Activant Prophet 21

Entering Customer Orders: Assemblies and Kits

Production Order suite Course 3 of 3

This class is designed for -

Order Takers

Objectives

Define an assembly and kitAdd components to assemblies in Order Entry Understand Assembly/Kit PricingCreate an assembly on-the-flyCreate a kit on-the-fly

This course will NOT cover -

Prophet 21 System NavigationProphet 21 Order Entry Functionality How to setup an assembly or kit within Assembly Maintenance.The System Settings related to Assemblies/Kits.

Definition of Assembly

An assembly item is one that is built from other components

KIT Assemblyassembly item does NOT have to be put together by your personnel

Assembly assembly items need to be built/fabricated by your personnel

Example of a Kit

ToolboxScrewdriverHammerNailsSandpaperRuler

Example of an Assembly

Bicycle Tires Handlebars ChainSeat

Allocations

KitsAs long as the components are in stock, the kit will be allocated to the orderYou can NOT enter free stock on kit header items

AssembliesAssemblies go through Production Order Processing Free stock can be entered on assembly header items

Assembly Process

Assembly item is entered on customer orderProduction Order is created Assembly Item is 'assembled'Assembly item is processed Assembly item is allocated to the order

Questions

Does your company sell kits?

Does your company sell assemblies?

Assemblies on Orders

Quantity Available to Make

P Disposition

Production Order Tab

Kits on Orders

Kits on Orders

Kits on Backorder

Assemblies on Orders

Components

Adding Components

Note: To add components at Order Entry 'Allow Adding Components in Transaction Windows' must be checked.

Adding Components

How will assemblies price?

Assemblies/Kits will be priced on the order depending on what is setup in Assembly Maintenance

Pricing Options

Pricing Assemblies

By ComponentsHeader item price is based on component pricesComponent prices display on printed forms, no price displays next to header item Header item price cannot be edited in Order Entry, component prices can be edited

Pricing Assemblies

By Assembly Using ComponentsHeader item displays price based on components, but can’t be edited in Order EntryCan edit component prices in Order Entry Header item price displays on forms

Component prices do not print, BUT you can print components on forms

Pricing Assemblies

By Assembly Pricing based on Header item ONLYForms will NOT display component prices

Cost of Assemblies

Cost of the components is rolled up from the components

KitsAt Order Entry time the system rolls up each individual component’s cost to derive the kit cost

AssemblyAt Order Entry time the system takes the current header item’s Moving Average cost or FIFO layerThe Header’s items MAC or FIFO layer is updated when the Production Order is processed

Inclusion of other charge items - see solution 2395

Assembly/Kit Release Schedules

Place items on release schedulesAssembliesAssembly for StockKits

Assemblies/Kits on Release Schedules

Assemblies/Kits on Release Schedules

Assemblies/Kits on Release Schedules

‘On The Fly’ Assemblies

If checked Assemblies can be entered on the fly. If NOT checked, Kits can be entered on the fly.

‘On The Fly’ Assemblies

Created during Order Entry User must have permissionsCreates assembly record in Assembly Maintenance

Enter Header Item.

NOTE: The item cannot exist in database already!

‘On The Fly’ Assemblies

‘On The Fly’ Assemblies

Choose Add Assembly.

‘On The Fly’ Assemblies

Enter Item Description and Qty Ordered.

‘On The Fly’ Assemblies

Add Components

Note: items can be stock, non-stock or 'On The Fly‘ items.

‘On The Fly’ Assemblies

Header item will have 'P' disposition.

‘On The Fly’ Kits

Remember, when Use Production Order Processing = N, Kits can be entered on the fly.

Generic Items for OTF items

Summary

Define an assembly and kitAdd components to assemblies in Order Entry Understand Assembly/Kit PricingCreate an assembly on-the-flyCreate a kit on-the-fly

For More Information

Prophet 21 Help FilesVisit Activant on the web: distribution.activant.com

View Education Services course offeringsBrowse DocumentattionSearch the Solutions database

6301, 1222, 21273, 25552, 7437, 7439, 26647

Submit a Support case

Email Professional Services Sales: pss@activant.com

Production Order suite

Preparing for Production Order ProcessingSetup the Prophet 21 system for Assemblies and KitsUse the Assembly Maintenance windowEnter Assembly/Kit order entry ‘on the fly’ Objectives/topic covered

Processing Production OrdersProcess ‘manual’ Production OrdersProcess ‘automatic’ Production OrdersPerform Disassemblies