Bill of Materials > Reports > Advanced Trial Kitting (Legacy)

Advanced Trial Kitting (Legacy)

You use this program to establish the jobs and purchasing requirements needed to complete the build of a parent part.

The program provides an alternative to running the Requirements Calculation and related MRP reports from within the Requirements Planning system and is an attempt to emulate the manual method used by a company to build a finished item.

The purpose of this program is not to replace MRP and give you a total requirement. The program purely indicates the quantity required to satisfy the demand you selected (i.e. sales orders, jobs quotations).

Unlike the Requirements Calculation program, the Advanced Trial Kitting (Legacy) program was not designed to schedule supply according to demand. It is designed to display shortages on the dates components are required, regardless of whether or not a supply is attached to the material allocation or whether the supply is associated with other demand.

[Note]

The Advanced Trial Kitting (Legacy) program is date-sensitive. It uses the delivery/due date when calculating the gross requirements and the sources of supply and demand. This means that sources of supply or demand that do not fall within the selected time frame are excluded from the calculations.

Advanced Trial Kitting

The Advanced Trial Kitting (Legacy) program allows multiple selections of standard stocked and non-stocked parts, jobs, sales orders and quotations to be included in the Advanced Trial Kitting calculation.

The Advanced Trial Kitting screen includes a number of tab pages which enable you to select options for generating the trial kitting list. The following tab pages are available:

  • Options
  • Standard Parts
  • Jobs
  • Sales Orders
  • Quotations
Field Description
Generate Trial Kit List

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:

  • the quantity to make for each co-product is accumulated per notional part on the selected route.
  • if the planning weight for a co-product is not greater than zero (BOM Co-products) the co-product is ignored. For multi-grade co-products, this implies that only demand for the principal part applies.
  • the highest quantity to make for the notional part is calculated as:

    (Co-product Quantity to Make x Co-product Planning Weight) / Co-product Quantity Per

    The bill of materials for the notional part is then exploded to generate the list of required components for the co-products.

  • For standard parts, each co-product's due date is calculated as:

    Due date entered on Standard parts tab less dock to stock days for the co-product (Stock Code Maintenance) less the number of days after stock arrives that it can be used.

  • For sales orders and quotations, each co-product's due date is calculated as:

    Sales order/qupotation ship date less co-product dock to stock days less the number of days after stock arrives that it can be used.

  • Refer to Example 1 Calculations 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.

Close Select this to exit the program.

Options

You use this tab to indicate the warehouses and sources to include in the trial kitting list. In addition, you can specify your preferences for the default sources of supply/demand that must apply when running the Advanced Trial Kitting (Legacy) program.

For supply/demand to be taken into account, it must occur before or on the due date of a component requirement.

[Note]

The selections you make from this tab affect the options available on the other tabs.

Field Description
Warehouse selection for components

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.

[Note]

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.

Warehouse to use Select this to base the component quantity on hand according to the warehouse to use defined against the stock item (Stock Code Maintenance) subject to the following:
  • For standard parts, quotations for stocked parent items and sales orders with no jobs attached to them:

    If a warehouse is defined for a component in the Bill of Materials, then that warehouse is used, else the warehouse to use defined against the component (Stock Code Maintenance) is used.

  • When processing quotations for non-stocked parent items, the warehouse defined against the stocked components in the quotation structure is used. If not defined, the warehouse against the component (Stock Code Maintenance) is used.

  • When processing jobs and sales orders with jobs attached to them, the material allocation warehouse defined in the job is the warehouse to use.

Specify warehouses

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:

  • Standard Part

    If the warehouse defined against the component bill of materials is not in the range of warehouses you specified, then the component is still displayed in the list. The quantity which is required is displayed in the Net required column, but the quantity available is zero because the component is not stocked in the warehouse(s) you selected for the trial kitting list.

    If the component is for a sub-assembly, then all components of the sub-assembly are also included in the trial kit list.

    This also applies when expanding the structure for a stocked sales order line (where the sales order is not attached to a job) and when expanding the structure for a stocked quotation line.

    If the warehouse defined against a stocked component in an estimate for a non-stocked part is not in the range of warehouses specified, then the requirement for that component for that estimate is still displayed in the trial kit list.

  • Jobs

    If the warehouse defined against the job allocation is not in the range of warehouses you specified, then the component is excluded from the trial kitting list.

    If the component is for a sub-assembly, then all components of the sub-assembly are also excluded from the trial kit list.

    If the warehouse defined against a stocked component in an estimate for a non-stocked part is not in the range of warehouses specified, then the requirement for that component for that estimate is excluded from the trial kit list.

Warehouse selection These options apply if you selected the Specify warehouses option.
FieldDescription
All

Select this to include all warehouses when generating the trial kit list.

If you select all warehouses, then you want the program to calculate all quantities based on the warehouse quantities in all the warehouses.

Range

Select this to define a range of warehouses to include when generating the trial kit list.

You specify this range using the From and To fields.

