Assemblies/Disassemblies Form

Sage ERP Accpac Inventory Control 6.0

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$image\field_bt.gif$ Assemblies/Disassemblies Form

Use this form to:

Enter and post assemblies of master items from component items.
Enter and post disassemblies of master items from component items.
Import assembly transactions from other Sage ERP Accpac databases or from non-Sage ERP Accpac programs.
Assign serial and/or lot numbers to component or master items if you have the Serialized Inventory and Lot Tracking license installed.

Click the Field List button at the top of this topic for information about fields on the Assemblies/Disassemblies form.

Click here for hints on using forms.

Before you start

You must set up bills of material to define master items before you can enter assembly transactions.

To enter an assembly transaction

Double-click the Assemblies icon in the Transactions folder.
Press the Tab key to start a new assembly or disassembly. The program automatically assigns the assembly number.
Choose Assembly as the transaction type.
Enter an optional description and reference.
If necessary, choose a date from the calendar (click the Calendar button beside the date field), then choose a fiscal year and period for the assembly.
Enter the (master) item number to be assembled or select it from the Finder.
Enter the BOM (bill of material) number or select it from the Finder.
If this is a multi-level bill of material, choose how you want components assembled.

Note: Multi-level assemblies cannot be created if any part of the assembly (master or component) is serialized and/or lotted.

Enter the location code or select it from the Finder.
Enter the quantity to assemble (a multiple of the Build Quantity). You can click the Verify Quantities button to check that there are enough items on hand for the quantity you are posting. If required, assign serial and/or lot numbers for applicable items after entering a quantity.

Note: If working with serialized items, all serialized components should have a quantity in stocking unit of measure that is a multiple of the master's build quantity in stocking unit of measure, otherwise you will not be able to save or post the assembly.

Click Save or Post, then click OK at the message that displays the assembly number.

You cannot modify assembly transactions after you post them.

To enter a disassembly transaction

Double-click the Assemblies icon in the Transactions folder.

Press the Tab key to start a new assembly or disassembly. The program automatically assigns the assembly number.
Choose Disassembly as the transaction type.
Select the assembly that you are disassembling in the From Assembly field. Leave the field blank if the From Assembly transaction no longer exists.

Note: If you are disassembling a previous assembly, you can only specify the quantity being disassembled and a disassembly cost.

Enter a description and reference for the disassembly (optional).

The program generates a general ledger transaction which debits the inventory control account, and credits the items' assembly cost credit accounts.

Enter the item number of the master item being disassembled, if you did not specify an assembly, or select the number from the Finder.

If you are disassembling a specific assembly, you cannot change the item number.

Note that the program automatically displays a bill of material number in the BOM Number field if you select the item number from the Finder. Any remaining amount in the master item's assembly cost credit account represents the variable and fixed costs for the disassembled items.

Enter a number or type over the existing BOM number for the bill of material to use for assembling or disassembling units of the master item, or select the number from the Finder.

You can view (and edit) the bill of material you specify by clicking the Zoom button beside the BOM Number field (or press F9) to open the Bills Of Material form for the selected master item, (then click Close to return to the Assemblies form).

If you are disassembling a specific assembly, you cannot change the BOM.

If this is a multi-level bill of material (and subassemblies were assembled in the selected assembly), choose how you want components disassembled.
Specify the location where the master items are being disassembled.
Enter a disassembly cost.
To change the number displayed in the Quantity field, type over it. Inventory Control automatically displays the bill of material's build quantity in the bill of material's unit of measure.

Note: The quantity must be a multiple of the number in the Build Quantity field. For example, if the build quantity for the bill of material is 25, then you must specify a multiple of 25 (such as 25, 50, or 75) for the quantity, or the program will not allow you to save or post the assembly.

If required, assign serial and/or lot numbers for applicable items after entering a quantity.

When you are finished, click the Save or Post button.

After using

If you saved the assembly/disassembly, post the transaction using the Post Transactions form.
Run Day End Processing to update Inventory Control's audit data, costing data (unless you update costs during posting), and item statistics.
Print the Assemblies Posting Journal to check the assembly transactions you posted.