Sales.kitting

Epicor ERP Sales Kitting Course 10.0.700.2

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

EDE8912905 90521-10-9284-58310702 10.0.700.2 Revision: July 25, 2014 2:44 a.m. Total pages: 37 course.ditaval

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of i ts date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically di sclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor Epi cor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contai ned herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epi cor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publ ication of this document. Epicor ® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

EDE8912905 90521-10-9284-58310702 10.0.700.2 Revision: July 25, 2014 2:44 a.m. Total pages: 37 course.ditaval

Sales Kitting Course

Contents

Contents Sales Kitting Course............................ Course........................................... ............................. ............................. ............................. ............................. ..........................5 ...........5 Before You Begin............................ Begin.......................................... ............................. ............................. ............................ ............................. ............................. ................6 ..6 Audience Audi ence.......... ...................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ..............6 ..6 Prerequisi Prere quisites.................. tes............................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ..............6 ..6 Environment Setup...................... Setup.................................. ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ......................7 ...........7

Overview................ Overvie w............................... ............................. ............................. ............................. ............................ ............................. ............................. ..........................8 ............8 Application Setup........................... Setup......................................... ............................. ............................. ............................ ............................. ............................. ..............10 10 Part Maintenance................... Maintenance............................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............10 ...10 Detail............................. Detail........................................ ....................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ................11 .....11 Sales Kits...................... Kits.................................. ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................12 .....12 Workshop - Create a Sales Kit Part..................... Part................................. ........................ ....................... ....................... ........................ ....................... ....................... ...............14 ...14 Create a New Part..................... Part................................ ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................14 .........14 Update the Sales Kit Parameters................. Parameters............................. ........................ ....................... ....................... ........................ ....................... ....................... ...............14 ...14 Add a Part Revision...................... Revision................................. ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................15 .......15 Workshop - Enter Sales Kit Components.................... Components................................ ....................... ....................... ........................ ....................... ....................... ...................15 .......15 Part Tracker................... Tracker............................... ........................ ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................17 ...........17

Daily Sales Kit Processing............................. Processing............................................ ............................. ............................ ............................. ............................. ..............18 18 Sales Kit Components.................... Components................................ ....................... ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................19 .......19 Engineering Workbench..................... Workbench................................ ....................... ........................ ....................... ....................... ........................ ........................ ....................... ..................19 .......19 Workshop - Create a Subassembly Sales Kit Component.................... Component................................ ........................ ....................... ......................19 ...........19 Engineer the Sales Kit Component.................... Component................................ ....................... ....................... ........................ ....................... ....................... .............20 .20 Workshop - Create a New Phantom Sales Kit Part..................... Part................................ ....................... ........................ ....................... ....................21 .........21 Enter a New Part.................... Part............................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................21 .....21 Update the Sales Kit Parameters................ Parameters............................ ........................ ....................... ....................... ........................ ....................... ....................22 .........22 Add a Part Revision....................... Revision................................... ........................ ........................ ....................... ....................... ........................ ....................... ....................22 .........22 Add Sales Kit Components.................... Components................................ ........................ ....................... ....................... ........................ ....................... ....................... .............22 .22 Engineer the Parent Kit Part.................... Part............................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............24 ...24 Workshop - Engineer the Sales Kit Part..................... Part................................. ....................... ....................... ........................ ....................... ....................... .............24 .24 Add Kit Components.................... Components............................... ....................... ........................ ....................... ....................... ........................ ....................... ......................24 ...........24 Update Quantity and Component Settings.................... Settings............................... ....................... ........................ ....................... ....................... .............25 .25 Check in Sales Kit Part XXX-TS600..................... XXX-TS600................................. ....................... ....................... ........................ ....................... ....................... .............25 .25 Workshop - Adjust Stock Quantities..................... Quantities................................. ....................... ....................... ........................ ....................... ....................... .................25 .....25 Availability Report..................... Report................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .................26 .....26 Method Tracker.................... Tracker................................ ....................... ....................... ........................ ........................ ....................... ....................... ........................ ....................... ....................26 .........26 Quote Entry................... Entry............................... ........................ ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ......................27 ...........27 Workshop - Enter a Quote...................... Quote................................. ....................... ........................ ....................... ....................... ........................ ....................... ....................... ...............27 ...27 Create a Quote...................... Quote.................................. ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............27 .27 Workshop - Change the Kit Component and Confirm..................... Confirm................................ ....................... ........................ ....................... ....................28 .........28 Sell the Sales Kit....................... Kit................................... ........................ ....................... ....................... ........................ ....................... ....................... ........................ ....................... ....................... .............29 .29 Workshop - Enter a Sales Order..................... Order................................. ........................ ....................... ....................... ........................ ....................... ....................... ...................29 .......29

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Contents


Create a Sales Order........................................................................................................................29 Change the Kit Components...........................................................................................................30 Preview Sales Order Acknowledgment.............................................................................................30 (Optional) Print Sales Order Pick List.................................................................................................31 Ship the Sales Kit...........................................................................................................................................31 Workshop - Ship a Sales Kit....................................................................................................................32 Create a Pack..................................................................................................................................32 Ship and Print Packing Slip...............................................................................................................33

Specialized Sales Kit Processing..........................................................................................34 Analyze the Results........................................................................................................................................34 Part Transaction History Tracker..............................................................................................................34 Workshop - Analyze the Results.......................................................................................................34 View Part Transaction History Tracker.......................................................................................34 Analyze Other Kit Components................................................................................................35 Analyze Sales Kit Part...............................................................................................................35 Sales Kit Reporting.........................................................................................................................................35

Conclusion.............................................................................................................................36

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Sales Kitting Course This course begins with creating new parts and moves on to engineering a sales kit component listing along with approving a complete sales kit and checking it in for use. Sales kits can be used by quotes and then sold, and components of a sales kit can be purchased or manufactured. This course covers the settings of a sales kit part, how to create a sales kit, and how to use a sales kit in the Epicor application. Hands-on workshops will guide users through the sales ki tting process. Upon successful completion of this course, you will be able to: •

Define sales kits and their components.

•

Create sales kits in the application.

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Utilize the features associated with sales kits.

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Use sales kits in the quote-to-cash workflow within the application.

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Before You Begin


Before You Begin Read this topic for information you should know in order to successfully complete this course.