Single

Select this to define a single warehouse to use for generating the trial kit list.

When a single warehouse is specified, the program validates that the stock code is stocked against that warehouse. If not, then the Inventory warehouse to use is used for the component to calculate the quantity on hand and the supply and demand records.

You specify this warehouse in the From field below.

List

Select this to define a list of warehouses to use for generating the trial kit list.

You use the Define List function to define the list of warehouses.

By parent warehouse

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

When you select this option:

  • if the source is for a stocked standard part, then you must make a selection at the Parent warehouse selection option (Standard Parts tab).
  • the component warehouse defined against the warehouse control record for the sales order line or stocked quotation line is used when exploding the bill. If the component warehouse is not defined against the warehouse control record for the sales order or quotation warehouse, then the warehouse to use against the component (Stock Code Maintenance) is used to retrieve the supply/demand for the components while exploding the bill of materials.
  • if the source is for a non-stocked standard part or a non-stocked quotation line, then the warehouse to use against the component (Stock Code Maintenance) is used for stocked components.
Route selection You use these options to indicate the route to use for all source selections (i.e. stocked standard parts, sales orders and stocked quotation lines).
Use route defined against warehouse control

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.

Routing

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.

Include source options
[Note]

You must select at least one source option to generate the trial kitting list.

Include stocked standard parts

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.

Include non-stocked standard parts

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.

Include job selection

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.

Include sales order selection

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.

Include quotation selection

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.

Explode bought out items with structures Select this to include bought out parent items and bought out sub-assemblies when generating the trial kitting list.
Include non-stocked parts

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.

[Note]

This option applies to all source selections.

Use non-current Revision/Release

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.

[Note]

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

Include supply due in number of days

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.

Demand time fence days Select this to include the number of days defined in the Demand time fence (days) field for the component (Stock Code Maintenance) in the calculation of supply for the component.
Lead time days Select this to include the number of days defined in the Lead time (days) field for the component (Stock Code Maintenance) in the calculation of supply for the component.
Enter number of days Select this to manually specify the number of days for which you want to include supply in the calculation of the net required quantity for components.
Preferences You use this function to configure the default sources of supply/demand that must apply when determining the availability of stock and the unit of measure in which the quantities in the trial kit list are displayed.

Warehouse Selection

You use the Define List function from the Warehouse selection option to define the list of warehouses to include when generating the trial kit list.

Field Description
Warehouse list selection  
Warehouse Enter the code of the warehouse you want to add to the list.
Add

Select this to add the warehouse code in the previous field to the list.

When you select this function, the warehouse code and description are displayed in a list on the screen.

Remove Select this to remove the highlighted warehouse from the list of warehouses to include.
Close Select this to return to the previous screen.

Preferences

You use the Preferences function to configure the default sources of supply/demand that must apply when determining the availability of stock and the unit of measure in which the quantities in the trial kit list are displayed.

Field Description
Include in demand

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.

Sales order allocations

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.

Work in progress allocations

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.

Quotations

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.

Safety stock

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.

Minimum quantity

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.

None Select this to exclude safety stock and minimum quantity from the trial kitting calculation.
Include in supply

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.

Outstanding purchase orders

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 + 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).

Outstanding jobs

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 + 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).

Outstanding SCT orders

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 enabled.

Quantity in p/order inspection

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).

Quantity in WIP inspection

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 enabled.

Show negative allocations

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.

Unit of measure options These options enable you to define the units of measure in which the quantities in the trial kit list are displayed.
Stocking Select this to display quantities in the stocking unit of measure.
Alternate Select this to display quantities in the alternate unit of measure.
Other Select this to display quantities in the other unit of measure.
Manufacturing Select this to display quantities in the manufacturing unit of measure.
As per supplier/stock code cross reference u/m

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).

As per supplier/stock code cross references u/m

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).

Save preferences Select this to save the preferences against your operator code.
Close Select this to return to the previous screen. You selections are saved for the current run of the program only.

Standard Parts

You use the options on this tab to specify the stocked and/or non-stocked parent parts and routing for which you want to generate components.

The options on this tab are only enabled if you selected the option: Include stocked standard parts on the Options tab page.

Field Description
Stock code selection

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.

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.

[Note]

Items defined as notional parts are excluded.

Rev/Rel

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).

Quantity selection This enables you to indicate the quantity to make for the selected standard parts.
Use economic batch quantity

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, 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.

Stocking quantity to make

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 ).

Gross

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 enabled the setup option: Progressive scrap required.

Parent warehouse selection If you selected the option: Use route defined against warehouse control (Options tab), then you must make a selection at this option.
Use standard part 'Warehouse to use'

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.

Enter parent warehouse

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.

Non-stocked code selection Indicate the non-stocked code(s) to include in the trial kitting list.

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.

Routing If the route selected for non-stocked standard parts is not required for a non-stocked item, then the non-stocked item is ignored.
Quantity to make If you selected the Include non-stocked standard partsoption (Options tab), then you must enter a quantity to make greater than zero for the non-stocked parent parts.
Gross

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 enabled the setup option: Progressive scrap required.

