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Questions Driving Replenishment using Non-Stock Kits
We are having trouble having Non-Stock kits drive a need to the "Prepare Replenishment" screen in Acumatica. We have multiple sales orders with the Non-Stock kits on them and the Non-Stock kit has Stock components that are currently out of stock. I have tried setting the item class on the Non-Stock kit to be a "Hard Demand Only" and by using a SA order type. I also tried setting multiple replenishment parameters on the Stock components as well.
Any insight or suggestions will be appreciated! Thanks!
It has been a while since I looked into this, so I don’t remember all the details, but I do know that we could not get non-stock kits to trigger the required stock items to be replenished.
Our workaround is to create our kits as In-Stock kits (the kit components are also in-stock items). We set the kits up with min/max reorder points and created a vendor called “KITS” that we set as the default vendor for the kits. When we run replenishment it generates a PO to the vendor KITS. That PO goes to the warehouse and we go through the Kit Assembly process to build the kits and move them to the bin where the assembled kits are stored. Then we delete the PO since we aren’t actually going to receive the kits and the kit assembly process takes the place of actually receiving the items.
We typically keep enough of the components in stock, so when we run the kit assembly process it depletes the inventory of the component items and their individual reorder points trigger them to be replenished from their default vendor.
It is not ideal for how you would think kits should work, but it does work pretty well as long as you are okay having some kits in stock.
Prior to making this change we had a Generic Inquiry that we would look at when doing replenishment that told us what non-stock kits were on order but hadn’t shipped. That was a hassle.
From our experience we have found non-stock items and non-stock kits to be pretty worthless for our needs.
On an unrelated note, I’ll share another use case we came up with for the kits. We sell replacement parts and it is important for our customers to reference the manufacturer’s part number. The manufacturers have different part numbers for a single filter (12345) vs a 24-pack (12346). Since we want to offer both options we need to treat them as separate items, so the built in unit of measure features in Acumatica don’t work for this. So we set up the 24-pack as a stock kit and use the kit disassembly process to break down a 24-pack to create 24 individuals. The default vendor for the singles is KITS as referenced above. So when we need singles, the replenishment process will create a KITS purchase order and our warehouse folks will do the kit disassembly process to turn a 24-pack into 24 individuals. Then as we hit the reorder point for the 24-pack, that will be triggered for replenishment from the actual vendor. Hopefully that helps shine a little light on how we have figured out how to manipulate the kits/ replenishment process.