We have tried sales kits and have not had good success with them.
Orders with multiple releases fail miserably (bugs) and the resulting
number of sales order lines that are "invisible" creates confusion.
We have a group of users who are working on sales kit alternatives.
They would like to know what other Epicor users are doing for sales
kit usage.
- Can any users provide insight on how they use or structure sales
kits and components?
- What other alternatives have people used to work around some of the
issues below?
We typically use sales kits for items that have some assembly
required, but a very small amount - so much so that we really don't
want to create jobs and paperwork for them. We are currently
investigating the use of Kanban receipts to help with this.
Here is a list of some of the issues we had with them and had to do
numerous customizations to get around:
- Sales Kit Line Numbers - Epicor sales kits are assigned unique
order line numbers; Customizations created to show the order display
sequence of the sales kit on the Sales Order Acknowledgement,
Invoices, and Job Traveler.
- Sales Order Pick List – Issues with displaying kit components
correctly
- Sales Kit RMA's – RMA entry screen did not allow the
order/line/release to be populated for the line representing the
sales kit
- Epicor Shipping Documents (Packing Slips, etc.) - Customizations
required to suppress kit components
- Agile Manifest System Shipping - Interface had to be customized
since shipping documents (Commercial Invoice, SED, etc.) were being
affected by sales kits component lines
- Reporting – Sales Backlog and Order reports had to be customized
due to the sales kits parent parts and component parts affecting the
reported numbers.
Sorry for the long message, but any alternative experiences on sales
kits is appreciated.
Orders with multiple releases fail miserably (bugs) and the resulting
number of sales order lines that are "invisible" creates confusion.
We have a group of users who are working on sales kit alternatives.
They would like to know what other Epicor users are doing for sales
kit usage.
- Can any users provide insight on how they use or structure sales
kits and components?
- What other alternatives have people used to work around some of the
issues below?
We typically use sales kits for items that have some assembly
required, but a very small amount - so much so that we really don't
want to create jobs and paperwork for them. We are currently
investigating the use of Kanban receipts to help with this.
Here is a list of some of the issues we had with them and had to do
numerous customizations to get around:
- Sales Kit Line Numbers - Epicor sales kits are assigned unique
order line numbers; Customizations created to show the order display
sequence of the sales kit on the Sales Order Acknowledgement,
Invoices, and Job Traveler.
- Sales Order Pick List – Issues with displaying kit components
correctly
- Sales Kit RMA's – RMA entry screen did not allow the
order/line/release to be populated for the line representing the
sales kit
- Epicor Shipping Documents (Packing Slips, etc.) - Customizations
required to suppress kit components
- Agile Manifest System Shipping - Interface had to be customized
since shipping documents (Commercial Invoice, SED, etc.) were being
affected by sales kits component lines
- Reporting – Sales Backlog and Order reports had to be customized
due to the sales kits parent parts and component parts affecting the
reported numbers.
Sorry for the long message, but any alternative experiences on sales
kits is appreciated.