Sales KIT not invoicing due to KIT not shipped

SOLVED

Hello, 

We are having an issue with our invoices not closing out because the actual kit is marked as 'backordered' as opposed to 'shipped'. However, all components of the kit have shipped.

For example, the KIT named ABC-KIT has 3 components:

ABC-001

ABC-002

ABC-003

The invoice shows:

ABC-KIT  Backordered.

ABC-001  Shipped.

ABC-002 Shipped.

ABC-003 Shipped.

Is there a simple flag to mark the kit as shipped? I feel like the solution should be easy but I am overlooking something.

Thanks!

  • 0

    If this is an exploded kit as your post implies, it sounds like you are only shipping the components instead of the parent kit item. If you ship the parent kit item, sage 100 should automatically ship the correct number of components based on the components' QuantityPerBill value.

  • 0

    We were in the same boat. We had to have our Sage Reseller write a script that looks to see if all components are shipped and if so, it ships the Parent SKU in Box 9999 which then means it gets invoiced correctly. That was the only way we could make it work for us many years ago when we ran into this exact same problem.

  • 0 in reply to BenwKBS

    By any chance are/were either of you using a third party integration for shipping orders? There is a good chance that is the cause if the integration is/was only shipping the components.

  • 0 in reply to David Speck

    No, we scan the components in Sage Shipping Data Entry. Remember that the Parent does not actually exist so there is no way to scan the Parent. The Parent is a collections of items and the items are what are actually scanned.

  • 0 in reply to BenwKBS

    That isn't quite right. When a kit is exploded onto a sales order, then both the parent item and the component items are added to the lines. When processed in Invoice/Shipping Data Entry, both parent and component are available to ship, sage 100 will internally handle relieving quantities based on whether or not a kit is exploded. When a kit is exploded, the parent kit's quantity will not be relieved, only its components, when a kit is not exploded, the components are not added to the lines, the components will not have their quantity relieved, only the parent kit's quantity will be relieved.

    Here is a sample kit from the MFG sample company.

    Here is that kit exploded on a sales order.

    Here is that sales order being processed in Shipping Date Entry.

    I am able to ship the parent kit item instead of shipping the component. If i enter a quantity in the parent's kit quantity shipped and as soon as i step of the parent kit item's line, sage will process and ship the kit's components automatically.

  • 0 in reply to BenwKBS

    Also, for your process, in which you are scanning the components to make sure the components at an individual level are being tracked by the shipper, i can see where it would make sense for you to do it that way, but there isn't any reason the shipper couldn't first ship the parent kit item and then process each component.

  • 0 in reply to David Speck

    "couldn't first ship the parent kit item"

    We scan everything for accuracy. If the Parent is made of Children, there is no Parent to scan. Or am I missing something?

  • 0 in reply to BenwKBS
    SUGGESTED

    The problem sounds like your business process combined with how Sage 100 functions. 

    Sage relieves inventory from the exploded kit components, but invoices based on the exploded parent kit line.  You have to enter quantities for that too (somehow).

  • +1 in reply to Kevin M
    verified answer

    Phew. I was a little worried we had missed something simple years ago when we switched to Sage 100. Our Reseller wrote a script and it works flawlessly. I am just glad to confirm that the script was needed based upon our business process and how Sage 100 functions.

  • 0 in reply to BenwKBS

    If your kits are truly set up the way sage 100 should be set up and they are being exploded onto the lines, then there should be a parent to scan on the lines in shipping data entry. The parent is visible in the screenshot i posted a few messages earlier. You should ship it to invoice the customer properly but sage will only relieve inventory from the components.

    It is possible that your reseller implemented additional processes or tweaks resulting in how you see things now but standard sage logic will function the way Kevin and i have described it.