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The sales order process is a flexible system you can use to create everything from single release sales orders to complex, configured, kitted, multi-line, multi-release orders. The sales order entry process is also directly integrated with quoting, purchasing, and job management. You can create a new sales order from an existing quote, make the changes you need, allocate the inventory from stock, mark some items to buy direct, and drop ship, or even automatically generate jobs from the order’s detail lines.

The module also contains advanced functions. Use the pricing and discounting functionality to define a regular system for discounts and price point levels. You can then apply uniform price breaks across your products or individual price breaks that you assign to specific customers. Use the Sales Kitting functionality to create a sales kit for a part that contains a series of related parts. These child parts can either be stock or non-stock. If you use the Configurator module, you can also create multi-level configured parts that can be included as detail lines on a sales kit order.

By using the available functionality within the sales order process, you can efficiently create, process, and complete your company’s sales orders.

Operations

Sales Order Entry

1. Click the New button on the Standard toolbar. The fields on the Summary sheet become active.

2. To enter the Sold To customer, click the Customer button to search for and select a customer record. The Sold To is the customer location purchasing the goods and services. This location is the main address that you enter on the Customer > Detail sheet within Customer Maintenance. After the customer is selected, default information from the customer record displays.

3. The Bill To location defaults to the address defined on the Billing > Detail sheet within Customer Maintenance. The Bill To customer is the customer location that pays for the purchased goods and services. To select an alternate Bill To, select a customer from the drop-down list, or select Same as Sold To if the Bill To customer is the same as the Sold To customer.

4. The Ship To customer defaults from the Sold To customer. You can click the Customer button to search for and select a different Ship To customer. The Ship To customer is the customer who receives the goods.

5. The Ship To location defaults to the address defined on the Ship To > Detail sheet within Customer Maintenance. The Ship To code is the ship to customer location that receives the goods and services. Optionally, click the Ship To button to search for and select a different Ship To customer address related to the Ship To customer.

6. If the order needs to be shipped to a location other than those that appear in the Ship To field selection list, select the One Time check box. This check box is available only if the Allow One Time Ship To check box has been selected for the specified Sold To or Ship To customer on the Customer > Detail sheet within Customer Maintenance.

7. If you selected the One Time check box, click the One Time Ship To sheet and define the one time shipping address for the order.

8. The contact Name and Address information displays for both the Sold To and Ship To customers.

9. On the Summary sheet, enter a Need By date. This defines the date the customer wants to receive the order.

10. Enter a Ship By date. This defines the date you must ship out the order so that the customer can receive the parts by the Need By Date.

11. Optionally, enter a Ship By Time. This defines the time of day by which you must ship the order on the specified ship date.

12. Optionally, select the check boxes set by default through the Company Configuration program.

• The Apply Order Based Discounts Automatically check box activates the automatic pricing system. You can then apply discounts based on the quantity for each order line, the total value of the order, or both.

• If this program is set up for automatic printing, selecting the Auto-Print Ready check box causes the current record to generate as a report. This report can automatically display through a print preview, print out on a selected client or server printer, be sent an e-mail attachment, or be sent as a fax. After you select this check box and click Save, the report generates through one of these output options.

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You should only select the Ready to Process check box if you are reasonably sure the sales order is complete. Each time you save a sales order designated as ready to process, all of the Tax Connect processes run and the resulting calculated amounts are automatically sent to the Avalara^® AvaTax^® website. You typically will have better order entry performance when the Ready to Process check box is clear, as this prevents the additional processing and Internet data transfer from placing demands against your network. For more specific information on what occurs when this check box is selected, review the Ready to Process field definition within the application help.

This check box is available only if you install the Advanced Material Management license.