Audience Specific audiences will benefit from this course. •

Account Manager

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Sales Engineer/Pre-Sales

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Sales Representative

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Sales Manager

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Engineers

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Estimators

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Shipping Managers

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Shipping Clerks

Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating i n your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at [email protected]. It is also important you understand the prerequisite knowledge contained i n other valuable courses. •

•

•

•

•

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Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques available in two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced. Order Management Course - This course discusses the Order Management module and how it facilitates the flow of manufactured items from inventory or jobs to the customer. A shipping transaction is performed whether items are shipped from stock or from work in process (WIP). Shipping transactions are captured during invoicing in the Accounts Receivable (AR) module, creating financial transactions that post to the general ledger (GL). Order entry and shipping are directly affected by the nature of the product and the process, specifically whether the items are built-to-order or shipped from stock. Engineering Course - This course outlines the creation of a new part, engineering of a method of manufacture (MOM), approval of a method, and creation of a method available for use. Methods can be used in the quoting process, job entry, or as the basis for a new method. Parts Course - The Parts course introduces the user to the building blocks that make up the cornerstone of ERP software, the Part Master file. This course focuses on the importance of the Part Master file, required subsidiary file setup, key fields in the part master, set up of a manufactured part and a purchased part, and review of commonly used reports and inquiries. Recommended Knowledge: Computer and Internet Navigation Basics - The application software operates in a Microsoft Windows ® environment; therefore, knowing how to navigate in a Windows environment

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Before You Begin

and how to navigate on the Web will facilitate the training experience. Navigation tools users should be familiar with include computer hardware components such as the keyboard and mouse, navigation keys on the keyboard such as the Tab and Enter keys, and navigation buttons such as the Back button.

Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1.

Verify the following or ask your system administrator to verify for you: •

Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance.

•

•

The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database.

2.

Log in to the training environment using the credentials manager/manager. If you are logged into your training environment as a different user, from the Options menu, select C hange User.

3.

From the Main menu, select the company Epicor Education (EPIC06).

4.

From the Main menu, select the Main Plant.

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7

Overview


Overview There are times when parts need to display on a sales order as a single line item. When a product line comes with additional parts that need assembling by the customer, this is where the sales kit functionality becomes important. What is a Sales Kit?

A sales kit is a collection of assembled or unassembled parts that could be sold separately but are bundled and sold as one component. For example, during the order process when purchasing a computer system, all the components of the computer system are chosen by the buyer such as the monitor size, the style of the keyboard and mouse, and the size of the hard drive. In reality, the customer is purchasing a computer system, not several separate items. Pricing varies based on the components selected. Another example of a sales kit is a bookshelf. Most of the time, when a bookshelf is purchased, the box contains the same basic pieces used to assemble the shelf. It contains the shelves, the side panels, the base board, the backing, and all of the pegs and nails. However, the customer is not buying three shelves, one base board, one backing, 12 nails, six pegs, and so forth. The customer is buying a bookshelf. For this particular item example, pricing is based on the bookshelf, not the individual pieces. Important Sales kit components must be marked as stocked items in Part Maintenance. For example, you cannot ship a sales kit component di rectly from a job as it must be first received to inventory. How is a Sales Kit Priced?

There are two methods used in the Epicor appl ication to determine the price of a sales kit: •

•

Component Pricing - Select to roll up the individual sales prices of each kit component to calculate the sales price for the kit. This option is automatically selected for a kit whose components can be shipped as individual line items. The Must Ship Kit Complete check box is blank for the kit. This setting can not be changed. Parent Pricing - Select to use the sales price of the sales kit item as the sales price of the kit. Although there are costs involved with the individual components when the kit is priced, the indi vidual components are not priced.

Why Create a Sales Kit?

Creating a sales kit informs the shipping department of all the pieces and components needed to go into the box when the item is shipped. Where is a Sales Kit Created?

You create the component parts and the sales kit part in Part Maintenance. Details are attributed to the part, such as its name, description, type, selling price, group, and class. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part

Once you establish these parts, you create a li nk between the component parts and the sales kit part using the Engineering Workbench. Menu Path: Production Management > Engineering > General Operations > Engineering Workbench

You select the materials to be included in the sales kit in the Engineering Workbench.

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Epicor ERP | 10.0.700.2

Overview

9

Application Setup


Application Setup This section reviews common maintenance program factors that apply to the sales kitting process. Create the Sales Kit Part

The first step is to create a sales kit part and components that make up the ki t. Once you enter the part, it can be selected for a quote, a sales order, or a job. It is also possible to create new revisions for the sales kit part, allowing for slight variations in the engineering of the sales kit. For example, if your company manufactures wooden bookshelves made of pine, oak, maple and cherry wood, the sales kits is engineered to include the use of these various woods, depending on the customer order.

Part Maintenance Use Part Maintenance to enter or update part information. Parts are either purchased i tems you use for raw materials or subassemblies or manufactured items you use to fill sales orders. Each part record contains crucial data you may need for purchase or production needs. A part record contains general information such as part number, description, and search criteria. Also, a part record defines inventory information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications, serial number tracking, and weight values. You also define warehouse and bin information for each part, including Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters as well. When you set up a part, you can access it from each site within the company, and use it on jobs. You can also select parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance. Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter parts in this program, as each record requires little data and can save you data entry time later. Menu Path

Navigate to this program from the Main Menu:

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Material Management > Inventory Management > Setup > Part

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Material Management > Purchase Contracts Management > Setup > Part

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Material Management > Purchase Management > Setup > Part

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Material Management > Supplier Relationship Management > Setup > Part

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Production Management > Engineering > Setup > Part

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Production Management > Job Management > Setup > Part

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Production Management > Material Requirements Planning > Setup > Part

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Production Management > Quality Assurance > Setup > Part

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Sales Management > Configurator Management > Setup > Part

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Sales Management > Demand Management > Setup > Part

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Sales Management > Order Management > Setup > Part

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Service Management > Field Service > Setup > Part

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Application Setup

For CRM users, the Main Menu appears as: •

Customer Relationship Management > Configurator Management > Setup > Part

•

Customer Relationship Management > Order Management > Setup > Part

Detail Use the Part > Detail sheet to set up new part records and to modify the main details of existing part records. The following are the key fields: Type

Select the type code that indicates if you normally purchase or manufacture this part, or sell it as a sales kit. •

Purchased - Parts you normally purchase from external suppliers and use as raw materials.

•

Manufactured - Parts you normally manufacture and sell to your customers.

•

Sales Kit - Sales kit parts that are sold together as a sales kit. Selecting Sales Kit activates fields on the Sales Kits sheet. Use the Sales Kits sheet to select configuration options for the kit. To access the Sales Kits tab, first click the Plant tab. When you select Sales Kit as the type for a part, you are effectively setting up the part as the kit parent item. To add other parts to the sales kit, you must create a new bill of materials for the kit parent item. The procedure is described in the Part Maintenance - Sales Kits help topic.

