Defining make-to-order kits

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

As you add components to make-to-order kits, the application 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.

To define make-to-order kits

  1. Access Kit Assembly (IC60.1).
  2. Select or type the following data.
    Item Group

    The item group you want to set up a kit for. The item group must first be defined in Corporate Item Group (IC00.1).

    Kit Item

    The item number for the kit. The item number must first be defined for the kit item in Item Master (IC11.1) or Item Master and Location (IC10.2).

  3. Optional. To attach item location or item comments to a kit item number:
    1. After selecting the item number for the kit, choose the Attachments option.

      • In LID, click the A icon on the toolbar.

      • In Portal or Smart Office, right-click (or Ctrl+Shift+T) to select the attachments option.

    2. Put the cursor on the desired comment type and click the Add button.
    3. Type the comments.
    4. Use Item Search (IC30.1) to view (not add, change, or delete) the attached item comments. On IC30.1, select the company and the Inquire form action. Then, in the field for the line action next to the item, click the Drill Around button.
    5. Use Item Location Balances (IC31.1), User Defined Item Inquiry (IC36.1), Availability by Location (IC40.1), Secondary Quantity Availability (IC40.2), and Stock Status (IC45.1) to view (not add, change, or delete) the added item location attachments. On those forms, fill in the key fields, including the Item field, and in the Item field click the Drill Around button.
  4. In the Make Code field, select O (Make-to-Order) for assembly as needed.
  5. You can change the make code to S (Make-to-Stock) after adding the kit, but if you do so, you must maintain the kit on Finished Goods (IC62.1).
  6. Optional. In the Mimic Kit Item field, select a kit item to copy.
  7. Select the Add line action and add the components, quantity, unit of measure, start and stop dates, and indicate whether components are required.
  8. Optional. Use Options (IC60.2) to assign kit options.
  9. In the Seq field, inquire on a component. Select the Add line action to assign optional components.
  10. Optional. Use Instructions (IC60.3) to write instructions for a kit item or kit component.

    For a make-to-order kit, leave the Sequence field blank.

    – or –

    For a component, in the Sequence field, inquire on a component assigned in Kit, Assembly (IC60.1).

    In the Instruction field, type the instructions.

Related reports and inquiries

To Use
List make-to-order kit assemblies Kit, Assembly Listing (IC260)
Inquire on all kits (both make-to-order and finished goods) that are associated with a component Component Where Used (IC65.1)
View item component availability for a specific number of make-to-order kits Kit Availability (IC67.1)