Tracking concession reference on parts through multi-level jobs to SO and C of C stage

Kinetic ERP
1

We make and sell complex systems. Many parts, many assemblies, BoM levels, Jobs etc.

Sometimes we need to obtain customer agreement to deviate from specification on a part - a concession. This concession will have some kind of unique reference number.

This part might be part of an assembly, which is absorbed onto another assembly, [etc. etc.] which is absorbed into a top-level assembly, which is make to stock.

A sales order will then take that system from stock and sell it to the customer. We need to reference the concession number on the Certificate of Conformity of that SO for that system.

We are all arguing about the best way to do this in Kinetic. We can’t enter it against a job number, since we don’t necessarily have visibility of that job at SO stage. We can’t enter it against the SO, as we wouldn’t necessarily know what SO it will end up on in the future.

I could physically tie a nice big cardboard tag to the part which travels through whatever job/assembly/SO and this would work - but there must be a more intelligent analogue of doing this in Kinetic!

Feel like we’re missing something - can anyone suggest anything I can explore?

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I don’t think you can do this as make to stock and maintain actual traceability, unless your parts are serial tracked. Capture the concession on the sales order and then mark the sales order release make direct so you have a link between the sales order and the job. If its a subcomponent, then that subcomponent needs to be make-to-job to link it to the job that is then linked to the sales order.

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Why not use Lot control on the assembly?
This allows you to place the assembly into stock.
I you uses AMM, you can allocate the specific lot number to the sales order.

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Then you would have to enter the lot on every transaction for that part forever.

5

I “Simple” approach could be using revision.
Key with this is that it can be selected on the sales order currently.
The revisions by standard practice can have a unique BOM.
Revisions that aren’t available anymore would be made inactive.

Not sure if MRP would run based on the Order Line Revision, that would need to be reviewed.