15. Click Save. Sales Order Entry assigns a new sales order number to the record.

Sales Order Detail Lines

When the main information on the Sales Order header is complete, you are ready to enter detail lines on this sales order. To create a new order detail line:

1. Click the Down Arrow next to the New button; select New Line.

2. Enter the detail line on the Summary sheet within the Order Lines grid.

Order Lines - Detail Sheet

Use the Lines > Detail sheet to enter complete detail line information. You both select the part and enter the quantity that the customer has requested on this sheet. To enter a detail line:

2. Click the Part/Rev button to find and select the part the customer ordered.

3. In the Order Quantity field, enter the number of parts that the customer ordered. Select the unit of measure for the part.

4. After the part record is selected, the Lines > Detail sheet displays default part information such as the Price Per and Unit Price values. Optionally edit this information.

5. If your sales force generated this sales order as part of a marketing campaign, this campaign appears in the Marketing Campaign field. Click the Campaign button to find and select the marketing campaign that generated the sales order. To learn more about marketing campaigns and other marketing features, review the chapter on Customer Relationship Management.

6. When you finish, click Save.

Your new detail lines are saved on the sales order.

Order Releases

When you save a detail line, Sales Order Entry automatically creates a single release for the line. This release has the same quantity that was entered on the detail line. You can also create multiple releases for each detail line. You would do this, for example, if the customer needs

to receive part quantities at different locations, or to set up a delivery schedule. To enter a release:

2. The Releases > Detail sheet displays. The fields on this sheet become active for data entry.

3. In the Order Quantity field, enter the amount to be sent with this release.

4. If you want to add any additional information about this release, enter it in the Reference field.

5. If the order release was generated from an inbound EDI transaction file by the Inbound EDI Demand Process, the associated Deman Reference displays.

6. The order header’s Need By and Ship By dates display on this release. If you ship this release on another date, select different Need By and Ship By dates.

7. If the release will definitely be shipped, select the Firm Release check box. This status displays on various reports.

8. Select the necessary check box to specify if this sales release is a Buy To Order, which indicates purchase order suggestions are generated, or Make Direct, which indicates this release quantity is manufactured instead of pulled from inventory.

9. If you selected the Buy To Order check box, you can also enter or find and select the Supplier identifier. This defaults from the supplier designated for the part in the Part Maintenance > Part > Site sheet. Leaving the Supplier field blank allows the buyer to define the supplier needed to fulfill the order.

10. For a Buy To Order sales release, select the Drop Ship check box if this order is drop shipped by your supplier to your customer. This defaults from the Default Drop Ship value as defined for this part in the Part Maintenance > Part > Sites >Details sheet.

11. The Ship To Address displays. This address defaults from the sales order header. If this release is sent to an alternate location, click the Ship To button to find and select a different ship to address for this customer.

12. If your company ships to a distribution center instead of directly to a customer, you need to specify the final destination of the order. To do this, click the Mark For sheet and define the Mark For Customer and Ship To Address.

13. Select a Tax Liability from the drop-down list to specify the tax liability for this sales release.

14. When you finish, click Save. Sales Order Entry automatically assigns a number to the new release.

Build Order From History

3. Click OK. The Epicor application generates a new order line for the part, and displays the part quantity using the unit

of measure contained in the UOM field. It also uses the price displayed in the New Price field as the price for the newly ordered item.

Order Fulfillment/Allocation Processing

Prior to using the Fulfillment Workbench, you must set up your parts, bins, warehouses, shop employees and warehouse teams. For more information, review the Personnel chapter and Warehouses and Bins chapter in the Epicor ERP Implementation Guide.

Allocation Templates

You can define allocation templates for automation of the allocation process in the Fulfillment Workbench. Multiple allocation templates can be defined, each with their own set of processing parameters. Using templates saves time by automatically entering default parameters for each fulfillment allocation session. If you typically handle allocations in the same way, create these templates.

