Bill of Materials > Reports > Trial Kitting

Trial Kitting

You use this program to generate a list of all first level components attached to a parent part, enabling you to indicate where gross shortages may occur. The trial kit list can be generated from standard parts and/or existing jobs held on file.

This program is commonly used in the made-to-order or engineer-to-order environments.

Toolbar and menu

Field Description
Start Review Select this to generate the Review according to the Trial Kitting List displayed.

This option is only enabled once the Trial Kitting List is populated.
Change Criteria Select this to change the Jobs, Standard Part and/or Warehouses you selected to include in the list.

This option is only enabled after you select the Start Review option.
Preferences Select this to indicate which factors are required to determine the availability of stock, as well as various print options affecting the level of detail to be printed.

Preferences

This screen is displayed when you select the Preferences option.

Field Description
Save Select this to save your selections against your operator code.
Close Select this to save your selections for the current run of the program only.
Supply/Demand  
Include sales order allocations Select this to indicate that the availability of stock must be reduced by sales order allocations.
Include work in progress allocations Select this to indicate that the availability of stock must be reduced by work in progress allocations.

The Quantity available includes the gross quantity for the job.
Include quantity in inspection Select this to indicate that the availability of stock must be increased by quantities in inspection.
Exclude optional components for sales order

Select this to exclude a component flagged as an Optional component for order entry against a Bill of Material (see Structures and Routings) from the Trial Kitting list.

This preference is only applicable to the Standard part selection.
Show negative allocations Select this to show all negative allocations (i.e. allocations with a negative quantity per, such as by-products) in the report or review.
Include lot information  
Unit of measure

Indicate the unit of measure in which you want to print the required component quantities.

The unit of measure is defined against components (Stock Code Maintenance).

Select one of the following units of measure:

  • Stocking

  • Alternate

  • other

  • Manufacturing
Print Options  
Print alternate stock code on shortage Select this to indicate that alternate stock codes (if defined) must be printed for any stock item where a shortage is encountered.
List full narration lines Select this to print the full structure narrations captured against lines.
[Note]

You can only select this option if you enabled the option: Structure narrations required (Bill of Materials Setup) and you are printing a detailed report.
Print shortage lines only Select this to print a trial kitting list showing only components which have insufficient stock available to complete the job.
Report type

Indicate how the report must be generated.

  • Detail

    Select this to print information for each individual component linked to the selected parent part or job.

  • Summary

    Select this to print a single list of all components for the kit.

  • Detail and summary

    Select this to print information for each individual component linked to the selected parent part or job as well as a single list of all components for the kit.

Jobs

This pane enables you to indicate the job criteria according to which you want to generate the Trial Kitting List.

Field Description
Add To List Select this to assign the selected jobs to the trial kitting list that you want to generate.

This function adds the selected items to the Trial Kitting List pane.
Job criteria  
Start date selection Indicate the job start date(s) for which you want to include jobs in the report.
Job classification selection Indicate the job classification(s) for which you want to include jobs in the report.
Job selection Indicate the job(s) for which you want to generate the report.
Include confirmed jobs

  • Yes

    Select this to include jobs that are marked as confirmed in the report. Both confirmed and unconfirmed jobs are included in the report.

  • No

    Select this to exclude jobs marked as confirmed in the report. Only unconfirmed jobs are included in the report.

  • Only

    Select this to only include confirmed jobs in the report. Unconfirmed jobs are excluded.
Quantity selection  
Balance outstanding Select this to generate a trial kitting list for the balance outstanding of the parent part.
Quantity to make Indicate the quantity of the parent part that must be made. This cannot exceed the quantity outstanding for the job.
[Note]

This field is enabled if you selected to print a kitting list for a SingleJob and you did not select the Balance outstanding option.
Print options  
Include non-stocked items Select this to include non-stocked items in the report.

Standard Part

This pane enables you to indicate the parent part and routing for which you want to generate the component list.

Field Description
Add to List Select this to assign the parent part to the trial kitting list that you want to generate.

This function adds the selected item to the Trial Kitting List pane.

[Note]

A stock code without any components cannot be added to the Trial Kitting List.

In addition, a stock code which is on hold cannot be added to the list.
Standard part selection  
Stock code Indicate the parent part stock code for which you want to generate the component list.
Routing Indicate the route to use for the parent part for which you want to generate the components.

This only applies if you enabled the option: Alternate routings required (Bill of Materials Setup).
ECC Information

These fields only apply to stock items defined as ECC controlled (Stock Code Maintenance - Tracking).

