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Kitting

  • 1.  Kitting

    SILVER CONTRIBUTOR
    Posted Apr 23, 2019 06:06 PM
    Hi all,

    When we were using #AX2009, we were using the kitting solution from AXtensions.
    With #UnifiedOperations (D365), AXtensions were unable to migrate their Kitting solution and abolished it.
    We approached Microsoft and they said they are investigating it, but not in time for our implementation (which was start of March 2019).

    We ended up using a manual work around by putting the Kits through a production process, but it is quite some overhead and inconvenient.

    Microsoft have this forum where ideas get published and you can vote on them:
    Kitting - picking, packing and returning (composition and decomposition).
    Experience Dynamics 365 remove preview
    Kitting - picking, packing and returning (composition and decomposition).
    Improve Kitting in WMS module. In sale orders when we selling Items for e.g. furniture (cabinet, wardrobe) which is The Set with different parts. Sometimes this parts are already half-completed in packages (like IKEA). We sale one Item, but different parts/SKU are in different places.
    View this on Experience Dynamics 365 >
    https://experience.dynamics.com/ideas/idea/?ideaid=4443ef58-a7d6-e711-80c0-00155d7cb38d

    I encourage all of you that have similar needs to us to go to this site and vote on this idea, as I'm not convinced Microsoft appreciate the need that there is for a proper kitting solution.

    Thanks,

    ------------------------------
    Bart Couvreur
    IT Business Analyst
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted Apr 30, 2019 01:47 PM
    Hi Bart.
    We have AXtensions in our AX2012R3.
    We haven't implemented it yet.
    I'm just wondering why you  want to delete it for D365?
    Are there concerns with Axtensions?

    What we like about it is that we're better able to control where costing is applied and how it reports in Sales.



    ------------------------------
    Jon Gosche
    Manger Distribution Services
    Somagen Diagnostics Inc.
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted Apr 30, 2019 06:48 PM
    ​Hi Jon,

    We were happy using AXtensions kitting in AX 2009 and wanted to use it in D365, but AXtensions have deprecated the product in D365, due to the fact that with the new way of doing code changes in D365, they were unable to create the same functionality in D365.

    We could not find any product in the AppSource library (place where you can find all ISV products related to D365) that would satisfy a kitting requirement where you put the kit together upon picking.

    We even spoke to the Microsoft product group in Europe that looks after the sales order area and they said they were looking into it, but that seems to have been stalled now.

    So it is important that we push Microsoft on this, as it doesn't seem to be achievable with non-Microsoft code changes in D365.

    FYI: We are currently using production orders to achieve our kitting (similar as how you would do a Made-To-Order product), but it is giving us many headaches due to all the extra steps required and everything that can go wrong with those steps.

    Regards,

    ------------------------------
    Bart Couvreur
    Business Analyst
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Kitting

    Posted May 01, 2019 12:31 PM
    Not sure if it would apply to your scenario, but did you already look into the kitting functions in the Retail module?

    ------------------------------
    Doug Hoffman
    Lead Systems Analyst
    Musco Family Olive Co
    Livermore CA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted May 01, 2019 01:04 PM
    We don't have or aren't using Retail.
    Currently running with BOM's. They work but the options with AXtension (printing, costing, reporting) are more desirable.

    ------------------------------
    Jon Gosche
    Manger Distribution Services
    Somagen Diagnostics Inc.
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted May 01, 2019 05:21 PM
    ​Hi Doug,

    In our case, we looked into retail kitting, but we found the following to be most prohibitive for our use:
    - Retail assembly orders don't integrate with warehouse management was the main showstopper
    - The fact that you need to put a kit together and put it on the shelf doesn't suit us, as we want to pick components only when the kit gets ordered and thereafter invoice the parent item in one smooth operation.

