IM2900 Inventory Management Kit File Maintenance

Kit File Maintenance

Application Overview

 The Kit File Maintenance application allows the user to design and maintain kit structures.  A kit is essentially a flat bill of material that maintains single level relationships between a parent item and a group of components.

 This application can be useful to businesses that assemble end items from purchased components.  It gives them some of the advantages of a bill of material package without the expense or complexity.

 Kits may be ordered through the Order Entry application in the Customer Order Processing package.  The user is allowed to adjust kit pricing and may print components on Order Acknowledgements, Quotes and Invoices.  If the Rollup Price field in Item File Maintenance is set to Y for the kit item, the kit's price will be calculated as the total of the components' prices.  If the Rollup Price field is set to N, the kit's price will be taken from the Customer Order Processing Price Code File, if there is an appropriate price code on file.  If not, the price will be taken from the Selling Price field in the Item File.

 Making changes to kit component quantities and adding or deleting components is not allowed during Order Entry in Customer Order Processing.

 Kits may be made available at locations other than the default location contained in the Item File by adding locations in the Location Control File Maintenance application.  When setting up alternate locations, be sure that all components of the kit are also available in those locations.

Kit Item Structure Import

This is an add-on feature.  This utility can be used to either import a new kit structure or modify an existing kit structure. Modifying an existing kit structure may cause a quantity allocation integrity issue, if the parent item has activity.  Since this problem can be easily resolved through the Reset Qty Allocation utility, import utility will only give a warning message when this happens.  Contact Netcellent or your Elliott Reseller for more information about this utility.

 

Run Instructions

 Select Kit File from the pull down I/M Maintenance window.  The following screen will then be displayed:

 

 

Kit File Maintenance Entry Screen

 The following options are available:

    • Select the desired mode from the Kit File menu bar.
    • Enter the data requested on the screen.

     To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Name

    Type and Description

    The Sequence Number Will Default To The Last Used Sequence Number Plus The Following Increment

    Please Enter The Sequence Increment Value

    3 numeric digits.

    Enter the increment, which will be used to determine the next default sequence number when entering new kit component records.  The increment is added to the last sequence number used by the parent to determine the default sequence number.  The default is 10.

    Kit Item

    15 alphanumeric characters.

    Enter the item number to be used as a kit item.  This item must be designated as a kit item in the Item File (field #73 End Item Code) and must be set to K.  Kit items may not be components of other kits, of feature items, or of product structures.

    In the add and change modes, press the F7 key to search by item number or the F8 key to search by item description.  In change mode, press the F1 key to search for existing kit items.

    Rollup Price =

    Entry not allowed. 

    This field displays what was entered in the Rollup Price field for this kit item in the Item File Maintenance application.  If this field is Y, the kit's price will be rolled up from the prices of its components.  If this field is N, the kit's price will be taken from the Price Code File in Customer Order Processing, or, if there is not an appropriate price code on file, it will be taken from the Selling Price field in the Item File.

    Kit Component

    15 alphanumeric characters.

    Enter the item number to be used as a component of the kit parent item.  Kit components may not be kit parent items, BOMP feature items, or parent items in BOMP product structures.

    To change a component in the kit, set the Qty Per Kit field to zero.  This will delete the component.  You may then enter a different component with the deleted sequence number or re-enter the deleted component with a different sequence number.

     


     

    Kit Component (continued)

    To insert a component, enter the new component on the last screen of components.  The sequence number you assign it will determine where it is placed in the component list.  For example, if your existing components are incremented by ten's (10, 20, 30, etc.), you could assign a new component a sequence number of 15 for it to appear between the first and second components.  When you press Return after entering a component, it will automatically appear in the correct place.

    Press the F7 key to search by item number, the F8 key to search by item description, or the F10 key to end component entry.

    Seq

    3 numeric digits.

    Enter the sequence number that will be used to link this component with the kit parent item.  The sequence number may not be zero and a kit parent item may not have multiple components with the same sequence number.  The default is the last used sequence number plus the increment.  In change mode, this field may not be changed.

    Component Description

    30 alphanumeric characters.

    The description of the component is automatically displayed.

    Qty Per Kit

    10 numeric digits with 6 decimal places and an optional minus sign.

    Enter the quantity of the component required to make one kit parent item.  To make changes to kit component structures after components are entered, change this field to zero to delete the component and then re-enter it with any changes.  The default is 1.

     

    Kit Edit List

     

    Name

    Type and Description

    Starting Kit Item

    15 alphanumeric characters.

    Enter the starting kit item number for the range to be printed.  Press the F1 key to search for existing kit items.

    Press the F1 key to search for kit items.  The default is All kit items.

    Ending Kit Item

    15 alphanumeric characters.

    Enter the ending kit item number for the range to be printed. 

    Press the F1 key to search for kit items.  The default is the starting kit item number.

