Assemblies are found in Inventory Control / IC Transactions. By selecting one of the different transaction types, the user can either assemble or disassemble master items.
Before assembling and item, the Bill of Material needs to be setup and that is done in IC Items and Price Lists / Bills of Material. Here, the master item is identified, and the component items and their quantities which make up the master item. Any fixed or variable costs for creating (assembling) the master item(s) are also specified on this screen. It is possible to have multiple bills of material for the same master item.
Once the Bill of Material is setup, the Assembly can be processed. The assembly can be likened to shipping out of the individual component items, and receiving in the master item, to make it available for sale to customers. When entering Assemblies, some fields to note:
- Component Assembly Method - only applies if there are sub-assemblies (if one or more of the component items are master items themselves) in the build.
- Verify Quantities - this function will review the quantity of the components to ensure there is enough stock to create the requested quantity of the master item. This is particularly helpful if negative inventory is not allowed.
- If there are serial or lotted items in the build, after clicking the post button, the serial/lot number allocation screen will popup and the user will be able to allocate the appropriate serials and lots.
When disassembling a master item, the master item is removed from stock, and the component items returned to stock. The user is able to disassemble a previously assembled master item and if an assembly is selected, the details of that assembly populate the screen. If the disassembly does not reference any assembly, the user must enter all the required fields.