Sell inventory items in assemble-to-order flows

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If the Assembly Policy field on the item card of an assembly item is Assemble-to-Order, then the default sales order process assumes that the item isn't in inventory and it must be assembled for a specific sales order. Therefore, a linked assembly order is automatically created when you add the item to a sales order line. However, if a part of the sales order quantity is already available in inventory, then you can decrease the assembly order quantity by changing the Qty. to Assemble to Order field on the sales order line.

This scenario is rare because assemble-to-order items are always expected to be customized, and the chance is low that they are in inventory in the configuration that is requested by another customer. If however a company does have assemble-to-order quantities in inventory because of returns or order cancellations, then these quantities should be picked and sold before new ones are assembled.

No functionality exists on sales orders that automatically alerts or helps you deduct assembly order quantities that already are available. Instead, you must monitor availability information, such as in the Sales Line Details FactBox.

Similar functionality is available when you are selling assembly items from inventory and a part or all of the quantity is unavailable and can be supplied by an assembly order.

In this procedure, you replace assemble-to-order quantities with inventory quantities on a sales order line. The steps include detecting that availability exists, deducting that quantity from the linked assembly order, and then reserving the inventory quantity to make sure that it is picked and shipped for the order.

To sell inventory items in assemble-to-order flows, select the Search for Page icon in the top-right corner of the page, enter Sales Orders, and then choose the related link.

Sales orders are processed in much the same way for assembled items as other items.