The Epicor application uses the associated type code as a selection criterion on various reports and searches, including Part Search. It does not restrict the use of this part in any way. You can choose to manufacture any part that has "Purchased" selected as its type, and you can choose to purchase any part you i ndicate is manufactured. Non-Stock Item

When selected, this check box indicates that this part is not normally stocked within your inventory. Both purchased and manufactured parts can be either stocked or non-stocked. If you enter a non-stocked part in the Part Master file, its default description appears (just like stocked i tems) when you enter the associated part number on an order or a job. •

•

The Non-Stock Item indicator controls the default Manufacture value for order releases in Sales Order Entry, and the default Purchase value for material requirements in Job Entry. Non-stock items default as Make or Purchase when they are entered in these programs. If a part is selected as Non-Stock, the item defaults as a Pull as Assembly and View as Assembly if it is involved with a bill of material, when processing MRP, and when the Epicor appl ication generates PO suggestions. If you choose, non-stocked parts can be excluded from various i nventory reports. Example You take an order for a part you have not made before and do not expect to make again. The part should be entered into the Epicor application and designated as a Non-Stock part. The part appears in the parts search browser when you enter the order. When you select the part from this browser the associated part description automatically appears in the order. By default, the Epicor application marks the item as a manufactured part in the order, indicating that you do not have the part on hand, but must make it.

Selecting this check box activates the Quantity Bearing check box. The Epicor application selects the Quantity Bearing check box by default, indicating that the Epicor application supports full inventory functionality for this part. To clear the Quantity Bearing check box, you must first select the Non-Stock check box. When the Quantity Bearing check box appears as cleared, the Epicor application does not maintain inventory on-hand balance for the part.

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Application Setup


Phantom BOM

Select this check box if this part is a phantom. A phantom bill of material represents a part that is built, but not stocked before it is used in the next level of manufacturing. When a part is designated as a phantom, the Epicor application moves all related operations and materials up a level in the bill of material for the end item, and this assembly part number disappears. In addition, it also moves up attached or associated drawings and other information. Example Your main product is a sound mixer board SoundBoard100. I nternally, your staff refers to three "zones" that make up the board - the input/output jacks, volume controls and meters, and the power area. Each zone requires its own special operations and materials, and it makes sense to treat them as their own bills of material. However, the zones are not manufactured separately from the sound mixer board. You could set up parts ZoneA, ZoneB, and ZoneC and mark them as phantoms, and then assign the applicable operations and materials to the various zones. When you use the Get Details program for SoundBoard100, the Epicor application lists manufacturing details zone, and then collapses them. This provides you with a single listing of all operations and materials for the board.

The Phantom BOM check box is not available if the following conditions are true: •

The Purchased radio button has been selected.

•

The Non-Stock Item check box has been cleared.

•

The Non-Stock Item check box has been selected, but you have also selected one (or more) of the following check boxes: Track Lots or Track Serial Numbers.

Sales Kits Use the Part > Plants > Sales Kits sheet to set up a sales kit processing rules. The configuration options on this sheet enable you to instruct the Epicor application on such issues as kit updates, shippi ng, and pricing. A kit parent is the part name for which you set up configuration options. Once you select the kit configuration options on the Sales Kits sheet of the kit parent, add components to build the kit. You do not need to set up configuration options for individual components. Configuration options set up for the kit parent apply to the entire kit. The following are the key fields: Allow Component Update

By default, this check box is clear. This means users will not be able to make changes to kit components during Quote Entry or Sales Order Entry. The Kits Detail sheet in Sales Order Entry and Quote Entry will display the details of kit components, but the fields on the sheet will be disabled to prevent changes. This effectively sets up the kit as a standard kit. If you select this check box, users will be able to update kit components when entering a quote or sales order for the kit. Fields on the Kits Detail sheet in Quote Entry and Sales Order Entry will be enabled to allow changes to kit components. This effectively sets up the kit as a custom kit. Allow Parameter Changes

By default, this check box is clear. This prevents users from either viewing or changing the configuration parameters you select on this sheet when they are entering a quote or order for the kit. If you select this check box, users will be able to view and change these parameters during Quote Entry and Sales Order Entry by clicking the Sales Kit Params button on the Lines Detail sheet of both those programs.

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Application Setup

Backflush Kit Components

By default, this check box is clear. Thi s means that each component part will need to be pulled individually from stock when the kit is being shipped. Users will need to enter the location from which kit components were picked, and will not be able to change the quantity of the components in Shipment Entry. If you select this check box, all kit component parts will be automatically pulled from stock. Only the quantity of the kit parent item will need to be entered in the Shipment Entry program. When backflushing, kit components lines are shipped in quantities related to the parent part, as defined in the bill of materials. Example A kit for a desk might contain 1 desk, 16 screws, and 4 legs. If two kits are being shipped, the quantities of all components will be multiplied by 2 (2 desks, 32 screws, and 8 legs). Must Ship Kit Complete

By default, this check box is selected. This means that all the components of this kit will need to be shipped at one time and will need to match the quantity of the kit parent item. The sales order line will close only if all the parts have shipped at one time. If you de-select this check box, the Epicor application will allow individual components of this kit to be shipped separately and will invoice them as indi vidual sales order lines. The Price Type field on this sheet will therefore be automatically set to Component Pricing; you will not be able to change the setting. Print Components on Pack Slip

By default, this check box is selected. This means that each kit component will be printed as a separate line on the packing slip, along with details of the sales order line item. If you de-select this check box, kit components details will not print on the packing slip. The Print Components parameter is dependent on the Must Ship Kit Complete parameter. If you selected the Must Ship Kit Complete check box, you can choose to select or de-select the Print Components on Packing Slip check box. If the Must Ship Kit Complete check box is clear, the Print Components on Packing Slip check box is automatically selected; you will not be able to de-select it. Print Components on Customer Documents

By default, this check box is selected. This means that each kit component will be printed as a separate line on quotes, sales order acknowledgements, and invoices, along with details of the sales order line item. If you de-select this check box, kit components details will not be printed on quotes, sales order acknowledgements, and invoices. The Print Components parameter is dependent on the Must Ship Kit Complete parameter. If you selected the Must Ship Kit Complete check box, you can choose to select or de-select the Print Components on Customer Documents check box. If the Must Ship Kit Complete check box is clear, the Print Components on Customer Documents check box is automatically selected; you will not be able to de-select it. Price Type

In this field select how the kit is priced. The Parent Pricing option is selected by default. •

•

Component Pricing Selecting this option instructs the Epicor application to roll up the individual sales prices of each kit component to calculate the sales price for the kit. This option is automatically selected for a kit whose components can be shipped as individual line items (that is, the Must Ship Kit Complete check box is blank for the kit). You will not be able to change this setting. –

Parent Pricing this option instructs the Epicor appl ication to use the sales price of the kit parent item as the sales price of the kit.

