mcp-wms-wiki/wiki/concepts/kits.md

title, type, sources, related, last_compiled

title	type	sources	related	last_compiled
Kits	concept	areas/ERP/masters/kit.md areas/ERP/shipping/wor.md areas/ERP/shipping/wof.md areas/ERP/notifications/kst.md areas/ERP/notifications/unk.md custom/analyse_fonctionnelle.md sources/archives/13_Gestion_KIT.md	concepts/product-item.md concepts/stock.md concepts/order-outbound.md concepts/erp-interface.md modules/manufacturing.md	2026-04-17

Kits

Overview

A kit is an article resulting from the assembly of several component articles. In Easy WMS, kits represent pre-assembled or on-demand assembled products that allow fulfilling a single order line by collecting multiple component items. The kit concept is distinct from the manufacturing module (which handles raw material → finished goods); kits operate at the finished goods + components level.

ERP integration sends kit definitions via the KIT message. Individual components must already exist as items in the WMS.

A kit record consists of:

• Kit code — the item code of the assembled article
• Component 1..N — each component's item code + required quantity

Kits can be configured with or without physical assembly.

⚠️ Profile requirement — an article can only be configured as a kit if its logistic profile carries the Version logistic attribute. Otherwise the activation fails with a profile-mismatch error and the item must be reassigned to a profile that has Version and a reception control method.

Creating a kit article (SmartUI)

From Données Principales → Kit :

1. Kit article + owner.
2. Kit version (must be a value permitted by the logistic profile).
3. Base unit of measure.
4. Assembled or not.
5. If assembled : on-demand assembly allowed ?

Add components with "Ajouter composant" : item, quantity, main component.

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Types

1. Kit without assembly (no mounting)

The kit article has assembled = NO. When a shipping order requests a kit, the WMS splits picking into separate tasks — one per component — without any physical assembly step. The kit is "assembled" implicitly by delivering all components.

Example: A "Garden Set" kit containing 1 table + 4 chairs: picking generates two tasks (table pick, chairs pick). The final delivery is the two components together.

2. Kit with assembly (mounting required)

The kit article has assembled = YES. A physical work order is required: components are picked and brought to an assembly zone, the kit is built, and the resulting kit item is added to stock.

Sub-type — on-demand assembly (assembled = YES, assembly_on_demand = YES): the assembly can be triggered by a shipping order when kit stock is zero, without a pre-existing work order. Used when the ERP can create work orders autonomously.

Sub-type — ERP-driven assembly (assembled = YES, assembly_on_demand = NO): the assembly is only triggered by a Work Order (WOR) from the ERP or a manually created order. No automatic kit fabrication request is generated when stock is insufficient.

SAGE 100C Connector — Nomenclature types

When integrated with SAGE 100C, EasyWMS maps SAGE nomenclature types to kit configurations:

SAGE type	EasyWMS config	Notes
Fabrication	assembled=YES, on_demand=NO	Can be inventoried; can appear in PO; requires MO from SAGE
Commercial/Composed	assembled=NO, on_demand=NO	Cannot be inventoried; cannot appear in PO; no kit stock in WMS
Linked article	Imported as simple item	Handled as two independent items in WMS

Warning

: For Commercial/Composed kits, no WMS stock of the kit article should exist. SAGE tracks only components.

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Lifecycle

Kit Assembly (Kitting)

ERP sends WOR → WMS creates work order
                 → WMS generates picking tasks for each component
                 → Operator picks components to assembly zone
                 → Assembly confirmed (components consumed, kit created in stock)
                 → WMS sends WOF to ERP (only if WOR came from ERP)
                 → If manual/manual WO: WMS sends KST to ERP

Detailed process (TRF):

1. ERP sends WOR (or manager creates order manually in WMS)
2. WMS generates picking tasks for each component to the assembly zone
3. All components arrive at the assembly zone
4. Operator scans and confirms assembly on TRF
5. Component stock automatically decremented; kit stock created
6. Kit returned to storage — available for shipping orders
7. WOF sent to ERP at work order close or cancellation (only if originated from ERP)
8. If work order was created manually: KST sent to ERP to notify consumed and created stock

Warning

: If component stock is insufficient, EasyWMS does NOT automatically request kit fabrication.

