Building kits

Build a kit from a stock of parts within a store using a pre-defined kit template.

To build a parts kit:

  1. Select Materials > Kits > Build Kit.
  2. Specify this information:
    Store
    Specify the store from which to pull the parts and build the kit. The system automatically populates the store description in the adjacent field.
    Session ID
    Specify the session ID if this was a previously saved session.
    Kit Part
    Specify the part that identifies the kit to be built. The system automatically populates the kit part description, kit part organization, Condition, and Max Kits Available based on the parts required and the availability of stock in all bins in the store.
    Note: This part must be designated as a kit part on the Parts form.
    Kit Lot Description
    Specify a description of the kit lot where the part is stored. The system automatically populates Kit Lot Description based on the value of Organization Option KITLDESC, if defined.
    Kit Bin
    Specify the bin into which to the newly built kit will be stored.
    Number of Kits to Build
    Specify the number of kits to build.
    Note: If any of the parts defined in the kit template are Track by Asset parts, Number of Kits to Build must be set to 1.
    Kit Lot Expiration Date
    Specify the expiration date of the kit lot.
  3. Click Retrieve Parts. The system creates a Session ID if this is a new session. The system populates the Parts list with relevant parts.
  4. Specify this information:
    Pulled
    Select to pull parts to satisfy quantity required to build the kit.
    Note: The system defaults the value of Pulled to selected or unselected based on the value in the Organization Option KITPPULD.
    Part Bin
    Specify the bin that contains the part. The part will be pulled from this bin.
    Note: Click F9 to invoke the BIN list of values.
    Part Lot
    Specify the lot that contains the part from which to pull the part.
    Note: Click F9 to invoke the LOT list of values.
    Asset ID
    Specify the asset ID if the part is Track as Asset.
    Note: Click F9 to invoke the Asset list of values.
    Issue Qty.
    Specify the quantity of the part to issue to build the kit.
  5. Click Build Kit. The system assigns a unique kit lot number.
Parent topic: Defining kit template parts