F. Kit Management: Compare KCL and TKC

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Supply User Manual ENG -> Products -> 3.6 LU-SU2105: Kits/Modules -> F. Kit Management: Compare KCL and TKC

1 Overview

The Compare KCL and TKC function is a reporting tool within the Kit Management module that allows you to generate a Missing Components report. It compares the actual contents of a Kit Composition List (KCL) against the Theoretical Kit Composition (TKC) — the standard expected composition of that kit type.

The report is exported as an Excel file (.xlsx) and is designed to help supply and warehouse teams:

  • Quickly assess the completion status of kits held in stock.
  • Identify items that are missing or in lower quantities than expected.
  • Support replenishment planning and needs assessments.
  • Track kit quality using deviation KPIs.

Understanding the two documents being compared:

 

KCL — Kit Composition List

TKC — Theoretical Kit Composition

Definition

The actual contents of a physical kit currently in stock

The standard / expected composition for that kit type (the template)

Purpose

Records what is in the kit

Defines what should be in the kit

Status for comparison

Must be Completed or Closed

Referenced via the TKL version linked in the KCL

TIP: Closed KCLs include kits or modules that form part of a parent kit — these are eligible for comparison.

NOTE: Matching between KCL and TKC lines uses a degressive approach: first matching on Product + Quantity + Batch/Expiry Date, then Product + Batch/Expiry Date, then Product only. This ensures the most accurate comparison possible.

2. Step-by-Step: Generating the Report

Follow the steps below to generate the KCL vs TKC Comparison Report.

1

Open the Supply module

Log in to UniField and click Supply in the main navigation menu.

2

Go to Kit Management

Select Kit Management from the left-hand or top navigation bar.

3

Open Kit Composition Lists

Click on Kit Composition Lists (KCL) to view the list of all KCLs.

4

Filter and locate your KCL

Use the search and filter options to find the KCL you want to analyse. Look for KCLs with a Completed or Closed status.

WARNING: Draft or in-progress KCLs cannot be used for comparison. If your KCL is still in progress, complete or close it first.

5

Open the KCL

Click on the KCL row to open the record and review its details.

6

Confirm the TKC version is linked

In the KCL header, verify that a TKC version (TKL) is referenced. This is the standard against which your report will compare.

The screen below shows a typical KCL record in Completed status, ready for comparison:

Kit Composition List — Completed status, showing product, version, reference and composition items

Figure: Kit Composition List — Completed status, showing product, version, reference and composition items

7

Open the right-side action menu

With the KCL open, locate the Actions or right-side menu panel.

8

Click “TKC KCL Comparison Report”

Select this option from the Reports section of the right-side panel. It is only visible for KCLs with Completed or Closed status.

The TKC KCL Comparison Report link is located in the Reports section of the right-side panel (highlighted below):

Right-side Reports panel — TKC KCL Comparison Report button (highlighted)

Figure: Right-side Reports panel — TKC KCL Comparison Report button (highlighted)

9

Save or open the Excel report

UniField will generate the report automatically and prompt you to download or open the .xlsx file.

TIP: The report is generated in Excel format (.xlsx) so that supply teams can use it for filtering, further analysis, or sharing with other stakeholders.

3 Report Layout and Content

The generated Excel report uses layout: TKC columns appear first (columns A–F), followed by KCL columns (columns G–M, highlighted in light green). This order reflects the operational logic used by warehouse teams — starting from what is expected in a kit, then comparing with what is actually present.

Report Header: The top section of the report displays summary information about the kit:
  • Kit (Product) Reference
  • Kit Creation Date
  • TKC Version (TKL)
  • Batch Number and Expiry Date
  • Date the Report was Generated

The screenshot below shows an example report generated for kit KMEDMEBO05A (Ebola VHF Sampling module), including TKC and KCL details and the Comparison Summary section:

A screenshot of a computer AI-generated content may be incorrect.

Figure: TKC KCL Comparison Report — header, TKC & KCL details, Comparison Summary and product lines (KMEDMEBO05A, batch 182394/1/28)

Report Columns: Each row in the report represents a product line. Columns are split between TKC (expected) and KCL (actual) data:

Column

Section

Description

Product Code

TKC

Product reference from the Theoretical Kit Composition

TKC Quantity

TKC

Expected quantity per the TKC standard

TKC Batch No / Expiry Date

TKC

Batch number and expiry date from the TKC

TKC Comment

TKC

Any comment recorded on the TKC line

KCL Module

KCL

The module within the KCL — positioned between TKC Comment and KCL Total Qty

KCL Total Quantity

KCL

Actual total quantity of the product found in the kit

KCL Batch No / Expiry Date

KCL

Actual batch/expiry of products in the kit

Deviation

Summary

Difference between KCL and TKC quantity (+/−)

NOTE: The KCL Stock Location column is not included in the report. The focus is on product references and quantities, not physical storage locations.