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.

Due date selection This option applies only if you selected to include stocked standard parts or non-stocked standard parts (Advanced Trial Kitting (Legacy) - Options tab).
Due date

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

[Note]

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.

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 WIP setup option: Allow operation to end earlier than prior operation.

Enter up to 50 Stock Codes

You use the Define List function from the Stock code selection option to enter a list of up to 50 stocked standard parts for which you want to include components in the trial kit list.

Field Description
Stock code list selection  
Stock code Enter the stock code you want to add to the list.
Quantity selection Indicate the quantity to make for the selected standard parts
Use economic batch quantity

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 option: Progressive scrap required ( - General tab), then the economic batch quantity is taken as the net quantity. If the standard part is not stocked in the warehouse specified, or the re-order quantity against the warehouse is zero, then the EBQ defined against the standard part (Stock Code Maintenance) is used. If this is EBQ is zero, then a quantity of one is used.

Quantity to make

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 must not exceed the number of decimals defined against a stock item (Stock Code Maintenance).

Gross

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 only applies if you selected the option: Progressive scrap required.

Add

Select this to add the stock code to the list of stocked items for which you want to include components.

When you select this function, the stock item is displayed in a list on the screen.

Remove Select this to remove the highlighted stock item from the list.
Close Select this accept your entries and to return to the previous screen.

Enter up to 50 Non-stocked Codes

You use the Define List function from the Non-stocked code selection option to enter a list of up to 50 non-stocked standard parts for which you want to include components in the trial kit list.

Field Description
Non-stocked code list selection  
Non-stock code Enter the non-stocked item you want to add to the list.
Quantity to make Enter the quantity to make for the non-stocked item.
Add

Select this to add the non-stocked item to the list of non-stocked items for which you want to include components.

When you select this function, the non-stocked item is displayed in a list on the screen.

Remove Select this to remove the highlighted non-stocked item from the list.
Close Select this accept your entries and to return to the previous screen.

Jobs

The options on this tab page enable you to filter the selection of jobs you want to include in the calculation.

The options on this tab are only enabled if you selected the option: Include job selection on the Options tab page.

If you selected the option: Include non-stocked parts (Options tab), then jobs for non-stocked parent items are included in the trial kit list.

Field Description
Job selection Indicate the job(s) you want to include in the trial kitting list.

The warehouse selection influences the job selection as follows:

  • If you selected the option: Warehouse to use, then the warehouse against the allocation must be the same as the warehouse to use against the stock code, otherwise the allocation is ignored.

    The quantity on hand and the supply and demand is taken only for the warehouse to use.

  • If you specified a single warehouse, then the allocation must be for the warehouse specified, otherwise the allocation is ignored.

    The quantity on hand and the supply and demand is taken only for the warehouse specified

  • If you specified All, a Range or a List of warehouses, then the quantity on hand and the supply and demand are the consolidated quantities from the selected warehouses.
Quantity selection Indicate the component quantity for each job selected.
Balance outstanding

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.

Quantity to make

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.

Job options  
Include confirmed jobs

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.

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

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

Job start date selection Indicate the jobs to include in the trial kitting list according to the job start date assigned to the jobs.

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.

Enter up to 50 Jobs

You use the Define List function from the Job selection option to enter a selection of up to 50 jobs to include in the trial kitting list.

Field Description
Job list selection  
Job Enter the job code of the job that you want to add to the list.
Quantity selection Indicate the component quantity for each job in the list.
Balance outstanding

Select this to use the outstanding balance against the job in 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.

Quantity to make

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 define 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.

Add

Select this to add the job to the list of jobs for which you want to include components.

When you select this function, the job is displayed in a list on the screen.

Remove Select this to remove the highlighted job from the list.
Close Select this to accept your selections and to return to the previous screen.

Sales Orders

These options enable you to indicate a selection of stocked sales orders lines that are currently on back order and for which you want to generate a list of components.

The options on this tab are only enabled if you selected the option: Include sales order selection on the Options tab page.

The stock items on the sales orders you select are used as the parent parts for which to generate the trial kit list.

Field Description
Sales order selection Indicate the sales order(s) you want to include in the trial kitting list.

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:

  • Open order (status 1)
  • Open backorder (status 2)
  • Released backorder (status 3)
  • In warehouse (status 4)

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

  • Open backorder (status 2)
  • Released backorder (status 3)
  • Ready to Invoice (status 8)

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, 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.

[Note]

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).
Customer selection This enables you to indicate the customer(s) for whom you want to include sales orders in the trial kitting list.
Ship date selection 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.

Quotations

You use the options on the Quotations tab to select the quotation lines for which you want to generate a list of components.

The options on this tab are only enabled if you selected the option: Include quotation selection on the Options tab page.

Field Description
Quotation selection Indicate the quotation(s) you want to include in the trial kitting list.