Menu Path: Material Management > Inventory Management > Setup > Allocation Template

To add a template:

1. Click the New button on the Standard toolbar.

2. Enter the Template Code identifier. This value displays within related programs.

3. Enter a concise Description that explains the purpose of the template.

4. Select the Type from the drop-down list to specify if the allocation is by order or by wave. Waves are used when you have similar orders shipping to the same or different customers. Instead of generating a pick transaction for each order individually, a wave groups the orders together and allows you to pick the inventory from stock to shipping for all the orders at one time. By using waves, you can efficiently fulfill sales orders.

5. Select the Warehouse from the drop-down list. The warehouses entered in Warehouse Maintenance display on this list.

6. Select the Demand Type from the drop-down list. The types include order, job, or transfer order.

7. Define the Inventory Allocation Search criteria to filter the search results. You can select the Warehouse Zone which includes any warehouse zones that have been defined in Warehouse Zone Entry.

8. You can also specify the Bin Type for searching. Bin types include standard, managed, or both.

9. Several options exist for sorting available inventory. Search Sort options include FIFO (First In, First Out), LIFO (Last In, First Out), Bin Ascending, Bin Descending, Quantity Ascending, Quantity Descending, and FEFO (First Expiry Date First Out). FIFO, LIFO, and FEFO are only valid for lot-tracked items.

10. Specify the distribution Process Type for this template. At the time of allocation, you can select the distribution process used to retrieve the inventory for the order. The options include:

• Pick/Pack – You print a pick ticket and use that ticket as a guide for picking. At the time of packing, the Epicor application retrieves the inventory from the picking warehouse and moves it to the shipping warehouse. A Pick/Pack type has its own transaction type that displays on the Material Queue. During the packing process, the transaction is removed from the queue. These transactions cannot be accessed via the handheld.

• Handheld Pick – You use the queues and either manually select a transaction to process or let the Epicor application automatically assign transactions based on pre-configured groups. From the handheld, you select the pick transaction for the specified order which immediately moves inventory from the picking warehouse to the shipping warehouse. A Handheld Pick has its own transaction type that displays on the Material Queue.

• 11. You can assign a team or user to any of the associated picking transactions that result from the allocation process. Select a Warehouse Team Assignment or Warehouse User Assignment from the drop-down lists.

• 12. Define the Transaction Priority based on the time-frame needed to ship the order. A higher priority transaction is sequenced at the top of the queue. A lower priority transaction is sequenced at the lower end of the queue.

• 13. Select the Enable Cross-Docking check box to create cross-dock transactions when no inventory is available to allocate. Use the cross-docking process to allocate inventory not yet available (not on hand).

• 14. Define the queue handling transactions. Select the Release To Picking check box to specify the allocated inventory for the transactions can be released for picking and distribution.

• 15. Only available for wave picking, select the Allow Multiple Parts Per Bin check box to cause multiple parts to be put into a replenishment or forward stocking bin. You can then define the destination for the allocation.

• 16. If you are allocating waves, select the Warehouse and Warehouse Zone from the drop-down lists to specify the warehouse and zones available. Only zones with bins that have the Wave Replenishable check box selected display in the list.

• 17. Select the Bin to specify the warehouse zone available. Select a bin if the wave pick is to a specific bin/floor location. This option is available if a Forward Stage Group is not selected.

• 18. Select a Pack Station from the drop-down list to specify the shipping location. The pack station identifier displays on the handheld or pick ticket to tell the warehouse employee (picker) where to take the inventory to be packed.

• 19. Click Save.

Fulfillment Workbench

Full functionality of the Fulfillment Workbench is available only if your company uses the Advanced Material Management module. Menu Path: Sales Management > Order Management > General Operations > Fulfillment Workbench To reserve inventory:

For example, if you want to display orders that are 15% fillable, enter the percentage as 15, and only orders that are able to be fulfilled 15% are included in the search results.

1. Click the Binoculars button to open the search window.

2. Specify the Fulfillment Range search criteria, which include Wave ID,Warehouse, Part, and date selections.

For more information on wave processing, refer to the application help.

