Assembly

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To create a production document to record completion of product assembly from components:

1. Do one of the following:
   • To generate a production document based on a production order, select or open the document. Then click Generate > Production.
   • To create a production document from scratch, go to Production, then, under Production, click Production. Then, click Create.

   Note. When generating production documents, make sure that each of the source production orders has Assembly process type.

   It is recommended that you select the source production order from the Production orders tab of the Production list. This tab only displays production orders that satisfy all of the following conditions:

   • Process type is Assembly or Disassembly.
   • No production documents are yet registered for them.

   This reduces the chance of accidentally generating a production document from an unsuitable production order.

2. Specify general details:
   • Set Process type to Assembly.
   • Fill in the remaining fields as necessary.
3. On the Finished products tab, specify products that were assembled:
   • To fill in products automatically from the production order, click next to the Production order field above.
     This option is only available if you specified a source production order in the general details.
   • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select products from the Products catalog, click Select.
   • To add products manually, click Add and fill in product details.
   • To find products by barcode, click .
4. On the Components tab, specify components that were consumed during assembly:
   • To fill in components automatically from the production order, click next to the Production order field above.
     This option is only available if you specified a source production order in the general details.
   • To fill in components automatically from a bill of materials, click Fill from BOM.
     This option is only available if you specified a bill of materials for at least one product on the Finished products tab.
   • To select components from the Products catalog, click Select.
   • To add components manually, click Add and fill in component details.
   • To find components by barcode, click .
5. Optional: On the Allocation tab, specify allocation details for the components:
   • To fill in the allocation details automatically from a bill of materials, click Automatic.
   • To specify the allocation details manually:
     1. Click Manual.
     2. Click Allocate automatically to allocate the components to products automatically.
     3. Make manual changes to the proposed allocated quantities, if necessary.
     4. Click Check allocation correctness to check whether all consumed components are fully allocated.
        The total allocated quantity of each component in the Quantity (component) column must match the total quantity of this component on the Components tab.
        If the quantities do not match, edit the Quantity (component) column accordingly.
6. Optional: On the Additional information tab, specify additional information.
7. Click Post and close.

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