Lesson 12: Kitting and De-Kitting

1. Lesson 12: Kitting and De-Kitting Process for kitting and dekitting

2. Objectives After completing this unit, you should be able to: • Create, View, and Complete Work Orders For • Kitting • De-Kitting VAS is performed to meet order or item specific requirements Copyright 2002 Sterling Commerce, Inc. All rights reserved.

3. Using VAS VAS for stocking • VAS operations done by the facilities for stocking periodically on the basis of expected demand for a product i.e. kits VAS for refurbishment • Items are returned needing laundering, tuning, cleaning, or fixing before they are RFI. This will be discussed in a later lesson. Breaking kits or De-kitting • Kits broken down because of a change in components • Components needed for shipping • Above maximum quantities Copyright 2002 Sterling Commerce, Inc. All rights reserved.

4. VAS Features in WMS VAS features enable you to: • Create Work Orders for Kitting, DeKitting, Refurbishment • Automated Generation of Move Requests • Manage work orders and related processes: • Detailed work order tracking • Specify and track activities required for the service • Report Work Order Completion Copyright 2002 Sterling Commerce, Inc. All rights reserved.

5. What are Work Orders? The controlling documents used to specify: • Work required • Materials required • Additional packaging instructions Work orders specify what is to be made in terms of: • Parent Kit/Quantity Work Orders are used for: • Stock • Shipping Copyright 2002 Sterling Commerce, Inc. All rights reserved.

6. Creating a User Initiated Kitting Work Order Select VAS from the menu and Click on Create Work Order Copyright 2002 Sterling Commerce, Inc. All rights reserved.

7. Create Workorder Details Screen-1 Primary Information for Workorder Work Order # - can be user defined or system generated Service Item Group – select Kitting from the drop down Purpose – select Stock, Order or Ship Put a check in Release Immediately box. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

8. Create Workorder Details Screen-2 Work Order Item Data Enter Item ID or select from the look up and tab out of field Unit of Measure and Product Class will auto fill Qty Avail to Build will populate Enter Requested Quantity Click on Proceed Copyright 2002 Sterling Commerce, Inc. All rights reserved.

9. Create Workorder Screen with Component Details This screen shows an overview of the components and Total Quantity needed. Click on SAVE. This will generate the move tasks from the storage location to the VAS zone. A Kit Batch sheet will automatically print. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

10. Work Order Details Click on View Tasks to view and complete the move tasks on the console from the storage location to the VAS Zone. If the move tasks will be accomplished via the scan device this step is not needed. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

11. Task List Screen Click on hyperlink for BatchNo Click on Complete Copyright 2002 Sterling Commerce, Inc. All rights reserved.

12. Complete Batch Screen Make any necessary changes to the Source Location here. Click on Save to complete the move task(s). Copyright 2002 Sterling Commerce, Inc. All rights reserved.

13. Batch Detail Screen Batch Status is now Completed. Click on Close two times. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

14. Completing Work Order Click on Confirm The JAVA screen will appear. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

15. VAS Station Kitting Select Location – it will always be V1-000001 Enter the quantity to process Click on SAVE Copyright 2002 Sterling Commerce, Inc. All rights reserved.

16. Navigating to Move Request Console Qty Completed. Kit label and packing list prints Task has been created to move the completed kits to the storage location. Shortcut to the move task is to click on the back button from this screen. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

17. Work Order Details Screen Copyright 2002 Sterling Commerce, Inc. All rights reserved.

18. Task List Copyright 2002 Sterling Commerce, Inc. All rights reserved.

19. Complete Task Copyright 2002 Sterling Commerce, Inc. All rights reserved.

20. Kitting Trackable Kits • Same process is followed for kitting a trackable kit with the exception of the steps to enter the kit trackable ID and the trackable ID. • When the move task is created the system will prompt for the trackable ID of the component (s) • - After the confirm button is selected pop up screens will be displayed for the kit trackable ID and the trackable ID. • The following screens show examples …. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

21. Move Task – trackable component Move task screen Copyright 2002 Sterling Commerce, Inc. All rights reserved.

22. Confirming Kitting – Kit Trackable and Trackable ID Kit Trackable ID Trackable ID Copyright 2002 Sterling Commerce, Inc. All rights reserved.

23. Lesson 15 cont.: De-kitting Copyright 2002 Sterling Commerce, Inc. All rights reserved.

24. De-Kitting Copyright 2002 Sterling Commerce, Inc. All rights reserved.

25. Create Work Order Screen Enter Item ID or select from the look up and tab out of field Unit of Measure and Product Class will auto fill Enter Requested Quantity Click on Proceed Copyright 2002 Sterling Commerce, Inc. All rights reserved.

26. Create Work Order Information Screen Click on SAVE Copyright 2002 Sterling Commerce, Inc. All rights reserved.

27. Work Order Details Screen Copyright 2002 Sterling Commerce, Inc. All rights reserved.

28. Task List Screen Check box and view details or Batch Number Hyperlink Copyright 2002 Sterling Commerce, Inc. All rights reserved.

29. Batch Details Screen Copyright 2002 Sterling Commerce, Inc. All rights reserved.

30. Task List Copyright 2002 Sterling Commerce, Inc. All rights reserved.

31. Work Order Details Screen Copyright 2002 Sterling Commerce, Inc. All rights reserved.

32. Completed Quantity De-Kitting Copyright 2002 Sterling Commerce, Inc. All rights reserved.

33. Completed Task Task(s) have been created to move the component items to the storage location. Shortcut to the move task is to click on the back button from this screen. Copyright 2002 Sterling Commerce, Inc. All rights reserved.

34. Work Order Details Copyright 2002 Sterling Commerce, Inc. All rights reserved.

35. Task List Copyright 2002 Sterling Commerce, Inc. All rights reserved.

36. Task Details Complete and save for each of the Component items Copyright 2002 Sterling Commerce, Inc. All rights reserved.

37. Task List Copyright 2002 Sterling Commerce, Inc. All rights reserved.

38. Lesson 12: Summary In this lesson, you should have learned: • VAS are activities performed on a product before the product is delivered to the customer • A Service Group is a categorization for offered service items • A Service Item is a reference to a specific service offering • A Work Order is a controlling document used to specify the work required, and materials required • Work Order Confirmation is the process by which a user reports completion of activities related to a Work Order Copyright 2002 Sterling Commerce, Inc. All rights reserved.

39. Questions? Copyright 2002 Sterling Commerce, Inc. All rights reserved.