1. Lesson 12: Kitting and De-Kitting
Lesson 15: Configuring Value Added Services
Lesson 12: Kitting and De-Kitting
Process for kitting and dekitting
Configuring a WMS Solution Yantra Company Confidential

2. Lesson 15: Configuring Value Added Services
Objectives
Lesson 15: Configuring Value Added Services
After completing this unit, you should be able to:
Create, View, and Complete Work Orders For
Kitting
De-Kitting
VAS is performed to meet order or item specific requirements
Notes:
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Configuring a WMS Solution Yantra Company Confidential

3. Lesson 15: Configuring Value Added Services
Using VAS
Lesson 15: Configuring Value Added Services
VAS for stocking
VAS operations done by the facilities for stocking periodically on the basis of expected demand for a product i.e. kits
VAS for refurbishment
Items are returned needing laundering, tuning, cleaning, or fixing before they are RFI. This will be discussed in a later lesson.
Breaking kits or De-kitting
Kits broken down because of a change in components
Components needed for shipping
Above maximum quantities
Notes:
Kitting is the process of picking components from a parts list or Bill of Materials (BOM) and assembling them into a new item or a higher level assembly.
Value Added Services (VAS) in Yantra enable managed work orders that are created manually or on the host system for building kits. Packaging Work Orders are created for SKUs that need packaging before shipment. Kitting Work Orders are for kits with defined Bill of Materials (BOM). Such a kit is made by processing component SKUs.
Use VAS to create, list, inquire, add instructions to, print, postpone, release, cancel, and create moves for work orders. VAS can also be used to modify the BOM of the assembly for kitting, or to break a kit into its component items.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

4. Lesson 15: Configuring Value Added Services
VAS Features in WMS
Lesson 15: Configuring Value Added Services
VAS features enable you to:
Create Work Orders for Kitting, DeKitting, Refurbishment
Automated Generation of Move Requests
Manage work orders and related processes:
Detailed work order tracking
Specify and track activities required for the service
Report Work Order Completion
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

5. Lesson 15: Configuring Value Added Services
What are Work Orders?
Lesson 15: Configuring Value Added Services
The controlling documents used to specify:
Work required
Materials required
Additional packaging instructions
Work orders specify what is to be made in terms of:
Parent Kit/Quantity
Work Orders are used for:
Stock
Shipping
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

6. Creating a User Initiated Kitting Work Order
Lesson 15: Configuring Value Added Services
Select VAS from the menu and
Click on Create Work Order
Notes:
The Service Item Group and Item ID fields indicate the type of Service for WO and item/qty to build. The Segment Type indicates if Materials are being Made To Customer or Made to Order.
If the Release immediately checkbox is checked, WMS releases the work order automatically so that WO tasks are generated.
Navigation:
Create a Work Order: log on to the WMS Console as the WMS user. Navigate to VAS > Create Work order. In the Create Work Order page that appears, enter values in the applicable fields and click Proceed.
In the Component Items section, specify the quantity of each child SKU needed to build one kit.
In the Activities section, you can specify the activities and preferred location required to support the Work Order process. It will default based on the Service Item setup.
Once the Work Order is saved, component inventory is allocated to the Work Order and Work Order tasks can be created and released.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

7. Create Workorder Details Screen-1
Primary Information for Workorder
Work Order # - can be user defined or system generated
Service Item Group – select Kitting from the drop down
Purpose – select Stock, Order or Ship
Put a check in Release Immediately box.
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8. Create Workorder Details Screen-2
Work Order Item Data
Enter Item ID or select from the look up and tab out of field
Unit of Measure and Product Class will auto fill
Qty Avail to Build will populate
Enter Requested Quantity
Click on Proceed
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9. Create Workorder Screen with Component Details
Lesson 15: Configuring Value Added Services
Notes:
In the VAS Station page, scanning the Work Order # and Container SC will default the WO details.
Navigation
Confirm a Work Order: log on to the WMS Console as the WMS user. Navigate to the VAS > VAS Station menu item. In the VAS Station page that appears, scan the WO number and the Location. Click Save to confirm the Work Order.
Select the Activity you are reporting completion against, enter the quantity built, and start and end time info, and click Save.
This screen shows an overview of the components and Total Quantity needed.
Click on SAVE. This will generate the move tasks from the storage location to the VAS zone. A Kit Batch sheet will automatically print.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

10. Lesson 15: Configuring Value Added Services
Work Order Details
Lesson 15: Configuring Value Added Services
Notes:
In the VAS Station page, scanning the Work Order # and Container SC will default the WO details.
Navigation
Confirm a Work Order: log on to the WMS Console as the WMS user. Navigate to the VAS > VAS Station menu item. In the VAS Station page that appears, scan the WO number and the Location. Click Save to confirm the Work Order.
Select the Activity you are reporting completion against, enter the quantity built, and start and end time info, and click Save.
Click on View Tasks to view and complete the move tasks on the console from the storage location to the VAS Zone. If the move tasks will be accomplished via the scan device this step is not needed.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

11. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Task List Screen
Click on hyperlink for BatchNo
Click on Complete
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12. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Complete Batch Screen
Make any necessary changes to the Source Location here.
Click on Save to complete the move task(s).
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13. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Batch Detail Screen
Batch Status is now Completed.
Click on Close two times.
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14. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Completing Work Order
Click on Confirm
The JAVA screen will appear.
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15. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
VAS Station Kitting
Select Location – it will always be V
Enter the quantity to process
Click on SAVE
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16. Navigating to Move Request Console
Qty Completed. Kit label and packing list prints
Task has been created to move the completed kits to
the storage location. Shortcut to the move task is to click
on the back button from this screen.
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17. Work Order Details Screen
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18. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Task List
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19. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Complete Task
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20. Kitting Trackable Kits
Same process is followed for kitting a trackable kit with the exception of the steps to enter the kit trackable ID and the trackable ID.
When the move task is created the system will prompt for the trackable ID of the component (s)
- After the confirm button is selected pop up screens will be displayed for the kit trackable ID and the trackable ID.
The following screens show examples ….
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21. Move Task – trackable component
Move task screen
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22. Confirming Kitting – Kit Trackable and Trackable ID
Kit Trackable ID
Trackable ID
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23. Lesson 15 cont.: De-kitting
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24. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
De-Kitting
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25. Create Work Order Screen
Enter Item ID or select from the look up and tab out of field
Unit of Measure and Product Class will auto fill
Enter Requested Quantity
Click on Proceed
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26. Create Work Order Information Screen
Click on SAVE
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27. Work Order Details Screen
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28. Task List Screen Check box and view details or Batch Number Hyperlink
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29. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Batch Details Screen
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30. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Task List
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31. Work Order Details Screen
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32. Completed Quantity De-Kitting
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33. Completed Task
Task(s) have been created to move the component items to
the storage location. Shortcut to the move task is to click
on the back button from this screen.
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34. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Work Order Details
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35. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Task List
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36. Task Details Complete and save for each of the Component items
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37. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Task List
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38. Lesson 15: Configuring Value Added Services
Lesson 12: Summary
Lesson 15: Configuring Value Added Services
In this lesson, you should have learned:
VAS are activities performed on a product before the product is delivered to the customer
A Service Group is a categorization for offered service items
A Service Item is a reference to a specific service offering
A Work Order is a controlling document used to specify the work required, and materials required
Work Order Confirmation is the process by which a user reports completion of activities related to a Work Order
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

39. Lesson 15: Configuring Value Added Services
Questions?
Lesson 15: Configuring Value Added Services
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential