Setting up a tally product

To set up dimensional tally products, random or specified, you must create product and warehouse product records for the parent tally product. After you set up the parent tally product as a stock product in Product Setup and Product Warehouse Product Setup, you can set up the tally component mix in KP Tally Mix Setup. To set up a memo tally product, you are only required to create Product Setup and Product Warehouse Product Setup records for the generic type of product contained in the tally, such as molding. The tally’s price and cost are based on the Product Setup record.

Use these instructions to set up parent tally product records and assign components to the parent tally product mix, or set up a tally bundle product. It is assumed that the component records have already been created.

  1. Select Product > Setup > Product.
  2. Click New.
  3. Specify the required values. The product for the tally parent product represents the components as a single stocked product.
  4. Click Save.
  5. To set up a memo tally, select Allow Memo Tally.
  6. To set up a dimensional tally parent product, specify this information:
    1. Select Tally in the Kit Type field.
    2. Select a value in the Order Entry Kit Rollup field.
    3. Select Random Comp Mix.
    4. To set up a tally bundle product, select Bundle ID Required. .

      If this option is selected, a bundle ID is required whenever the tally bundle product is specified on a purchase order or customer order line

  7. Click Pricing, and then specify this information:
    1. Select a value In the Special Price/Cost field.
    2. Specify a linear unit of measure in the Special Price/Cost Unit field.
    3. In the Price/Cost Per Stock field, specify the factor for determining the number of units in the stocking unit specified in the Special Price/Cost Unit field.

      To calculate the conversion factor, divide the cubic inches in a component by the number of cubic inches in a thousand board feet (MBF).

  8. Finish the record, and then click Save.
  9. Select Product > Setup > Warehouse Product.
  10. Click New.
  11. Specify the product number for the tally parent product.
  12. Specify a warehouse and vendor, and then click Save.
  13. In the Authorized Replenishment Path section, specify this information:
    1. Select Vendor in the Type field, and then specify the vendor.
    2. Specify the tally product's product line.
  14. Finish the record, and then click Save.

    Because tally products are not relevant for automatic replenishment, most fields on the Ordering view are informational.

  15. For a dimensional tally product, select Kit Production > Setup > Tally Mix.
  16. Click New, and then specify this information:
    1. In the Tally Product field, specify the tally product.
    2. If the tally mix applies to one warehouse only, specify the warehouse.
    3. Specify the component product and the length of the component.
    4. In the Purchase Order Mix % field, specify the percentage that this component represents of the entire tally product or bundle mix when the tally is ordered from a vendor.
    5. In the Order Entry Mix % field, specify the percentage that this component represents of the entire tally product or bundle mix when the tally is sold to a customer.
  17. Click Save.
  18. Add additional components to the tally mix if required..
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