Assemble Items

If the Replenishment System field on the item card contains Assembly, the default method of supplying the item is to assemble it according to an assembly BOM, and potentially by a specific resource. Learn more at Work with Assembly BOMs. Learn more about how to set up an assembly item at Understanding Assemble to Order and Assemble to Stock.

You can set up assembly items for two assembly processes.

Process Description
Assemble to stock Items that you assemble and stock for future sales. For example, kits for an upcoming sales campaign. The items aren't related to a sales order, at least not yet. Typically, these items aren't customised for customer requests.
Assemble to order Items that you don't want to stock. For example, because they're customised based on customer orders or to reduce the cost of on-hand inventory.

This article describes the standard settings for assemble to stock. There might be other ways that are more suited for your business though. Learn more at Sell Inventory Items in Assemble-to-Order Flows and Sell Assemble-to-Order Items and Inventory Items Together.

Note

Assembly components are handled in a special way in basic warehouse configurations. Learn more at Handling Assemble-to-Order Items with Inventory Picks.

To assemble an item to stock

Follow the steps in this procedure to assemble an item to stock. To learn about assemble to order, go to Sell Items Assembled to Order.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Assembly Orders, and then choose the related link.

  2. Choose the New action. The New Assembly Order page opens.

  3. Fill in the fields as necessary. Hover over a field to read a short description.

  4. In the Item No. field, select the item that you want to assemble. You can select items that are set up for assembly and have an assembly BOM, or items without an assembly BOM. The latter is useful for unplanned assemblies or scenarios when you want to use item reclassification and track costs.

  5. In the Quantity field, enter how many units of the item that you want assembled.

    Note

    If one or more components are not available to fulfil quantity on the due date, the Assembly Availability page opens. The page shows how many assembly items can be assembled based on component availability. Learn more at View the Availability of Items. When you close the page, the assembly order is created with availability alerts on the lines for the affected components.

    The lines contain the contents of the assembly BOM and the specified quantities.

    Note

    If the Assembly Availability page opened when you filled in the assembly order header, each affected assembly order line contains a Yes in the Avail. Warning field with a link to detailed availability information. You can resolve a component availability issue by:

    • Postponing the starting date.
    • Replacing the component with another item.
    • Selecting an available substitution if one is defined.
  6. In the Quantity to Assemble field, enter how many units of the assembly item that you want to post as output the next time you post the assembly order. This quantity can be lower than the value in the Quantity field to reflect a partial output posting.

    Note

    To make sure that component consumption posting matches the assembly item output posting, the quantity fields in the assembly order lines automatically adjust to the value that you enter in the Quantity to Assemble field.

  7. On assembly order lines of type Item or Resource, in the Quantity to Consume field, specify how many units you want to post as consumed the next time that you post the assembly order.

  8. When you are ready to partially or fully post, choose the Post action.

    Note

    If warnings are still present in the assembly order lines, you can't post the order. A message displays the component or components that are not in inventory.

After posting succeeds, the assembly item is posted as output to the location code and potential bin code that are defined on the assembly order. For manually created assembly orders, the location may be copied from the Default Location for Orders setup field. For assemble-to-order flows, the location code may be copied from the sales order line.

See also

Assembly Management
Work with Assembly BOMs
Inventory
Design Details: Warehouse Management
Work with Business Central

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