Sell Assemble-to-Order Items and Inventory Items Together
If the Assembly Policy field on the item card of an assembly item contains Assemble-to-Stock, the sales order process assumes that the item is already assembled and can be picked from inventory if it's available. Therefore, an assembly order isn't automatically created and linked to the sales order line. However, if some or all of the quantity isn't available, you can create an assembly order for the remaining quantity. To do that, fill in the Qty. to Assemble to Order field on the sales order line. This setting lets you assemble the item to order although it's set up to be assembled to stock.
You have similar flexibility when you sell assemble-to-order items and some of the quantity is already in inventory. You'll want to deduct that quantity from the assembly order. To learn more about selling inventory items, go to Sell Inventory Items in Assemble-to-Order Flows.
There are rules that apply to the Qty. to Ship field on sales order lines that contain a combination of assemble-to-order quantities and inventory quantities. To learn more about the rules, go to Combination scenarios.
The following procedure doesn't include the sales order steps that you need to follow before you create an assembly order for unavailable quantities.
To sell assemble-to-order items and inventory items together
- On a sales order line for an assemble-to-stock item, enter a quantity in the Quantity field that exceeds inventory. The Check Availability page appears. To learn more about item availability, go to View the Availability of Items.
- In the Qty. to Assemble to Order field, enter the value from the Total Quantity field.
- Make any changes needed to the assembly components. Learn more at Sell Items Assembled to Order.
- Release the sales order to make the items available for picking and for assembly of the unavailable items. To learn more about the standard assembly steps, go to Assemble Items.
The Bin Code field on the sales order might contain the value from the Assemble-to-Order Shpt. Bin Code or From-Assembly Bin Code fields on the location card. If it is, the Bin Code field on the sales order line might be incorrect for this combination of assemble-to-order and assemble-to-stock quantities. It's a good idea to double-check that the bin in the Bin Code field works for all quantities. Alternatively, enter the two different quantities on separate sales order lines.