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E1: 42: Kit Processing Overview (P4210/P42101/P3002/P4004Z/P41351) (Doc ID 625682.1)

Last updated on JANUARY 31, 2020

Applies to:

JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Management - Version XE and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
Information in this document applies to any platform.

Purpose

Overview

A kit is a collection of inventory items, referred to as components, which are associated to a parent item. Kits provide a way to:

Inventory defined at the Kit Parent Level is not supported in Sales.

For example, a company might store together several computer components, such as a monitor, hard drive, keyboard, and mouse. When the items are sold, they might be sold collectively as a computer system. Or, the company might store the same computer components in different locations within a warehouse. By entering the components in the system as kit components, each item can be easily located and assembled in the final product. The computer system (parent item) is not stored as an inventory item.

In another example, a Sporting Goods store can sell several different types of golf clubs (i.e. the putter, wedge, and driver).  When selling the golf clubs, they can be sold individually or collectively as a set of clubs.

Example: A Golf Club Set kit may contain the following components:

A kit is typically made up of several types of inventory items:

Parent Item A parent item (i.e. Golf Club Set) represents the assembled product. There is no inventory carried for the Parent item. It must be setup in the Item Master (P4101) and Item Branch/Plant (P41026) with a Stocking Type 'K' for Kit. The Item Master also controls how the system calculates the price for the kit.
Components The components (individual Clubs) are the actual inventory items that are contained in the kit. They are setup in the Item Master (P4101) as stock items.
Options These are items that are setup the same as components, but are not required. Inventory is carried for Options.
Features Features are second-level parent items used to organize options.
  • In Item Master (P4101), feature items have a Stocking Type 'F' for Feature.
  • There is no inventory carried for a feature.
  • An item that is set up as a feature will be seen and used at time of Sales Order Entry (P4210) in the Kit Selection Window (P41351) but is not included in the actual sales order details.
  • A Kit Feature can have Standard, Required and/or Optional components. When the Sales Order is saved, the feature components which were selected will be included in the sales order details and will be related to the kit parent.
  • In the Bill of Materials (P3002), each Kit Feature should only be entered with a quantity of '1' under the primary kit parent.  

Kits in Distribution Systems

It is important to remember that in distribution systems the word "kit" has a different meaning than in the manufacturing environment:

Scope

 

Details

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In this Document
Purpose
Scope
Details
 Bill of Materials (P3002)
 Feature Set Up
 Non-stock components of a kit
 Important Detail Fields for Kit Processing
 Default Component (FORV) Flag
 Required (FTRC) Flag
 Optional Item (OPTK) Flag
 Sales Order Entry (P4210)
 Kit Pricing Setup
 Kit Selection Logic
 Kit Selection in Interactive Mode
 Cancel Button in the Kit Selection Window (P41351)
 Kit Integrity
 Kit Balancing
 Additional Kit Processing Considerations
 Additional Topics   
 Component Line Numbers
 Kits within Kits
 Kits in Purchase Order Entry (P4310)
 Kits in Ship Confirm (P4205)
 Kits and Backorder Release Online (P42117)
 Kits and Blanket and Quote Orders
References

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