DBD: Kit Management

Setup System Parameters

Before using the module, the core parameters must be configured to control system functionality. Navigate to DB Distributor Optional Modules > Kit Management > Setup > Parameters and adjust the following:

1. Always default warehouse code in Kit Component Setup to: Enter your primary warehouse code. When building new kit components, the system will automatically default to pulling inventory from this location.
2. Disable entry of selling price in Kit Production Posting?: If set to Yes, the program restricts access to the selling price field during production runs.
3. Accumulate unit quantity for Inventory Control stats as "K" rather than "U" type?: If set to Yes, sales statistics kept in the inventory record for the component item will be categorized as "Kit Sales" instead of standard "Unit Sales".
4. Enable backorder fill feature from kit production?: If set to Yes, existing backorders for a kit item can be actively filled by producing the item through Production Posting, rather than waiting exclusively for standard PO Receiving.
5. Default to I/C Base Price for Price during Production Entry?: If set to Yes, the base price on the lot for the newly created kit item will default to the base price established on its inventory master record.

• Click Save to commit your parameters and exit.

Kit Component Setup

DB Distributor Optional Modules > Kit Management > Setup > Components

This panel is where you define your "Bill of Materials" - the exact recipe of components and quantities required to build a finished kit item.

1. Customer Code: If you are configuring a kit item that is customer-specific, enter their customer code. If the kit is for general inventory stock, leave this field blank.
2. Kit Item Code: Enter the main identification code for the finished kit.
3. Create PO: Select Yes or No. Setting this to Yes enables the system to automatically generate a PO for this specific component item if there is insufficient stock available during a live production run.
4. Line Type: Choose whether the component line is an Inventory item or a Special Charge, then follow the corresponding steps below:

Option A: The Component is a Special Charge

• Enter the specific Special Charge Code to be included in the kit.
• Enter the Unit of Measure (typically per each). If using a variable unit of measure, define the quantity per unit as well.
• Enter the Quantity Required of this component to build a single kit.
• Enter your Price per unit of measure.
• Click Save.
• Note: Postings related to a special charge used as part of a kit will automatically route to your designated Kit Production G/L account.

Option B: The Component is an Inventory Item

• Customer Code: If the component itself is customer-specific, enter the code; otherwise, leave it blank for general inventory.
• Enter the Component Item Code.
• Specify the Warehouse Code the component should be pulled from.
• Enter the Unit of Measure and the Quantity Required for the kit.
• Customer Service Representative (CSR): Optional. If a PO is automatically created due to a lack of inventory, the designated CSR entered here will receive an automatic email confirmation when the component is later received into the system, alerting them that they can finish the kit production.
• Click Save.

Kit Component Listing

DB Distributor Optional Modules > Kit Management > Reports > Component Listing

You can pull the standard Kit Component Listing report at any time to audit the component configurations of a single kit or multiple kits simultaneously.

Kit Production Process

The execution process consists of two sequential panels that must be completed in order.

1. Kit Production Posting

Kit production runs use a batch processing workflow. After creating a new batch or opening an existing one, use this panel to tell the system how many finished kits to produce.

1. Enter a Customer Code for customer-specific kits, or leave it blank for stock items.
2. Enter the Kit Item Code you want to produce.
3. Specify the destination Warehouse Code where the finished kit lots will be placed.
4. Enter a Receipt Date and Sequence Number (Default is typically the current date and sequence 01   ). Note: Sequence numbers allow you to track kits stored across multiple bin locations or separate packaging runs.
5. Confirm with the system prompt that you want to add the record.
6. Optional: Complete the tracking fields if you want them appended to the kit lot record (Receiving Report, PO Number, PO Date, Factory Job Num, Vendor, Plant Code, Bin Location, or Starting/Ending numbers).
7. Confirm your primary Unit of Measure. If using sub-packaging, define the sub-pack unit and counts; otherwise, enter the total quantity contained in your primary unit.
8. Enter the total Quantity of the primary unit you want to create.
9. Enter a Selling Price only if you plan to hardcode this specific price charge to anyone purchasing from this finished lot.
10. Optional: Add a customer PO link, lot comments, fixed product codes, or a standard unit cost if desired.
11. Click Save.

2. Understanding Kit Types

How you manage costs depends entirely on the type of kit you are producing:

• Bill-as-Ship Kits: All component costs are automatically rolled into the finished item. Once the production batch is finalized, assembly costs must be manually added to the resulting inventory lots by your accounting team.
• Customer-Owned Kits: These require a separate, independent Purchase Order containing a special charge line item for "ASSEMBLY" in order to successfully bill the end customer for the manual labor/assembly costs.

3. Kit Production Posting – Journal and Update

Use this panel to print your audit trail and commit the batch to the general ledger.

1. Select your active Kit Production batch from the Batch Query.
2. Enter the target Fiscal Year and Period for the postings.
3. Optional: Check the box if you want the specific bin locations of the component items to print on your audit report.
4. Click Output Options to review and adjust your target printer configuration.
5. Click Print Report to output the Kit Production Posting audit journal.
6. Final Update: If the journal report is correct and contains no errors, select Update to finalize the data.