Kitting
by HSO
Dynamics 365 F&O add-on to support Distribution and Retail companies
- Assemble products to optimize production & smooth business operations
- Improve efficiency by well-organized warehouse & boost checkout process
Sales Order kitting Bundles
On the sales order lines, a new field Kit is added When a kit is added to the sales line the field is default set to ‘yes’. In that case, the kit is exploded and the kit components are added to the sales order. The sales line status of the kit line is set to “Cancelled”. When this kit parameter is unchecked, the components lines are deleted and the sales line status of the kit line is set to “Open order”.
Kit Price Calculation
ATP calculation is done for every kit component.
So, for every kit component, the requested delivery date is calculated, using standard ATP logic. The latest
delivery date of the components is set as the delivery dates for the kit and
all kit components. This way, the kit and belonging components will have the
same delivery dates.
Manual
check for stock availability for kit components
The menu option Report as finished is added to the sales line. With this option, the stock availability of the kit components can be checked. When the form is opened from the sales order line the dimensions of this line are taken to calculate the stock availability.
Return Orders
Supports two methods:
- The kit modules will be returned and can be received by creating a sales return order.
Forecasting and Intercompany
Forecasting for kit items is also possible by using forecasting allocation keys. To facilitate the creation of those allocation keys, functionality is introduced whereby the BOM can be copied to an allocation key. For this purpose a button is added to the BoM form: Create allocation key. Dynamics Kitting is also workable in an intercompany situation.