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.

[Note]

Confirmed quotations are ignored.

Customer selection Indicate the customer(s) for whom you want to include quotations in the trial kitting list.
Include quotations where probability is greater than

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.

Ship date selection Indicate the ship date(s) for which you want to include quotations in the trial kitting list.
Offer selection

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, then the offer quantity is taken as the Net quantity.

Offer

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.

Advanced Multi-level Query

When you select the Generate Trial Kit List function, the results of the trial kitting calculation are displayed in a listview.

The following information is included:

  • A tick in the first column indicates that the line must be included when creating a multi-line purchase order.
  • Required date

    This indicates the ship or delivery date or due date of the source of the component.

    [Note]

    If you select the Query type: Trial kitting for made in items or Trial kitting for bought out items, (Options menu), then the required date is not displayed. The reason is that these queries are summaries of the requirements for the items and multiple requirements over multiple dates can exist. As these requirements are summarized into single lines, the required date cannot be displayed.

  • Warehouse

    If you selected to Specify warehouses and at the Warehouse Selection option you included more than one warehouse, then '--' is displayed in this column, to indicate that this is a consolidated warehouse view.

  • Net required

    This indicates the net quantity required.

    If you selected the setup option: Progressive scrap required and you defined a scrap quantity or percentage, then the net quantity includes progressive scrap.

  • EBQ (Economic Batch Quantity)

Once the trial kitting list is generated, you can optionally select to create:

  • Multi-line or Single-line purchase orders
  • Purchase order requisitions
  • Supply chain transfers
  • Jobs

    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. Therefore, 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 will result 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.

In addition, you can:

  • Use the List option from the File menu to generate various reports.
  • Use the Options option from the Options menu to select the types of components you want to display in the listview.
  • Use the Defaults option from the Options menu to define default information for the creation of purchase orders, requisitions, jobs and Supply Chain Transfers for the run of the program.
  • Use the Supply/Demand option from the Query menu to view supply and demand information for the highlighted component.
  • Use the Source option from the Query menu to view the source(s) of the gross requirements for the highlighted component.
  • Use the Query Stock option from the Query menu to use the Inventory Query program to view stock code information for the highlighted component.
  • Use the Alt. Stock option from the Query menu to use the Alternate Stock Codes program to create a link between stock codes.

By default, the data displayed in the listview is sequenced according to the Required date column. You can re-sequence the data by moving your mouse pointer onto a column heading and typically pressing your left mouse button.

You can press Ctrl+Q from within the listview to use the Listview Styles program to customize the following items in the listview:

  • Sufficient stock (lines for items where there is sufficient stock)
  • Shortage (lines for items where there are shortages of stock)

Once lines are customized, you can press Ctrl+W to toggle the customization on or off.

Reports

This screen is displayed when you select the List option from the File menu.

Field Description
Report type  
Multi-level trial kitting list

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.

Trial kit list for made in items

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.

Trial kit list for bought out items

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.

Accumulate required quantity by date

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.

Print options The Print options available are dependent on the Report type you selected.
Shortage lines only Select this to print the only those components for which a shortage exists.
Alternate stock on shortage lines

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

  • Warehouse quantity allocated to sales orders (if you selected sales order allocations in the demand)
  • Warehouse quantity allocated to WIP (if you selected to include work in progress allocations in the demand)
  • Safety stock for the warehouse (if you selected to include safety stock in the demand)
  • Minimum quantity for the warehouse (if you selected to include minimum quantity in the demand)

Plus

  • Warehouse quantity in inspection (if you selected to include either Purchase order or WIP inspection in the supply)
  • Warehouse quantity on order (if you selected to include outstanding purchase orders and/or outstanding SCT orders in the supply)
Supply and demand details Select this if you want to print the supply and demand details on the report.
Source details Select this if you want to print the details of the sources of the gross requirements for the components on the report.
New page on change of supplier

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.

Print

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

Once the report is printed, the program returns to the Advanced Trial Kitting Query screen.

Close Select this to return to the previous screen without generating a report.

Purchase Order/SCT

You use this screen to create a supply chain transfer, a purchase order or a requisition to satisfy the shortage of a bought out or supply chain transferred component.

This screen is displayed when you select the Create option from the Functions menu against a bought out or supply chain transferred item.

Field Description
Create Supply Chain Transfer Select this to create a supply chain transfer for the highlighted component.
Create Purchase Order

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:

  • The component is a bought out item
  • The component is not on partial or full hold (see Browse on Stock Codes).
  • The quantity required is for a single warehouse (i.e. not consolidated)
  • Neither the component, nor its revision or release are held by ECC for purchase orders, if the component is an ECC controlled item (see Change Orders).

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:

  • Blanket purchase orders exist for the component
  • The option: Manual entry of a normal P/o line when BPO contract exists, is set to Not allowed or Base on contract.

If the setup option: Restrict order to single warehouse and use for delivery address is selected, then you must enter a warehouse code for the purchase order header.

