Assembly

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To create a production order to record an assembly of a product from components:

1. Do one of the following:
   • To generate a production order based on a single source document, select or open the document. Then click Generate > Production order.
   • To generate a production order based on several source documents, select them while holding down Shift or Ctrl. Then click Generate > Production order.
   • To create a production order from scratch, go to Production, then, under Production, click Production orders. Then click Create.

   Note. A generated production order for assembly can contain only products with Assembly replenishment method. If the source documents contain products with both Assembly and Production replenishment methods, you will be prompted to choose one method. When prompted, click Assembly to create a production order containing only products with Assembly replenishment method.

2. Specify general details:
   • Set Lifecycle status to In progress.
   • Set Process type to Assembly.
   • Specify Manufacturer.
   • Fill in the remaining fields as necessary.
3. On the Finished products tab, specify products to assemble:
   • To fill in products automatically from the base document, click next to the Base document field.
     This option is only available if you specified a base document 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 will be consumed during assembly:
   • To fill in components automatically from the base document, click next to the Base document field above.
     This option is only available if you specified a base document 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 .

   If any of the components have batch tracking enabled, you can autofill the component batches by FEFO (a batch that expires earliest is filled in first). For details, see Autofilling product batches.

5. Optional: On the Additional information tab, specify additional information.
6. Click Post and close.

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