    Regards,

    ------------------------------
    Bart Couvreur
    Business Analyst
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Kitting

    Posted Jun 15, 2020 09:40 AM
    Hi Bart,
    Have you been able to find an alternative solution? We too have a business requirement to use "kits" for our manufacturing process but the current configurations in D365 are not sufficient in achieving our goals. AXtensions was a great option. Hoping to find an alternative before exploring a customization that we'd build ourselves. If you have any suggestions or have news from MS, please share.
    thanks!

    ------------------------------
    Hadi Azar
    SigmaPoint Technologies
    Cornwall ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Kitting

    GOLD CONTRIBUTOR
    Posted Jun 16, 2020 07:14 AM
    Hi Hadi, Bart, and others looking at options to handle sales kits in D365FO without the AXtensions solution. Here are several out-of-the-box solutions to investigate:

    Simple Kits:
    • Sell a kit where a parent item is entered on the SO line but desire is to convert that to child items on a BOM which are then fulfilled and shipped - try BOM Explosion on the SO line.
    • Sell a kit where a parent item is entered on the SO line, and that item needs to remain on the SO line for fulfillment and invoicing, but desire is to consume child items on a BOM in the assembly of that kit - try using the Auto Report as Finished capability on the item master for the salable parent item.

    More Complex Kits where variations in kit items is needed:
    • Try using the native product configurator with settings on both BOM and Route side set for full backlflushing so limited transactions are used to produce the kit from the SO line to make it ready to fulfill and invoice.


    ------------------------------
    Jack Moran
    Solutions Architect
    MCA Connect
    Greenfield NH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 9.  RE: Kitting

    Posted Jun 16, 2020 08:53 AM
    Hi Jack, thanks for your reply.

    We actually did explore the first two suggestions you mentioned. Both still fall short - we do need to show only the top level on the PS and Invoice + the cost is only present at the top level not a roll-up of the components. Further for the second option, we loose the ability to use the explosion or capable to promise functions in order to validate when we are clear to build/ship.

    The last suggestion of using the configuration might be an option; although our Kits are always pre-defined. it may be worth exploring.

    Thanks again for your help.

    ------------------------------
    Hadi Azar
    SigmaPoint Technologies
    Cornwall ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 10.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted Jun 17, 2020 07:29 PM
    Hi Jack,

    Thanks for the feedback. We did a full comparison of all different methods to do this in native D365:

    With the help of our partner and Microsoft, these are all the options we looked into:
    - Retail kits: no proper integration with warehouse management
    - Supplementary Items with free goods: risk to invoice the parent item without shipping the goods or allowing partial shipment of kits
    - Auto report as finished: doesn't interact with the warehouse
    - BOM journals: Pricing of the components replaces price of the Kit and no control of not shipping partial kits
    - Made to Order: Create production order and go through minimal manufacturing process

    We ended up going with the Made to Order Production orders, with extra batch jobs and small modifications to help smooth out the process.
    Still far from ideal though.

    Regards

    ------------------------------
    Bart Couvreur
    Business Analyst
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 11.  RE: Kitting

    Posted Jun 22, 2020 08:23 AM

    Bart,

    What do you mean by "Auto report as finished": Doesn't interact with the warehouse?

     

    We are looking into using this feature.

     

    We had the same situation as you and we implemented Kanban's and created rules to generate off of the sales order lines via a batch job. Kanban's are quicker than production orders, however, we do not like the process for us. It is better than a production order, but still takes too much time to do this. The Auto report as finished may be better for us. The only issue I can see is that we need a picking list for the item's component when we are picking the main item.

     

     

     

    Brad Baker




    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 12.  RE: Kitting

    TOP CONTRIBUTOR
    Posted Jun 22, 2020 08:41 AM
    Edited by Colby Gallagher Jun 22, 2020 08:42 AM
    @Brad Baker

    The auto-report as finished flag on the kit item would be paired with an item model group that allows inventory to go negative, then when you packing slip update the kit item, it blows inventory negative and a BOM journal is posted automatically to consume the corresponding kit components and create inventory of the kit item, thus filling the negative inventory position.  This doesn't work at all with WHS enabled items, the BOM journal fails because the components are WHS enabled and in a WHS enabled warehouse, the default issue location does not get populated to the journal.