4. Comparison Summary and KPIs

The report includes a Comparison Summary section with two key performance indicators (KPIs) that provide an at-a-glance view of kit completion status. These KPIs follow the same logic as the PO vs Catalogue mismatch reporting already familiar to UniField users.

KPI

Formula

What it Tells You

KCL–TKC Article Deviation (%)

((# codes in KCL − # codes in TKC) / # codes in TKC) × 100

Positive = more product types in KCL than expected. Negative = product types are missing from the KCL.

KCL–TKC Qty Deviation (%) per product

((Qty in KCL − Qty in TKC) / Qty in TKC) × 100

Shown per product. 0% is excluded. Negative values appear in red in the report summary.

Quantity Deviation — Worked Examples:

Scenario

KCL Qty

Calculation

Deviation

Kit complete

100 (matches TKC of 100)

(100 − 100) / 100 × 100

0% — excluded from summary

Slight shortage

95 (TKC requires 100)

(95 − 100) / 100 × 100

−5% (highlighted red)

Surplus

110 (TKC requires 100)

(110 − 100) / 100 × 100

+10%

Major shortage

60 (TKC requires 100)

(60 − 100) / 100 × 100

−40% (highlighted red)

NOTE: Negative deviation values are highlighted in red in the Comparison Summary. 0% deviations are excluded from the Quantity Deviation field to keep the summary uncluttered.

TIP: If all items match the TKC exactly, the summary will show 0% deviation or display a message confirming the kit is complete with no missing items.

LUFI-40202 E: How to Split HQ Entries

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LUFI-40202 E: How to Split HQ Entries

You can also split entries one by one if you want to link the cost to various invoice references.

Go to Accounting/HQ/HQ Entries

    • A list of HQ entries to validate displays
  1. Select an entry and go to the Actions to choose the Action {Split}
Split Action in the Actions menu

2. In the HQ Entry split wizard, Select {New}

 New Button to split the original HQ entry

3. The original line displays and can be modified

4. Once the original line is modified, click on the {New} button to proceed to the creation of the lines.

You cannot edit the {Description} but you can edit the {Reference}, {Account}, {Amount}, and analytical accounts. Save each line.

Creating an additional HQ entry to split the original one

5. click when you are finished.

    —The original HQ entry displays in grey. The lines created in black. —

Original HQ entry in grey and created split lines in black

If later on you need to retrieve original HQ entries which were split, you can select the button:

If later on you need to retrieve split HQ entries, you will select the button

Original HQ entries

Split HQ entries

LUFI-50107 COMBINED JOURNALS

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Finance User Manual ENG -> 5. Searching, Correcting and Closing -> 5.1 Searching -> LUFI-50107 COMBINED JOURNALS

LUFI-50107 COMBINED JOURNALS

LU Introduction

This report will combine all the JI and the AJI entries. The main purpose of this report is to display in one report all entries’ sequences in order, whether they were existing only in the JI, or only in the AJI or in both. In addition to that, it will help when doing the checking of the accounting documents when archiving per journal.

How to Produce Combined Journal Report

Go to: Accounting/Selector/Combined Journal reports

You have a wide range of possibilities to search for data. Ticking the checkbox for a certain heading will expand the screen for the user to select specific criteria. Similar to default search fields in other modules, you can enter data manually or use the magnifying glass to select from a drop-down list.

  • Create your template.
  • Select the period you want.
  • You will have a list of all periods, select all periods you want.

Also the field Sequence Numbers has a limit of 360 characters, and you can specify about 26 entries. Note that the total number of characters includes the character ( , )

  • Also you can exclude inactive journals by dates by ticking on checkbox “Excluded inactive journals” and also a date on the Combined Selector:
Excluded inactive journals by date
  • Click on {Export Excel} or {Export PDF}
  • Click on {Download Report}
  1. In the report you will find all entries’ sequences (both JI and AJI) organized by order based on the sequence number.

LUFI-21101 Manual Synchronization

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LUFI-21101 Manual Synchronization

LU Introduction

In UniField, it is possible to synchronize data manually or automatically. An automatic daily synchronization can be configured by the IT staff. If your section chooses a manual synchronization, someone in each instance should be responsible to launch it on a regular basis. Only this user will have access to the synchronization business application.

How to Synchronize Manually

Go to Synchronization/Synchronization/Manual

  1. Select {Start all synchronization in the background}


Synchronization Menu