Each Include in demand option you select theoretically reduces the availability of stock when the netting off calculation is performed.

These options enable you to select the sources of demand to include in the trial kitting calculation.

Select this to include all open sales orders that have a back order quantity greater than zero and meet the ship date criteria when calculating demand for standard parts.

The requested ship date of the sales order determines whether the sales order allocation is considered as a demand for the component. If the ship date is before the date entered in the Due date field (Advanced Trial Kitting - Standard Parts tab), then the sales order is included as a demand.

The date of material demand is calculated by using either the days from the job delivery date or the planned queue date for the operation number depending on which is defined.

If the material demand date is before the date entered in the Due date field (Advanced Trial Kitting - Standard Parts tab), then the material allocation is included as a demand for the component.

The default offer for each detail quotation line is used to determine the demand created by the quote. Quotation lines that do not have a default offer defined are ignored.

If the ship/delivery date required is before the date entered in the Due date field (Advanced Trial Kitting - Standard Parts tab), then the quote is included as a demand for the component.

Each Include in supply option you select theoretically increases the availability of stock when the netting off calculation is performed.

These options enable you to select the sources of supply to include to offset the required demand.

Select this to include outstanding purchase orders as a source of supply.

The order quantity for outstanding purchase orders is included as a source of supply if:

The purchase order due date + the number of days after stock arrives that it can be used (Requirements Planning Setup - General 1 tab) + the dock to stock for the stock code (Stock Code Maintenance) is before the date entered in the Due date field (Advanced Trial Kitting - Standard Parts tab).

Select this to include outstanding jobs as a source of supply.

The job is included as a source of supply if:

The delivery date of the job + the number of days after stock arrives that it can be used (Requirements Planning Setup - General 1 tab) + the dock to stock for the stock code (Stock Code Maintenance) is before the date entered in the Due date field (Advanced Trial Kitting - Standard Parts tab).

Select this if you want to include outstanding Supply Chain Transfers as a source of supply.

This option is only enabled if the setup option: Use full Goods in Transit transfers facility is selected (Inventory Setup - General tab).

Select this if you want to include quantities in purchase order inspection as a source of supply.

The quantity in P/O inspection is calculated from the quantities left in the Purchase Order inspection file.

Inspection quantities received into Purchase Order inspection after the date required for the build of the parent item (or job delivery date if jobs are included as a source) are excluded. If the GRN receipt date is after the required date for the component, then the inspection quantity cannot serve as a supply for the particular build (or job).

Select this to include quantities in work in progress inspection as a source of supply.

The quantity in Work in Progress inspection is calculated from the quantities left in the WIP inspection file.

Inspection quantities received into WIP inspection after the date required for the build of the parent item (or job delivery date if jobs are included as a source) are excluded. If the receipt date is after the required date for the component, it cannot serve as a supply for the particular build (or job).

This option is only enabled if the setup option: Work in Progress inspection required is selected (WIP Setup - General 1 tab).

Select this to display components with a negative net requirement quantity.

This option only applies when you are viewing the generated Trial Kitting list for all items.

Select this to use the purchase order quantity unit of measure defined in the supplier/stock code cross reference, (see Browse on Supplier Stock Code Cross Ref), for bought out items.

If no supplier/stock code cross reference is defined for the component and supplier combination, then the unit of measure option selected above is used (i.e. stocking, alternate, manufacturing or other).

Select this to use the default purchase order price unit of measure defined in the supplier/stock code cross reference (see Browse on Supplier Stock Code Cross Ref), for bought out items.

If no supplier/stock code cross reference is defined for the component and supplier combination, then the unit of measure option selected above is used (i.e. stocking, alternate, manufacturing or other).

If the purchase order price unit of measure is not equal to the stocking or alternate unit of measure, then a valid conversion factor for the stocking unit of measure must be defined using the Browse on Price Unit of Measure program, otherwise the unit of measure option selected above is used (i.e. stocking, alternate, manufacturing or other).

Indicate the stock code for which you want to include components in the trial kit list.

If you select all, a range or a list of stocked codes and some of these are ECC controlled, then the current version and release is used for these items if ECC is not controlled at stock level (Bill of Materials Setup - Engineering Change Control tab).

If you selected the option: Explode bought out items with structures, (Advanced Trial Kitting - Options tab), and your stock code selection includes bought out items, then the components for the bought out items that have structures defined are included in the trial kit list. The selected bought out items that have no structures defined against them are ignored, together with any jobs, sales orders and quotations that are linked to them.

