Creating make-to-order kit items

You can set up make-to-order kits in two ways. The first is at the item group level and valid for all companies and locations. The second is by company and location. If you set up a kit by company and location, then the components must be inventory tracked at the location.

As you add components to make-to-order kits, the solution assigns sequence numbers. The sequence in which you add components determines the order in which components are allocated and print on pick lists.

During setup, you indicate whether the component is required (non-required components are considered kit accessories). You cannot assign options to kit accessories.

  1. Select Supply Management > Supply Management Setup > Inventory Control > Inventory Location Information > Inventory Locations.
  2. Open a company record.
  3. On the Kit Items tab, click Create.
  4. Specify this information:
    Kit Item
    Specify the item number for the kit. The item number must first be defined for the kit item in Item Master or Item Master and Location.
    Make Code
    Select Make to Order. Make codes determine the type of kit that is created.
  5. Click Save.
  6. To add a component, click Create on the Components tab.
  7. Specify this information:
    Component
    Quantity
    Specify the number of component items are required to make one finished good.
    Start Date
    Specify the first date that this component is a valid component item for the finished good template.
    Stop Date
    Specify the last date that this component is a valid component item for the finished good template.
  8. Click OK.
  9. On the Instructions tab click Create and specify this information:
    Instruction Line
    Specify the instruction line.
    Instructions
    Specify the instructions.
  10. Click Save.
  11. To add a comment to the kit item, select the Comments tab and specify the required information.