Create Requisition

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

You may only create a requisition for a component when:

  • The component is a bought out item
  • The component is not on partial or full hold (see Browse on Stock Codes).
  • The quantity required is for a single warehouse (i.e. not consolidated)
  • Neither the component, nor its revision or release are held by ECC for purchase orders, if the component is an ECC controlled item (see Change Orders).
User code

You use this field to enter your requisition user code to create a requisition.

[Note]

You will only be able to 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.

OK Select this to create the Supply Chain Transfer, purchase order or requisition for the component.
Cancel Select this to return to the previous screen.

Create Multi-line Purchase Order

You use the Create Multi-line P/order option from the Functions menu to create a single purchase order for all bought out items linked to the same supplier.

You use the Include/Exclude option to include or exclude the currently highlighted line when creating the multi-line purchase order.

You use the Include All option to include all lines in the listview when creating the multi-line purchase order.

By default, all lines in the listview are included when you select to create a multi-line purchase order. You use the Exclude All option to exclude all lines in the creation of a multi-line purchase order. This option is useful if you want to include only a few lines in the multi-line purchase order. You can select the Exclude All option and then manually select only those lines you want to include.

When you create a multi-line purchase order, the job number is attached to the purchase order lines only if that job is the only source of demand (i.e. if you create a multi-line purchase order for multiple jobs, then the job number is not attached to the order lines).

The message: "There are no lines to create a purchase order." is displayed when the system cannot create any purchase order lines for your selections. For example:

You selected lines for supplier 012 and supplier 018 in the Advanced Multi-level Trial Kitting Query listview. In the Supplier field of the Create Purchase Order for Supplier screen, you enter the Supplier as 001. The system cannot create the purchase orders, because you did not select any lines in the listview for Supplier 001 and therefore the message is displayed.

If you had entered the Supplier as 012 in the Supplier field of the Create Purchase Order for Supplier screen, then only a purchase order for Supplier 012 is created.

Create Purchase Order for Supplier

This screen is displayed when you select the Create P/order option from the Create Multi-line P/order option from the Functions menu.

You may only create a multi-line purchase order for a component when:

  • The component is a bought out item
  • The component is not on partial or full hold (see Browse on Stock Codes).
  • The quantity required is for a single warehouse (i.e. not consolidated)
  • Neither the component, nor its revision or release are held by ECC for purchase orders, if the component is an ECC controlled item (see Change Orders).
Field Description
Supplier

Enter the supplier for whom you want to create the multi-line purchase order.

You need to have selected the lines for this supplier in the Advanced Multi-level Trial Kitting Query listview.

All selected bought out items for the supplier you enter in this field are displayed in sequence, to enable you to enter the purchase order line information for each item.

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:

  • Blanket purchase orders exist for the component
  • The option: Manual entry of a normal P/o line when BPO contract exists, is set to Not allowed or Base on contract.
Delivery w/h

Indicate the warehouse to which the items must be delivered.

If the setup option: Restrict order to single warehouse and use for delivery address is selected, then you must enter a warehouse code for the purchase order header. Only lines for the warehouse specified on the purchase order header are included in the purchase order.

OK Select this to use the PO Creation program to create the purchase order.
Cancel Select this to return to the previous screen without creating a purchase order.
Change Supplier

This screen is displayed when you select the Change Supplier option from the Create Multi-line P/order option from the Functions menu.

You use this screen to change the supplier for whom you want to create a multi-line purchase order.

Field Description
Supplier Enter the supplier for whom you want to create a multi-line purchase order.
Alternate Supplier Select this to use the Alternate Suppliers program to view and assign alternate suppliers to selected stock items.
OK Select this to accept the supplier code you entered and to return to the previous screen.

Job/SCT

You use this screen to create a job or a supply chain transfer to satisfy the shortage of a made-in or supply chain transferred component.

This screen is displayed when you select the Create option from the Functions menu against a made-in or supply chain transferred item.

Field Description
Create Supply Chain Transfer Select this to create a supply chain transfer for the highlighted component.
Create Job

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:

  • The component is a made-in or sub-contracted item
  • The component is not on partial or full hold (see Browse on Stock Codes).
  • The quantity required is for a single warehouse
  • Neither the component, nor its revision or release are held by ECC for jobs, if the component is an ECC controlled item (see Change Orders).
Create Requisition

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

You may only create a requisition for a component when:

  • The component is a bought out item
  • The component is not on partial or full hold (see Browse on Stock Codes).
  • The quantity required is for a single warehouse (i.e. not consolidated)
  • Neither the component, nor its revision or release are held by ECC for purchase orders, if the component is an ECC controlled item (see Change Orders).
User code

Enter your requisition user code to create a requisition.

[Note]

You will only be able to 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.

OK Select this to create the Supply Chain Transfer, job or requisition for the component.
Cancel Select this to ignore any selections you made and to return to the previous screen.