A stock item which is manufactured as a co-product on a specific route cannot be selected if it is also manufactured via a notional part on the same route. Items defined as notional parts can only be selected individually or as part of a list of stock items and not as part of a range of items or of all items.

Items defined as notional parts (Stock Code Maintenance) are excluded.

Indicate a list of stock codes for which you want to include components in the trial kit list.

Select this to use the economic batch quantity defined against each stock item (Stock Code Maintenance) as the quantity to make.

If the Economic batch quantity defined against the stock item is zero, then the quantity to make defaults to one.

If you selected the setup option: Progressive scrap required (Bill of Materials Setup - General tab), then the economic batch quantity is taken as the net quantity.

If you selected the option: Use route defined against warehouse control (Options tab) then quantity used as the EBQ for the standard part is the re-order quantity defined against the stock code/warehouse.

Enter the quantity to make for all standard items.

If you did not select to use the economic batch quantity, then you must enter a quantity to make which is greater than one.

The number of decimals you enter for the quantity to make must not exceed the number of decimals defined against a stock item (Stock Code Maintenance ).

Select this if the quantify to make you entered represents the gross quantity.

By default, this option is not selected which indicates that the quantity to make is the net quantity.

This option is only enabled if you selected the setup option: Progressive scrap required (Bill of Materials Setup - General).

If you selected the option: Use route defined against warehouse control (Options tab), then you must make a selection at this option.

This option only applies if you selected the option: Include non-stocked parts on the Options tab page.

The estimate defined for a non-stocked item is used to generate the list of required components and quantities.

Non-stocked bought out items are ignored.

Indicate a list of stock codes for which you want to include components in the trial kit list.

Select this if the quantity to make you entered represents the gross quantity.

By default, this option is not selected which indicates that the quantity to make is the net quantity.

This option is only enabled if you selected the setup option: Progressive scrap required (Bill of Materials Setup - General tab).

When you select this option, the program calculates the resultant net quantity for each top level parent part based on the operations defined in the estimate.

For example:

The quantity to make for an estimate is 200. There is one operation with a scrap percentage of 50%.

If you select the Gross option, the resultant net quantity to make is 100 (i.e. 50% of 200).

If you do not select the Gross option, then the gross quantity to make is 400 (i.e. you require 200, but due to the 50% scrap rate, 400 need to be made). The material allocations linked to the operation are inflated accordingly, allowing for the 50% scrap of total parent parts made.

Enter the date on which you require the stocked and/or non-stocked items.

	This defaults to the current system date, but can be changed. The date you enter in this field determines which sources of supply and demand are included when calculating the net requirements for the components. The quantity on hand for a component at each required date includes only the supply and demand quantities that could serve as a supply or demand at the required date.

The required date for each standard item is calculated as the Due date entered less the Dock to stock days for the item, (Stock Code Maintenance - Replenishment tab), less the number of days after stock arrives that it can be used, (Requirements Planning Setup - General 1 tab).

The required date for each component is calculated using either the offset days from the parent required date or the operation queue date, depending on which is defined. The calculation of the total number of days required to complete all operations (i.e. queue time, elapsed time, start time, complete time and move time) is affected by your selection at the setup option: Allow operation to end earlier than prior operation (WIP Setup).

The warehouse selection influences the job selection as follows:

Indicate the list of jobs to include in the Trial kit list.

Indicate the jobs to include in the trial kitting list according to the job classification assigned to the jobs.

Jobs with a job classification to which you do not have access (Operator Maintenance) are ignored.

This applies when the option Job classification required is enabled (WIP Setup).

Indicate the job start date(s) for which you want to include jobs in the trial kitting list.

The required date for the allocations for the jobs selected is either the number of days from the job delivery date or the operation queue date, depending on which is defined against the job.

Select this to use the outstanding balance against the job for the calculation.

If you select this option, then the required quantity for each component is calculated as:

(Quantity per of the component x Quantity to manufacture) - Quantity already issued to the job for the component.

Enter the quantity to make for each job selected.

If you did not select to use the Balance outstanding option, then you must enter a quantity to make greater than zero. Your entry here cannot exceed the quantity outstanding for the job.

If you enter a quantity to make, then the gross required quantity for each component allocation for the job is calculated as: Quantity to make x Quantity per for the allocation.

If you select to generate the trial kit list for All or a Range of jobs and the Quantity to make exceeds the Quantity outstanding for a job within the range selected, then the Quantity outstanding for the job is used instead.

