Assembly orders

Overview

An assembly order records the work needed to assemble products for a project. Use it in the project-management ordering flow after the related sales order and sales item are available, then continue with the resulting warehouse work.

Prerequisites

Before you start, have the sales order and the sales item that the assembly order will serve. The order form requires Inventory, Sales Order No., and Sales Item Description. The page also needs the assembly-order feature to be included in your subscription and the permission to create or edit the record.

The new-order route warns before navigation when unsaved changes exist. For an existing order, Save and Save and Close appear only when the record is editable. The form marks Inventory, Sales Order No., Sales Item Description, Ordered on, Completed on, and Completed by as required. It does not mark Time Frame, Ordered by, Final product, Qty, Unit, or Name as required.

Find an assembly order

An Assembly Orders list is where you locate saved assembly orders; the new-order surface is where you begin a new one.

Prerequisites

• Know whether you are opening a saved order or creating a new one.
• Have the required access for the list or record.

Steps

1. Open the route that matches your task.

   If you need to…	Open
   Locate a saved order	/projects-management/production-order/view
   Create a new order	/projects-management/production-order/new
   Open a saved order directly	/projects-management/production-order/edit/<ID>

2. On the list, identify an order from the headers Sheet no., Job no., P.M Responsible, Order date, Item description, and Expected complete on.

3. Select the order row to open the saved order's details surface.

4. To start a new order from the configured entry, select Assembly Order.

Result: You are on the saved order's details surface or on the new Assembly Order surface.

The Assembly Orders page appears under Projects Management and displays Assembly Order records. The list also shows toolbar controls titled Refresh, Table Layout, and Settings.

Understand the Assembly Order screen

The Assembly Order screen combines the order information, its product rows, and completion information. The new-order surface contains the order fields, item grid, final-product fields, completion controls, and save actions.

The new-order screen showed Product, Used qty, and Unit as the visible item-grid columns and showed No data before a product row was added. The Unit field in the Final product group is separate from the Unit column in the Items grid and the Unit text field in the product-edit popup.

The following surfaces are part of other work or do not appear from this order stage: the details tabs, Finish and release to stock, the separate Final product add action, and the row-delete action.

Create and save an assembly order

Create an assembly order when the related sales order and sales item are ready for assembly work.

Prerequisites

• Have the sales order and sales item to select.
• Have an inventory available to select.
• Know the order date and the project-management person responsible for the order.

Steps

1. Open /projects-management/production-order/new.

2. In Inventory, select the inventory for the order.

   Select an inventory from Inventory.

   The captured screen shows Inventory as a visible field; it does not show any choice values.

   

3. In Sales Order No., select the related sales order.

   Select the related sales order from Sales Order No..

   The captured screen shows Sales Order No. as a visible field; it does not show any choice values.

   

4. In Sales Item Description, select the related sales item.

5. In Ordered on, review the date shown by the form.

6. In Ordered by, select the responsible project-management person when needed.

7. In Time Frame, enter the period value and select its period unit when needed.

   Select the period unit in Time Frame when you enter a period value.

   The captured screen shows Time Frame as a visible field; it does not show any period choice values.

   

8. Select Product under Items after Sales Order No. and Sales Item Description have values.

9. In the Products popup, select the products for the order.

10. Confirm the product selection with OK.

11. In the final-product section, enter Qty, select Unit, and enter Name when those details apply.

12. To record completion, select Process completed.

13. In Completed on, enter the completion date.

14. In Completed by, select the person who completed the work.

15. Select Save.

16. Select Save and Close.

Result: The order is saved with its product rows. The success message is Your request was completed successfully.

Handle new, existing, and optional order states

The controls available on an Assembly Order change with the record state and with feature access.

Prerequisites

• For a new order, select the sales order and sales item before adding a product.
• For completion details, select Process completed first.

Steps

1. Use the state in the first column of the table to follow the control named in the matching row.

Result: You use the controls available for the order's current state.

The details tabs, Finish and release to stock, the separate Final product add action, and the row-delete action are not available as active paths on this screen.

Resolve validation and access problems

When saving stops, use the exact message to choose the correction.

Prerequisites

• An action has stopped and displayed a message.

Steps

1. Read the message shown after the action stops.

2. Follow the matching correction in the table.

3. Select the action that displayed the message again when the correction applies.

Result: You have corrected the reported problem or identified the related surface for the next action.

Know what comes next

After saving, continue with the related project-management or warehouse work.

Receiving sheet, inspection sheet, and transfer-history work are not carried by the active order form. Use the related warehouse page for those tasks.

Result: You know which related page to use for the next warehouse task.