We found an inventory qty problem on a sales kit and in attempting to correct the discrepancy via inventory adjust the person reported they got an error. Epicor would not allow them to do an inventory adjustment on a sales kit. In order to do the inventory adjustment they had to change the part to manufactured, do the inventory adjust, then change it back to a sales kit. Are we possibly misunderstanding something or is this just how it is?
That is correct. Sales Kits should not be Quantity Bearing.
Did you switch parts from Manufactured to Sales Kit at some point?
Thanks as I think this through a bit more that does intuitively make sense. In my mind when I think of a sales kit it’s a collection of parts that has no labor associated with it, you just grab the items put them in a box and ship them to the customer. So I think what you are saying is, you don’t stock kits, you just pick them.
I got a bit more information… We normally stock the components, not the kit. We pick the components when an order comes in. The problem was we got an RMA for a sales kit, and we’re not sure what went wrong in the process but when we shipped it drove the qty negative for the sales kit. So the qty adjust we’re trying to make is to get the qty of the kit back to 0…
We’re OK now, but any suggestions on what we could do differently in the future to avoid these type of problems?
Yes, when you have RMAs for Sales Kits, you have to set up the RMA for the components, not the sales kit.
So, you sell sales kit A that has components X, Y, & Z. The RMA needs to be for X, Y, & Z. You can also return just a part of a sales kit. Say Z showed up broken. Have them return just Z and either repair or send a new one as needed.