Select this to include confirmed jobs in the trial kitting list.

Confirmed jobs within this selection are ignored if you do not select this option and you select either All or a Range of jobs.

For a sales order to be included, the order type must either be 'Order' (O) or 'Billing' (B).

For order type 'Order' (O) the order status must be one of the following:

For order type 'Billing' (B) the order status must be one of the following:

Only sales order lines with a back order quantity greater than zero are included.

Orders for salespersons to which you have been denied access (Operator Maintenance - Security tab) are ignored.

Orders for Accounts Receivable branches to which you have been denied access (Operator Maintenance - Security tab - A/R Branches), are ignored.

For sales order lines that are not attached to a job, the back order quantity and the Bill of Materials is used to generate the trial kit list. The required date for each component is calculated by using either the offset days from the parent required date, or the operation queue date, depending on which is defined.

If you selected the setup option: Progressive scrap required (Bill of Materials Setup - General tab), then the sales order quantity is taken as the Net quantity. Factory Route 0 is always used.

For sales orders attached to a job, the quantity to issue per job allocation is used to generate the trial kit list.

Sales orders that are linked to a purchase order are ignored.

	Sales order lines for the following items are ignored: Non-stocked codes Items on full or partial hold ECC controlled items when either the stock code or the version and release is held by ECC for sales orders Kit items Bought out items; if you have not selected the option: Explode bought out items with structures (Advanced Trial Kitting Options tab).

Indicate the ship date(s) for which you want to include sales orders in the trial kitting list.

The required date for each sales order is calculated as:

Sales order ship date less the Dock to stock days for the stock code (Stock Code Maintenance), less the Number of days after stock arrives that it can be used (Requirements Planning Setup ).

Quotation lines for bought out items are ignored if you do not select the option: Explode bought out items with structures (Options tab).

If you selected the option: Include non-stocked parts (Options tab), then the estimate of non-stocked items is used to generate a list of required components and quantities per component for non-stocked quotation lines.

Confirmed quotations are ignored.

The offer quantity of the Offer selection indicated is used as the demand quantity for each quotation line.

If you selected the setup option: Progressive scrap required (Bill of Materials Setup - General tab), then the offer quantity is taken as the Net quantity.

Indicate the offer to use as the demand quantity for each quotation.

Only merchandise lines for the offer you select are included in the calculation.

Quotation lines that do not have an offer defined for the selected offer are ignored.

If you select Default offer, then the default offer for each quotation line is used to determine the demand for that quotation line. If a Default offer is not defined against a quotation line, then that line is ignored.

Indicate the offer probability for which quotations must be included in the trial kit list.

Only quotations with a probability greater than the value you select are included.

Select this to display the information by required date and by level within the Bill of Materials.

When you create a job for the requirement, the route is passed to the job creation program so that material allocations can be picked up for the correct route.

Select this to view the total gross and total net required quantities for each component for made-in items only.

The required dates, routes and levels within the structure are ignored, so supply/demand details and source details are not displayed. If more than one route occurs, the route is displayed as '-' indicating a consolidation of routes. If a job is created for a component where the routes were consolidated, then route 0 is passed to the job creation program.

Select this to view the total gross and total net required quantities for each component for bought out items only.

The required dates, routes and levels within the structure are ignored for this view, so no supply/demand details or source details are displayed. If more than one route occurs, the route is displayed as '-' indicating a consolidation of routes. If a job is created for a component where the routes were consolidated, then route 0 is passed to the job creation program.

If you select this option, then the quantities required for the same component on the same required date are accumulated.

If more than one route occurs, the route is displayed as '-' indicating a consolidation of routes. If a job is created for a component which is not a co-product, where the routes were consolidated, then route 0 is passed to the job creation program.

In this view, the level within the Bill of Materials is ignored.

Select this to display the total quantity required per co-product where the co-products are used in a bill of material for a normal made-in parent.

The required dates, routes and levels within the structure are ignored for this view. If more than one route occurs, the route is displayed as '-' indicating a consolidation of routes. You will be unable to create a job for a co-product if the routes were consolidated.

Indicates the default Purchase order due date, SCT ship date or Requisition due date to use when you create a purchase order, SCT or Requisition for the highlighted line.

This field defaults to the Due date for the component, but can be changed.

You can enter a different date and then select the Default date option to use the date you enter in this field as the default date.

Alternatively, you can set the default date to be the Required date for the component by selecting the Required date for component option below.

	If the required date or the due date for the component is before the current system's date, then the purchase order line due date and the job due date will default to the current system date. This is irrespective of the Due date you enter in this field. This is because it does not make sense to create a purchase order or a job with a due date that is in the past.

This indicates the default job delivery date to use when you create a job for the highlighted line.

This field defaults to the Due date for the component, but can be changed.

You can enter a different date and then select the Default date option below to use the date you enter in this field as the default date.

Alternatively, you can set the default date to be the Required date for the component by selecting the Required date for component option below.

	If the required date or the due date for the component is before the current system's date, then the job due date will default to the current system date. This is because it does not make sense to create a job with a due date that is in the past.

Indicate the date to use for creating the supply for the item.

Field	Description
Required date for component	Select this to use the required date for the component as the default purchase order due date, SCT ship date or requisition due date to use when you create a purchase order, SCT or requisition for the highlighted line.
Due date for component	Select this to use the due date for the component as the default purchase order due date, SCT ship date or requisition due date to use when you create a purchase order, SCT or requisition for the highlighted line.
Default date	Select this to use the dates you entered in the Due date and Job delivery date fields as the default Purchase order line date, SCT ship date, Requisition due date or Job delivery date. If the required date or the due date for the component is before the current system's date, then the Purchase order line due date and the Job due date default to the current system date. This is irrespective of the Due date and Job delivery date entered, because it does not make sense to create a Purchase order or Job with a due date that is in the past.

Select this to generate a report according to the options you selected.

Select this to print a report of all components for all levels of the structure.

The report lists the information by required date, level within the bill of materials and route.

Select this to print a report of only the made-in components.

The report lists the total gross and total net required quantities per component for made-in items.

The required dates, routes and levels within the structure are ignored, so supply/demand details and source details are not printed on this report. If more than one route occurs, the route is listed as '-' indicating a consolidation of routes. If a job is created for a component where the routes were consolidated, then route 0 is passed to the job creation program.

Select this to print a report of only the bought out component items.

The report lists the total gross and total net required quantities per component for bought out items.

The unit cost of bought out items is printed if you have not been denied access to the Field: Show costs in Inventory/WIP queries (Operator Maintenance - Security tab).

The required dates, routes and levels within the structure are ignored, so supply/demand details and source details are not printed on this report. If more than one route occurs, the route is listed as '-' indicating a consolidation of routes. If a job is created for a component where the routes were consolidated, then route 0 is passed to the job creation program.

Select this to generate a report where the quantities required for the same component on the same required date are accumulated.

If more than one route occurs, the route is listed as '-' indicating a consolidation of routes. If a job is created for a component which is not a co-product, where the routes were consolidated, then route 0 is passed to the job creation program. You will be unable to create a job for a co-product if the routes were consolidated.

The level within the Bill of Materials is ignored for this report.

Select this to print the alternate stock codes for components for which a shortage exists.

The quantity available for the alternate stock item is calculated as:

Quantity on hand for the component in the warehouse required

Less

Plus

Select this to print the information for each supplier on a separate page.

This option is only available if you selected the Report type: Trial kit list for bought out items.

Select this to use the Job Entry program to create a job for the highlighted component.

You may only create a job for a component when:

You may create a job for a co-product but, this is created via a notional part if the co product is attached to a notional part on the selected route, unless the co-product is a Multi-grade co-product. The notional part is sent to the job creation program with a quantity to make equal to the co product qty required divided by the qty per for the co product.

Since creating the job for the notional part results in manufacturing stock for all co products attached to that notional part, after the job has been created ATK will check through all the component requirements in the generated trial kit list and update the Net required quantity for all co products attached to that notional part on the route to reflect the new supply.

For Multi-grade co-products, you may only create a job for the principal part.

Select this to use the PO Creation program to create a purchase order for the highlighted component.

You may only create a purchase order for a component when:

If you select to create a purchase order against a supplier that is defined as using blanket purchase orders (Stock Code Maintenance), then the line is excluded from the purchase order if:

If the setup option: Restrict order to single warehouse and use for delivery address is selected (Purchase Orders Setup - Options tab), then you must enter a warehouse code for the purchase order header.

Select this to use the Requisition Maintenance program to create a requisition for the highlighted component.

You may only create a requisition for a component when:

Enter your requisition user code to create a requisition.

You can only create a requisition if the option: Allow creation of reqn from sales order review (Browse on Requisition Users ) is selected against your requisition user code.