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Application Setup


Workshop - Create a Sales Kit Part Your company specializes in tool storage shelving and you recently won a contract with Dalton Manufacturing which plans to buy your premiere line of shelving uni ts. The tool storage shelf requires several components, but you must sell it as one part. In this workshop, enter a sales kit part for the shelving unit.

Create a New Part Navigate to Part Maintenance. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part

1. From the New menu, select New Part. 2. Enter the following information: Field

Data

Part

XXX-TS600 (where XXX are your initials)

Description

XXX Tool Storage Shelf (where XXX are your initials)

Type

Sales Kit

Sales Unit Price

0.00

Group

Fabricated

Class

FG - Fabricated

Non-Stock Item check box

Clear

Accept the default Sales Unit Price field of 0.00 because the pricing uploads from the kit components. 3. Accept all other defaults and click Save. 4. Navigate to the Part > Plants > Detail sheet. 5. In the Costing Lot Size field, enter 10 and click Save.

Update the Sales Kit Parameters 1. Navigate to the Part > Plants > Sales Kits sheet. 2. Select the following check boxes: •

Allow Component Update

•


•

Must Ship Kit Complete

•

Print Components On Pack Slip

•

Print Components On Customer Documents

3. In the Price Type field, select the Component Pricing.

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Application Setup

4. Click Save.

Add a Part Revision 1. Navigate to the Part > Revisions > Detail sheet. 2. From the New menu, select New Part Revision. 3. In the Rev field, enter T1. 4. In the Description field, enter XXX Initial Design (where XXX are your initials). 5. Select the Not Approved check box to approve the revision.

The Approved status and the Description of Change window display. 6. In the Description of Change window, enter XXX Initial Design Approval (where XXX are your initials) and click OK. 7. Accept all other defaults and click Save. 8. Exit Part Maintenance.

Workshop - Enter Sales Kit Components In this workshop, enter the purchased sales kit components that make up the final sales kit part. Two of the sales kit components are purchased from the A-Z Metals supplier. Navigate to Part Maintenance. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part

1. From the New menu, select New Part. 2. Enter the following information: Field

Data

Part

WS-XXX

Description

XXX Tool Storage Shelf Side (where XXX are your initials)

Type

Purchased

UOM Class

Counted Units

Sales Unit Price

5.00

Group

Fabricated

Class

FG - Fabricated

Non-Stock Item

Clear

3. Click Save.

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Application Setup


4. Navigate to the Part > Plants > Detail sheet. 5. In the Supplier field in the Purchasing pane, search for and select A-Z Metals. 6. In the Buyer field, select Brian Howard and click Save. 7. Navigate to the Part > Plants > Warehouses > Detail sheet. 8. In the Replenishment Type field, select None. 9. In the Initial/Minimum Qty field, enter 10. 10. In the Threshold/Safety Qty field, enter 10. 11. In the Maximum Qty field, enter 100. 12. Navigate to the Part > Plants > Warehouses > Primary Bin sheet. 13. In the Bin field, search for and select bin 01-01-01 and click Save. 14. From the New menu, select New Part. 15. Enter the following information: Field

Data

Part

WH-XXX (where XXX are your initials)

Description

XXX Wood Handle Storage Shelf (where XXX are your initials)

Type

Purchased

UOM Class

Counted Units

Sales Unit Price

5.00

Group

Fabricated

Class

FG - Fabricated

Non-Stock Item

Clear

16. Click Save. 17. Navigate to the Part > Plants > Detail sheet. 18. Enter the following information in the Purchasing pane: Field

Data

Supplier

A-Z Metals

Buyer

Brian Howard

19. Click Save. 20. Navigate to the Part > Plants > Warehouses > Detail sheet.

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Application Setup

21. In the Replenishment Type field, select None. 22. In the Initial/Minimum Qty field, enter 10. 23. In the Threshold/Safety Qty field, enter 10. 24. In the Maximum Qty field, enter 100. 25. Navigate to the Part > Plants > Warehouses > Primary Bin sheet. 26. In the Bin field, search for and select bin 01-01-01 and click Save. 27. Exit Part Maintenance.

Part Tracker Use the Part Tracker to access current information on parts in the database. This includes information such as revisions, on-hand quantities, costs, locations, inspection, and planning data. The Part Tracker provides one place to view all part-related information. View parts and related costs for engineering purposes. Additional programs can be accessed via the Part field context menu. Tip Inactive parts are not viewed through this tracker.

Menu Path

Navigate to this program from the Main Menu: •

Executive Analysis > Trackers > Part Display

•

Material Management > Inventory Management > General Operations > Part Display

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Daily Sales Kit Processing


Daily Sales Kit Processing This section of the course reviews sales kit processing that takes place during a typical work day. These transactions include adding the components to the sales kit part, entering a sales quote, generating a sales order for the sales kit, and shipping the order. Next, enter a quote and, if the quote is won, generate a sales order. The last process involves shipping the sales kit and analyzing the transactions to ensure accuracy of the shipment. Add Sales Kit Components

Creating a sales kit involves several processes. First you must create a sales kit part as reviewed in the Application Setup, then use Engineering Workbench to add the related components. Enter a Quote

In order to find out what kit components the customer may need when selling a sales kit, you must create a quote of the sales kit and components. In creating the quote, the most recently approved sales kit method is used. Entering a quote identifies a sales kit and how that kit is to be sold. Enter a Sales Order

Once the quote is determined and created, the sales kit can be sold to the customer. You create a sales order for the sales kit. In creating the order, the most recently approved sales kit method is used. Entering an order identifies a sales kit and how that kit is to be sold and shipped to the customer. Ship the Sales Kit

After you process the sales order, the sales kit i s shipped to the customer. Shipments are made from inventory or manufacturing work in progress (WIP) if there is a job linked to the sales order. In each case, the transaction is the same; however, the Epicor application treats the costs of sales differently for items shipped from WIP. In the case of the sales kit, the components that make up the kit can be a combination of manufactured or purchased parts, so components can be shipped from different areas to satisfy the sales kit order demand. Analyze the Results

After the sales kit is shipped, transactions need to be reviewed and analyzed. Knowing how the kit component quantity is relieved is important to the i nventory process. The kit components can be supplied by either a manufacturing job or from inventory. This information is used to verify that the correct items were sold and shipped to the customer correctly.