Kit Disassembly (De-kitting)

ERP sends WOR (disassembly) → WMS creates work order
                              → WMS generates picking tasks to bring kits to assembly zone
                              → Operator disassembles kits
                              → Kit stock decremented, component stocks incremented
                              → WMS sends WOF to ERP (if WOR from ERP)
                              → If manual: WMS sends UNK to ERP

Detailed process:

1. ERP sends WOR (disassembly type) or manager creates manually
2. WMS generates picking tasks for kit items to assembly zone
3. Operator disassembles kits at the zone
4. Kit stock decremented; each component's stock incremented
5. Components returned to storage — available for picking
6. WOF sent to ERP at close/cancellation (only if ERP-originated)
7. If manual: UNK sent to ERP to notify consumed (kits) and created (components) stock

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Work Order Lifecycle — Creation, Modification, Cancellation

Creation modes

Mode	Description
From ERP	WOR file — Work Order created with status En attente ; WOF sent at close/cancel
Manual (SmartUI)	Menu Ordres de travail → Ordres de travail — KST sent at close
Manual (RFT)	Menu Kits → Demande de composants — WO created and released automatically. ⚠️ No ERP feedback — neither KST nor WOF is generated
Automatic	Requires Montage sur demande = OUI — triggered at integration of an outbound order containing a kit shortage

Modifications allowed, by status

Status	Allowed modifications
En attente	Every field
Libéré	Quantity + priority only
En cours (≥ 1 kit assembled)	Quantity (must remain ≥ already assembled) + priority
Annulation	Only if no kit has been assembled yet

Supply & Assembly/Disassembly

When a WO is released, the WMS checks available stock in the kit zone. If insufficient, a supply (replenishment) order is automatically created and released to feed the zone.

Closing a Work Order

• Automatic — once every requested kit has been assembled / disassembled.
• Manual — allowed at any time as long as at least one kit has been processed.
• On close : WOF is sent to the ERP (for ERP-originated and SmartUI-manual WOs ; not for RFT-manual).

Kit Shortage Handling

	On-demand assembly = YES	On-demand assembly = NO
WO creation	Automatic	Manual
Shortage detection	Automatic + WO created	Manual lookup via the Outbound Orders view
Reaction time	Immediate on order integration	Depends on how often the view is reviewed

⚠️ Without Montage sur demande, EasyWMS emits no automatic alert (no notification, no email). It is the client's responsibility to regularly review the Outbound Orders view to detect kit shortages.

Business rules

• A kit article cannot have stock in WMS if it is a "Commercial/Composed" type (no stock tracking in ERP → sync impossible)
• Multiple components per kit; each component has item code + required quantity
• Stock consumed at assembly is tracked per lot/batch for traceability purposes
• Kit articles can have their own logistic profiles (reception, shipping, putaway) like any item
• No automatic re-order: WMS never requests fabrication when kit stock is insufficient — this is always a manual or ERP-driven action
• Component stock shortage at kit assembly time does not block the work order — operator must resolve
• For kits with assembled = YES, a work order (WOR) is mandatory before assembly can begin in the WMS

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ERP Integration

Message	Direction	Trigger	Content
KIT	ERP → WMS	Kit master data create/update/delete	Kit code + component list
WOR	ERP → WMS	Create/update work order (assembly or disassembly)	Recipe/kit, quantity, production zone, priority
WOF	WMS → ERP	Work order closed or cancelled (ERP-originated only)	Stocks consumed and created
KST	WMS → ERP	Manual kit assembly (work order created in WMS, not ERP)	Notifies consumed components + created kit stock
UNK	WMS → ERP	Manual kit disassembly (work order created in WMS)	Notifies consumed kits + created component stock

Key distinctions

• WOF is sent only when the work order originated from the ERP (not manual orders)
• KST is sent for manual assemblies or manually created work orders
• UNK is sent for manual disassemblies or manually created disassembly work orders
• For ERP-originated orders: WOF covers the close/cancel notification regardless of quantities

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Configuration

Field	Description
assembled	YES = physical assembly required; NO = pick components only
assembly_on_demand	YES = auto-create assembly when kit ordered without stock; NO = WOR required
Component items	Must exist in WMS item master before kit creation
Kit item	Must have its own item record with full logistic profiles

Interface: Kit management is under Masters > Kits in SmartUI.

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Common errors

Error	Cause	Resolution
Kit stock out of sync with ERP	Kit is Commercial/Composed type but WMS has kit stock	Delete WMS kit stock; this type must not be tracked in WMS
WOF not sent to ERP	Work order was created manually in WMS	WOF only sent for ERP-originated WOR; for manual orders use KST/UNK
Component picking tasks not generated	Component items don't exist in WMS / insufficient component stock	Verify component item masters; receive component stock first
Kit not available for shipping orders	Kit requires assembly (assembled=YES) but no WOR created	Create work order manually or wait for ERP WOR

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Related

• product-item — Kit articles and components are both standard items with logistic profiles
• stock — Component stock is consumed; kit stock is created at assembly
• order-outbound — Outbound orders trigger component picks (no assembly) or reference assembled kit stock
• erp-interface — KIT, WOR, WOF, KST, UNK are the ERP messages for kit management
• manufacturing — Similar concept but for raw material → finished goods transformation; manufacturing module handles additives, production stations, and automated consumption