Sourcing kit components

To expedite the replenishment of components needed to build kits, you can source components for prebuilt kits and fabricated kits in KP Work Order Center Entry, and build-on-demand (BOD) kits and nonstock kits in Sales Order Entry. You can tie a stock component line to a purchase order, warehouse transfer, or a work order. In Sales Order Entry, you can also source a nonstock component.

Note:  If there is insufficient quantity on hand to build the kit and you do not source required component(s), you must create the warehouse transfer or purchase order in a separate transaction or wait for replenishment through the Recommended Replenishment Action Report (RRAR) process.

You can tie a single component or multiple components to a new or existing purchase order or warehouse transfer. If the component is a prebuilt kit, you can tie it to a new or existing KP work order.

You can source components that are listed on the kit’s KP Components Setup record or added to the kit in Sales Order Entry or KP Work Order Center Entry. You can also source components that are part of a group, or added from an option or keyword. You cannot source a group, option, keyword, or reference component line. Only components from a single kit can be sourced simultaneously.

In Sales Order Entry, the tied source document is created or updated after the line is added or updated. In KP Work Order Center Entry, the tied source document is created when the work order is saved. If you update a component line on a work order, the tied source document is updated immediately.

Tied sourcing lines are based on applicable data from the component line, and then the kit line data. For example, product, quantity, and unit data is derived from the component line. The Rush option, which is not available on the component line, is derived from the kit line.

If you are editing an individual component line that is tied to an existing source document, you can update the source document or clear the tie by changing the Product Source field to No Source. In Sales Order Entry, the sourcing document is updated when you update the component line. In KP Work Order Center Entry, the sourcing document is updated immediately. You cannot change sourcing or clear a tie using the multi-component sourcing feature.

If one or more components on an order was sourced in Sales Order Entry, Yes is displayed in the Component Sourcing column in the Line Detail view of Sales Order Entry and Sales Order Inquiry. If a component was sourced, the Source Type, Related Order #, and Related Line # can be viewed in the Kits section in Sales Order Entry, Sales Order Inquiry, KP Work Order Center Entry, and KP Work Order Inquiry. You can click the Source Type or Related Order # link to view the sourcing document in the related inquiry function. The source type is also displayed in the WO Ties section of KP Work Order Center Entry.

The PO/WT Ties and KPEW PO/WT Ties options on your SA Operator Setup record determine if you can tie kit components to purchase orders, warehouse transfers, or both. The PO/WT Ties option enables component sourcing and line items sourcing in Sales Order Entry. The KPEW PO/WT Ties option enables component sourcing in KP Work Order Center Entry. You can also be prohibited from tying kit components to purchase orders or warehouse transfers. You cannot be prohibited from tying kit components to KP work orders. This function is not controlled by an option.