Planning for Material in Sales-Kit - Solution

[LarsonSolutions (Bruce Larson)]

I have been thinking how to solve this recurring questions - how do you plan for the Sales Kits parts?
This is one of those threads.

Does someone has a workaround for forecasting a sales kit

Hi, After multiple tests, I found that if I put a forcast on a sales kit, the demand for the materials does not work. I have no purchase suggestions or job suggestions for the materials. Anyone has an idea how to create demand on a sales kit forecast or MPS. Thanks

I believe I have an answer.

Planning material for a sales Kit.

1. Create your Part(s) for Sales Kits
   

   

2. Add Materials to the BOM
   

   

3. Create a Planning BOM part that you will forecast
   

   

4. Create a Planning BOM for the Kit(s) you want to forecast
   (you could do one for one also)

5. Add Parts that will consume the forecast from the Planning BOM part by adding them to the planning pool of the Planning BOM part
   

   

6. Enter a forecast for the Planning BOM
   

   

7. Run MRP on the Planning BOM part
   

   

8. Enter in a Sales Order
   

   
   
   Don’t forget the shipby date

9. Run MRP again
   

   

10. Demand for components switch from a job to sales kit demand
    

    

[jkane (John Kane)]

Very interesting @LarsonSolutions . I forget, is the Planning BOM functionality base or an additional module?

[LarsonSolutions (Bruce Larson)]

I appears to be base - looking across the various companies, I have seen Planning Pool on the part entry.

Interesting though - I have not seen this in the Education Database.
Help on Planning Pool was not too helpful either.

[Ernie (Ernie Lowell)]

Great find @LarsonSolutions! Planning BOM was introduced for K2022.1, and I’ve never understood it (or found a use case for it)… but the Release Guide describes it thusly:

“Planning Bill of Material is an unbuildable BOM that allows the user to express the lower-level parts as a percentage of the total number to be sold. This is the traditional way for manufacturers to forecast lower level parts. A typical use-case entails a non-sellable, non-buildable part at the top with a quantity to build for a period of time. Each of the components of the BOM have a quantity per, and a percentage. If the user has options, then each option is represented along with the quantity per and percentage. As the parts are consumed by actual sales orders, the forecast quantities are consumed. Once the Planning BOM is active, MRP will see it as forecasted.”

[Mark_Wonsil]

I was first introduced to planning BOMs in APICS training, er, a while ago. The idea was to explode a forecast into some desired mix. It makes it easy to change the total forecast or just the mix all in one.