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Quantum VS Help: File Maintenance |
The following examples show the full Works Order Processing cycle, including the relevant system-generated documents and user actions required, for a Kit product when a Works Order is initiated from a:
Purchase Order - see Purchase Ordering A Kit Product Via A Works Order Process; or
Kit Make-Up - see Kit Make-Up Of A Kit Product Via A Works Order Process; or a
Sales Order - see Sales Ordering A Kit Product Via A Works Order Process.
Note: The following examples assume: (1) 'internal' Default Works Order Customer and Supplier records have been created; (2) the User has Back-To-Back Ordering and all appropriate User Roles/Permissions enabled; (3) Branch and Price Book settings for Works Order Processing have been configured. For further details see Configuring Your System For Works Order Processing.
The Kit product used in this example is KITNORMAL. This Kit has two component products - COMPONENT1NORMAL and COMPONENT2NORMAL.
We do not usually keep any units of KITNORMAL in free stock. Whenever we have no free stock of the Kit or its components, we can use a Works Order Process to generate stock so that the Kit may be sold.
Before the Works Order Process record can be generated for the Kit we are selling, we need to create the following records:
A 'Kit' Product record; i.e. a Product record which is flagged as a Kit.
And Kit record, which specifies the Kit's components, which is linked to the Kit's Product record.
See Creating A New Kit.
When the Kit record is saved, the system automatically generates a Works Order Process record and writes the Works Order Code to the Kit Product record.
To enable the generation of free stock of KITNORMAL via a Works Order Process, we have in place a Works Order Process record which holds details of the:
Output Product; i.e. the Kit product - in this case, KITNORMAL.
Input Product; i.e. the components required for Kit assembly - in this case, COMPONENT1NORMAL and COMPONENT2NORMAL.
Notes: (1) Potentially, the Kit Product may flagged for Batch/Bin traceability (but not Serial Number traceability), but is not in this example. (2) Potentially, the component products can be flagged for Batch/Bin/Serial Number traceability, but are not in this example. (3) In this simple example the Output Product is a single Kit, while the Input Products - the Kit's components - are standard products. In reality, the Works Order Process can have multiple Input and/or Output Products, which may potentially be a combination of Kit Products and standard Products, depending on your requirements.
Works Order Process - for Kits, this will be the name of the Kit - KITNORMAL.
Works Order Code linking the Output product (KITNORMAL) with the Works Order Process required to create stock of the product.
Supplier which will assemble the Kit. Kits are assumed to be assembled internally; hence the 'Supplier' used is our own 'internal' Supplier record - see Creating A Default Works Order Supplier.
Branch(es) which (a) have permission to order this Works Order Process (via a Sales Order, Purchase Order or Kit Make Up procedure); (b) issue stock of the Input product(s); and (c) nominally hold stock of the Input product(s) while it is being processed. We will assume our 'Home' Branch will be used for all of the above; in reality, different Branches might be used.
In all of the following examples we will assume sufficient free stock of the required components - COMPONENT1NORMAL and COMPONENT2NORMAL - is available. If there was insufficient stock of either of these components when Sales or Purchase Ordering KITNORMAL, various options are possible:
Assuming Back-To-Back ordering is enabled, a Back-To-Back Purchase Order would be auto-generated to order COMPONENT1NORMAL and/or COMPONENT2NORMAL. Otherwise, the User would place these items on Back Order and they would subsequently have to be Purchase Ordered manually.
In this example, our Kit's components are standard Products. However, potentially, a component of a Kit may be another Kit (i.e. a sub-assembly). If the Auto Create Works Order option is selected for an Input Product (i.e. a Kit/sub-assembly) on the Works Order Process record, when an Output product is ordered and there is an insufficient quantity available of the Input product, a Purchase Order and Works Order will be created automatically to generate stock of the Input product, so that ultimately stock of the Output product can be generated. See 'Auto Create Works Order' And Kits.
In these examples we will be supplying the 'input' components required for Kit assembly (COMPONENT1NORMAL and COMPONENT2NORMAL). However, there is the potential option to order the 'finished' product (KITNORMAL) from the Supplier as per a standard product, without the need to order/supply/pick/despatch any of the 'input' materials/components. For details see Works Orders 'Use Raw Materials' Options.
NEXT: Purchase Ordering A Kit Product Via A Works Order Process