Direct POs and WTs for kit component sourcing supported

You can now create direct purchase orders (PO) or warehouse transfers (WT) in Sales Order Entry to source components for build on demand (BOD) kits. Use direct POs and WTs to ship the components directly to customers to save time and freight costs for you and your customers in situations where:

  • The kit will be assembled at the customer site.
  • The size or weight of the component is too large for your warehouse.

Kit component sourcing is initiated on the Kits page in Advanced Line Entry. You can create a direct PO or WT for components on these pages:

  • Kits-Component Sourcing
  • Multi-Comp Sourcing

When you source a kit component using a direct PO or WT, you cannot ship the kit on the sales order until after you receive the direct PO or WT. Additionally, you cannot zero ship a component to source a component that is in stock. Instead, you can change the line type for the component to special. You can also backorder the component if the component is enabled for backordering in KP Component Setup.

These functions were modified to process direct components:

  • Sales Order Entry, Sales Entry Pick Tickets Report, and Sales Shipping Feedback Entry: When the order is processed, direct components do not affect the committed or reserved balances in Product Warehouse Product Setup.
  • Sales Entry Pick Tickets Report and Sales Entry Processing Delivery Document Report: Direct components are not included on the report.
  • Sales Entry Processing Back Order Fill Report: The DO? value is Yes on the Specially Handled Receipts Report when the direct component is filled.
  • Sales Entry Processing Acknowledgements Report: Direct components are flagged.
  • Sales Entry Invoice Processing Report: Direct components are flagged. Their cost is not recalculated. Transaction records are created in Product Adjust Non-Stock/Direct Order Entry. Direct components are posted to direct General Ledger accounts for inventory and cost of goods sold.
  • Transfer Entry Print WT Report: The net amount for components on direct WT are from the tied line or component.
Note: If you use Infor Document Management to print acknowledgments and invoices, the direct component flag is included on the standard forms in the IDM_SX_Content_11_21_6.zip file posted to KB 1887404 on the Infor Support Portal. If you use custom templates, you must manually update then to include the direct component flag.