4. Enter the filter criteria by defining which types to Exclude or Include Only. These include Sales Orders,Transfer Orders, Jobs, and order statuses (Reserved, Allocated,In Picking, and Picked). By default, all types are included if the field is left blank.

5. Click Search. The records that match the search criteria display in the Search Results grid.

6. Select the records you want to manage; click Select All to select all the records.

7. Click OK.

8. In this example, the selected records display on the Order Fulfillment sheet. If you need to make an additional search, click the Search button to display the Search window described previously. The selected lines are appended to the original search results.

9. To remove the search results from this sheet, click the Clear button

10. To mark a line for processing, click the Select check box that precedes the line.

11. You can select every line by clicking the Select All button.

12. If you wish to only process the specific lines you have selected, click the Select button.

13. If you want to recalculate the OrderFill% and Avail to FulFill% values based on the sort defined for the

records displayed, click Refresh Fulfillment.

14. To reserve the inventory, click the Actions menu, highlight Reserve and select Primary Warehouse Only to reserve the inventory in the warehouse specified as the primary warehouse. You can also select to reserve in all warehouses, in the demand warehouse only, or select the inventory for release and picking.

15. You can use the Supply sheet to view the material quantity as well as the inventory currently on hand. It also shows you the quantities reserved, allocated, picking, picked, and fulfilled.

16. You can use the Job Fulfillment sheet to view the list of records for the Job demand type. Click the Search button to open the Search window where you can enter filter criteria, including Wave ID and Job Number.

17. Use the Transfer Order Fulfillment sheet to view the list of records for the transfer order demand type. Click the Search button to open the Search window where you can enter filter criteria, including Wave ID and Transfer Order Number.

Allocate Inventory To allocate inventory:

1. Select the records for which you want to allocate inventory. Click Actions > Allocate > Allocate By Part. You can also select to allocate by lot/bin or serial number. Additional selections on the Actions menu provide you with the ability to release orders for picking, release orders for picking and unallocating/unreserving previously fulfilled orders.

2. Select the Allocation Type from the drop-down list to specify if the allocation is by order or by wave. Select Order to allocate orders being individually picked using Pick/Pack or Handheld Processing. Select Wave to allocate orders being picking using wave picking techniques.

3. If you have pre-defined an Allocation Template in Allocation Template Maintenance, select it from the drop-down list if you wish to use it for this fulfillment session.

4. If you have not defined any allocation templates, select the Ad Hoc check box for entry of on-the-fly ad-hoc allocation parameters for the current fulfillment session only; the parameters are not saved for future use.

1. Select allocation template information including warehouse and demand type (Sales Order, Transfer Order, or Job).

2. Specify inventory allocation search criteria (including Warehouse Zone, Search Sort, and Bin Type) and the Distribution Type (Handheld Pick or Pick/Pack).

3. Specify queue handling parameters for the allocation, including Warehouse Team Assignment, Warehouse User Assignment, and Transaction Priority.

4. Select the Enable Cross-Docking check box to create cross-dock transactions if no inventory is available to allocate; this creates a link between demand and expected inventory (receipts and production). The next completed receipt (purchase, transfer, or job order production) with matching stock is then linked to the matching cross dock record in the work queue. When the receipt transaction is entered, the cross dock transaction automatically becomes a pick transaction, and shop floor/warehouse personnel can directly pick the stock for the linked, allocated order.

5. Select the Release To Picking check box to release the allocated orders for picking.

6. Click Continue. Click OK to confirm.

Get Opportunity/Quote

1. From the Actions menu, select Get Opportunity/Quote.

2. The Create Order from Quote window displays. Enter or find and select the Quote you need.

3. After you select a quote, its Terms, Ship Via, and other primary information displays.

4. Also notice the quote’s Due Date,Expiration Date, and other quote information displays.

5. In the Quote Lines grid, the detail lines created from this quote display. Verify that you want to generate an order from these quote detail lines.

6. Click the Create Order button. A new sales order is generated. The detail lines from the quote are now turned into detail lines within a new order. If you need, you can edit this new order and its detail lines.

