Understanding Kit Processing
When you advance kits through the steps of the sales order process, you can manage kits from both a parent and component level. The system enables you to ship components individually, allocate components across locations or lots, release components from backorder individually, and invoice components separately from the parent.
You can process partial quantities of parents or components within the Shipment Confirmation (P4205) and Backorder Release (P42117) programs without losing kit integrity. The system balances the kit quantities when you process a parent as a whole, even when components have been processed individually. Quantity recommendations reflect the shipments of components during subsequent shipments of the parent item. The system rounds the quantities based on the setting in the Round to Whole Number field in the Item Master program.
The Kit Balance Window program (P42055) enables you to review, modify, and confirm the recommended quantities of components to satisfy the transaction of a kit parent. The Kit Balance Window form displays the current transaction information for the kit parent item in the header area for reference purposes. The grid area of the form includes the remaining quantities for each component. For reference purposes, the system also displays any components previously processed separately from the kit parent on a separate tab.
The P42055 program enables you to override the calculated recommended quantities for a component, if necessary. You can increase the component quantity up to the ordered quantity, but you cannot ship more than the ordered quantity. If you must ship additional components, you must enter a separate line on the sales order for the individual component item.
You can change quantity and price information for the parent item on kit orders during order entry. The system recalculates the price and applies the price to the current order. Any price changes made during order entry affect only the current order. You make permanent price changes in the base price records.
When you modify fields on the kit parent line item on the sales order, the system updates the current list of components depending on the statuses of the components items and whether the components have been processed individually. The system either uses data propagation logic or displays the Kit Selection form to update the changes to the component lines. Using data propagation logic enables the system to make the changes without displaying the Kit Selection form. To update the component items, the status of the parent item must allow you to change the kit fields.
If components have not been processed individually and the statuses of all components allow changes, the system updates the fields on the sales order using the logic in the following table:
Field
Field Alias
Update Logic
Branch/Plant
MCU
Kit Selection form
PC 1 (Pricing Code 1)
UPC1
Data propagation
PC 2(Pricing Code 2)
UPC2
Data propagation
PC 3(Pricing Code 3)
UPC3
Data propagation
Promised Delivery Date
RSDJ
Kit Selection form
Promised Ship Date
PPDJ
Kit Selection form
Quantity Backordered
SOBK
Data propagation
Quantity Canceled
SOCN
Data propagation
Quantity Ordered
UORG
Kit Selection form
Quantity Shipped
SOQS
Data propagation
Requested Date
DRQJ
Kit Selection form
Scheduled Pick Date
PDDJ
Kit Selection form
Ship To
SHAN
Data propagation
Tax Expl Code 1
TXA1
Data propagation
Tax Rate/Area
EXR1
Data propagation
UOM (Transaction Unit of Measure)
UOM
Kit Selection form
For all of these fields except the pricing codes, the system copies the parent value to the component lines. When you change the Pricing Code fields on the parent, the change might cause the pricing to change on the components. However, the system does not copy the values in the Pricing Code fields to the component lines.
If components have been processed individually or if the statuses of one or more components does not allow changes, the system updates the fields on the sales order using the logic in the following table:
Field
Field Alias
Update Logic
Branch/Plant
MCU
Changes are not allowed.
PC 1 (Pricing Code 1)
UPC1
Changes are not allowed.
PC 2(Pricing Code 2)
UPC2
Changes are not allowed.
PC 3(Pricing Code 3)
UPC3
Changes are not allowed.
Promised Delivery Date
RSDJ
Data propagation
Promised Ship Date
PPDJ
Data propagation
Quantity Backordered
SOBK
Changes are not allowed.
Quantity Canceled
SOCN
Changes are not allowed.
Quantity Ordered
UORG
Changes are not allowed.
Quantity Shipped
SOQS
Changes are not allowed.
Requested Date
DRQJ
Changes are not allowed.
Scheduled Pick Date
PDDJ
Data propagation
Ship To
SHAN
Data propagation
Tax Expl Code 1
TXA1
Data propagation
Tax Rate/Area
EXR1
Data propagation
UOM (Transaction Unit of Measure)
UOM
Changes are not allowed.