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 made-to-order or engineer-to-order environments.
- Jobs to Include
- Stock Code to Include
- Options
- Consolidated List
- Trial Kitting Review
- Notes and warnings
| Field | Description | ||||||||
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| 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 Consolidated List pane. |
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| Job criteria | |||||||||
| Start date selection | Indicate the job start date(s) for which to include jobs in the report. | ||||||||
| Job classification selection | Indicate the job classification(s) for which to include jobs in the report. | ||||||||
| Job selection | Indicate the job(s) for which to generate the report. | ||||||||
| Include confirmed jobs |
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| 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. This field is enabled if you selected to print a kitting list for a SingleJob and you did not select the Balance outstanding option. |
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| Review options | |||||||||
| Include non-stocked items | Select this to include non-stocked items in the report. |
This pane enables you to indicate the parent parts and routings 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. This adds the item to the Consolidated
List pane. A stock code which is on hold, or which has no components, cannot be added to the Trial Kitting list. |
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| Stock code entry | |||||||||
| Stock code | Indicate the parent part stock code for which you want to generate the component list. | ||||||||
| Route | 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 (Bill of Materials Setup). |
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| Revision | Enter the revision level for the stock code if it is ECC controlled. | ||||||||
| Release | Enter the release level for the stock code if it is ECC controlled. | ||||||||
| Quantity method |
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| 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 Codes). |
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| Job selection | |||||||||
| Job | Optionally indicate a job for the stock code. This field is used only for documentary purposes and is not validated. |
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Warehouse Filter | |||||||
| Warehouse type |
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| Warehouse selection |
Indicate the valid warehouse(s) for which to generate the list. This is only enabled if you selected to specify the warehouses for the review. Your operator access to warehouses is validated (Operators). See also: Notes and warnings. |
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| 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. |
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| Include quantity inspection | Select this to indicate that the availability of stock must be increased by quantities in inspection. | ||||||
| Exclude optional components 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 only applies to the Stock Code to Include . |
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| 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 | |||||||
| Review unit of measure |
Indicate the unit of measure in which to print the required component quantities. The unit of measure is defined against components (Stock Codes). |
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| Display shortage lines only |
Display only components which have insufficient stock available to complete the job on the listview. |
| Field | Description |
|---|---|
| Start Review | Select this to generate the Trial Kitting
Review according to the Consolidate
List displayed. This option is only enabled when lines are displayed in the Consolidated List. |
| Refresh Review | Select this to refresh the Trial Kitting Review listview after removing lines from the Consolidated List or adding jobs or stock codes to the list. |
| Remove | Select this to remove the highlighted line from the Consolidated List. |
| Clear Lists | Select this to remove all lines from the Consolidated List and Trial Kitting Review listviews. This enables you to add jobs and stock codes from scratch. |
| Options | Select this to indicate the warehouse and supply / demand criteria for which to generate the report. |
| 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. You cannot use this function for stock codes that are on hold. |
| This is available only for SRS printing. | |
| Print Options | Select this to indicate options according to the report must be printed. |
| Print Reports | Select this to print the BOM Trial Kitting 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. |
This is displayed when you select the Create option in the Trial Kitting 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 SO Supply Chain Transfer Creation 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 Entry 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. |
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 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.
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| 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 the type of report to generate.
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![[Note]](images/note.png)
The Trial Kitting Review listview displays the list of all first level components attached to the parent part(s) listed in the Consolidated List pane.
| Field | Description |
|---|---|
| Quantity available |
When the Preference: Include work in progress allocations is selected, then:
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 relevant when only one stock
code is added to the trial kitting list. The sequence column is irrelevant when multiple stock codes are added, because the stock codes are consolidated. |
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When specifying a list of warehouses for which to generate the report (Options pane), the list should be defined in ascending order for it to be filtered correctly by the program.
If consolidating warehouses and using bought-out details by warehouse, the details of the warehouse to use are displayed.
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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.
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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.
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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.
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Structure on/off dates are checked against the current run date.
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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 Codes).
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Sales orders
If a sales order line is attached to a job, then the components against the job are listed as required for that Sales order line (and flagged as level ‘99’ as the level does not apply to the job) in Advanced Trial Kiting.
If a Sales order line is not attached to a job, then the BOM for the stock code from the sales order line is exploded, and the components from that BOM are listed as required for that Sales order line with the appropriate level from the BOM against each component in Advanced Trial Kitting.
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Level 99
Where level 99 is displayed against components, it indicates that the level does not apply to the job for those components.
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Jobs
Advanced trial kitting was designed to only show the first level components for a Job. This was specifically done so that requirements are not doubled-up for sub-jobs.
You can, however, enter a range of Jobs to process, so if you need the results to reflect the stock code for the master job and sub-jobs, then you are able to do so.
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If the BOM component is an ECC controlled item that is flagged as Deplete oldest Rev/Rel, then the available quantity is calculated using all the revision/releases for that stock code.
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Revision and Release are the default words displayed, but they are replaced by whatever wording you assigned to these user-defined fields (Bill of Materials Setup).