Epicor ERP 10 | 10.2.700

Order Job Wizard

When you complete a sales order, you are ready to turn this sales order into jobs. A key feature within Sales Order Entry, use the Order Job Wizard to add a demand to an existing job or create new jobs from the current order’s detail lines.

You can also use this program to pull in the manufacturing details for the part, schedule the job, and release it to your manufacturing center.

The Order Job Wizard command is only available on the Actions menu if the Make Direct check box is selected for a detail line on the Releases > Detail sheet. This indicates that the part quantity on the detail line is manufactured and shipped directly to the customer, and that this quantity is not to be pulled from inventory.

3. To create jobs for all the order lines, select the Select All check box.

4. To pull all the part methods into the new jobs, select the Get All Methods check box. Method of Manufacturing, or method, is the information required to build a part. It includes the necessary purchased and manufactured parts, as well as the steps required to build the final product. The list of materials is known as the bill of materials and the list of operations is known as the routing or bill of operations. For more information on methods, review the chapter on Engineering.

5. You can automatically place the new jobs within the manufacturing center’s schedule by selecting the Schedule All check box.

6. To release these jobs to manufacturing, select the Release All check box.

7. Now generate the jobs. To do this, click the Create Jobs button. If prompted for part validation, click Yes to continue.

You can also use the Order Job Wizard to link order releases to existing jobs. For more information, read the Order Job Wizard topics within application help.

Sales Order Acknowledgment

To communicate with your customer that the sales order is processed, use the Sales Order Acknowledgment. Run this report after you have finished the sales order. You can then send the report out to your customer.

To generate this report for the current sales order:

1. From the Actions menu, select Print Sales Order Acknowledgment.

2. The Sales Order Acknowledgment window displays.

3. Click the Filter tab.

4. Select the sales orders for which you wish to print acknowledgments.

5. Click the Selection tab. Review the selection information.

6. To print the report, click Print on the Standard toolbar.

Sales Order Automation (DocStar)

Sales Order Automation allows you to transform a purchase order from an email attachment or scanned image into a sales order in Epicor ERP. You can use virtually any email attachment. For example: PDF, Excel, Word Document, .tif, or other image files that contain a screen capture of a purchase order. Using DocStar to scan the email attachment, the relevant data is extracted. When the data successfully passes through the validation work flow a sales order will be automatically created in Epicor ERP.

Logic

The following logic applies:

• Intelligent Data Collector (IDC) identifies incoming email attachment information and pulls it into DocStar. It then extracts data from the attached document, such as: customer, purchase order number, part number, price, delivery date, and so on.

• Next, the data goes into DocStar as a pre-order and is automatically filtered to the DocStar workflow.

• If there are data exceptions that require your intervention, you need to determine how to resolve them in the pre-order state.

• • Once you correct the pre-order, the data flow back into the DocStar workflow.

• You make corrections to pre-orders in DocStar only.

• The order is committed in Epicor ERP, and the demand is created.

Automated sales order entry is limited to new orders. Updates to existing orders are marked as duplicates in the DocStar workflow. The original document is attached to the new order.

Limitations

• Parts on the Fly - Sales order automation does not support parts on the fly.

• Sales Kits - Sales Kits can be sent through DocStar and used in automatic order generation, however, there is no capability to edit kit components prior to the sales order being created.

• Configured Parts - Sales order automation does not support configured parts.

DocStar allows for sales order creation, but you cannot configure parts using the Q&A session.

Pre-Order Validations (DocStar)

The following is a list of line item validations. Each validation that sends a warning includes a unique ID that DocStar can identify.

• Part Number

1. A part that is received on an order must match a part number in Epicor ERP.

2. If the part number is not found, DocStar runs through the customer part records in Epicor ERP.

3. If the customer part record is not found, a warning is sent back to DocStar.

Parts can be marked as stock and non-stock, as defined in Part Maintenance in Epicor ERP. If a part is a non-stock item, the sales order release is automatically marked as Make Direct, meaning the sales order line item will be manufactured through a job. Manufactured and sales kit parts must include an approved revision. The most recent revision is used by default.

