The works order enquiry option displays the kit list for a given order, compares it to the stock on shelf and highlights shortages:  This option is very useful in helping you discover which items are needed to complete an order:



If there isn't enough stock to complete the kit, you can create a PDF listing the shortage items. This list can also be exported to an Excel spreadsheet:


A similar option, trial kit a partnumber, allows you to examine the kit of parts required to produce an assembly, even if there is no works order for the assembly on Herschel.  This can be very useful when deciding whether to put an order onto the shopfloor, or for replying to sales department enquiries.  The kit can include scrap if required, and the option can use stock on shelf or available stock for its calculations:



The stock on shelf figure for each component is compared with the quantity required and the system calculates how many assemblies could be made with the available stock on shelf. The system warns you if an item is short, or if there is negative stock of an item. If there isn't enough stock to complete the kit, you can create a PDF listing the shortage items.  This list can also be exported to an Excel spreadsheet.

 

Remember that trial kitting can be misleading.  Consider two works orders which use the same component.  There might only be enough of the component in stock to produce one of the orders, but if you trial kit first one order, then the next, they would both appear to be OK.  If your products do share a lot of common components it is best to run the trial kitting report rather than trial kitting each works order separately as this report automatically calculates shared required and avoids any errors.


Another way to take shared components into account is to use the trial kit many partnumbers option.  This allows a mix of up to twelve assemblies to be trial kitted.  This option can also be used to create a purchasing list for a collection of future works orders.  If there isn't enough stock to complete the kits, you can create a PDF listing the shortage items.  This list can also be exported to an Excel spreadsheet: