied. If a new demand line is added to the kit during the Kit Re-Explode process, then the system uses the same value used on the other components in the kit (Y, N, or blank). If the existing demand lines within a kit contain different values, then an error is issued and the kit is not re-exploded.
See Delaying the Billing and Costing of Inventory Shipments.
See Also
PeopleSoft Events and Notifications Framework 9.1 PeopleBook
Setting up the Demand Change Configuration
Page Name |
Definition Name |
Navigation |
Usage |
RUN_IN_FULFILL_XPL |
Inventory, Fulfill Stock Orders, Stock Requests, Kit Re-Explode Process |
Run the Kit Re-Explode process (IN_KIT_EXPL) to review and change any differences between the product kit on an order and the product kit definition. This process enables you to change the order to match the current definition of the product kit. |
|
IN_KIT_EXPL_INQ |
Inventory, Fulfill Stock Orders, Review Fulfillment Information, Kit Re-Explode Results |
View the results of the Kit Re-Explode process. |
|
IN_KIT_EXPL_MSG |
Select the Messages link on the Kit Re-Explode Results page. |
View the messages that detail the actions of the Kit Re-Explode process by demand line. |
|
IN_KIT_EXPL_PUR |
Select the Purge Kit Re-Explode Results link on the Kit Re-Explode Results page. |
Select to purge report data generated by the Kit Re-Explode process. |
Access the Kit Re-Explode process page (Inventory, Fulfill Stock Orders, Stock Requests, Kit Re-Explode Process).
Select Unfulfilled, Select Releasable, Select Released, Select Confirmed, Select Shipped, and Select Depleted |
Select one or more fulfillment states of the kit component demand lines. When selecting fulfillment states, keep in mind that this process works with the complete product kit. For example, if the user only checks the Select Unfulfilled check box, then the Kit Re-Explode process performs a second pass and brings in all kit component demand lines that are siblings of those demand lines matching the selection criteria, even if the demand lines are not in the unfulfilled state. The process re-explodes the product kit only if all the kit component demand lines have the selected fulfillment states. For example, if a product kit includes demand lines within the unfulfilled and releasable states, yet you have only selected the Select Unfulfilled check box here, then the system does not re-explode the product kit. The default selections in these check boxes are defined on the From States tab on the Setup Fulfillment-Fulfillment Task Options page (inventory business unit level) or the Fulfillment Engine Options component (setID level). The selection is further limited by restrictions placed on the Demand Change Configuration component for the Batch Kit Re-Explode row. |
Business Unit and To Business Unit |
Enter the Inventory business unit or range of units for the demand lines to be processed. |
Demand Source and Source Unit |
Enter the source of the order and the business unit of the originating PeopleSoft application in order to limit the demand lines selected to one source. For example, entering OM and US001 limits the selection to sales order demand lines created in the PeopleSoft Order Management business unit US001. |
Order Number and To Order Number |
Enter the order number or a range of order numbers to limit the selection to specific orders. These fields can only be used if you have also populated the Business Unit, Demand Source, and Source Unit fields. When the run control record is saved, the Order Number and To Order Number fields are checked to make sure that they are valid for the entered Business Unit, To Business Unit, Demand Source, and Source Unit fields. The order number fields are not checked against the fulfillment state check boxes; Select Unfulfilled, Select Releasable, and so on. |
Kit ID |
Enter a product kit ID to limit the selection to demand lines containing components of this Kit ID. |
Item ID |
Enter the inventory item ID of one component of the product kit and the system selects all demand lines containing this component and any other components to the same product kit. If the item ID belongs to multiple kits, then all product kits are considered. |
Execution Mode |
Choose the action to be performed by the Kit Re-Explode process. The option are:
|
Kit Effective Date |
Select the date of the component kit demand lines to be compared to the date range (effective date and obsolete date) on the Product Kit Summary page. The demand line dates are:
|
View Process Defaults |
Select this link to view the defaults established for the Kit Re-Explode process. The Execution Mode and Kit Effective Date fields on this process page can only be changed if the Allow Kit Re-Explode Overrides check box has been selected on the Setup Fulfillment-Fulfillment Task Options page (inventory business unit level) or the Fulfillment Engine Options component (setID level). |
Access the Kit Re-Explode Results page (Inventory, Fulfill Stock Orders, Review Fulfillment Information, Kit Re-Explode Results).
The Kit Re-Explode Results page enables you to view the changes needed to the demand lines to reflect the current product kit definition. This page can display:
Potential changes to the demand lines if you selected Report Only Execution Mode on the Kit Re-Explode process page.
Actual changes to the demand lines if you selected Report and Re-Explode Execution Mode on the Kit Re-Explode process page.
When the orders are changed to match the current product kit definition, demand lines can be added or deleted. The quantities on the changed demand lines could be unreserved, unallocated, and unpegged.
Use the three tabs in the Kit Re-Explode Results group box to view the demand lines that do not match the current product kit.
The Changes tab is a summary page, with the order key of the demand line, product kit ID, item ID, the action taken, and the number of messages for this line.
The message field is a link to the Kit Re-Explode Messages page where you can view the reasons for the demand line changes.
The Demand Keys tab identifies the exact demand lines to be changed.
The inventory unit, demand source, source business unit, order number, line number, schedule number, demand line number, and the item ID are displayed.
The Process Details tab displays the run control and process instance of the Kit Re-Explode process that has produced these results, as well as the date and time that the process was run.