1. Manufactured and purchased parts on order lines must have a Need By date that is equal to today or in the future. If the Need By date is earlier than today's date, a warning is sent back to DocStar. Manufactured and purchased parts must include a lead time, as defined in Part Maintenance. If they do not, a warning is sent back to DocStar. If the lead time for the ordered parts goes beyond the Need By date, a warning is sent back to DocStar, given that there are no stock quantities available to satisfy the order.

2. If the ordered part is a sales kit item, the same logic applies for its components.

• Stock Levels - For stocked manufactured and purchased parts, if there are not sufficient stock quantities to satisfy the order, a warning is sent back to DocStar. The same applies to sales kit components.

• • Price - A sales order unit price is calculated based on existing methods using the relevant price lists. If there are no price lists, the sales order unit price defined in Part Maintenance is used. If a price is not found, a warning is sent back to DocStar. If there is a quote, the part number must match the quoted item. If it does not match, a warning is sent back to DocStar.

• Customer - The customer ID on a received order must match a customer ID in Epicor ERP. If the customer ID is not found, a warning is sent back to DocStar.

• Ship To - DocStar evaluates the Ship To information as it relates to the Customer found during the ICD process.

• Customer Credit Check - If you set the Credit setting in Company Configuration to Warn, a warning displays.

DocStar Sales Order

1. To search for sales orders automatically created through DocStar, click the Sales Order button and in the Sales Order Search window, in the AOE Type field, select the DocStar option. Finally, click the Search button to retrieve all the DocStar sales orders.

2. When you retrieve a respective DocStar sales order, from the Actions menu, click the Order Automation

4. The Site field defaults the DocStar site defined in the DocStar Site field located on the Company Maintenance > Attachments sheet. If you don't define a path in the DocStar Site field, you won't be able to launch the DocStar - Workflow Login window.

1. Define the User Name and Password necessary to access the DocStar workflow. Also select the required Logon Type.

2. You can also select the Remember Me check box used to remember the access credentials.

Pricing and Discounting

Price Groups

Leverage this program to establish quantity - or value-based discounts based on the product groups identified on each part in the Part master file.

• Value of the total sale.

• Total quantity of the sale.

• Both value and quantity of the total sale.

1. Enter a unique code for the Price Group record and a Description.

2. Select the Order Based Value Discount check box.

3. Click Add All Available Product Groups to assign all product groups to the price group. Individual product groups may also be added by clicking the New button and selecting New Product Group.

4. Click the Down Arrow next to the New button; select New Order Value Break.

5. Enter the Order Value and associated Discount % for the price group.

6. Click Save.

Price Lists

1. Click the New button on the Standard toolbar.

2. Enter a Price List code and Description.

3. Enter a Start Date and End Date.

4. In the Type field, specify whether the price list is used to calculate Discount, Unit Price or Both. These options provide a large degree of flexibility in terms how pricing and discounting operate with specific orders and quotes.

• Discount – A price list that defines discounts when its values are matched with a corresponding Unit Price List.

• Unit Price – A price list that displays gross unit prices. Discounts are not applied against these prices.

• Both – A price list that combines both gross unit prices and corresponding discount percentages.

You can link separate Discount and Unit Price lists to each customer. When you do this, gross unit prices, discounts, and net unit prices display in Sales Order Entry, Quote/ Opportunity Entry, and related programs. However if you link a price list that uses the Both type, only the net unit prices display in these programs.

7. Click the Group button to search for and select the appropriate product group for the price list. You can also assign specific parts to a price list. Use this feature to define pricing and discounting for specific or multiple parts.

