Set up a kit group

Use the following procedure to create a kit group.

1. Log into the NPI client application.
2. Select  Logistics > Kit Group Setup.
3. Select Add , enter a Name for the kit group, then select OK.
   
   
   
   

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

   Note:

   To delete a kit group, select the kit group name on the left side of the window, select the Delete button, then select Yes to delete the kit group or No to return to the window.

5. Select one or more resource types for the kit group from the Resource Type(s) drop-down by selecting each check box that corresponds to a resource type for this kit group.
   
   
   
   

   Note:

   A single resource type may only be assigned to one kit group. (See Set up stock locations for more information about resource types.)

6. Use the Kit Group Type drop-down to specify this kit group as Scheduled or Unscheduled (see the following table for details).
   
   

   Kit group type	Description
   Scheduled	When used together with FactoryLogix Production Scheduling, 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. Transport 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 will not 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 will not 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.

   
   
   
   

7. Make selections in the Kit Groups 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 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. A completed batch is a batch that has satisfied its quantity requirements. A closed batch 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 Hours and Minutes 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 n Hours and n Minutes. Reorder Priority Sets the priority of the reorder transport orders when requesting new materials (High, Medium, or 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. Source specifies where the materials originate in the factory; Target specifies the delivery location in the factory where they will be staged.

   
   
   

8. When you are finished setting up the kit groups, select Save in the lower-right corner of the window to save the kit group.
   
   

   Important!

   Once a kit group is in use in the Production client application, you cannot modify it.