Product overview

Kitting Lists Help and User Guide

The Sicon Kitting Help and User Guide will take you though the key features of the Sage 200 additions module.  It is a simple way to increase a stock item quantity (the kit) and reduce the component stock item quantities at the same time (or vice versa), while allocating an optional labour and machine cost if required. It is not a full replacement for Bill of Materials or Works Order Processing. Only a single kitting level is supported. Some useful reports are bundled to assist with warehouse picking.


1. Installing Kitting

To obtain a copy of the kitting module installation video, please contact cs@sicon.co.uk.


1.1. Enabling the Module

Enable Module

The Sicon Kitting module will not function until an enable string is entered. This is obtained via Sicon customer services, enabled strings are issued yearly as part of your SALP agreement. imply copy and paste the enable string into the new enable string box and press OK, the expiry date will then be updated. If the expiry date passed, the kitting module will no longer function.


2. Settings

The Kitting module will not function correctly until the settings are configured. These are detailed below:

Settings

Details

  • Labour Nominal Account: The nominal account to which any specified labour costs are attributed when building kits.
  • Machinery Nominal Account: The nominal account to which any machinery costs are attributed when building kits.

NOTE: If these codes are not setup, then the labour and machinery cost functions will greyed out in the kit design/build screen. once configured.

  • Enable Kit Change: Allows the kit to be changed when it is being built.
  • Allow Building Kits without Templates: Allows kits to be built from the Sales Order Line screen of stock items that do not have a template.
  • Kit Internal Area: The stock area which the kitting module should use for internal allocations, this would normally be the default ‘Internal’ Area, however  since this area might exist under a different name, it must be selected here.

Defaults

The default warehouse and bin locations for components on kits, these can be manually changed at while building kits, this setting is to help save time when the component generally comes from the same place.

 


3. Kitting Menu

Kitting Lists Help and User Guide

 


3.1. Design Kit

You can design a Kit for any Sage 200 stock item, but NOT a service/labour item. By going to the design kit screen in the kitting module,  you can add/edit kits.

Kit Design

A kit consists of:

  • the kit item (sage stock item)
  • component part item
  • Quantity of said component
  • Percentage of the total cost of the kit
  • Any labour cost per unit
  • Any Machine cost per unit

ADDING ITEMS To add an item, simply click on the list of parts and choose a stock item from the drop down list (Standard sage search rules also apply). You can remove items by highlighting the item line and press Delete Item. Pressing Save will apply the changes


3.2. Build Kit

The build kit option will build a specified quantity of kits and reduce component item stock accordingly. The screen is laid out as follows:

Code: and Name: This is the kit stock item which you are going to build, you can select.

To Location: The Stock location the build kit is going to appear in.

Quantity to Build: How many kits you are going to build.

Labour Cost Per Unit: Amount in base currency to attribute to the Labour cost nominal code (previously configured in settings) for each kit created. This item is greyed out if a labour nominal code is not configured in settings.

Machine Cost Per Unit: Amount in base currency to attribute to the Machinery cost nominal code (previously configured in settings) for each kit created. This item is greyed out if a machinery nominal code is not configured in settings.

Build List

The build List will automatically populate with the stock items from the Kit design. If the ‘Enable Kit Change’ setting is enabled, you will be able to add and remove items from the kit.

NOTE: This change will apply to all kits build within this transaction. If you are building 10 items and you wish to change a different item on each one, you must do them 1 kit at a time with a quantity of 1.

Each build line consists of the following fields and information:

Item: Stock item Code

Name: Long name of stock item

From Location: The stock location the component will be taken from. This cannot be empty, each item will default the location specified in settings if the item is available there, otherwise this will be blank and a suitable location must be selected.

Free Stock Available: For information only, tells you the amount of free stock available in the selected ‘from location’, if no location is yet selected, this will be zero. All stock must come from a single location per kit build.

Quantity Needed: The amount of this stock item needed to build the total quantity of kits specified.

Build Kit

 

If there are any shortages, you will not be able to Build the Kit and the build button will be disabled. Once you are ready to build, press the build button and the Kit will be built, the stock item will be increased and the component item stock levels decreased.

If any components are serial numbered, you will be prompted to select which one(s) to use. additionally, if the Kit it to be serial numbered, you will be prompted to enter the serial number.

NOTE: ‘Allow Duplicate Serial Numbers’ should be enabled in Sage 200 to allow for kit returns.


