How to View Product Kit Components and Kit Availability

Recommended Knowledge Base Article Title
“How to View Product Kit Components and Availability (PeopleSoft)”

Below is a clean, step‑by‑step draft article you can upload to your internal knowledge base.

Purpose

Use this guide to look up the individual components of a product kit and check current availability for the complete kit in PeopleSoft.

System

• System: PeopleSoft
• Audience: Customer Care, Sales, Order Management, Inventory/Fulfillment

1. Open the Product Kit Components Screen

1. Log in to PeopleSoft.
2. From the main menu, navigate to:
   Main Menu → Products → Review Product Info → Product Kit
3. In the Search page:
   • Enter the Product ID (kit number) or other search criteria.
   • Click Search.
4. Select the correct kit from the results.

2. View Kit Components

On the Product Kit page:

1. Review the list of components tied to the product kit:
   • Component Item IDs
   • Descriptions
   • Quantities required per kit
2. Confirm:
   • All components look appropriate for the customer’s expectations.
   • Quantities match what will ship for one kit.

Use this section to answer “What’s included in this kit?” questions.

3. Check Item / Component Availability

To check inventory for a component or a kit item:

1. From the main menu, navigate to:
   Main Menu → Inventory → Manage Inventory → Review Inventory Balance Info → Item/Product Availability
2. On the Item/Product Availability search page:
   • SetID: KAPCO
   • Business Unit: WHSEB (or applicable warehouse)
   • Enter Item ID (for a component or for the kit, depending on how it’s stocked).
   • Click Search or OK.
3. On the availability page:
   • Qty Available = current starting quantity available.
   • Use the Demand and Supply tab to see the next incoming shipment/ETA and additional open demand.

Repeat as needed for each critical component to understand kit availability risk.

4. Interpreting Kit Availability

Use the component availability to determine whether a kit can ship complete:

• If all components are in stock (sufficient Qty Available), the kit is effectively in stock.
• If any component is short:
  • Check Demand and Supply for inbound POs/ETAs.
  • Communicate the kit’s estimated ship date based on the latest required component.

Document any constraints or substitutions in the order or ticket as per your team process.

5. Quick Reference

• View kit components:
  Main Menu → Products → Review Product Info → Product Kit
• Check availability for kit or components:
  Main Menu → Inventory → Manage Inventory → Review Inventory Balance Info → Item/Product Availability
  • SetID: KAPCO
  • Business Unit: WHSEB