Example scenario

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This section contains an example scenario illustrating registration of a chain of documents for the Assembly process.

The scenario describes a case of assembling 100 desktop PCs from the components.

For convenience, the scenario is broken down into steps matching the process description.

Scenario overview

Your company intends to sell a batch of 100 desktop PCs to a customer.

As you already have many components on hand, you decide to assemble the PCs on your own instead of ordering the assembly service from another company.

Some of the required components (system units) are in full stock at your warehouse, some (keyboards and mice) are in insufficient stock, and some (packaging) are unavailable at all.

1. Issuing a production order

Let's assume that you have already received a sales order from a customer and registered it in 1C:Drive. Now, you need to generate the production order from it.

First, make sure that one of the following conditions is met:

• The ordered product has Replenishment method set to Assembly.
• The sales order includes a bill of materials with Process type set to Assembly.

Otherwise, you will not be able to manufacture this product through assembly.

As you open the product's card, you can see that the its replenishment method is Assembly. This means you can proceed.

Now, open the sales order and click Generate > Production order.

The resulting production order has most of its fields prefilled with the sales order data. You only need to:

• Set Lifecycle status to In progress.
• Select a bill of materials for the product.
• Change Start date and Due date (both are set to the sales order's shipment date by default).
• Fill the Components list based on the information contained in the bill of materials.
  
  

Before posting, review other fields and change them if necessary.

2. Checking component availability

To check whether the components are available at your warehouses, use the Available stock report:

To fulfill the production order, you need 100 system units, 100 mice, 100 keyboards, and 100 pieces of packaging. According to the report, you lack some of the components.

3. Replenishing components

The lacking components need to be replenished before you can start the assembly.

Let's purchase the missing components from a supplier.

To do this, generate a purchase order from your production order. By default, the generated purchase order contains all components required to fulfill the production order, even those already in stock:

So you need to remove the excessive amounts manually, keeping only what you actually need to purchase:

Select a supplier, set Lifecycle status to In progress, specify purchase prices, and post the purchase order.

Then, generate a goods receipt and a supplier invoice from the purchase order. Both are prefilled, so you can just post these.

Let's check the Available stock report again. Now it shows that all components are in sufficient stock:

4. Assembling product from components

Now that all the components are in stock, you can proceed to assemble the 100 PCs ordered by the customer.

First, check the Backordered items report. It shows that 100 PCs are backordered for the customer but none are yet assembled:

To register the actual assembly, generate a production document from the production order.

The generated production document has its fields prefilled with the production order data:

Review the document fields and change them if necessary. Specifically, on the Components tab, make sure that you have correctly specified the warehouse where the components are stored. Otherwise, you will not be able to post the document.

After posting the production document, you can check the Available stock report again. Now it shows that all the components have been consumed and the warehouse stock has decreased accordingly:

You can also check the Backordered items report. Now it shows that all PCs ordered by the customer are assembled:

5. Closing order

The production order is fulfilled now. There will be no more transactions related to it. To reflect this fact, open the production order and click Close order.

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