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Sales Kit Components After you create the sales kit part, you must add its components. To do this, you check out the sales kit part and in the Engineering Workbench add the relevant components. Edit the quantity of the components. After entering quantity and editing other settings, you must approve and check in the revision. This also makes the sales kit available for future orders, quotes, and j obs.

Engineering Workbench Use the Engineering Workbench to build and maintain the method of manufacture for a part. The method of manufacture for a part consists of its bill of material (BOM) and its routing. The BOM i s a list of the component parts needed to produce the final part. The routing is a list of the operations and shop resources that are needed to produce the final part. Each method of manufacture for a part is associated with a specific revision. You must enter a revision for a part before you can enter a BOM or routing information for that part. Once the revision has been entered for the part, you must check the revision out in order to work on it in the Engineering Workbench. You can check a revision out directly in the workbench, or you can pull the part revision up i n Part Maintenance and check it out to an existing ECO Group from there. Menu Path


Production Management > Engineering > General Operations > Engineering Workbench

Workshop - Create a Subassembly Sales Kit Component One of the sales kit components is internally manufactured. Therefore you have to enter a method of manufacturing for this part. In this workshop, duplicate an existing manufactured part and create a method of manufacturing using the Engineering Workbench. This part is one of many components of the sales kit part created in the Workshop - Create a Sales Kit Part. Navigate to Part Maintenance. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part

1. In the Part field, enter SH-Reinforce-36 and press Tab. 2. From the Actions menu, select Duplicate.

The Duplicate Part SH-Reinforce-36 Details window displays. 3. In the Part field, enter SH-Reinforce-XXX (where XXX are your initials). 4. In the Description field, enter Shelf Reinforcer 36"W-XXX (where XXX are your initials). 5. Click OK.

In the Part > Detail sheet, the SH-Reinforce-XXX (where XXX are your initials) part displays. 6. In the UOM Class field, verify Counted Units displays.

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7. In the Default Plant Parameters pane, clear the Non-Stock Item check box. 8. Click Save. 9. In the dialog window, click Yes to refresh the part plant records with the changes. 10. Navigate to the Part > Plants > Detail sheet. 11. In the Purchasing pane, clear the Buy to Order check box. 12. Click Save. 13. Navigate to the Part > Revisions > Detail sheet. 14. From the New menu, select New Part Revision. 15. In the Rev. field, enter B. 16. In the Description field, enter Initial Design. 17. Click Save. 18. From the Actions menu select, Revision > Check Out Revision.

The Part Revision Checkout window displays. 19. Click the New ECO button. ECO Group Maintenance displays. 20. In the Group ID field, enter XXX (where XXX are your initials). 21. In the Description field, enter XXX ECO Group (where XXX are your initials). 22. In the Effective Date field, select today's date. 23. Click OK.

ECO Group Maintenance closes automatically. 24. In the Part Revision Checkout window, click OK. 25. Remain in Part Maintenance.

Engineer the Sales Kit Component 1. From the Actions menu, select Revision > Engineering Workbench.

The Engineering Workbench displays. 2. Navigate to the Method of Manufacturing > Operations > Detail sheet. 3. From the Action menu, select the Operation > Add Operation option. 4. In the Operation field, select Assemble per print. 5. In the Prod Std field, enter 1 Pieces/Hour.

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6. Click Save. 7. Navigate to the Method of Manufacturing > Materials > Detail sheet. 8. From the Action menu, select the Material > Add Material option. 9. In the Part field, enter SH-SIDEBR-18 and press Tab. 10. In the Qty/Parent field, enter 1. 11. Click Save. 12. Navigate to the Revision > Detail sheet. 13. Select the Not Approved check box.

The revision status changes to Approved. 14. From the Actions menu, select Revision > Check In.

The Description of Change window displays. 15. Click OK. 16. To the Check In Complete message, click OK. 17. Click Save and exit the Engineering Workbench. 18. Remain in Part Maintenance.

Workshop - Create a New Phantom Sales Kit Part One of the sales kit components is a phantom sales kit. This sales kit part is one of the many components for the parent sales kit part created in the Workshop - Create a Sales Kit Part. In this workshop, create a new phantom sales kit part and add its components using the Engineering Workbench.

Enter a New Part 1. From the New menu, select New Part. 2. Enter the following information: Field

Data

Part

PH-XXX (where XXX are your initials)

Description

XXX Phantom Sales Kit (where XXX are your initials)

Type

Sales Kit

UOM Class

Counted Units

Sales Unit Price

0.00

Group

Fabricated

Class

FG - Fabricated

Non-Stock Item

Select

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Field

Data

Phantom BOM

Select

Accept the default Sales Unit Price field of 0.00 because the pricing uploads from the kit components. 3. Accept all other defaults and click Save. 4. Navigate to the Part > Plants > Detail sheet. 5. In the Costing Lot Size field, enter 10. 6. Click Save.

Update the Sales Kit Parameters 1. Navigate to the Part > Plants > Sales Kits sheet. 2. Select the following check boxes: •

Allow Component Update

•


•

Must Ship Kit Complete

•

Print Components On Pack Slip

•

Print Components On Customer Documents

3. In the Price Type field, select the Component Pricing. 4. Click Save.

Add a Part Revision 1. Navigate to the Part > Revisions > Detail sheet. 2. From the New menu, select New Part Revision. 3. In the Rev field, enter A. 4. In the Description field, enter XXX Initial Design (where XXX are your initials). 5. Click Save.

Add Sales Kit Components 1. From the Actions menu select, Revision > Check Out Revision.

The Part Revision Checkout window displays. 2. In the ECO field, enter XXX (where XXX are your initials) and press Tab. 3. Click OK.

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4. From the Actions menu, select Revision > Engineering Workbench.

The Engineering Workbench displays. 5. Navigate to the Method of Manufacturing > Materials > Detail sheet. 6. Click New. 7. In the Part field, enter WS-XXX (where XXX are your initials) and press Tab. 8. In the Qty/Parent field, enter 1. 9. Click Save. 10. Click New. 11. In the Part field, enter WH-XXX (where XXX are your initials) and press Tab. 12. In the Qty/Parent field, enter 1. 13. Click Save. 14. Click New. 15. In the Part field, enter SH-REINFORCE-XXX (where XXX are your initials) and press Tab. 16. In the Qty/Parent field, enter 1. 17. Click Save. 18. Navigate to the Revision > Detail sheet. 19. Select the Not Approved check box.