8. Select the record you want from the search results and click OK. After you have created price or discount lists, you must assign them to customers in Customer Maintenance. To see how to assign a price list to a customer, refer to the Customer Maintenance - Price Lists section within the chapter on Customers and Accounts Receivable.

11. To assign all the warehouses to the Price List, click the Double Arrow button. All the warehouses move into the Selected Warehouses list.

12. Next, assign the quantity break discounts to the product group assigned to the price list. Click the Down Arrow next to the New button; select New Product Group Quantity Break.

13. Enter the first Quantity Break to define the order break at which this discount takes effect.

14. Select the Discount Type from the drop-down list. The options include Discount % (Percent) or Unit Price.

15. When Discount % is selected as the discount type, you enter the percentage in the Discount Pct column. When unit price is selected, you enter a dollar amount in the Unit Price column.

16. Continue entering remaining quantity breaks, as required for the price list.

Sales Kitting

Component Parts

1. Within the Part ID and Description fields, enter an identifier and a concise explanation for the part component.

2. From the Type drop-down list, define whether this component part is Purchased or Manufactured.

3. Select a unit of measure class from the UOM Class drop-down list to specify the class type.

4. Optionally enter a Sales Unit Price for the part. This defines the specific price for the component part. If you leave this field blank, however, you can use price lists to determine the final price for the component part.

7. On the Sites > Detail sheet, define the Primary Warehouse that stocks this component part.

8. From the Costing Method drop-down list, select the costing type.

9. If this part is a non-stock component, select the Non-Stock Item check box.

10. From the Type drop-down list, indicate whether this part component is purchased or manufactured.

11. Within the Inventory section, define the Maximum On-Hand and Minimum On-Hand quantities that should be maintained for this component part.

12. On the Standard toolbar, click Save.

To learn about the other fields and features available through this program, review the Part Maintenance sections in the Engineering chapter.

Parent Parts

After you enter the component part records, you are ready to define the parent part. This record defines the main options on the sales kit. You also select this part record on quote and sales order detail lines. You create parent part records within Part Maintenance.

First, you define the parent part within Part Maintenance. Here’s how:

1. Click the New button on the Standard toolbar.

2. Within the Part ID and Description fields, enter an identifier and a concise explanation for the parent part.

3. From the Type drop-down list, select the Sales Kit option.

4. Select a unit of measure class from the UOM Class drop-down list to specify the class type.

5. Optionally enter a Sales Unit Price for the part. This defines the overall price for the kit. If you leave this field blank, however, two other methods are available for generating prices. You can total the prices of all the component parts to generate the final kit price; you can also use price lists to determine the final price.

1. On the Sites > Detail sheet, define the Primary Warehouse that stocks this parent part.

2. From the Type drop-down list, select the Sales Kit option. This activates the fields on the Sales Kit sheet; this sheet defines the main options for the sales kit. The next section, Parent Parts – Sales Parameters, explains these options.

3. Within the Inventory section, define the Maximum On-Hand and Minimum On-Hand quantities that should be maintained for this parent part.

4. On the Standard toolbar, click Save.

Parent Parts – Sales Parameters

1. To display this sheet, click the Sales Kits tab. The options are displayed within the Sales Kit Parameters section.

2. If you select the Allow Component Update check box, users can change the component parts that make up the kit. Select this option for sales kits that can be modified for different kit combinations, such as customer selections, during the sales order entry process.

3. The Allow Parameter Changes check box indicates that users can change the sales kit parameters directly on quotes and sales orders. This causes the Sales Kit Params button to activate on the Line > Detail sheet within both Opportunity/Quote Entry and Sales Order Entry; users can click this button to display and change the sales parameters.

4. When the Backflush Kit Components check box is selected, it causes the component parts to be automatically pulled from stock. If this check box is clear, each component part quantity must instead be pulled individually from stock.

5. The Must Ship Kit Complete check box indicates all the component part quantities must be packaged with the sales kit before it can be shipped to the customer. This sales order detail line cannot be closed unless all the parts are shipped at once.

