Kit Builder - Revision history

Russ horton: /* Costs */

2016-03-14T19:06:18Z

Costs

← Older revision		Revision as of 19:06, 14 March 2016
Line 47:		Line 47:
	===Costs===		===Costs===
	When building kits, CMS automatically sums the costs of all used components and sets this as the cost for the completed kit. This cost calculation works even in situations where the decrementing of a component's stock pulls from multiple lots at different costs.		When building kits, CMS automatically sums the costs of all used components and sets this as the cost for the completed kit. This cost calculation works even in situations where the decrementing of a component's stock pulls from multiple lots at different costs.

			In CMS TEN additional logic was added to update the cost of a built kit if any of the components costs change. This addresses the scenario where kit components have been received into inventory (e.g. receiving a PO), the kit is built, and then the invoice from the vendor for the component arrives which a cost that is different than the component was ordered/received at. You may now edit that lot or PO receipt to adjust the cost and CMS will find all of the kits that were built from those lots and update their costs accordingly.

	=Reporting=		=Reporting=

Russ horton: /* Costs */

2013-07-02T17:53:53Z

Costs

← Older revision		Revision as of 17:53, 2 July 2013
Line 46:		Line 46:

	===Costs===		===Costs===
	When building kits, CMS automatically ~~sum~~ the costs of all ~~of the~~ components and ~~set~~ this as the cost for the completed kit. This cost calculation works even in situations where the decrementing of a component's stock pulls from multiple lots at different costs.		When building kits, CMS automatically sums the costs of all used components and sets this as the cost for the completed kit. This cost calculation works even in situations where the decrementing of a component's stock pulls from multiple lots at different costs.

	=Reporting=		=Reporting=

Russ horton: /* Step 3 - Build and Confirm Kits */

2013-07-01T17:35:14Z

Step 3 - Build and Confirm Kits

← Older revision		Revision as of 17:35, 1 July 2013
Line 44:		Line 44:
	#Click the Build One Step button - this removes stock from components and receives it into the completed kit in a single step		#Click the Build One Step button - this removes stock from components and receives it into the completed kit in a single step
	#Optional - the Print Batch is still an option if a work-order/report is desired		#Optional - the Print Batch is still an option if a work-order/report is desired

			===Costs===
			When building kits, CMS automatically sum the costs of all of the components and set this as the cost for the completed kit. This cost calculation works even in situations where the decrementing of a component's stock pulls from multiple lots at different costs.

	=Reporting=		=Reporting=

Russ horton: /* Overview */

2013-06-28T17:44:22Z

Overview

← Older revision		Revision as of 17:44, 28 June 2013
Line 1:		Line 1:
	=Overview=		=Overview=
	Kit Builder is a free feature added in CMS version 9.0.5 that allows you to easily build kits - which is the automation of removing stock from components and receiving a completed kit into the inventory of your kit product. An overview of this feature is available in the [http://updates.newhavensoftware.com/v9release_notes.htm#link-1-4 9.0.5 Release Notes]. This article will explain how to use Kit Builder.		Kit Builder is a free feature added in CMS version 9.0.5 that allows you to easily build kits - which is the automation of removing stock from components and receiving a completed kit into the inventory of your kit product. An overview of this feature is available in the [http://updates.newhavensoftware.com/v9release_notes.htm#link-1-4 9.0.5 Release Notes]. This article will explain how to use Kit Builder.


			[[image:kitbuilder.png]]

	=Setup=		=Setup=

Russ horton: /* Step 1 - Selecting kits to build */

2013-06-28T17:34:13Z

Step 1 - Selecting kits to build

← Older revision		Revision as of 17:34, 28 June 2013
Line 8:		Line 8:
	==Step 1 - Selecting kits to build==		==Step 1 - Selecting kits to build==
	Selection - The top grid shows all kits that have their own stock and thus are candidates to be built. The grid displays the kits along with the information you might need to make decisions about how many to build.		Selection - The top grid shows all kits that have their own stock and thus are candidates to be built. The grid displays the kits along with the information you might need to make decisions about how many to build.

	===Filtering===		===Filtering===
	Just above the grid are a few options to help you filter the list down to find just the kits you'll want to build. The options are:		Just above the grid are a few options to help you filter the list down to find just the kits you'll want to build. The options are:

Russ horton: /* Step 1 - Selecting kits to build */

2013-06-28T17:33:50Z

Step 1 - Selecting kits to build

← Older revision		Revision as of 17:33, 28 June 2013
Line 9:		Line 9:
	Selection - The top grid shows all kits that have their own stock and thus are candidates to be built. The grid displays the kits along with the information you might need to make decisions about how many to build.		Selection - The top grid shows all kits that have their own stock and thus are candidates to be built. The grid displays the kits along with the information you might need to make decisions about how many to build.

