Overview
Kitting orders are determined based on production plans.
They define the product and its quantity for kitting purposes.
The company can use kitting orders to control the kitting process, manage demand for components, and control its fulfillment.
Within a defined process scope, a kitting plan gets converted into executable kitting orders. It is necessary to define possible generation and calculation options.
As a result of this process, a plan-based kitting order is created.
Generate plan-based kitting orders flowchart
Paths
| Path | Warehouse and delivery → Internal inventory transfers → Kitting orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.ByAssemblyDisassemblyOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказНаСборку
|
How to generate plan-based kitting orders
1. Go to Warehouse and delivery and then click Kitting orders under Internal inventory transfers.
2. Click Create → By plan to run the tool that converts plans into orders.
3. In the Convert plan to kitting orders workplace, select the plan Scenario.
4. Select the Separately by receipt periods value in the Demand calculation mode by plan drop-down list. For more information about Demand calculation mode, see Generate plan-based production orders.
5. Set the period according to the conversion time horizon based on workdays from the planned release date.
6. Click the Custom filter hyperlink to set additional filters.
7. Click Next.
8. On step 2, the system will automatically:
- Create a list of Items based on the plan data.
- Fill quantity To order based on the plan data.
- Fill the Order fulfillment period.
- Calculate the Order date and Receipt period.
9. Select the lines for conversion and click Select to order.
10. Verify the information and click Create orders.
11. Click Next.
13. On step 3, the system will automatically:
- Create and fill the Kitting orders.
- Set the Confirmed status.
- Post the document if there are no system errors.
How to save kitting orders
1. Open the order you created.
2. Set the Created status if the system could not set it during the automatic conversion procedure.
3. Fill all the required fields.
4. Post the document.
The system will automatically:
- Perform standard checks on filling of the required fields and their values.
- Indicate an error kind.
- Provide recommendations for correcting the error.