The revision status changes to Approved. 20. From the Actions menu, select Revision > Check In.

The Description of Change window displays. 21. Click OK. 22. To the Check In Complete message, click OK. 23. Click Save and exit the Engineering Workbench. 24. Exit Part Maintenance.

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Engineer the Parent Kit Part There are four basic steps to complete when engineering a sales kit part. 1.

Check out the sales kit part - Enter the sales kit part and the part's revision to be checked out.

2.

Add kit components - Since the sale kit part is made of component parts, select the components needed to build the sales kit part. Use the Method of Manufacturing > Materials > Detail sheet to add sales kit parts to the bill of material or to maintain the details of parts that are already part of the bill.

3.

Update the quantity - In the Method of Manufacturing > Materials > Detail sheet, enter the quantity for each component in the sales kit part. It is important that these quantities be entered correctly since this information is used in Sales Order Pick List and the packing slip.

4.

Check in the sales kit part - In the Revision > Detail sheet, the revision is approved and checked in.

Workshop - Engineer the Sales Kit Part Now that the sales kit part and its components have been created, engineer a method for the sales kit part XXX -TS600 (where XXX are your initials).

Add Kit Components Navigate to Express Part Checkout . Menu Path: Production Management > Engineering > General Operations > Express Part Checkout 1. In the Part/Revision field, enter XXX-TS600 (where XXX are your initials) and press Tab. 2. Verify the Launch Engineering Workbench check box is selected and click the Checkout button.

The Engineering Workbench displays. Note that the revision has been checked out to the ECO Group ID: MANAGER. 3. Navigate to the Method of Manufacturing > Engineering > Parts sheet. 4. From the Actions menu, select Autoload Engineering Data > Load Parts. 5. In the Parts grid, search for and select part SH-Reinforce-XXX (where XXX are your initials). 6. While selecting part SH-Reinforce-XXX, drag and drop it into the tree view releasing it on the Materials node. 7. Repeat steps 5-6 to add the following parts: •

PH-XXX

•

SH-BKPNL-36

•

SH-HRDWPACK-18

•

SH-BSST-36

•

SH-SIDEPNL-18

8. Click Save.

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Update Quantity and Component Settings 1. In the tree view, select SH-Reinforce-XXX (where XXX are your initials). The Method of Manufacturing > Materials > Detail sheet displays. 2. In the Qty/Parent field, enter 5. 3. In the UOM field next to the Qty/Parent field, verify EA displays. 4. Repeat steps 1-3 for all remaining components: Part

Qty/Parent

PH-XXX

1

SH-BKPNL-36

1

SH-HRDWPACK-18

1

SH-BSST-36

2

SH-SIDEPNL-18

2

5. Click Save.

Check in Sales Kit Part XXX-TS600 1. Navigate to the Revision > Detail sheet. 2. Select the Not Approved check box to approve the revision. 3. Click Save. 4. From the Actions menu, select Revision > Check In. 5. In the Description of Change window, click OK. 6. To the Check In Complete message, click OK. 7. Exit Engineering Workbench and Express Part Checkout.

Workshop - Adjust Stock Quantities In this workshop, adjust quantities of parts (sales kit components) that are not currently in stock. Navigate to Quantity Adjustment. Menu Path: Material Management > Inventory Management > General Operations > Quantity Adjustment 1. In the Part field, enter WS-XXX (where XXX are your initials) and press Tab. 2. In the Quantity field, enter 100. 3. In the Reason field, select Add New Part.

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4. Click the Adjust button. 5. In the Part field, enter WH-XXX (where XXX are your initials) and press Tab. 6. In the Quantity field, enter 100. 7. In the Reason field, select Add New Part. 8. Click the Adjust button. 9. In the Part field, enter SH-Reinforce-XXX (where XXX are your initials) and press Tab. 10. In the Quantity field, enter 100. 11. In the Reason field, select Add New Part. 12. Click the Adjust button. 13. Exit Quantity Adjustment.

Availability Report Use the Availability report to display the indented components for each part revision, along with available stock quantity. This report is intended to answer the question "C an I build this part today?" Important For more information on how to review the status of a report you print, preview, or generate, refer to the System Monitor Overview topic in the Appl ication Help. Menu Path


Production Management > Engineering > Reports > Availability

Method Tracker Use the Method Tracker to view information about a part sales kit. It specifically allows the viewing of a sales kit component listing and its details without checking it out to Engineering Workbench. The Method Tracker is accessed within Part Tracker. You can access this Tracker from the Rev field context menu, on the Revisions > List sheet.

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Quote Entry Use Opportunity/Quote Entry to enter and maintain all leads, opportunities, or quotes in the Epicor application. This program is valuable when entering and tracking communications with a potential customer. When entering a quote, the application indicates that a part is a sales kit. The most recently approved revision of the sales kit's method of manufacturing displays. Each of the kit components create a quote line and are associated with the originating parent line by the Display Seq. For example, if Kit A, with two components - B and C, is entered as line one on the quote, Kit A would be line one, B would be line two, and C would be line three. The related display sequence numbers would be 1.000, 1.001, and 1.002, respectively. Use the Lines > Kits Detail > Detail sheet to view details for parts that are components of a kit. The application downloads details of kit components into the Kits Detail sheet after a kit is selected. Note In Part Maintenance, the displayed details can be edited only if the kit has been set up to allow component updates Custom Kits

Custom kits are kits whose components are changeable. If the kit has been set up as a custom kit, the fields on the Kits Detail sheet are activated, allowing the changes. If the kit is configured as a standard kit in the Sales Kits sheet within Part Maintenance, but is set up to allow parameter changes, editing the kit configuration to allow component changes makes it a custom kit. Do this by clicking the Sales Kit Params button, on the Line > Detail sheet. This button is activated only if the kit has been set up to allow parameter changes. Standard Kits

If the kit selected has been set up as a standard kit, the fields on the Kits Detail sheet display the component details but it is disabled. No changes can be made to these details. Sales Kit Params

When you click the Sales Kit Params button, the Epicor application displays the Kit Parameters window. Selecting the Allow Component Update check box allows component changes. Use this method to change pricing for the kit, which are also set in Part Maintenance. The price of a kit can come from the sales price of the kit parent item, or from the sales prices of indivi dual kit components that are rolled up to the price of the kit parent. For more information, refer to the Application Help topic: Quote Entry - Line - Detail.

