Assembly management

Path: Business functionality > Assembly management · tier official · system assembly · narrative reviewed (checked by Opus)

Overview

Assembly management lets a company supply products by combining components and resources. The pages cover two main processes: assemble to stock, where inventory items are built for stock, and assemble to order, where a sales order creates a linked assembly order for an item customized to the customer. Assembly BOMs define the structure of the parent items, including multi-level BOMs.

Start with “Assembly Management” and “Understanding Assemble to Order and Assemble to Stock” for the concepts and the assembly policy. Then use “Work with assembly BOMs” to define structures, “Assemble Items” for stock orders, and the sales pages for assemble-to-order: selling, quoting, blanket orders, and mixed or inventory-based sales.

For corrections and accounting, see “Undo Assembly Posting” and “Design details - Assembly order posting”, which explain cost flow and ledger entries. The Assembly analytics subtopic (9 pages) covers the reports for BOMs, where-used, cost share, availability and assemble-to-order sales.

Key points

• Assembly orders build items from components and resources; assemble to stock supports availability checking and partial output posting.
• Assemble to order creates a linked assembly order from a sales order, with component customization, availability checking and sales order release.
• Assembly BOMs support multi-level structures, standard cost calculation, editing and where-used tracking.
• Assembly quotes and blanket assembly orders let you quote or forecast assemble-to-order items before they become sales orders.
• Mixed cases are covered: selling inventory items in assemble-to-order flows by reducing Qty. to Assemble to Order and reserving stock, and partly assembling to order items set to assemble to stock, using the Assembly Policy and Qty. to Assemble to Order fields.
• Assembly output posts at actual cost with no WIP concept; posting involves item and resource journal posting sequences and cost adjustment.
• Undo assembly posting creates corrective item ledger entries, reverses cost, and can recreate the original order, for partial or full reversal.
• Assembly analytics holds nine report pages on BOM listings, end items, raw materials, cost share, availability and assemble-to-order sales.

Subtopics

• Assembly analytics (9 pages)

More Learn pages

• Assemble Items: Learn about assemble-to-order and assemble-to-stock processes in Business Central.
• Assembly Management: Learn how to supply products to customers by combining components in simple processes without using manufacturing features.
• Create Blanket Assembly Orders: Create blanket sales orders for customized assembly items before periodically making the actual sales orders according to the blanket order agreement.
• Design details - Assembly order posting: Assembly order posting is based on the same principles as when posting the similar activities of sales orders and production consumption/output.
• Quote an Assemble-to-Order Sale: You can use assembly management to customize an assembly item to a customer’s request during the sales process.
• Sell Assemble-to-Order Items and Inventory Items Together: If a part of an assemble-to-stock item isn’t available, you can create an assembly order for the remaining quantity.
• Sell Inventory Items in Assemble-to-Order Flows: Assemble-to-order items are assembled for sales orders through an assembly order.
• Sell Items Assembled to Order: Learn how to sell an item that is assembled to order.
• Understanding Assemble to Order and Assemble to Stock: Learn about assembling items for sales orders or to keep in stock for future sales.
• Undo Assembly Posting: Learn how correct mistakes in a posted assembly order.
• Work with assembly BOMs: You create an assembly BOM to specify the components required to put together the item that the BOM represents.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• What’s New: Project Management (2024 release wave 1) (video): “Assembly-to-order in projects; Assembly policy setting in projects”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 36 “Assembly BOM” · on Table 90 “BOM Component”
• Page 900 “Assembly Order” · on Table 900 “Assembly Header”
• Page 901 “Assembly Order Subform” · captioned “Lines” · on Table 901 “Assembly Line”
• Page 902 “Assembly Orders” · on Table 900 “Assembly Header”
• Page 903 “Assembly Lines” · on Table 901 “Assembly Line”
• Page 904 “Assembly List” · on Table 900 “Assembly Header”
• Page 905 “Assembly Setup” · on Table 905 “Assembly Setup”
• Page 907 “Assembly Comment Sheet” · on Table 906 “Assembly Comment Line”
• Page 910 “Assembly Item - Details” · on Table 27 “Item”
• Page 914 “Assemble-to-Order Lines” · on Table 901 “Assembly Line”
• Page 915 “Asm.-to-Order Whse. Shpt. Line” · on Table 7321 “Warehouse Shipment Line”
• Page 916 “Assembly Order Statistics” · on Table 900 “Assembly Header”
• Page 920 “Posted Assembly Order” · on Table 910 “Posted Assembly Header”
• Page 921 “Posted Assembly Order Subform” · captioned “Lines” · on Table 911 “Posted Assembly Line”
• Page 922 “Posted Assembly Orders” · on Table 910 “Posted Assembly Header”
• Page 923 “Posted Asm. Order Statistics” · on Table 910 “Posted Assembly Header”
• Page 930 “Assembly Quote” · on Table 900 “Assembly Header”
• Page 931 “Assembly Quote Subform” · captioned “Lines” · on Table 901 “Assembly Line”
• Page 932 “Assembly Quotes” · on Table 900 “Assembly Header”
• Page 940 “Blanket Assembly Order” · on Table 900 “Assembly Header”
• Page 941 “Blanket Assembly Order Subform” · captioned “Lines” · on Table 901 “Assembly Line”
• Page 942 “Blanket Assembly Orders” · on Table 900 “Assembly Header”
• Page 5870 “BOM Structure” · on Table 5870 “BOM Buffer”
• Page 5872 “BOM Cost Shares” · on Table 5870 “BOM Buffer”
• Page 5874 “BOM Warning Log” · on Table 5874 “BOM Warning Log”
• Report 801 “Assembly BOMs” · captioned “BOMs” · via Assembly analytics
• Report 809 “Where-Used List” · via Assembly analytics
• Report 810 “Assembly BOM - Raw Materials” · captioned “BOM - Raw Materials” · via Assembly analytics
• Report 811 “Assembly BOM - Subassemblies” · captioned “BOM - Sub-Assemblies” · via Assembly analytics
• Report 812 “Assembly BOM - End Items” · via Assembly analytics
• Report 915 “Assemble to Order - Sales” · via Assembly analytics
• Report 5871 “Item - Able to Make (Timeline)” · via Assembly analytics
• Report 5872 “BOM Cost Share Distribution” · via Assembly analytics

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.