Kitting Schedules

Overview and Settings

To plan product kitting, you can use Kitting schedules.

To enable kitting schedules, go to Master data and settings – Budgeting and planning and select the Kitting schedules checkbox.

With kitting schedules, you can do the following:

Plan kitting and reverse kitting broken down by warehouse
Plan subassemblies
Store parameters for automatic generation and filling of kitting schedules
Automatically fill plans by formulas, by sources (system data) or by importing from spreadsheet files
Compare kitting schedules with other demand and supply plans
Control kitting schedule execution

Registering Kitting Schedules

To create a kitting schedule:

Go to Planning > Kitting schedules.
Click Create.
On the Main tab, specify the Scenario and Plan profile. For details, see Planning Master Data.
Specify the planning Period.
If applicable, specify the Warehouse and Assignment (depends on the plan profile settings).

6. On the Kits tab, specify a list of kits that need to be assembled or disassembled into components and their quantity. You can fill in the document automatically using the following commands:

If Fill in by sources population option is selected in the plan profile:

Click Fill goods > By filter... to fill items using goods selection tool by any parameters (item, warehouse, price, retail format, and so on). OR
Click Fill goods > By custom rule. It will open the Fill in plan form where you can set the data source to fill in the quantity. The sources for filling in the quantity are planning data sources.

If Fill in using formula population option is selected in the plan profile, click Fill in goods. It will open the Fill in plan form where you can:
1) Fill in items:

By assembled kits. Items that have one or more product kit configurations created.
By attribute indicating that it is included in kitting. Allows you to fill in items which were assembled at any time.
From formula. Items will be received from the operands specified in the formula below.
By filter. Allows you to fill in items by the arbitrary filter set in the document.

2) Fill in quantity using the formula.

To import lines from the spreadsheet:

Click the Import from external file icon.
In the import from external file form, paste data copied from the spreadsheet.
Click Next. The system will automatically parse all the data pasted and fill in the form with the system master data.
Review and amend the information and click Move and close. The system will automatically fill in the form.

7. If subassembly scheduling is required, click Plan subassemblies.
8. Set the document status to Confirmed.
9. Click Post and close.

Subassembly Scheduling

When creating the Kitting schedule document, you can schedule a subassembly of components (the Plan subassemblies button). The result of subassembly scheduling is to add kits included in the specified kits to the Kits tab.

Subassembly scheduling is possible if one kit has another kit in the list of its component. In this case, not only the assembly of the main set kit, but also the assembly of the kit that is a part of the main kit will be automatically scheduled.

You can schedule subassembly in the Kitting schedule document if the warehouse is specified in the kitting schedule.

Components whose subassembly is planned are highlighted in brown on the Kits tab of the Kitting schedule document, and their planning status to To plan. Once the subassembly is planned, the status is set to Completed. If subassembly scheduling is not needed, the status is set to Not required.

Analyzing Kitting Schedules

To analyze the actual state of kitting and reverse kitting by plans, use the Kitting schedule by warehouses report in Planning – Budgeting and planning reports.

To check the compliance and fulfillment of kitting schedules with other types of plans, use the Plan balance for the period report in Planning – Budgeting and planning reports. You can also open it from the Kitting schedule by clicking Reports – Plan balance.