Workshop - Enter a Quote Dalton Manufacturing has asked for quote information concerning the new tool storage shelf product. In this workshop, create a quote for sales kit part XXX-TS600 (where XXX are your initials).

Create a Quote Navigate to Opportunity/Quote Entry. Menu Path: Sales Management > Quote Management > General Operations > Opportunity / Quote Tip The CRM menu path is: Customer Relationship Management > Quote Management > General Operations > Opportunity / Quote

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1. From the New menu, select New Quote. 2. In the Customer field, enter DALTON and press Tab.

Both the Sold To and Ship To information displays. 3. Click Save. 4. Navigate to the Line > Detail sheet. 5. From the New menu, select New Line. 6. Enter the following information: Field

Data

Part/Rev

XXX-TS600 (where XXX are your initials)

Order Quantity

6

Expected Quantity

6

7. Click Save.

The Unit Price field is not available but a price displays. Note the price. The price is calculated based on the component pricing setting. The total kit price is rolled up from individual component selling unit prices, and therefore, the application will not allow a price change at the sales kit level. 8. Navigate to the Line > Kits Detail > List sheet to view the kit components.

Notice the sales kit part PH-XXX (where XXX are your initials) does not display as this is a phantom part. However, WH-XXX and WS-XXX (where XXX are your ini tials) parts displays as they are components of the sales kit part PH-XXX.

Workshop - Change the Kit Component and Confirm Dalton Manufacturing has decided to use their own shelving reinforcement on the shelves your company manufactures. This component is no longer needed and the quote needs to reflect this change. In this workshop, remove the component from the sales kit. 1. In the tree view, expand the Lines > XXX-TS600 > Kit Components nodes to display the list of kit components. 2. In the tree view, select SH-BKPNL-36 and click Delete. 3. To the Delete Confirmation message, click Yes.

Just as components can be deleted, they can also be added. This is because the Allow Component Update check box was selected in Part Maintenance. 4. Click Save. 5. Navigate to the Line > Detail sheet.

Notice the new lower Unit Price based on the updated components list. 6. Navigate to the Summary sheet.

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Component lines can also be updated on the Summary sheet, by selecting the Kit Details check box above the grid. 7. Select the Quoted check box. 8. Record the Opportunity/Quote number: __________________ 9. Click Save and exit Opportunity/Quote Entry.

Sell the Sales Kit Once a quote has been determined, created, and won, it is time to sell the sales kit to the customer. Use Sales Order Entry to create and edit sales orders. All order headers, lines, and releases are entered through this program. Each order can have multiple order lines, and each order line can have multiple order releases. Kits Detail Sheet

Use the Lines > Kits Detail > Detail sheet to view details for parts that are components of a kit. For more information on the Kits Details sheet, refer to the Appl ication Help topic: Sales Order Entry - Lines Kits Detail . The following are mandatory fields on the sheet: •

•

Kit Detail Line - Displays the identification number generated by the application. Description - Displays the description of the component part. This information defaults from the Part master and is display-only for all kits.

For more information concerning the Lines > Kits Detail > Detail fields, refer to Application Help topic: Sales Order Entry - Lines - Kit Details Fields. Menu Path

Navigate to this program from the Main Menu. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry

Workshop - Enter a Sales Order Dalton Manufacturing has accepted the terms of the sales kit part quote but wants only five tool storage shelves. They have also decided to use their own hardware for the assembly of the shelves. The sales order needs to reflect these two changes. In this workshop, create and process a sales order from the sales kit quote.

Create a Sales Order Navigate to Sales Order Entry. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry

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1. From the Actions menu, select Get Opportunity/Quote.

The Create Order From Quote window displays. 2. In the Quote field, enter the quote number created in the Workshop - Enter a Quote and press Tab. 3. Click the Create Order button.

The quote details populate. 4. Record the sales order number ________. 5. In the Need By field, enter the date one week from today. 6. In the Ship By field, enter the date two days before the Need By date. 7. Click Save. 8. To the confirmation message, click Yes. 9. Navigate to the Lines > Detail sheet. 10. In the Order Quantity field, enter 5. 11. Click Save.

Change the Kit Components 1. Navigate to the Lines > Kits Detail > List sheet. 2. Select the SH-HRDWPACK-18 line and click Delete. 3. Click Yes to verify the deletion of this record. 4. Click Save. 5. Navigate to the Lines > Detail sheet and review information for part XXX-TS600 (where XXX are your initials).

Notice the new lower Unit Price based on the updated components list.

Preview Sales Order Acknowledgment 1. From the Actions menu, select Print Sales Order Acknowledgment. 2. In the Sales Order Acknowledgment Report window, click Print Preview.

The Sales Order Acknowledgment Report displays. Notice that the report shows the newly requested quantity of 5 and the new price. 3. Close the Sales Order Acknowledgment Report and exit the Sales Order Acknowledgment window. 4. Exit Sales Order Entry.

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(Optional) Print Sales Order Pick List A pick list communicates the components that need to be pulled from s specific warehouse and from a specific bin. This ensures that all the necessary components are pulled to fill the sales kit part's sales order. In this workshop, create a sales order pick list. Navigate to Sales Order Pick List. Menu Path: Sales Management > Order Management > Reports > Sales Order Pick List Tip The CRM menu path is: Customer Relationship Management > Order Management > Reports > Sales Order Pick List 1. In the From field, verify today's date defaults. 2. In the To field, enter the date three weeks from today.

This date must be after the Ship By date, recorded in the sales order created i n the Workshop - Enter a Sales Order, otherwise, there will be no components listed on the Sales Order Pick List Report. 3. Navigate to the Filter sheet. 4. Click the Order button and search for and select the sales order created in the Workshop - Enter a Sales Order. 5. Click Print Preview.

The Sales Order Pick List Report displays. 6. Review the Sales Order Pick List Report.

Review the list of the sales kit components. 7. Close the Sales Order Pick List Report and exit Sales Order Pick List.

Ship the Sales Kit Use Customer Shipment Entry to process customer shipments. A shipment is actually made against a packing slip which identifies the sales order number and the line number of the item(s) being shipped. Shipments can be made from inventory or manufacturing (WIP) if there is a job linked to the sales order. In each case, the transaction is the same; however, the application treats the costs of sales differently for items shipped from WIP. In the case of the sales kit, components that make up the kit can be a combination of manufactured and purchased parts, so it is possible that components are shipped from different areas to satisfy sales kit order demand. Use the Sales Kit Component Issue sheet to ship components of a sales kit that are configured as follows: •

Kit components must ship complete.

•

Kit components are not set for backflush.