    Here's a presentation I gave on kitting at AXUG a couple years ago to highlight the trade offs of each approach in the base product.

    There's no easy option on this one, its a "pick the least bad solution" scenario unless you modify.


    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 13.  RE: Kitting

    GOLD CONTRIBUTOR
    Posted Jul 08, 2020 09:51 AM
    Hello,

    I was about to suggest to use "BOM journals" which I've experienced in AX2009 (not sure what's new since regarding this feature).
    The idea is to sell the kit, but use a BOM journal to convert the individual items into a kit, the same way a work order BOM does, without all the work order steps...

    I don't fully grab the drawbacks you're pointing out
    --> Pricing of the components replaces price of the Kit
    If you sell the kit, and attach a trade agreement to it, wouldn't be the ones which applies?
    I didn't notice any "automatic price replacement" functionality linked to BOM journals.

    -->no control of not shipping partial kits

    I would guess it works if you actually do the kitting right, according to the BOM journal.  At least you can not consume the individual items if they are not in stock.  What extra control could there be?

    Regards,

    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 14.  RE: Kitting

    GOLD CONTRIBUTOR
    Posted Jul 09, 2020 10:37 AM
    ​Hello,
    I figured out that my answer was somewhat incomplete.  One might have understood that by "BOM journal" I was refering to the "explode BOM" functionality on sales order, which wasn't my point.

    My point is that you can define a "Kit" item with a BOM.

    Then when you want to convert the raw material into this "kit item" so that you can sell it, go to:
    Inventory management >> Journals >> Item transactions >> Bill of materials.

    Create a new journal, then go to lines, press on "BOM" and "Report as finished".

    Then press new and enter the "kit" item.

    When you press OK the BOM lines are created and posted.  Raw materials are consumed and the kit item is put in stock.

    Hello,
    I figured out that my answer was somewhat incomplete.  One might have understood that by "BOM journal" I was refering to the "explode BOM" functionality on sales order, which wasn't my point.

    My point is that you can define a "Kit" item with a BOM.

    Then when you want to convert the raw material into this "kit item" so that you can sell it, go to:
    Inventory management >> Journals >> Item transactions >> Bill of materials.

    Create a new journal, then go to lines, press on "BOM" and "Report as finished".

    Then press new and enter the "kit" item.

    When you press OK the BOM lines are created and posted.  Raw materials are consumed and the kit item is put in stock.



    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 15.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted 27 days ago
    Hi Alexandra,

    We looked into this option as well, but it is missing the interaction with the warehouse management module (creating picking work to pick the components).



    ------------------------------
    Bart Couvreur
    ERP Manager
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 16.  RE: Kitting

    Posted Jul 10, 2020 10:01 AM

    Have you looked at retail kits?  Allow this likely means you would need to use Call Center functionality to enter your sales orders.


    Have you looked at the new Bundles functionality...  I haven't tried it yet but the document I found sounds promising. (Note: it's part of the Revenue recognition module so this key needs to be activated)

    Here's a link that explains the functionality: https://blog.armaninollp.com/dynamics/2019/08/29/bundles-functionality-in-d365-erp/



    ------------------------------
    Sean Gilbert
    Thinkmax Consulting
    Montreal QC
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 17.  RE: Kitting

    TOP CONTRIBUTOR
    Posted Jul 10, 2020 10:08 AM
    Yes, the new Bundles functionality works quite well in my opinion.  Its the best out of the box solution.

    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 18.  RE: Kitting

    SILVER CONTRIBUTOR
    Posted 27 days ago
    Hi Sean,

    We looked at retail kits, not bundling, but one of our main hesitations was the integration between retail and warehouse management modules that were not existing at the time of our implementation.
    Definitely worth us having another look if anything has changed, as there has been a lot of work been put into retail of late.


    ------------------------------
    Bart Couvreur
    ERP Manager
    NHP Electrical Engineering Products Pty Ltd
    Richmond
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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