Monthly Archives: November 2011

Creating a Model Order for Building Kits

 Occasionally you may want to use several individual parts to create a kit. You can adjust the inventory, removing the items from stock that makeup the kit and add the kit part number to stock. This is time consuming and lends itself to keying error. Also the request to makeup the kit becomes external to the system. An option is to create a pick ticket that tells the warehouse to remove the component items then create and restock the kit. When the pick ticket is finished through the exceptions/invoicing program all item quantities are adjusted accordingly.

The steps are as follows:

Setup a DC codes record for “Kit Building” that only affects the inventory GL account.

Here’s an example:


Setup a DC codes record for “Kit Build Clearing” that serves to clear any difference between your cost of the components and the kit cost to the GL account specified in field #13 of the example below.


Setup an Order Type codes record, “ITU”, for “Internal Usage Only” using the DC code you just setup for “Kit Building”.

Here’s an example:


Setup a customer record for “Internal Usage” making the default order/credit/invoice type “ITU”.

Here’s an example:


Setup a Surcharge codes record that will be used to discount the entire amount (100% – see field #6) of the kit invoice whenever there is a difference between the cost of the components and the kit cost thereby producing a $0.00 invoice so as not to affect accounts receivable.


Setup an “Order Add-on” codes record associating the “ITU” customer number with the “Surcharge” number.

Here’s an example:


Create the model order for building the kit. When creating the model order be sure to give the model order a synonym that will be used when keying the subsequent pick tickets that will be issued to the warehouse for building the kits. For example, you are building a “mini pallet” of oil therefore you could use a synonym of BS,MP1 (whereas BS represents the manufacturer code and MP1 represents the synonym). Key the components and respective quantities that go into the kit. Key the kit part but enter a negative quantity. The net result is the kit model removes the component numbers from stock and adds the kit number to stock when the pick ticket is finished through the exceptions/invoicing program.

Here’s an example:


To recap:

When you key a pick ticket for “Kit Building” and then the pick ticket is finished through the exception/invoicing program the components are removed from stock, the kits are added to stock and the system creates a $0.00 invoice.