Options

This screen is displayed when you select Options from the Options menu.

Field Description
Query type These options enable you to indicate what information you want to view in the Advanced Multi-level Trial Kitting Query listview.
Multi level trial kitting

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.

Trial kitting for made in items

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.

Trial kitting for bought out items

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.

Accumulate required quantity by date

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.

Trial kitting for co-products only

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.

Display options  
Display shortage lines only Select this to display only those components that have a net required quantity greater than zero (i.e. only those components where a shortage occurs).
Close Select this to return to the listview and to display the information for the Query type and Display options you selected.

Defaults

This screen is displayed when you select the Defaults option from the options menu.

You use this screen to define default information for the creation of purchase orders, jobs and Supply Chain Transfers for the run of the program.

Field Description
Customer p/order Enter the default customer purchase order reference or number for the creation of purchase orders for the run of the program.
Due date

This 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.

[Note]

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.

Job description You use this field to enter the default job description to use for the creation of jobs for the run of the program.
Job delivery date

This field 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.

[Note]

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.

Default date to  
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.

[Note]

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.

OK Select this to accept the defaults you set and to return to the previous screen.

Supply and Demand Details for Component:

This screen is displayed when you select the Supply/Demand option from the Query menu.

This query enables you to view the cause of the supply and demand quantities, per required date, for the highlighted component in the listview.

The following information is included in this listview:

  • Required date

    This column displays the ship or delivery or due date of the highlighted component.

  • Source

    This column displays a short description of the source of the demand or supply. The descriptions include: Safety stock, Job allocation, Sales order, Quotation, Purchase order and Job.

  • Source ID

    This column displays the reference for the source or demand. Source IDs include: Job number, Sales order number and line number, Quotation number and line number, Purchase order number and line number.

  • Supply quantity

    This column displays the quantity that will be received from purchase orders, jobs, SCT orders, purchase order inspection or WIP inspection to satisfy the required demand.

  • Demand quantity

    This column displays the quantity required to satisfy the demand created by safety stock, job allocations, sales order lines and quotation lines.

  • Parent part

    This column displays the parent part of the component for which the trial kitting list was generated (i.e. the stock code defined in the selection of standard parts, jobs or sales orders).

  • Parent revision

    This column displays the revision number of the parent part if the parent part is defined as being ECC controlled (Stock Code Maintenance - Tracking).

    The description for this column defaults to Rev, but is replaced by whatever wording you defined in the User defined field: Rev.

  • Parent release

    This column displays the release number of the parent part if the parent part is defined as being ECC controlled (Stock Code Maintenance - Tracking).

    The description for this column defaults to Rel, but is replaced by whatever wording you defined in the User defined field: Rel.

Include

You use the Include function to select the sources of supply and demand you want to view in the Supply and Demand Details for Component listview.

The following sources can be selected:

  • Sales order allocations
  • WIP allocations
  • Quotations
  • Safety/minimum stock
  • Outstanding purchase orders
  • Outstanding jobs
  • Purchase order inspections
  • WIP inspections
  • SCTs (Supply chain transfers)

By default, all sources are selected.

Field Description
Select All Select this to select all sources.
Deselect All

Select this to deselect all sources.

This is useful if you want to select only a few sources. You can deselect all sources and then select only those few sources you want to include.

Close

Select this to return to the previous screen.

The listview now displays only the sources of supply and demand you selected to include.

Source Details for Component:

This screen is displayed when you select the Source option from the Query menu.

This query enables you to view the source(s) of the gross requirement details for the component (i.e. the stocked standard part, non-stocked part, job or sales order).

The following information is included in this listview:

  • Required date

    This column displays the ship or delivery or due date of the highlighted component.

  • Source

    This column displays a short description of the source of the demand or supply. The descriptions include: Safety stock, Job allocation, Sales order, Quotation, Purchase order and Job.

  • Source ID

    This column displays the reference for the source of demand. Source IDs include: Job number, Sales order number and line number, Quotation number and line number, Purchase order number and line number.

  • Quantity

    This column displays the source of demand quantity.

  • Parent part

    This column displays the parent part of the component for which the trial kitting list was generated (i.e. the stock code defined in the selection of standard parts, jobs or sales orders).

  • Parent revision

    This column displays the revision number of the parent part if the parent part is defined as being ECC controlled (Stock Code Maintenance - Tracking).

    The description for this column defaults to Rev, but is replaced by whatever wording you defined in the User defined field: Rev.

  • Parent release

    This column displays the release number of the parent part if the parent part is defined as being ECC controlled (Stock Code Maintenance - Tracking).

    The description for this column defaults to Rel, but is replaced by whatever wording you defined in the User defined field: Rel.

Include

You use the Include function to select the sources of demand that you want to view in the Source Details for Component listview.

The following source types can be selected:

  • Standard stocked parts
  • Standard non-stocked parts
  • Jobs
  • Sales orders
  • Quotations

By default, all source types are selected.

Field Description
Select All Select this to select all source types.
Deselect All

Select this to deselect all source types.

This is useful if you want to select only a few source types. You can deselect all source types and then select only those few source types you want to include.

Close

Select this to return to the previous screen.

The listview now displays only the source types you selected to include.

Netting Off Calculation

When you select the Generate Trial Kit List function, the Advanced Trial Kitting (Legacy) program performs a netting off calculation, which determines the gross and net requirements of components, based on the sources of demand and the options you selected. The calculation is based on the requirement dates for each component which, in turn are based on the requirement dates of the demand sources.

Standard parts, quotations and sales order sources are processed as follows:

  • All sub-assemblies and components for parent items are processed.

    The quantity per of each component is multiplied by the net requirement for the parent item.

    The result is compared to the net quantities on hand to determine the shortages for the stocked components.

For standard items and sales orders not linked to a job, the Advanced Trial Kitting (Legacy) program uses the bill of materials defined for the item to generate a requirement for each component in the bill of materials. Components at all levels of the bill of materials are included in the calculation. Sub-assemblies are included if sub jobs are defined for them.

Jobs and sales orders attached to jobs are processed as follows:

  • All allocations are processed.

    The quantities already issued are subtracted from the quantities required.

    The result is compared to the net quantity on hand to determine the shortages for stocked allocations.

For jobs, the Advanced Trial Kitting (Legacy) program uses the material allocations for the job to generate requirements based on the quantity to issue for the material allocation, less the quantity already issued for that allocation. The bills of materials are ignored. This also applies to jobs linked to a sales order.

If several demands occur on the same day for the same component, then the demands are prioritised in the following order:

  • Safety stock and minimum quantity
  • Existing Supply Chain Transfers
  • Existing purchase order inspections
  • Existing outstanding jobs
  • Existing work in progress inspection references
  • Existing outstanding purchase orders
  • Existing quotations
  • Existing sales order allocations
  • Existing work in progress allocations
  • Demand created by stocked standard parts
  • Demand created by non-stocked standard parts
  • Demand created by job source
  • Demand created by sales order source
  • Demand created by quotation source

Calculations for Co-products

Example 1:

  • You have a notional part N with co-products A, B, C for route 0.

    All relationships are 1 to 1 for ease of use.

    Number of days after stock arrives that it can be used = 2

  • Co-product setup:

    Co-product EBQ Dock to Stock
    A 3 1
    B 2 0
    C 5 2
  • There is a sales order for co-product B with a back order quantity of 4. Ship date: 23/08/2006

  • There is a quote for co-product C for a quantity of 2. Ship date: 18/08/2006

  • Run ATK for:

    • Route for all source options - route 0

    • Select Include stocked standard parts and select a range of standard parts From: A To: C.

      Select Use economic batch quantity and Due date 25/08/2006

    • Select Include sales order selection and select the Single sales order mentioned above.

    • Select Include quotation selection and select the Single quotation mentioned above.

  • ATK works through the range of standard parts, the sales order and quotation and calculates that you need the following quantities for the co-products and for notional part N:

    Co-product Due date Qty to make Notional qty to make Comment
    C 14/08/06 2 2/1 = 2 Quote
    B 21/08/06 4 4/1 = 4 Sales order
    C 21/08/06 5 5/1 = 5 Standard part
    A 22/08/06 3 3/1 = 3 Standard part
    B 23/08/06 2 2/1 = 2 Standard part

    The earliest requirement for the notional part is on the 14/08/06. ATK explodes the Bill for the notional part generating component requirements for a qty to make of 2 for the notional part for the due date 14/08/06.

    Thus we will also have 2 of co-product B and 2 of co-product A available on the 14/08/06.

    The remaining requirements for co-products will now be:

    Co-product Due date Qty to make Notional qty to make Comment
    B 21/08/06 4 - 2 = 2 2/1 = 2 Sales order
    C 21/08/06 5 5/1 = 5 Standard part
    A 22/08/06 3 - 2 = 1 1/1 = 1 Standard part
    B 23/08/06 2 2/1 = 2 Standard part

    The next earliest requirement for the notional part is on the 21/08/06 and highest notional qty to make of 5. ATK explodes the Bill for the notional part generating component requirements for a qty to make of 5 for the notional part for the due date 21/08/06.

    Thus we will also have 5 of co-product B and 5 of co-product A available on the 21/08/06.

    The remaining requirements for co-products will now be satisfied as well:

    Co-product Due date Qty to make Notional qty to make Comment
    A 22/08/06 4 still available   Standard part
    B 23/08/06 1 still available   Standard part

Example 2:

  • You have a notional part N with co-products Co1 and Co2 for route 0.

  • Co1 has a qty of 1 per notional part and Co2 has a qty of 2 per notional part.