3.3. Nominal postings process when building a Kit

Nominal Postings process when building a Kit

Kit Build ProcessFromToNotes
Component 1Booked out of stockStock item default ‘stock nominal code’ (see picture below)Kit default – Internal Area nominal (KIT WIP?)Actual issue cost captured
Component 2Booked out of stockStock item default ‘stock nominal code’Actual issue cost captured
Component 3Booked out of stockStock item default ‘stock nominal code’Actual issue cost captured
Add unit labour cost(optional)
Add unit machine cost(optional)
Unit kit cost totalled
Finished itemBooked out of stockKit default – Internal Area nominal (KIT WIP?)Stock item default ‘stock nominal code’ Booked in at total component + labour + machine cost
Journal LabourKit default control account for labour
Stock item default ‘stock nominal code’ (see picture below)(optional)
Journal MachineKit default control account for machineKit default – Internal Area nominal (KIT WIP?)(see picture below)(optional)
KIT Internal Area default account (Kit WIP?). Should now be ZeroThis should always be zero after each kitting process, subject to the odd rounding as we are running at 5 decimal places.

 Kitting Help and User Guide - Nominal Postings when building a kit


3.4. Import Kit

You can import single kit designs from a CSV file. Press the ‘…’ button to choose the CSV file from your hard disk or network location, then press ‘Check File’ to ensure that the module can read and understand the file. If the check is successful the proposed kit design will be displayed in the status area as shown below:

Import Kit

You can press the Import button to complete the process, pressing close will abandon the import with no changes made to sage.

An example CSV file is included with the module along with the template guide, they can also be downloaded here:

Example Import file and Template Info

3.5. Disassemble

Disassemble is used to break a kit that is in stock back in its component parts. The stock balance of the kit will be reduced and the component stock items increased by the relevant amount. The system will use the average cost to correctly value the stock items.

Disassemble

The disassemble screen consists of the following fields:

  • Code: and Name: The stock code and name of the Kit you have selected to disassemble.
  • Cost: The Cost of the Kit Item you are going to disassemble.
  • Location: The stock location where the kit stock is to be taken from
  • Quantity: The amount of kits to disassemble.

List of Parts

  • Item code: and Item Name: A component stock item belonging to the kit
  • Quantity: the amount of this item that will be created from the kit
  • Average Cost: The average cost of the component item as per Sage stock control
  • Cost Percentage: The percentage of the items cost when all the average costs of the kit components are added together
  • Cost Value: The value of this item when using the calculated percentage against the cost of the Kit you are disassembling. This is the actual value that will be used when the component is booked into stock.

If the enable kit change setting is enabled, then you can add/remove components by using the ‘add item’ and ‘remove item’ buttons respectively.  NOTE: changing parts will apply to the whole quantity chosen, if you wish to change components on individual kits, they must be disassembled separately.

Press the ‘Disassemble‘ button once you are ready and the Kit stock level will be reduced, and the components stock levels increased. Pressing Close will cancel the disassemble with no changes.


4. Reports


4.1. Build List Report

Build list report text goes here


4.2. Kitting List Report

Kitting list report text goes here


4.3. Picking List Report

Picking list report text goes here


5. SOP Integration


5.1. Build Kit from Sales Order

Its possible to build a kit directly from within a sales order. This is useful when you have no Kit stock items available but you have the component items eliminating the need to leave the sales order entry screen and build from the kitting menu. This is achieved by adding the Kit item to a sales order in the normal way, while adding the item line click the ‘Build Kit’ button as show below:SOP Kit 1

This then begins the standard kit build procedure as described in the Build Kit section, Pressing Build when you are ready:

SOP Kit 2

A confirmation message will be displayed and the item is now in stock, and you can continue with your sales order entry.

SOP Kit 3

 

 

 

 

 

Sales order then looks like this, save it.

SOP Kit 4

despatch the goods:


5.2. Disassemble Kit from Sales Return

To complement building a kit from sales order processing, Kit disassembly can be done from the Amend Sales Return screen, once the goods have been received.

You must first create a sales return for the customer and item(s) as normal:

SOP DeKit 1

Then complete a Confirm Goods Received for any kits you wish to disassemble.

SOP DeKit 2

Once the goods are received, you can amend the sales return document:

SOP DeKit 3

and then edit the Item you wish to disassemble.

SOP DeKit 4

A disassemble button is now available:

SOP DeKit 5

This will display the standard Kitting disassembly screen, if you have the ‘Enable Kit Change’ setting enabled, you can also add/remove parts here. Press disassemble when ready:

SOP DeKit 6

A notification will be shown when disassembly is complete.

SOP DeKit 7


6. Release Notes

The Release Notes document below shows which release of the Manufacturing & Distribution Manger system includes which new features and for which version of Sage these will work.

The version number indicated in the Distribution Manager Release Notes includes a full release number and a sub version number; e.g. ’6.1′ indicates the full release version number of the software.  Pre-release version builds of the software are available to certain clients requiring new or enhanced features being developed from the wish list.  If these versions are installed on your system, you will see an additional number e.g. 39.113 making up a specific database version and interim build number of 6.1.39.113.

It is unlikely that these features will be documented in this help and user guide until the end of the development phase.

Manufacturing & Distribution Manager Release Notes


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