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IM29 - Comparison of Models & Assembled Sets
A significant difference between a Model and an Assembled Set is how stock is controlled. Because Models can specify optional components, it is never expected for them to be stocked pre-assembled; they should never have an On Hand quantity. Purchase orders are placed for the components; sales orders commit/relieve/backorder against the components.An Assembled Set is allowed to be stocked pre-assembled (pre-packed) because the list of components is fixed; all components are mandatory. Purchase orders can be placed for the Assembled Set and sales orders can be directed to relieve stock for the Assembled Set –OR- the components can be purchased and sales orders can be directed to commit/relieve stock for the component products. However, backorders are always recorded against the Assembled Set product which complicates repurchasing if you always ship from components.
The following chart outlines some of the differences/features between a Model product and an Assembled Set product:
| Model | Assembled Set | |
| Back orders | Backorders appear against component products. | Backorders appear against the Set Header product only. |
| Branch Transfers | Not allowed. Models do not have QOH (Quantity-on-Hand). | Transfer from Prepack or Components allowed. If transfer from components, reduces component QOH in sending warehouse but increases QOH for the Set Header in the receiving warehouse. |
| Consignment Inventory | Not allowed. Models do not have QOH. | Only Set Header can be consigned; QOH is controlled as prepack only in the Consignment files. |
| Credit Notes (manual) | Issued against Header product, stock is returned (increased) for Components only. | Issued against Header product, stock can be returned to Prepack or Components. |
| Credit Notes (Auto Credits) | Issued against Header product, stock is returned (increased) for Components only. | Issued against Header product and defaults to return to Prepack but can be changed to return to Components. |
| Credit Notes (from RMA) | IN67 does not allow return against Model Header; returned Components must be entered individually on the RMA. | Issued against Header product and defaults to return to Prepack but can be changed to return to Components in IN41. |
| Demand (Bookings) Statistics | Units Demand updated for Header and Component. | Units Demand updated for Header and Component products if sold from Prepack or Components. |
| Display in IC45 (Explosion Folder) | Displays stock status of Level 1 Component only; does not show Sub-Assembly components. | Displays stock status of Set Components. |
| Evolve Compatible | No | OK |
| Inventory Commitment | Stock is always committed for Components. | Stock is committed for the Set Header if shipping from Prepack or for the Components if shipping from Components. |
| Invoice Entry (IN41) – Display Components | Displays Header, mandatory Components and selected optional Components. | Displays Header & Components, even if shipping from Prepack. |
| Invoice Print (IN42) | Header always prints; printing of Components is optional in IM29 setup. | Only Header prints. |
| Invoice history (IN45) – Display Components | Always displays Header and Components. | Always displays Header and Components. |
| Movement | Stock is not controlled at the Model Header level; movement is recorded for the Components only. | Movement is recorded for the Set Header if shipping from Prepack or for the Components if shipping from Components. |
| Order Entry (OE30) – Display Components | Displays Header, mandatory Components and selected optional Components. | Displays Header & Components, even if shipping from Prepack. |
| OE30/Detail Lines – Explosion Button enabled | No | Yes – takes you to IC45/Set Explosion screen to check what is available from Prepack or Components. |
| Sell Component Products Individually | Yes | Yes |
| Order Lookup (OE45) – Display Components | Always displays Header and Components. | Always displays Header and Components. |
| Order Stream Compatible | No | Yes |
| Picking Slip (OE34) – Print Components | Printing of Components is optional in IM29 setup. | Components are always printed. |
| Print Weights - Picking Slip (OE34) | Yes | No |
| Print Weights - Invoice (IN42) | Yes | No |
| Purchasing | Purchase Components only; Models are not a stocked item. | Purchase Header if stock/sell as Prepack or purchase components if stock/sell from Components. |
| RMA (IN67) | Models cannot be returned through RMA; returned Components must be entered individually on an RMA. | Header only entered on RMA. When Credit is generated from RMA (in IN41) will default to return to Prepack but can be changed to return to Components. |
| Royalties & Commissions | Calculated per Model Header, NOT the Components. | Calculated per Set Header, NOT the Components. |
| Sales Analysis Statistics | Units Sold against Header and Components; Dollars Sold and Cost of Sales against Header product only. | If sold from Components, Units Sold against Header and Component products; Dollars Sold and Cost of Sales against Header product only. If sold from Prepack, Units Sold, Dollar Sales and Cost of Sales against Header product only. |
| Serial Number Control | Model Header allowed to be serial controlled from Invoicing; components allowed to be serial controlled from Receiving or Invoicing. | Not allowed for Set Header or Components. |
| Lot Control | Not allowed for Model Header; allowed for Model Components. | Not allowed for Set Header or Components. |
| UPC codes/GTIN numbers | UPC/GTIN captured for Header and Components. | UPC/GTIN captured for Header and Components. |
