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This article describes how to generate assembly and disassembly orders for retail product kits in Microsoft Dynamics 365 Commerce.
An assembly order tells the warehouse how many product kits to assemble. After an assembly order is created, a warehouse worker can use it to assemble each configuration of the product kit.
You can generate assembly orders by using any of the following methods:
- Use the Configure kit page after you configure the product kit and release it to your legal entities.
- Use the Kit orders page to manually generate an assembly order for an existing product kit.
- Automatically generate an assembly order from a sales order.
After you generate an assembly order and enter the quantities that you want to assemble, bill of materials (BOM) journals are generated to reserve the inventory for the products that are included in the kit configurations.
Generate an assembly order from a product kit
To generate an assembly order from a product kit, follow these steps.
- In Commerce headquarters, go to Retail and Commerce > Products and categories > Released product kits.
- On the Released product kits list page, double-tap (or double-click) a product kit.
- On the Released product details page, select Edit.
- On the Action Pane, on the Product tab, in the Product kit group, select Configure.
- On the Configure kit page, select Generate assembly order.
- On the Kit order page, on the General FastTab, in the Warehouse field, select the warehouse where the product kits will be assembled.
- On the Configurations FastTab, in the Quantity field, enter the number of product kits that you want the warehouse to assemble for each kit configuration. The Quantity field on the General FastTab shows the total number of kits that will be assembled for this order.
- After you've entered the quantity for each kit configuration, close the page to create the assembly order.
On the Kit orders page, you can view the assembly order that you created and the BOM journal entries that were created.
To view the assembly order and BOM journal entries, follow these steps.
- In Commerce headquarters, go to Retail and Commerce > Products and categories > Kit orders.
- On the Kit orders list page, double-tap (or double-click) a kit order to view the details of the assembly order that you just created.
- To view the BOM journal entries, on the Kit order page, on the Configurations FastTab, select View BOM journal.
Manually generate assembly and disassembly orders for a product kit
If you must assemble additional product kits for your stores, you can manually create assembly orders. You can also create disassembly orders for product kits that you're no longer selling. After the product kits are disassembled at the warehouse, the individual kit products can be returned to inventory. Product kits can also be disassembled at the point of sale (POS) register if the Disassemble at register checkbox is selected on the Configure kit page. For more information about how to set up a product kit, see Create retail product kits.
If you want to prevent any more assembly orders from being created for a product kit, you can discontinue the kit. To discontinue an existing product kit, on the Configure kit page, select the Discontinue kit checkbox for the kit. If this checkbox is selected, no new product kits can be assembled for the kit, and only the remaining store inventory for the kit can be sold.
After the assembly and disassembly orders are created, product kits can be assembled or disassembled by warehouse workers. For more information about how to process assembly and disassembly orders, see Process kit assembly and disassembly orders.
To manually generate assembly and disassembly orders for a product kit, follow these steps.
In Commerce headquarters, go to Retail and Commerce > Products and categories > Kit orders.
On the Kit orders list page, on the Action Pane, select Order.
In the Create a new kit order dialog box, set the fields that are described in the following table.
Field Description Order type Select whether you want to create an assembly order or a disassembly order. Product kit Select the product kit that you want to assemble or disassemble. Company Select the legal entity that the product kits are being assembled or disassembled for. Warehouse Select the warehouse that will process the assembly or disassembly order. Select OK.
To complete the order, on the Kit orders list page, double-tap (or double-click) the assembly or disassembly order that you created in the previous step.
On the Kit order page, on the Configurations FastTab, in the Quantity field, enter the number of product kits that you want the warehouse worker to assemble or disassemble for each kit configuration. The Quantity field on the General FastTab shows the total number of kits that will be assembled or disassembled for this order.
After you've entered the quantity for each kit configuration, close the page to create the order.
On the Kit orders page, you can view the order that you created and the BOM journal entries that were created.
To view the order and BOM journal entries, follow these steps.
- In Commerce headquarters, go to Retail and Commerce > Products and categories > Kit orders.
- On the Kit orders list page, double-tap (or double-click) a kit order to view the details of the assembly or disassembly order that you just created.
- To view the BOM journal entries, on the Kit order page, on the Configurations FastTab, select View BOM journal.
Generate an assembly order from a sales order
If a product kit or any of its components are out of stock when you add the kit to a sales order, you can generate an assembly order for the kit from the sales order. The assembly order is generated when the sales order is processed. When an assembly order is generated from a sales order, you can view the sales order number in the description field on the Kit order page.
Note
If the quantities on the sales order line are increased after the assembly order is posted, a separate assembly order must be created.
When product kits are sold in a cash-and-carry scenario, if a kit isn't found in the store's inventory, the system automatically generates an assembly order for the sale when the store's transactions are sent to Commerce headquarters. The assembly order is then automatically processed and posted.
To generate an assembly order from a sales order, follow these steps.
- In Commerce headquarters, go to Sales and marketing > Sales orders > All sales orders.
- On the All sales orders list page, on the Action Pane, on the Sales order tab, select Sales order to create a new sales order.
- In the Create sales order dialog box, in the Customer account field, select the customer account to create the sales order for. Enter any additional information, such as the invoice account, currency, or language, and then select OK.
- On the Sales order page, on the Sales order lines FastTab, in the Item number field, select a product kit to add to the sales order.
- On the Line details FastTab, on the Product tab, in the Configuration field, select the specific configuration of the product kit that you want to add to the sales order.
- To view the individual components in the kit configuration, on the Sales order lines FastTab, select Inventory > Kit components.
- Enter any additional information for the sales order, and then process the sales order to automatically generate the assembly order for the kit products.