Kit Transactions

Kit Transactions

HelpID: 502622030

The Kit Transaction feature provides an easy way to create Inventory Transfers, Adjustments or Variances, and In-Transit Transfers using Kits. The Kit Transaction feature adds all of the components to a transaction, and auto-allocates inventory at the serial/lot and/or bin level.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to MODULE: Kit Transactions, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

Using Kit Transactions

Navigation:

    • Transfers: Transactions >> Inventory >> Transfer Entry, then Additional >> Kit Transfer
    • Adjustments/Variances: Transactions >> Inventory >> Transaction Entry, then Additional >> Kit Transaction
    • In-Transit Transfers: Transactions >> Inventory >> In-Transit Transfer Entry, then Additional >> Kit Transfer

Kit Item Number: Select a Kit Item Number.

Quantity: Enter the Quantity for the transaction. The component quantities will be calculated based on the kit quantity. For Transfers the Quantity must be greater than zero. For Adjustments/Variances the Quantity may be negative.

From Site: Enter the From Site. This is required for Inventory Transfers, Adjustments and Variances. For In-Transit Transfers, you must enter the From and To Sites on the In-Transit Transfer window before opening the Kit Transfer window.

To Site: For Inventory Transfers you will have to enter a To Site.

BIN: If Multi-Bins is enabled you will need to provide a Bin for Inventory Transfers, In-Transit Transfers, and for Adjustments/Variances when the Quantity is greater than zero. For negative Adjustments/Variances the inventory will be automatically allocated from available bins.

When ready to add the Kit Components to the transaction, click PROCESS.

You will be prompted to confirm you are ready to perform the transaction.

The Kit Transaction routine will first check that the Item-Site combinations that would be created are all valid. If a Via Site ID is entered on the In-Transit Transfer window, the Item-Site assignments will also be checked for the Kit Components in that site.

It will then check if there is enough available inventory for each of the components (for Transfers and negative Adjustments/Variances) before creating the transaction.

If either of the above checks finds errors, an Error Log will print and no Components will be added to the transaction/transfer.

Error Log showing a kit component shortage

If there are no errors, each component in the kit will be added to the transaction.

Kit Transfers can be used with multi-bins enabled. The transaction will be created for each of the items on the kit, and inventory will be auto-allocated at the bin level from available inventory. If there is a discrepancy between the Bin inventory availability and the Site inventory the Kit Transaction will only allocate what it can based on the Bin-Level inventory quantities.

When doing a positive adjustment/variance with a Kit that includes serial/lot tracked inventory, the Kit Transaction will add the items to the transaction without serial or lot numbers. You will then need to select those lines, and click the Serial/Lot button to manually enter serial/lot numbers for the items. The transaction will not post until serial/lot numbers have been entered. Print the Edit List will show which items need serial/lot numbers.