Creating a Model Order for Building Kits
Occasionally you may want
to use several individual parts to create a kit. You can adjust the inventory, removing the
items from stock that makeup the kit and add the kit part number to stock. This is time consuming and lends itself to
keying error. Also the request to makeup
the kit becomes external to the system.
An option is to a pick ticket that tells the warehouse to remove the component
items then create and restock the kit.
When the pick ticket is finished through the exceptions/invoicing
program all item quantities are adjusted accordingly.
The steps are as follows:
Setup a DC codes record
for “
Here’s an example:
Setup a DC codes record for
“Kit Build Clearing” that serves to clear any difference between your cost of
the components and the kit cost to the GL account specified in field #13 of the
example below.
Setup an Order Type codes
record, “ITU”, for “Internal Usage Only”
using the DC code you just setup for “
Here’s an example:
Setup a customer record
for “Internal Usage” making the default order/credit/invoice type “ITU”.
Here’s an example:
Setup a Surcharge codes
record that will be used to discount the entire amount (100% - see field #6) of
the kit invoice whenever there is a difference between the cost of the
components and the kit cost thereby producing a $0.00 invoice so as not to
affect accounts receivable.
Setup an “Order Add-on”
codes record associating the “ITU” customer number with the “Surcharge” number.
Here’s an example:
Create the model order for
building the kit. When creating the
model order be sure to give the model order a synonym that will be used when
keying the subsequent pick tickets that will be issued to the warehouse for
building the kits. For example, you are
building a “mini pallet” of oil
therefore you could use a synonym of BS,MP1 (whereas BS represents the
manufacturer code and MP1 represents the synonym). Key the components and respective quantities
that go into the kit. Key the kit part
but enter a negative quantity. The net
result is the kit model removes the component numbers from stock and adds the
kit number to stock when the pick ticket is finished through the
exceptions/invoicing program.
Here’s an example:
To recap:
When you key a pick ticket
for “