cancel
Showing results for 
Search instead for 
Did you mean: 

Sales order kits (TAQ, TAE) multiple qty ordered as 1 TAQ item, delivered as multiple TAQ items

Former Member
0 Kudos

hi SD gurus,

our customer is using sales kits in sales orders (Header TAQ, Components TAE). TAQ items are serialised, TAE item are batch managed and some serialised as well. Batch determination strategy is active on delivery creation.

TAQ is just a kit header for an assembly, it is not stocked or delivered.

Currently they enter one sales order item with qty 5 for the TAQ and it brings up the components and their qty as per BOM . However, when doing it this way they do not know which batches and serial items (TAE) go to which serialised kit header (TAQ) when picked.

(As they are entering 1 TAQ item with multiple qty, they can't see which batches and serial numbers are going to  which header kit serial number.

They don't really like a suggested solution to enter multiple TAQ line items as it involves entering the same line item multiple times manually (CTRL+Y or via menu Sales Document -> Create with Reference.) 

They'd like to explore ways how to achieve the above either by some automatic copy of TAQ line item depending on qty of the TAQ item during the SO creation. (e.g. enter sales kit to the first line item and enter 5 EA and system will copy the line item to 5 line items. ).

Or creating one sales order line of 5 each and when delivery is created it will automatically create 5 line items in the delivery.

(no split deliveries).

I believe they have tried assemble orders as well.

If you could share how you handle such a scenario in your organisation, it'd be great.

Thank you.

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member184555
Active Contributor
0 Kudos

Not sure if this helps, but...how about maintaining this information in delivery note (when picking is done) as 'text' which can be used for future reference, can be copied to invoice and if required, can be printed on outputs.

Former Member
0 Kudos

hi Ravi, I'm sorry, this would not be enough. The serial numbers and batch numbers need to be assigned and we need to know which serial number of the kit has which serial numbers and batches of the components assigned. If we have 5 same kits (TAQ) in one item, they'd have 5 serial numbers and we need to know which batches and serial numbers of the components are going to which kit. Once the kits are assembled (meaning the batches are allocated via Batch det strategy during delivery creation) the delivery is saved and automatically picked. The picking outputs are produced.  The guys go to the warehouse and pick the components (batches) and come back and enter the serial numbers to the delivery and print sticky labels. 1 label for each kit. They pack the kits in boxes (this is a manual process) and stick the label on each box.

The whole point here is to know which serial numbers and batches of the components go to which serial number of the kit so they can stick the correct label on the correct box and also this information must be in the tables.(and they are not really happy about entering the same kit in sales order as separate item)

former_member184555
Active Contributor
0 Kudos

Yes, I understood the requirement and the importance of having these details recorded/updated in tables. The other solution that comes to my mind is....let the users create sales order for the TAQ item with quantities more than one. When creating the delivery note, split the sales order item into multiple deliveries (customize copy controls) creating one delivery note for one quantity of the TAQ item. But, for invoicing, you can combine these delivery notes and create a single invoice.