Partial Order Quantities for Kits and Configured Items
Sales orders for kits and configured items can often have large order quantities, including parts and subassemblies. Typically, as items (and their components) are completed for kit and configured sales orders, they remain in inventory until the entire order is complete. However, by shipping partial quantities of items as they are completed, you can effectively manage inventory and reduce handling costs, and you can periodically bill for the quantity completed instead of waiting for the entire order to be completed.
You can confirm shipments for the kit parent or for individual kit components. When you confirm shipments for kit components individually, the system displays a warning that you are creating parent and component imbalances. The system flags the record and then uses the information to prevent action on the kit parent that would result in loss of kit integrity, such as changing the order quantity of the kit parent item. You cannot over-ship a kit parent when the kit has been partially processed.
The Display Kit Balance Window processing option specifies whether the system displays the Kit Balance Window form. Depending on the setting of this processing option, the P4205 program launches the P42055 program when you specify a transaction quantity for the parent and process the line on the sales order. You use the Kit Balance Window form to review the recommended component quantities and update them if necessary.
The system disables the Select Location option from the Row menu on the Shipment Confirmation Revisions form, when you set the Display Kit Balance Window processing option to 1. Setting this processing option prevents the system from creating orphaned components. If the kit parent item belongs to a manufacturing work order, the system does not disable the Select Location option. For manufactured kits, the system considers the kit parent a stock item and does not enable you to process kit components individually. The Multi-Location program (P42053) enables you to decide the location from which to source the kit parent quantities during shipment confirmation. You can also select lots or serial numbers for the kit components from the P42053 program. In case of credit orders, you can specify the country of origin on any new lots that you create.
You cannot use the Batch Ship Confirm program (R42500) to process kit components individually. The system ships components based on the recommended component quantities.
You must set the Display Kit Component Lines processing option on the P4205 program to display the components if you are going to ship kit components individually. You can ship components individually without displaying the Kit Balance Window form.
You must set the Display Kit Balancing Window processing option on the P4205 program to override the system recommended component quantities. You override the recommended quantities to ship components out of balance with the rest of the kit.