	This ~~includes:~~		===Filtering===
			Just above the grid are a few options to help you filter the list down to find just the kits you'll want to build. The options are:
			*Show Components - This multi-select combo box allows you to choose one or more components and, when you then click Enter, the kit grid below is filtered down to only display those kits that contain any (not all) of those components
			*Show warehouse - By default all warehouse are shown but you can limit the display to show only a selected warehouse
			*Kits at resupply point only - a checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in your products' setup)

			===Grid information===
	*Product - Your product code and description for this kit		*Product - Your product code and description for this kit
	*Warehouse - The specific warehouse for the kit (not kits are build from components within the same warehouse, you cannot pull components from one warehouse to build a kit in another)		*Warehouse - The specific warehouse for the kit (not kits are build from components within the same warehouse, you cannot pull components from one warehouse to build a kit in another)
Line 17:		Line 23:
	*Kit BO - How many units of this kit are currently back ordered on customer orders		*Kit BO - How many units of this kit are currently back ordered on customer orders
	*Comp - this button will display all the components, quantity needed for this kit, and how many are currently available		*Comp - this button will display all the components, quantity needed for this kit, and how many are currently available

	~~Just above the grid are a few options to help you filter the list down to find just the kits you'll want to build. The options are:~~
	*Show Components - This multi-select combo box allows you to choose one or more components and, when you then click Enter, the kit grid below is filtered down to only display those kits that contain any (not all) of those components
	*Show warehouse - By default all warehouse are shown but you can limit the display to show only a selected warehouse
	*Kits at resupply point only - a checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in your products' setup)

	==Step 2 - Creating a batch of kits to be built==		==Step 2 - Creating a batch of kits to be built==

Russ horton: /* Step 1 - Selecting kits to build */

2013-06-28T17:32:26Z

Step 1 - Selecting kits to build

@@ Line 7: / Line 7: @@
 =Instructions=
 ==Step 1 - Selecting kits to build==
-Selection - The top grid shows all kits that have their own stock and thus those that you may want to build. The grid displays kits, not components, and can be filtered by warehouse with the above combo. You can also filter the list of kits to only include those that include one more more selected components (also in a combo above the grid.) Finally, you can use the checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in the products' setup.)
+Selection - The top grid shows all kits that have their own stock and thus are candidates to be built. The grid displays the kits along with the information you might need to make decisions about how many to build.
 ==Step 2 - Creating a batch of kits to be built==

Russ horton: /* Build and Confirm Kits */

2013-06-28T17:19:20Z

Build and Confirm Kits

← Older revision		Revision as of 17:19, 28 June 2013
Line 12:		Line 12:
	Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.		Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.

	==Build and Confirm Kits==		==Step 3 - Build and Confirm Kits==
	3) Build Kits - Kits can be built in two steps, if you'd like to reserve components first and then confirm the number of kits built once done, or in a single step:		Build Kits - Kits can be built in two steps, if you'd like to reserve components first and then confirm the number of kits built once done, or in a single step:
	*Two Steps - Useful when you want to create a work-order for the warehouse to build the requested kits. Steps listed assume you have added the desired kit(s) to the bottom grid.		*Two Steps - Useful when you want to create a work-order for the warehouse to build the requested kits. Steps listed assume you have added the desired kit(s) to the bottom grid.
	#In the bottom grid, edit the Amt to Build quantity to represent the amount you want to build for each kit.		#In the bottom grid, edit the Amt to Build quantity to represent the amount you want to build for each kit.

Russ horton: /* Step 2 - Creating a batch of kits to be built */

2013-06-28T17:18:56Z

Step 2 - Creating a batch of kits to be built

← Older revision		Revision as of 17:18, 28 June 2013
Line 10:		Line 10:

	==Step 2 - Creating a batch of kits to be built==		==Step 2 - Creating a batch of kits to be built==
	2) Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.		Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.

	==Build and Confirm Kits==		==Build and Confirm Kits==

Russ horton: /* Creating a batch of kits to be built */

2013-06-28T17:18:46Z

Creating a batch of kits to be built

← Older revision		Revision as of 17:18, 28 June 2013
Line 9:		Line 9:
	Selection - The top grid shows all kits that have their own stock and thus those that you may want to build. The grid displays kits, not components, and can be filtered by warehouse with the above combo. You can also filter the list of kits to only include those that include one more more selected components (also in a combo above the grid.) Finally, you can use the checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in the products' setup.)		Selection - The top grid shows all kits that have their own stock and thus those that you may want to build. The grid displays kits, not components, and can be filtered by warehouse with the above combo. You can also filter the list of kits to only include those that include one more more selected components (also in a combo above the grid.) Finally, you can use the checkbox to filter the kit list to show only those that have fallen below their reorder point (if one was set in the products' setup.)

	==Creating a batch of kits to be built==		==Step 2 - Creating a batch of kits to be built==
	2) Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.		2) Create a Batch - You can select one or more kits from the grid to add to the current or new batch (bottom grid). This selection is done either by double-clicking a row in the top grid or clicking the >>> button. If no batch has been created yet, you will be prompted that CMS is creating one for you. These batch names default to the username+date:time but can be changed if desired. These batch names are referenced in lot adjustments for components and lots received for kits so there is a paper trail of all inventory changes resulting from kit builder. Batch history is retained and any batch, complete or not, can be retrieved, viewed, and its batch report printed.

	==Build and Confirm Kits==		==Build and Confirm Kits==
	3) Build Kits - Kits can be built in two steps, if you'd like to reserve components first and then confirm the number of kits built once done, or in a single step:		3) Build Kits - Kits can be built in two steps, if you'd like to reserve components first and then confirm the number of kits built once done, or in a single step: