Sales Kits versus creating a Part number for kitting purposes -

Yahoo Archive
1
Sales kits can help a lot in the shop if you don't want to create jobs. However, Epicor's sales kits are not designed to just circumvent job creation. Where I can from there were so many customizations to get the pieces to not appear on a sales order (we didn't want the customer to see the pieces in the kit - Epicor's definition would be to typically show them). Once you do that, then when you print your sales order lines you have gaps because each component gets an order line. To not confuse the customer we created a custom sales order acknowledgment that display the sales order display sequence. That snowballed into a lot of other customizations (you pack by order line, so now you're pulling through your display sequence to shipping and invoicing, plus a lot of other shop paperwork if your plant refers to the sales order).

If you're looking at sales kits just to prevent doing jobs, you may want to look at other options (pull as assembly, phantom, ???). I don't know what the pros and cons are of all those though.
2
If you had to explain to someone new the difference between Epicor's Sales Kits and how you can create a part number to kit parts together, what would you say?

Looking also for Pros and Cons.

Thanks in advance!

Manasa Reddy


[Non-text portions of this message have been removed]
3
Not trying to be funny or it is just Friday but not sure what you are asking, in your statement I don't see any difference between Sales Kits and creating the part to kit the parts.

Sales Kits are a parent level part number that is a collection of parts that make up the kit. A basic example would be an IKEA cabinet or one of the plastic shelf kits you can get at Home Depot or Lowe's. The box has the materials and the purchaser puts it together.

You can setup a Kit part that has no items and then allow the user to "build" the kit by adding parts during quote and order entry. Or you can have a starting list of parts and allow the user to tweak them. And you can lock the list down the user can not change anything.

Sales Kits can also be configured via a Product Configurator.

Jim Kinneman
Encompass Solutions, Inc

--- In vantage@yahoogroups.com, Manasa Reddy wrote:
>
> If you had to explain to someone new the difference between Epicor's Sales Kits and how you can create a part number to kit parts together, what would you say?
>
> Looking also for Pros and Cons.
>
> Thanks in advance!
>
> Manasa Reddy
>
>
> [Non-text portions of this message have been removed]
>
4
A sales kit is a special kind of BOM. You don't need a job to pull the
parts. Epicor assigns a line int the sales order for each component but
displays a different line on the order, which can cause BAQ and Crystal
reports not to display correctly if you use the wrong fields. Price can be
set by item or a sum of the options. You can allow some modification of the
kit at order time. You may also choose to display components or not on
customer facing documents.

I've had issues with the bookings tables when using sales kits. It was
buggy but not sure now.

You cannot track labor with SKs. I don't think a SK can be serialized
either although each component can - IIRC.

That's about it.

Mark W.

On Friday, February 1, 2013, Manasa Reddy wrote:

> **
>
>
> If you had to explain to someone new the difference between Epicor's Sales
> Kits and how you can create a part number to kit parts together, what would
> you say?
>
> Looking also for Pros and Cons.
>
> Thanks in advance!
>
> Manasa Reddy
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
5
A Sales Kit is an assembly of parts assembled in the warehouse at time of shipping. As others have said you cannot track labour & other resource utilasations. You also need to be careful how the sale is recorded in GL

A MOM is a Parent Part and Child Parts and Subassemblies and routing processes including labour and other resource allocations assembled in the work or jobbing area.
6
Sales Kits were a must for us when evaluating ERP systems many years ago. We are a make to order furniture manufacturer. The ability to enter one parent number to separately ship many different component parts from different plant locations is a key feature. We also combine this into the configurator for building the non-stock components directly to the order.

Yes, there are differences in how the data is handled.

I think it depends on your needs. Forcing a kitting operation and not using the sales kit function made no sense for us.

Brad Boes
Metalworks


--- In vantage@yahoogroups.com, Mark Wonsil wrote:
>
> A sales kit is a special kind of BOM. You don't need a job to pull the
> parts. Epicor assigns a line int the sales order for each component but
> displays a different line on the order, which can cause BAQ and Crystal
> reports not to display correctly if you use the wrong fields. Price can be
> set by item or a sum of the options. You can allow some modification of the
> kit at order time. You may also choose to display components or not on
> customer facing documents.
>
> I've had issues with the bookings tables when using sales kits. It was
> buggy but not sure now.
>
> You cannot track labor with SKs. I don't think a SK can be serialized
> either although each component can - IIRC.
>
> That's about it.
>
> Mark W.
>
> On Friday, February 1, 2013, Manasa Reddy wrote:
>
> > **
> >
> >
> > If you had to explain to someone new the difference between Epicor's Sales
> > Kits and how you can create a part number to kit parts together, what would
> > you say?
> >
> > Looking also for Pros and Cons.
> >
> > Thanks in advance!
> >
> > Manasa Reddy
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>