Auto-build an Assembly

The Auto-Build setting allows you to build an Assembly product on-the-fly during Sales Order entry.

When the item is added to a Sales Order (and there is insufficient stock to fill the sale) the system will create Inventory Maintenance records to produce the Assembly item (just like a Work Order normally does, but without actually creating a Work Order). The recipe components will be removed from stock, the Assembly will be added to stock and immediately allocated to the Sales Order. I

Requirements:

  • Auto-build setting must be enabled on the assembly product record.
  • Auto Assembly Build setting must be enabled in System Configuration.
  • BOM component quantity must be available in the same warehouse assigned to the sales order.
  • If there is insufficient quantity of the BOM components, the user will be given an alert message stating how many units can be built.
  • The system will not create sub-assemblies via auto-build.
  • The assembly must not be serialized.

This feature is not to be confused with the Auto Work Order feature. The Auto-build feature bypasses the Work Order and creates the Assembly on-the-fly. The Auto Work Order feature requires the user to create the Work Order via the Action Menu.

Enable the Auto-build setting on the Product record

Check the Auto-build setting on the assembly's product record and click OK to save.

Product - Product Info tab

Enable Auto Assembly Build in System Configuration

  1. Navigate to Administration ➤ System Configuration.
  2. Select Sales Document from the drop-down list.
  3. Find the Auto Assembly Build setting and double-click the value to change it to True.
  4. Click OK to save your changes.
System Configuration - Auto Assembly Build