  • Thus your bill for Notional part N is as follows, with one operation for all components of 1 day: Co1 (1) Co2 (2)

    |_____________| | N ______|______ | | D (1) K(2)

  • You have a bill for a made-in parent A as follows, with one operation for all components of 1 day:

    A ________|______ | | | F (1) H(1) Co1(2)

  • You have a bill for a made-in parent B as follows, with one operation for all components of 1 day:

    B ________|______ | | F (1) Co2(2)

  • Run ATK for:

    • Route for all source options route 0

    • Select Include stocked standard parts and select a range of standard parts

      From: A To: B. Quantity to make = 2. Due date 25/08/2006

  • ATK explodes the bill for parent A. When it gets to component Co1, it checks if the co-product is attached to a Notional part on the current route. Since Co1 is attached to notional part N, ATK records that a quantity of 4 is required for co-product Co1 on 24/08/2006.

  • ATK explodes the bill for parent B. When it gets to component Co2, it checks if the co-product is attached to a Notional part on the current route. Since Co2 is attached to notional part N, ATK records that a quantity of 4 is required for co-product Co2 on 24/08/2006.

  • Thus we need the following quantities for the co-products and for notional part N:

    Co-product Due date Qty to make Notional qty to make
    Co1 24/08/06 4 4/1 = 4
    Co2 24/08/06 4 4/2 = 2
  • ATK explodes the bill for the notional part N for a quantity of 4 for the required date of 24/08/06.

    The final trial kit list is as follows:

    Component Required date Qty required
    F 24/08/06 4
    H 24/08/06 2
    Co1 24/08/06 4
    Co2 24/08/06 4
    D 23/08/06 4
    K 23/08/06 8

Comparison to MRP

The Advanced Trial Kitting (Legacy) program provides an alternative to running the Requirements Calculation and related reports from within the Requirements Planning system.

Unlike Requirements Calculation, the Advanced Trial Kitting (Legacy) program enables you to include or exclude supply which is yet to arrive.

The Advanced Trial Kitting (Legacy) program ignores all batching rules (Stock Code Maintenance).

Following are some of the differences between MRP and Advanced Trial Kitting:

Advanced Trial Kitting Material Requirements Planning
Calculations are always based on the current data at the time the Advanced Trial Kitting (Legacy) program is run (i.e. the listview and reports reflect information based on current data). Calculations are based on snapshots taken of the data at the time the Requirements Calculation program is run (i.e. reports and suggestions are based on the data at the time the snapshot was taken).
Calculations can be performed for a range, list or single sales order, job or quotation. This enables you to perform a mini-MRP calculation for the specific source(s) of demand you require. Calculations are based on ALL items selected on the Planning 1 tab of the Requirements Planing Setup program (i.e. no ranges, lists or single demand sources can be specified).
A what-if calculation can be performed based on the bill of materials or estimate of a parent part, where no demand exists as yet. Calculations are made only according to existing demand within the system. If no demand exists for an item, it is ignored.
No calculations are performed for demand quantities on parent parts. Only the net requirement quantities for components are calculated. The net required quantity for a parent part is calculated. i.e. when a demand exists for a parent part, then all existing sources of supply are netted against the demand and a job suggested for the remaining demand on the parent part.
A list of requirements is generated. The creation of jobs, purchase order and requisitions is done manually. Suggested jobs and purchase orders are created by the system where a demand exists.
The requirements for components only is displayed by the Advanced Trial Kitting (Legacy) program, based on the source selections made. The supply and demand information for both the parent part and its lower level components can be displayed using the Requirements Planning Query program.
You use the Supply/Demand and the Source options from the listview of the Advanced Trial Kitting (Legacy) program to view the sources of supply and demand. You use the Pegging function of the Requirements Planning Query program to view the sources of supply and demand.

Perform a what-if calculation

You can use the Advanced Trial Kitting (Legacy) program to establish the components required to make selected standard items. The requirement is based on the quantity to make and the earliest possible delivery date according to the Due date you enter on the Standard Parts tab.

You would perform a what-if calculation to establish the soonest possible date on which you can make a standard item, without including existing sources of supply or demand.

  1. From the Options tab of the Advanced Trial Kitting (Legacy) program, select the following options:

    • Warehouse to use
    • Include stocked standard parts

    • Optionally select the option: Explode bought out items with structures, if you want to include bought out parent items and bought out sub-assemblies when generating the trial kitting list.

  2. From the Standard Parts tab, select the following options:

    • Stock code selection: Single.

      Enter the single stock code in the From field.

    • Routing: 0 - Factory Main Routing
    • Quantity to make: Enter the quantity of the parent part you want to make.
    • Due date: Enter the date on which you require the standard part.
  3. Select the Generate Trial Kit List function.

    The Advanced Trial Kitting (Legacy) program uses the Bill of Materials for the standard stock code you selected. The gross requirement is calculated only for the components of the selected stock item.

    The setup option: Number of days after stock arrives that it can be used, and the Calendar (Company Calendar) are included in determining the date on which the components are required in your factory.

  4. Optionally use the List option from the File menu to generate reports from the results of the advanced trial kitting calculation.