    Update Kit Cost & Price ?

    Y or N.

    Enter Y to update the kit item's cost and price.  If you answer Y, you will be asked if you wish to override the Item File Maintenance Rollup Price flag or to only update those kit items that are flagged for price rollup.

    To rollup a kit's price, the program will add the prices of its components and update field #16 (Selling Price) in the Item File.

    To rollup a kit's cost, the program will add its components costs and update the kit's average, last and standard costs (field #'s 24, 25 and 26) in the Item File.

     

     

    Screens

     

    Kit File Sequence Number, Pop-Up Window

     

     


     

    Kit File Maintenance

     


     

    Kit Edit List

     

     

      REPORTS

    Kit File Inquiry

    Application Overview

     The Kit File Inquiry application allows the user to quickly display the components of any kit parent item.  The kits may be viewed but not changed.  Further information and field descriptions for the data displayed in this application may be found in the Kit File Maintenance section of this manual.

     

    Run Instructions

     Select Kit File from the pull down I/M Inquiry window.  The following screen will then be displayed:

     

     

    Kit File Inquiry Entry Screen

     The following options are available:

      • Select the desired mode from the Kit File menu bar.
      • Enter the data requested on the screen.

       To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

       

      Entry Field Descriptions

       

      Name

      Type and Description

      Kit Item

      15 alphanumeric characters.

      Enter the kit item number whose components are to be displayed.  Press the F1 key to search existing kit parent items.  Press the F7 key to search by item number or press the F8 key to search by item description.

       

       


       

      Kit File Inquiry (First Page of Components)

       

       

       

      Kit File Inquiry (Second Page of Components)

