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Use the following procedure to create a kit group.

  1. Log into

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  1. the NPI

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  1.  client application.

  2. Select 

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  1. Logistics buttonImage Added Logistics > Kit Group Setup.

  2. Select Add 

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  1. Add buttonImage Added, enter

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  1. Name

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  1.  for the kit group, then

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  1. select OK.

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  1. Add new Kit Group dialogImage Added


  2. (Optional) In the Kit Groups window, enter a description for the new kit group in

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  1. the Description

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  1.  field.

Note

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To delete a kit group, select the kit group name on the left side of the window, select the Delete

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image-20240822-201430.pngImage Added button, then select

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Yes

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to delete the kit group

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or

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No

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to return to the window.

  1. Select one or more resource types for the kit group from

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  1. the Resource Type(s) drop-down by selecting each check box that corresponds to a resource type for this kit group.

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  1. Select kit group resource typesImage Added


Note

A single resource type may only be assigned

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to one

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 kit group. (See 

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 for more information about resource types.)

  1. Use the Kit Group Type drop-down to specify this kit group

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  1. as Scheduled or Unscheduled (see the following table for details).

Kit group type

Description

Scheduled

When used together with FactoryLogix Production Scheduling,

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 Production Planners can place a scheduled kit group into the production schedule of specific factory resources (production lines, workstations, areas, and so on) on a batch-by-batch basis.

Transportation orders are generated to inform the stock room exactly when the materials in this kit group need to be prepared. A destination (factory resource) on the factory floor is specified where materials will be delivered.

Not Scheduled

The kit group

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will not

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 be scheduled in the Production Scheduling area. A kit will be created in the stock room and dispatched to the factory floor under the kit group name, but there

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will not

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 be a specific destination (factory resource) or a time frame. 

Stock room workers will create and process this kit using FactoryLogix, but on a timeline that is established using their own internal processes.

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Kit Groups windowImage Added

  1. Make selections in

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  1. the Kit Groups

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  1.  window based on your needs using the options described in the following table.

Option

Description

Reservation UID Strategy

  • Reserve a unique set of materials for each individual Batch
    Reserves only the kitted materials required to complete the batch.

  • Dynamically share materials across multiple Batches running on the same production line
    Allocates kitted materials as needed for all batches on the same production line.

    • Number of previous Batches to check for Excess Materials
      Specifies a "look back" through

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    • n completed batches. When excess kitted materials are located, they are allocated dynamically to upcoming batches on the same production line to help maintain peak efficiency.

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iconfalse

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completed batch

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 is a batch that has satisfied its quantity requirements.

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closed batch

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 is typically done by the user. The batch may not have met its quantity, but the user wanted it closed.

Material Dispatch Strategy

  • Issue Entire Materials in Initial Transport
    Issues all materials necessary to build the entire batch.

  • Limit Number of Kitted Reels to
    Limits the number of kitted reels to the number you specify.

  • Limit Initial Amount of Kitted Materials to (Hours: Minutes)
    Limits the initial amount of kitted materials to the specified

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  • Hours

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  • and

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  • Minutes

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  • before additional kitted materials are released from stock.

Reordering Strategy

  • Use Manual Reordering
    Specifies only manual reordering for kitted materials/kit groups. Operators must manually re-order materials as needed.

  • Use Automatic Reordering
    Material requests from stock are generated automatically based on consumption rates in production.

    • Reorder Interval: Every (Hours: Minutes)
      Specifies the reorder interval for kit groups every

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    • n

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    • Hours

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    • and

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    • n

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    • Minutes.

      • Reorder Priority
        Sets the priority of the reorder

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      • transport orders when requesting new materials (High,

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      • Medium, or

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      • Low).

Material Staging Strategy

  • Transport Material Directly to Factory Resources
    Ensures that kitted materials are transported directly to the factory resources requiring them.

    • Filtered Source:
      Specifies the factory stock location where kit groups are transported from.

  • Transport Material to Staging Location (Source: Target)
    Ensures that kitted materials are transported to the specified staging location.

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  • Source

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  • specifies where the materials originate in the factory;

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  • Target

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  • specifies the delivery location in the factory where they will be staged.

  1. When you are finished setting up the kit groups,

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  1. select Save

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  1.  in the lower-right corner of the window to save the kit group.

Info

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Important

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Once a kit group is in use in the Production client application, you

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cannot

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modify it.