Revision and Release are the default words displayed for these fields. They are replaced by whatever wording you assigned to these user-defined fields (Bill of Materials Setup - Engineering Control tab).
Revision Enter the revision level for the stock code you indicated.
Release Enter the release level for the stock code you indicated.
Quantity selection Indicate the quantity of the standard part for which you want to generate the report.
Quantity method

  • Pan

    Select this to generate the report for the Pan size quantity defined against the stock item (Stock Code Maintenance).

  • EBQ

    Select this to generate the report for the Economic batch quantity defined against the stock item (Stock Code Maintenance).

  • Manual

    Select this to manually enter the quantity for which to generate the report.

  • Quantity

    Indicate the stock item quantity for which to generate the report.

    This can only be entered when you select the Quantity method of Manual.

    The number of decimals that can be entered at this field is determined by the number of decimals defined against the stock item (Stock Code Maintenance).
Job selection  
Job An optional entry can be made at this field. This field is used only for documentation purposes and is not validated.

Warehouses

This pane enables you to indicate the warehouse criteria for which you want to generate the report.

Field Description
Warehouse type  
Warehouse to use Select this to use the Warehouse to use defined against BOM structure (Structures and Routings) for the review. If no warehouse to use is defined against the BOM structure, then the warehouse to use defined against the stock item (Stock Code Maintenance) is used to check supply and demand.
Specify warehouses Select this if you want to specify which warehouse(s) to use in the review to check supply and demand. You use the Warehouse selection options to define the warehouses.
Warehouse selection

Indicate the valid warehouse(s) for which you want to generate the list.

Your operator access to warehouses is validated (Operator Maintenance).

These options only apply if you selected to specify the warehouses for the review.

Trial Kitting List

This listview displays details of the items you added using the Add to List function.

Once this list is populated, the Start Review function on the toolbar is enabled.

Field Description
Delete Select this to remove the highlighted line from the listview.
Clear List Select this to remove all lines from the listview.

Review

This displays the list of all first level components attached to the parent part(s) indicated in the Trial Kitting List pane.

Field Description
Create Select this to create a Purchase Order, Requisition, Job or a Supply Chain transfer for the shortage indicated in the Net required column of the item currently highlighted in the listview.
[Note]

You cannot use this function for stock codes that are on hold.
Print Select this to generate the BOM Trial Kitting Detail Report.
ATP Select this to use the Inventory ATP Query program to view Available To Promise details for the stock item currently highlighted in the listview.

Review Listview

Column Description
Quantity available

When the Preference: Include work in progress allocations is selected, then:

  • Quantity available for Jobs = (Quantity on hand - Quantity allocated to WIP + Gross required)

  • Quantity available for Standard parts = (Quantity on hand - Quantity allocated to WIP)

When this preference is deselected, the Quantity available is the same as the Quantity on hand in the Warehouse for both Jobs and Standard parts.
Seq The sequence number is displayed only when one stock code is added to the trial kitting list.

When multiple stock codes are added, the sequence column is not displayed and is not available in the Field chooser because the stock codes are consolidated.

Purchase Order / SCT

This screen is displayed when you select the Create option in the Review pane.

Field Description
OK Select this to navigate to the appropriate program to create the source of supply you selected (i.e. according to the Create option you selected).
Cancel Select this to ignore any selections you made and to return to the previous screen.
Create options  
Create supply chain transfer Select this to use the Create Supply Chain Transfer program to create a Supply Chain Transfer for the shortage of the component.
Create purchase order Select this to use the PO Creation program to create a purchase order for the shortage of the component.
Create requisition Select this to use the Requisition Maintenance program to create a Purchase order requisition for the shortage of the component.
Create job Select this to use the Job Entry program to create a job for the shortage of the component.
Requisition user Indicate the requisition user to use for the creation of the requisition. This only applies when you select the Create requisition option.

Notes and warnings

Selection criteria

  • When specifying a list of warehouses for which to generate the report (Warehouses pane), the list should be defined in ascending order for it to be filtered correctly by the program.

Processing considerations

  • Only components up to the first level of the structure are printed. If a phantom part is encountered, then the components at the next level down are used for that part. In addition, multiple levels of phantom parts are processed.

  • When exploding a phantom part BOM and a soft phantom part is found, operations for that soft phantom part BOM are ignored as they are not applicable.

  • Although the actual stock on hand within the inventory file is not affected by this program, a temporary allocations file is created and maintained to reflect shortages as if stock had been reduced.

  • Structure on/off dates are checked against the current run date.

  • The number of decimals printed for values on the report is determined by the value entered at the Maximum number of decimals option for the stock code (Stock Code Maintenance - General tab).

ECC considerations

  • If the BOM component is an ECC controlled item that has been flagged as Deplete oldest Rev/Rel, then the available quantity will be calculated using all the revision/releases for that stock code.