A kit consists of multiple items sold which are sold together under an individual part number for sales and marketing purposes. This is opposed to a “finished good” which is an item assembled out of component items using the shop floor system and then placed in inventory for sale.
For a general overview of kit processing see the documentation for the Shop Floor System.
• Serial numbers for “kitted” items are not linked to the “kit” item but rather to the invoice number and line on which they are sold. This is due to the fact that no real “kit” item exists (only the collection of component items). Each top level kit item must have the Serial Flag for the Item set to N (not-serialized).
• The components in a kit can be serialized on Receipt (Serial Flag set to Y), or they can be serialized on Sale (Serial Flag set to S).
• Each kit is collected or built on the fly in the warehouse based on a Picklist generated by the system. No real assembly operations are taking place and the items are simply grouped together based on the qty allocated to the order or the qty being shipped out. The individual, or component, items in the kit are broken out on the Picklist for picking. At the bottom of the Picklist the top level and the “kit” items are listed for reference.
• The Picklist shows the complete set of items actually being picked. When the pick list is printed, a bar code is printed on the order. To start the verification/serial number capture process the worker scans order barcode to identify the sales order. The system then loops through the Picklist and prompts the worker for each item being picked.
• For each item, the worker is first prompted to scan the item number label on the item, this validates that they have selected the correct item(s). Then, if it is an item where serial numbers should be captured they are prompted to scan the appropriate serial numbers, which are then tied to the sales order line associated with the line on the pick list. This “pre-reserving” of the serial number is done by loading the order number and line into the serial record So_No and So_Line fields.
• Once the user has scanned all the required serial numbers the order is ready for completion (invoicing). Kit serial numbers may not be entered during the order completion stage (this is a possible future enhancement).
• When the order including the kit item or items is invoiced or completed, the Invoicing process loops through the pre-reserved serial records and updates them to reflect the sale. This process links each of the serialized items associated with each invoice to the invoice line. The Serial Master records for the serial number are either created (serialized on sale items that have not been previously sold and returned), or updated (serialized on receipt items or serialized on sale items that already exist in the Serial File). Serial History records are also created to link each serial number permanently to each invoice line.
• If a picklist is being processed for a kit item and the picklist is reset, any serial records pre-reserved for the order lines are released (the sales order and line fields are cleared).
• Once a kit has been invoiced, you may view any serial detail associated with the kit item (which is the item actually appearring on the invoice), from the Invoice Lines Lookup program (using the view serial numbers option). The program will display all the serial numbers associated with the line.
• If a “serialize on sale” item is included on the pick list the system will create the serial record when the item is first scanned during the serial number capture process. If the picklist is reset, the serial record for the item will remain in the Serial Master file, but the sales order and line fields are cleared. The serial record can then be processed on the same order or on a different order as required.