Processing a Request for a Kit

After the kit item is defined, the kit can be specified on a customer order, job order, project resource, or transfer order.

Follow these steps to process a request for a kit:

Use one of the following forms to process a single transaction that performs the material issues for kit components, using just-in-time transaction processing logic. This is done using the kit item's standard bill of materials.
- Customer Order Kit Builder
- Job Material Kit Builder
- Transfer Order Kit Builder
- Project Resource Kit Builder
On any of these forms, follow these general steps:
- Select filter criteria (range of kit items to process, planner code, and/or a due date range) and click the Filter button.
- Each line item that matches the filter criteria is displayed in the grid.
  - For a customer order line to be listed, these conditions must be met:
    Line Item Status is Ordered
    
    Quantity Ordered > Quantity Shipped
    
    Ref Type = Job
    
    Ref Number is blank
    
    The default location is selected and, if the item is lot-tracked, a default lot is also displayed.
  - For a transfer order line to be listed, the following conditions must be met:
    Quantity Ordered > Quantity Shipped
    
    Line Status = Ordered
    
    Ref Type = Job
    
    Ref Number is blank
  - For a job material or project resource to be listed, the following conditions must be met:
    Quantity Required > Quantity Issued
    
    Ref Type = Job
    
    Ref Number is blank.
- Select the records to process and specify a quantity and location. If the item is lot-tracked or serial-tracked, you can specify lot and serial numbers.
- Click Process to generate inventory transactions for the kits. A job transaction record for a just-in-time transaction is created for each selected line, and the standard routing and bill of materials are used to post the kit components.
  For Customer Order Kits, if the kit item is marked as Reservable on the Items form, the system also creates a reservation for the line item and the kit that was just created.
Click the Print Pick List button to display the appropriate form (below) where you can generate a pick list for the kit. This prints the standard routing/BOM for the required quantity.
- Customer Order Kit Pick List
- Job Material Kit Pick List
- Transfer Order Kit Pick List
- Project Resource Kit Pick List
Print customer paperwork for orders (Order Verification Report, Packing Slip, and/or Order Invoicing/Credit Memo). The paperwork lists the kit and, optionally, its components.