When you select this function, the quantities required for all components of the selected standard and/or non-standard parts, jobs, quotations and sales order lines on back order are calculated.

The results of the calculation are displayed in a listview (see Advanced Multi-level Query).

Processing is aborted if the Bill of Materials structure is recursive or has more than 15 levels.

When generating a trial kit list for co-products:

When exploding a bill of materials for a made-in parent item (either from a standard part or from a sales order/quotation line) ) where a co-product is a component of the made-in parent part and the co-product is attached to a notional part on the specified route, the co-product ‘inherits’ the BOM structure from the notional part. Refer to Example 2 Calculations for Co-products.

Only those warehouses to which you have access (Operator Maintenance - Security tab - Warehouses) are included in the trial kit list, irrespective of the warehouses you selected to include in the list. If you do not have access to all warehouses, then the results of the advanced trial kitting list could be affected.

Specify which warehouse(s) must be used to establish the component quantity on hand and which warehouse(s) to use to establish the supply and demand of components.

If you defined a warehouse to use against the component bill of materials for a stocked standard part, then that warehouse is used, irrespective of your selection at this option.

If you defined a warehouse against a stocked component in an estimate for a non-stocked part, then that warehouse is used, irrespective of your selection at this option.

	Only those warehouses to which you have access (Operator Maintenance - Security) are included in the trial kit list, irrespective of your selections at these options. If you do not have access to all warehouses, then the results of the advanced trial kitting list could be affected.

Select this to specify the warehouses to use to establish the component quantity and the supply and demand for components.

If you run the Advanced Trial Kitting (Legacy) program for selected warehouses only, then the results returned differ as follows:

Select this to use the component's warehouse defined against the parent's warehouse.

When you select this option:

Select this to use the route defined against the parent warehouse control for all source selections (i.e. stocked standard parts, sales orders and stocked quotation lines).

If you select this option and the source is for a stocked standard part, then you must make a selection at the Parent warehouse selection option (Standard Parts tab). If a warehouse control record does not exist for the selected parent warehouse, then Route 0 is used.

If you select this option, then the route defined against the warehouse control record for the sales order or stocked quotation line is used when exploding the bill. For no-stocked quotation lines, the route defined against the quotation offer is used. However, if you selected a route against the quotation offer C- lowest cost or L - shortest lead and you have not performed a cost roll up, then route 0 is used.

If you did not select to use the route defined against warehouse control, then you use this field to select the factory routing to use for all source selections.

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

Select this to establish the quantities and components required to make all or a specified range of stocked standard parts by a specified date.

The supply and demand are determined from the Bills of Material and the value entered in the Quantity to make field on the Standard Parts tab of the Advanced Trial Kitting (Legacy) program.

If you do not select this option, then the options for Stocked standard parts on the Standard part tab are disabled.

Select this to establish the quantities and components required to make all or a specified range of non-stocked standard parts by a defined date.

The supply and demand are determined from Quotations and the value entered in the Quantity to make field on the Standard Parts tab of the Advanced Trial Kitting (Legacy) program.

This option is only enabled if you selected the option: Include non-stocked parts below.

If you do not select this option, then the options relating to non-stocked standard parts on the Standard Parts tab are disabled.

Select this to establish what is required to satisfy the demand for all or a specified range of jobs.

The WIP Material allocations records are used to determine the requirements based on the quantity to issue minus the quantity already issued.

If you do not select this option, then all options on the Jobs tab are disabled.

Select this to establish what is required to satisfy the demand for the range of sales orders you select on the Sales Orders tab.

If you select this option, then Order and Billing sales order types are included in the calculation. Orders are included if they are in a status of Open order (1), Open backorder (2), Released backorder (3) or In warehouse (4). Billings are included if they are in a status of Open backorder (2). Released backorder (3) or Ready to invoice (8).

If the sales order is linked to a job, then the WIP Material allocations records are used to determine the requirements based on the quantity to issue minus the quantity already issued.

If the sales order is not linked to a job, then all levels of the Bill of Materials are exploded to determine the requirements.

If you do not select this option, then the options on the Sales Orders tab are disabled.

Select this to establish what is required to satisfy the demand for all or a specified range of unconfirmed quotations.

The Quotations Detail records are used to determine the requirements.

If you do not select this option, then the options on the Quotations tab are disabled.

Select this to include all non-stocked standard parts and any associated non-stocked jobs, sales orders, quotations and standard parts when generating the trial kitting list.

	This option applies to all source selections.

If you select this option, then archived bills of material are used when applicable.

This option is only enabled if ECC (Engineering Change Control) is used (see Stock Code Maintenance - Tracking) and the Stock control level is not set to Stock code (Bill of Materials Setup - Engineering Change Control tab).

	Selecting this option can slow the calculation process down if you are running SYSPRO in a SQL environment.

These options enable you to include supply within a period of days after the component is required. For example, you may have raised a purchase order for an item that has a long lead time and that will arrive the following week. The demand, therefore, need only be postponed until the following week and an additional purchase order need not be raised.

If you do not specify one of these options, then supply is only considered up to the time that the item is required for use. If there is no supply at that time, then a shortage is assumed.

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 (Legacy) - 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 (Legacy) - 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 (Legacy) - Standard Parts tab), then the quote is included as a demand for the component.

Select this to include the safety stock level defined against the stock item (Warehouses for Stock Code), as part of the demand.

If you select this preference, then the Available and On Hand quantities are reduced by the Safety stock quantity (Stock Code Maintenance) before applying the supplies and demands to calculate the required quantity of components to satisfy the specific parent requirement (i.e. Standard part, job, sales order or quote) only.

The purpose of including safety stock in the Advanced Trial Kitting (Legacy) is merely to reduce the quantity available when netting off.

If the Quantity Available is calculated as positive, then the Net Required is calculated as (Gross Required - Qty Available). However if the Quantity Available is calculated as negative then the Gross Required = Net Required and no supply is suggested to account for the shortfall in safety stock.

Select this to include the minimum quantity level defined against the stock item (Warehouses for Stock Code), as part of the demand.

If you select this preference, then the Available and On Hand quantities are reduced by the Minimum quantity (Stock Code Maintenance) before applying the supplies and demands to calculate the required quantity of components to satisfy the specific parent requirement (i.e. Standard part, job, sales order or quote) only.

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 (Legacy) - 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 (Legacy) - 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 if you want 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 if you want 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 (Legacy) - 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 are excluded.

You use these fields to enter the revision and/or release to use for the stock item.

These fields only apply if you selected to include a single stock item and the stock item is defined as ECC controlled (Stock Code Maintenance - Tracking).

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 tab).

Select this to use the warehouse to use defined against the standard part when exploding the bill of materials.

If the component warehouse is not defined against any of the standard part warehouse control records, then the warehouse to use defined against the component (Stock Code Maintenance) is used to retrieve the supply/demand for the components while exploding that bill of materials.

You use this field to enter the parent warehouse to use when exploding the bill of materials.

If a warehouse control record does not exist for the selected parent warehouse, then Route 0 is used.

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.

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 field 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:

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 outstanding quantity for the job is used instead.

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

If you do not select this option and you select either All or a Range of jobs, then confirmed jobs within this selection are ignored.

Any jobs with a job classification to which you do not have access (Operator Maintenance - Security tab) are ignored.

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.

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 (Legacy) Options tab).

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 - General 1 tab).

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.

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

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

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

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

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.

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.