This sheet does not display data for kits whose components do not need to ship complete. For kits whose components can be shipped separately, enter information on the Lines > Customer Shipment Entry > Detail sheet. For kits that are set for backflush, this sheet displays data, but the fields are disabled to prevent changes.

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Sales Kit Component Issue - Field Details

The following are fields within the Sales Kit Component Issue sheet, in Customer Shipment Entry: •

Bin - Specifies the warehouse bin from which the part is shipped.

•

Description - Displays the description of the part from Part Maintenance.

•

Lot Number - Displays the lot number of the component part, if it is lot-tracked.

•

Part - Displays the ID of the component part.

•

Qty From Inventory - Displays the required quantity of the component part.

•

UOM - Displays the unit of measure in which the component part inventory is stored.

•

Update - Click this button to update the record.

•

Warehouse - Specifies the warehouse from which the part is shipped.

Issuing the Sales Kit Components

The following steps must be completed when sales kit components of a sales kit are shipped. 1.

Enter the quantity of the kits to be shipped.

2.

Enter the locations from which the components were picked (warehouse and bin).

3.

Assign serial numbers to component parts.

4.

Click the Update button.

Main Menu

Navigate to this program from the Main Menu: Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

Workshop - Ship a Sales Kit The order for Dalton Manufacturing for five tool storage shelves is ready to be shipped. In this workshop, create a new pack, ship the order, and print a packing slip.

Create a Pack Navigate to Customer Shipment Entry . Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. From the New menu, select New Pack. 2. Navigate to the Lines > Customer Shipment Entry > Detail sheet. 3. From the New menu, select New Line. 4. Enter the following information and press Tab:

32

Field

Data

Order Number

Enter the sales order number created in the Workshop - Create a Sales Order.

Line

1

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Field

Data

Rel

1

Our Ship Qty

5

The Shipped Complete check box is selected and the Complete status displays. 5. Click Save.

Ship and Print Packing Slip 1. Navigate to the Lines > Sales Kit Component Issue sheet.

The kit components display as lines. The Qty From Inventory field is not available for each component line. Because the Must Ship Kit Complete check box is selected for part XXX-TS600 in Part Maintenance, the Epicor application does not allow changes to the quantity of kit components shipped. 2. Navigate to the Summary sheet. 3. Select the Shipped check box to complete the shipment. In the Status field, Shipped displays. 4. Record the pack ID number ________. 5. Click Save. 6. From the Actions menu, select Print.

The Print Packing Slip/Labels - XXX (where XXX is your pack ID number) window displays. 7. In the Print Packing Slip/Labels - XXX (where XXX is your pack ID number) window, click Print Preview. 8. Review the Packing Slip.

The kit components are printed on the packing slip because the Print Components on Pack Slip check box is selected on part XXX-TS600 (where XXX are your initials) in Part Maintenance. 9. Close the packing slip and exit the Print Packing Slip/Labels - XXX (where XXX is your pack ID number) window. 10. Minimize Customer Shipment Entry.

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Specialized Sales Kit Processing


Specialized Sales Kit Processing This section of the course discusses special sales kit processing capabilities of the Epicor appli cation.

Analyze the Results After a sales kit is shipped, analyze the transactions to know exactly how the kit component quantity was relieved and to verify that the sales kit part was sold and shipped properly. Analyze this information in the application with valuable tools such as the Part Tracker and the Part Transaction History Tracker.

Part Transaction History Tracker Use the Part Transaction History Tracker to view part transactions that have occurred against a part. Note The Part Transaction History Tracker can be accessed using the context menu from any Part field within the Epicor application.

To access the tracker, right-click the Part field and select Open With > Part Transaction History Tracker. This tracker allows you to view all part-related transactions. It also displays transaction information sorted by user ID, which can prove useful if a transaction against a part which should not have occurred.

Workshop - Analyze the Results In this workshop, analyze information about the sales order for part XXX-TS600 (where XXX are your initials) and review transactions that occurred in relation to this part.

View Part Transaction History Tracker Maximize Customer Shipment Entry. 1. Navigate to the Lines > Sales Kit Component Issue sheet. 2. Select part SH-SIDEPNL-18. 3. In the Part field, right click and select Open With > Part Transaction History Tracker.

The Part Transaction History Tracker displays. 4. Click the Retrieve button.

A transaction shipped for today's date (type STK-KIT) displays. This transaction type sends the quantity from inventory to shipment. The KIT portion of the transaction signifies that this part was shipped out as a component of a sales kit. 5. Minimize Part Transaction History Tracker.

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Specialized Sales Kit Processing

Analyze Other Kit Components 1. In the Sales Kit Component Issue grid, select part SH-BSST-36. 2. Maximize Part Transaction History Tracker .

Notice that the Part field now displays SH-BSST-36. 3. Click the Retrieve button to refresh the transaction history.

A transaction shipped on today's date (type STK-KIT) displays. This transaction type sends the quantity from inventory to shipment. The KIT portion of the transaction signifies that this part was shipped out as a component of a sales kit.

Analyze Sales Kit Part 1. In the Part Transaction History Tracker , in the Part field, enter XXX-TS600 (where XXX are your initials) and press Tab. 2. Click the Retrieve button to refresh the transaction history.

A transaction shipped on today's date (type KIT-CUS) displays. This transaction type represents the quantity shipped to the customer. 3. Exit the Part Transaction History Tracker and Customer Shipment Entry.

Sales Kit Reporting This section describes some of the reports available when viewing information about Sales Kits. BOM Listing

Use the Bill of Material Listing Report to print a listing of existing bills of material. Menu Path: Production Management > Engineering > Reports > BOM Listing

The filters to run this report include: •

Part revision

•

Product group

•

Production quantity

•

Effective date

•

Formatted by single level or indented l evel

Summarized BOM

Use the Summarized BOM Requirements Report to summarize the raw material requirements for each part revision. The report also includes current inventory on-hand and avail able quantities. Menu Path: Production Management > Engineering > Reports > Summarized BOM Tip Subassemblies that are viewed as assemblies are not summarized, only their components are summarized. Each component is printed, with the total quantity required, regardless of where in the method it is used.

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Conclusion


Part/Lot Where Used Report

The Where Used Report lists all bills of material that use each part selected on the Filter sheet. An option allows printing of associated reference designators on the report. Menu Path: Material Management > Inventory Management > Reports > Part/Lot Where Used

This report is useful for multiple sales kits using the same kit components. Tip The quantity that prints for the sales kit part is the total component quantity required for the sales kit.

Conclusion Congratulations! You have completed the Sales Kitting course.

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