6. When you select the Print Components On Pack Slip check box, the application displays each component part on a separate line on the packing slip. When this check box is clear, only the sales kit part’s information displays.

7. Use the Print Components On Customer Documents check box to display each component part on a separate line on the quote, Order Acknowledgement, and invoice. When this check box is clear, only the sales kit part’s information displays.

8. Use the Price Type drop-down list to define how the system calculates the price for the sales kit. If you select Parent Pricing, the total price is pulled from the Sales Unit Price field on the parent record. If you

If you leave the Sales Unit Price fields blank on the component parts and parent part records, price lists can instead be used to determine the sales kit’s final price. To learn more, read the previous Pricing and Discounting section in this chapter.

Finish the Sales Kit Record

The Engineering Workbench is a program found within the Engineering module. This section briefly describes how to use the Engineering Workbench for sales kitting. To learn more about this program, review the chapter on Engineering.

To finish creating the sales kit part:

1. Click the Down Arrow next to the New button; select New Part Revision.

2. The Revisions > Detail sheet displays. In the Rev field, enter the new revision’s level.

3. In the Effective field, enter the date on which the revision can begin to be used.

4. In the Description field, enter a concise explanation for the revision.

6. The Part Revision Checkout window displays. Select the revision that you want to update, or engineer, from the Revisions grid.

7. Revisions need to be checked out into an Engineering Change Order (ECO) group. Enter this Group ID directly, or click the ECO button to find and select the group you need.

8. Click OK.

9. You can now launch the part revision within the Engineering Workbench. Click Actions > Revision > Engineering Workbench.

10. The Engineering Workbench displays. To create the bill of material (BOM), click the Method of Manufacturing > Engineering > Parts tab.

11. Click the Part button to find and select the component part records you need.

12. After you exit the Part Search program, the parts you selected display within the Parts grid. Select a component part.

13. Click and drag this part under the Materials branch on the Tree View. The part is now a material required for assembling this part. Continue adding all the component parts to the Tree View.

14. When you finish, click Save.

15. Now click the Revision > Detail tab.

16. Select the Not Approved check box. This check box changes to Approved.

Check In Sales Kit Part

2. Enter a description of the change, and click OK. A message displays that states the check in is complete. Click OK.

Sales Order Entry – Sales Kits

You follow a similar process to add a sales kit detail line to a quote within Opportunity/Quote Entry.

As the sales order is processed, the component part quantities needed to satisfy each kit are manufactured and pulled from stock.

To create a detail line for a sales kit:

1. Click the Down Arrow next to the New button; select New Line.

2. Enter the sales kit part identifier directly, or click the Part/Rev button to find and select it.

3. In the Order Quantity field, enter how many sales kits the customer is ordering.

4. If the sales kit is set up so that users can change its parameters, the Sales Kit Params button is active. Click this button.

5. The Sales Kit Parameters window displays. Make any changes that you need to the sales kit.

6. When the Allow Component Update check box is selected, you can change the sales kit components during the sales order entry process.

7. When you finish, click OK.

8. To add a new component to a sales kit, click the Down Arrow next to the New button; select New Sales Kit Component.

9. Enter the Part number for the component part that you are adding to the sales kit.

10. Now enter the Quantity Per Kit value and unit of measure; this value defines the number of component parts required to complete the kit.

11. If you need to remove a component part from the sales kit, highlight the component part on the Kits Detail > List and click the Delete button on the Standard toolbar.

12. You can also view the sales kit components on the Summary sheet in the Order Lines grid.

13. Within the Order Lines grid, select the Kit Details check box. The parent part and the component parts now display within the Order Lines grid.

Sales Order Entry – Sales Order Acknowledgement

1. Use the Filter sheet to limit the report by specific sales orders and demand contracts.

2. Use the Selection sheet to define the report style.

3. To print the report, click Print on the Standard toolbar. The Sales Order Acknowledgement report displays. The sales kit part components print on separate lines.