      Inventory Management

      1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
      2. Introduction to Available to Promise (ATP)
      3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
      4. Inventory Aging Report Shows Different Age Between Single and All Locations
      5. Multiple Users Entering Physical Count Tag at the Same Time Issue
      6. Expand Item Description 1 and 2 Character Limit
      7. How Different is an IM Kit from a BOMP Kit?
      8. Explanation on Component Availability Inquiry
      9. How Is Shortcut Item Different from Kit Item?
      10. No Privilege to View Location History
      11. How to Calculate EOQ (Economic Order Quantity)
      12. Item Quantity Allocation Is Incorrect
      13. Reorder Advice Custom CSV Export Shows Zero Items
      14. Elliott Physical Count Processing
      15. Feature - Add-On Item Drill Down From Item Search
      16. Feature - Utility to Reset Item PTD Fields from Location History
      17. Feature - Inventory Snapshot
      18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
      19. Feature - Item Master Activity Sub-Code
      20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
      21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
      22. Feature - Item Linkage Report/Processing
      23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
      24. Procedure to Correct Bad Serial Number with Special Symbol
      25. Feature - Additional SY12MONS Updates
      26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
      27. Feature - Item Number Wild Card Support for Starting Item Number
      28. Feature - Obsolete Kit Parent When First Component is Obsolete
      29. Feature - Show Items with Qty Variance on Tag Variance Reports
      30. IM01S3 Inventory Management Iten Audit Trail Report
      31. IM04S2 Inventory Management Inventory Transaction Audit Report
      32. IM02S2 Inventory Management Inventory Location Audit Trail Report
      33. IM03S1 Inventory Management Usage Exception Reports
      34. IM06SCN Inventory Management Stock Status Report
      35. IM08S1 Inventory Management Print Cycle Count Worksheet
      36. IM14S1 Inventory Management Item History Report
      37. IM19S1 Inventory Management Serial/Lot Stock Status Report
      38. IM19S2 Inventory Management Serial/Lot Issue History Report
      39. IM20S1 Inventory Management I/M Distribution to G/L Report
      40. IM26SCN Inventory Management Frozen Stock Status Report
      41. IM30S1 Inventory Management Kit Where-Used Report
      42. IM31S1 Create Unreleased POs by Vendor
      43. IM32S1 Inventory Management Kit Gross Requirements Report
      44. IM0201 Inventory Management Location Control File Maintenance
      45. IM0405 Inventory Management Available To Promise Inquiry
      46. IM0500 Inventory Management Stock Status Inquiry
      47. IM0500Q Inventory Management Stock Status Inquiry
      48. IM0700 Inventory Management ABC Analysis Reports
      49. IM0900 Inventory Management Reordering Advice Reports
      50. IM1000 Inventory Management Physical Count Processing
      51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
      52. IM1100 Inventory Management Utilities Setup
      53. IM1201 Inventory Management Location File Maintenance
      54. IM1300 Inventory Management Recalculate Reorder Fields
      55. IM1400 Inventory Management Clear Item Accumulators
      56. IM1501 Inventory Management Product Category File Maintenance
      57. IM1601 Inventory Management Material Cost Type File Maintenance
      58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
      59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
      60. IM1901 Inventory Management Initialize Lifo/Fifo File
      61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
      62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
      63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
      64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
      65. IM2500 Inventory Management Reset Allocated Quantities
      66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
      67. IM2800 Inventory Management Freeze Inventory
      68. IM2900 Inventory Management Kit File Maintenance
      69. IM3301 Inventory Management Job Code File Maintenance
      70. IM3400 Inventory Management Job Analysis Report
      71. IMACTMNT Inventory Management I/M Account File Maintenance
      72. IMAGESCN Inventory Management Inventory Aging Report
      73. IMATPGSN Inventory Management Generate ATP File
      74. IMATPRSN Inventory Management Available to Promise Report
      75. IMBININV Inventory Management Bin Inventory File Maintenance
      76. IMBINMNT Inventory Management Bin File Maintenance
      77. IMBINTRN Inventory Management Inventory Transfer Processing
      78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
      79. IMEXPTSN Inventory Management Export Item for Take an Order
      80. IMFRMMNT Inventory Management Item Label Form Setup
      81. IMGENMNU Inventory Management Generate Location History
      82. IMIMSITM Inventory Management Item Import Utility
      83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
      84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
      85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
      86. IMVESMNT Inventory Management Vessel File Maintenance
      87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
      88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
      89. Change - Update Both Kit Parent and Components Usage
      90. Feature - Create Price Code 1 from Item Minimum Price Utility
      91. Change - Available to Promise by Item Report - Add Item Description 2
      92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
      93. Can System Default Item User-Defined Code?
      94. Feature - Item Label Printing Enhancements
      95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
      96. Understanding Status Code at Inventory Transfer Dispatch Screen
      97. Feature - Support GTIN Based on Two Different UPC Codes
      98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
      99. Feature - Allow Physical Count Tag Import Without Serial Number
      100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
      101. Feature - New QTYAVAILBYCOMP Attribute Fields
      102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
      103. Feature - Improvements to Reorder Advise Reports
      104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
      105. Feature - Added a Function "Create Inventory Trx CSV Import"
      106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
      107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
      108. Feature - Add Desc2 Column to Item Linkage CSV Report
      109. Feature - Numeric Item List Changes
      110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
      111. What's the Difference Between Lead Time & Planning Lead Time?
      112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
      113. IM0000 Inventory Management Package Overview 7
      114. IM0000 Inventory Management Package Overview 1
      115. IM0000 Inventory Management Package Overview 2
      116. IM0000 Inventory Management Package Overview 3
      117. IM0000 Inventory Management Package Overview 4
      118. IM0000 Inventory Management Package Overview 6
      119. IM0000 Inventory Management Package Overview 5
      120. IM0000 Inventory Management Package Overview 8
      121. IM0000 Inventory Management Package Overview: Index
      122. IM0101 Inventory Management Item File Maintenance 1
      123. IM0101 Inventory Management Item File Maintenance 2
      124. IM0101 Inventory Management Item File Maintenance 3
      125. IM0101 Inventory Management Item File Maintenance 4
      126. IM0101 Inventory Management Item File Maintenance 5
      127. IM0101 Inventory Management Item File Maintenance 6
      128. IM0101 Inventory Management Item File Maintenance 7
      129. IM0101 Inventory Management Item File Maintenance 8
      130. IM0101 Inventory Management Item File Maintenance: Index
      131. IM2400 Inventory Management Inventory Transaction Processing 1
      132. IM2400 Inventory Management Inventory Transaction Processing 2
      133. IM2400 Inventory Management Inventory Transaction Processing 3
      134. IM2400 Inventory Management Inventory Transaction Processing 4
      135. IM2400 Inventory Management Inventory Transaction Processing 5
      136. IM2400 Inventory Management Inventory Transaction Processing 6
      137. IM2400 Inventory Management Inventory Transaction Processing 7
      138. IM2400 Inventory Management Inventory Transaction Processing: Index
      139. How to Run Inventory Stock Status Report for a Certain Date
      140. Feature - Transition to Obsolete
      141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
      142. Feature - Zero Item Weight When Using F3 to Copy Item
      143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
      144. What Information Is Stored in the Location History (IMLOCHST) Table?
      145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
      146. Feature - Add User ID to User Defined CSV Export
      147. Feature - User Defined CSV Export Item Batch Support
      148. Feature - Export Inventory TRX Audit Trail to CSV
      149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
      150. Feature - Added “Item 1st Received Date Range” Criteria to Item User Defined CSV Export
      151. How to Get a List of Items That Does Not Have GTIN Code Defined
      152. Feature - User Defined CSV Export Quantity Sold by Customer#, Customer Type or Customer Group
      153. Feature - Added inKit (IK) and inBOMP (IB) Column Types to the User-Defined CSV Report
      154. Feature - Added Phantom Locking to Item File Maintenance

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