Sales Kits for Jobs?

It sounds like you would want to use a configurator. Based on the options, you can create the part number and BOM. 

Sent from my iPhone

On Apr 3, 2014, at 6:45 PM, "kwilliams@..." <kwilliams@...> wrote:

 

We utilize sales kits to have one part number on the order and pull the same multiple parts for that single finished good.  It's straightforward, works great.

We'd like to do the same thing on a job.  If a person enters part XYZ, we'd like it to show up on the job as one part, but have the warehouse pull all the subcomponents.

We're a custom job shop, so our BOM's differ each time, so I can't simply put the details in a BOM to pull from.  I've tried setting one of these parts as a subassembly, that we then add to the BOM as a subassembly and "get details" on the sub assembly to bring the parts in - but this is extra steps and a little messy on the job.  

Are subassemblies the only method to accomplish what we're trying to do, or is there something else?

We utilize sales kits to have one part number on the order and pull the same multiple parts for that single finished good.  It's straightforward, works great.

We'd like to do the same thing on a job.  If a person enters part XYZ, we'd like it to show up on the job as one part, but have the warehouse pull all the subcomponents.

We're a custom job shop, so our BOM's differ each time, so I can't simply put the details in a BOM to pull from.  I've tried setting one of these parts as a subassembly, that we then add to the BOM as a subassembly and "get details" on the sub assembly to bring the parts in - but this is extra steps and a little messy on the job.  

Are subassemblies the only method to accomplish what we're trying to do, or is there something else?

You might take a look as usng the product configurator and phantom parts.  A phantom part is a part number that is made up of a bunch of other parts, which when pulled into a job it pulls all its parts with it.  The parts will show on the MOM and then you can run a pick list for the parts.  The configurator can change the phantom part number based on the results of some questions you ask the user.

Or you might use phantom parts without the configurator as a way to run a report listing all the parts that go into something and the warehouse can use that to pull parts.

You can of course use the product configurator to build your BOM directly based on the questions and answers the user provides.

Jim Kinneman
Encompass Solutions, Inc