Access the Kit Re-Explode Messages page (Select the Messages link on the Kit Re-Explode Results page).
The Kit Re-Explode Messages page enables you to see, for each demand line, the reasons for the Kit Re-Explode action performed or just reported by the process. This page enables you to evaluate the detailed changes on each demand line.
Run Control ID, Process Instance, and Date/Time |
Displays the run control ID, process instance, and the date and time of the Kit Re-Explode process that produced these results. |
Change Applied |
Displays if the change was applied to the demand line. If this check box is selected, then the Kit Re-Explode process has changed the demand line based on the reasons detailed on this page. If this check box is clear, then the Kit Re-Explode process has not changed the demand line and is just reporting. The demand line might not be changed because:
|
Kit Re-Explode Messages group box |
This group box displays the reasons for the Kit Re-Explode action on this demand line. Messages include:
|
Access the Purge Kit Re-Explode Results page (Select the Purge Kit Re-Explode Results link on the Kit Re-Explode Results page).
Based on inventory business unit and process date range, erase Kit Re-Explode report data that is no longer needed.
Business Unit |
Enter the Inventory business unit. This is a required entry. |
From Date and To |
Enter the data range to select the reports to purge. This date is the system date of the process instance that generated the report data. |
Purge |
Click to erase the report data based on the business unit and date range entered. When you click the Purge button, a secondary page asked you to confirm or cancel the purge. |
The demand lines with product kit components can be released to picking by the reservation processes as individual lines or only as a completed product kit. Select the Release Kit Multiples check box on the Setup Fulfillment-Reservation page to allow only complete product kits to be set to releasable status by the reservation processes.
See Also
Establishing Default Reservation Parameters
During the order release process of demand fulfillment, you can choose how the product kit information should be displayed. When generating the pick plan report from the Order Release process, you can choose to:
Include a product kit subheading with all kit component demand lines within the subheading.
Include the product kit ID and description within each component kit demand line.
The demand lines of the product kit do not have to be grouped together on the pick plan.
The option to print a subheading is available on the Setup Fulfillment-Order Release page or the Order Release Request-Additional Options page.
See Also
Defining Order Release Options
Specifying Additional Picking Plan Options
Product kits included on a sales order or material stock request are visible throughout the demand fulfillment process in PeopleSoft Inventory. You can view product kit details and access the Kit Display page on the following pages and reports, including:
The Quantity/Date Detail page of the Create/Update Stock Request component and the header of most pages in this component.
On the Maintain Stock Requests component: the Maintain Stock Requests page, the Demand Detail page, and the Update Kits page.
On the Shortage Workbench: the Demand Lines view, Item view, and the Kit Summary and Kit Schedules versions of the Demand Summary view.
On the Fulfillment Workbench: the Demand Lines page and the Location / Lot / Serial page.
Pegging Workbench and the Pegging Inquiry components.
Material Picking Feedback - Demand Detail page.
Fulfillment Status inquiry.
Stock Requests inquiry.
Reserved Material Stock inquiry.
See Also
Changing Orders Using the Maintain Stock Request Component
Reviewing and Changing the Demand Lines in a Request
Monitoring Order Fulfillment Status
Page Name |
Definition Name |
Navigation |
Usage |
IN_PRODKIT_SUM_SP |
Select the link on the Kit ID field on the Create/Update Stock Request component, Maintain Stock Request component, Material Picking Feedback component, the Shortage Workbench, the Fulfillment Workbench, the Pegging Workbench, Fulfillment Status inquiry, Stock Requests inquiry, and the Reserved Material Stock inquiry. |
View the product kit details for a material stock request with kit component demand lines. |
Access the Kit Display page (Select the link on the Kit ID field on the Create/Update Stock Request component, Maintain Stock Request component, Material Picking Feedback component, the Shortage Workbench, the Fulfillment Workbench, the Pegging Workbench, Fulfillment Status inquiry, Stock Requests inquiry, and the Reserved Material Stock inquiry).
The Kit Display page enables you to view the product kit details for the order.
The Demand Kit Components group box displays the product kit components as they are defined within the inventory demand fulfillment table (IN_DEMAND).
This group box will display any changes that have been made to the individual components on the demand lines. The demand lines within PeopleSoft Inventory will not include any item IDs that have not been defined as inventory items on the Define Items-General: Common page.
The Product Master Kit Components group box displays the components as defined in the product kit definition (the PRODKIT_COMPS table).
Component ID |
The Product ID defined for this kit component on the Product Definition component. Sales orders in PeopleSoft Order Management use the product ID |
Item ID |
The item ID defined for this kit component on the Define Items component. This item must be defined as an inventory item in order to be placed on a demand line within PeopleSoft Inventory. |
Quantity |
Review the number of items per product kit. The default value comes from the product kit definition on the Product Kit Summary page. |
Per |
Displays how the component quantity is applied, as defined on the Product Kit Summary page.
|
UOM |
Displays the unit of measure for the product component. The default value comes from the product kit definition on the Product Kit Summary page. |
OK to Ship Without |
If this check box is selected then the product kit can ship without this component. The default value comes from the product kit definition on the Product Kit Summary page but can be changed on the order. |
Kit Protected |
If this check box is selected, then the demand line cannot be altered by the Kit Re-Explode process. This check box can be manually selected by the user or is automatically selected when the user changes the quantity or OK to Ship Without check box on the order line. |
Effective Date and Obsolete Date |
Defines the date range when this kit component is valid within the product kit. These dates are defined on the Product Kit Summary page. |