Assemble Items from Bills of Material

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You must set up bills of material to specify the components of master items before you can add assembly transactions.

Press the Tab key — with ***NEW*** displayed in the Assembly Number field — to start a new assembly. The program will automatically assign a document number when you save or post the transaction.

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), and 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.
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 working with serialized and/or lotted items, you will be prompted to assign serial/lot numbers to items after specifying a quantity.
Click Save or Post, and then click OK at the message that displays the assembly number.

Note that you cannot modify assembly transactions after you post them.

If you saved the assembly, 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.