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.