To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.

Assembly items can be supplied by using two processes:

• Assemble To Order (ATO): Used for items that you do not want to stock because you want to minimize inventory costs or because you expect customers to request changes to the items during sales order entry.

• Assemble To Stock (ATS): Used for items that you want to assemble and put in inventory before a sale, and where the assembly process is easy. Therefore, users do not have to use the manufacturing functionality

The program offers the following features in support of assembly management:

• Use assembly items in sales orders, sales quotes, and blanket sales orders.

• Promise assembly delivery dates based on component availability.

• Customize assembly items in the sales process.

• Combine assemble-to-order and inventory items on one sales order line.

• Full support for reservations on both the assembly item and the assembly component level

• Full integration with sales, planning, and warehousing

Before Starting Assembly Process user need to do below setup & follow the steps as mentioned below.

Assembly Setup

To open the Assembly Setup page, enter “assembly setup” in the Search box, and then select the related link

The following fields are important to order processors.

  1. Stock out Warning: Determines whether the assembly availability warning appears during sales order entry. This occurs when there is an insufficient quantity of item components available on the due date to assemble the required quantity of assembly item.
  2. Default Location for Orders: Specifies the default location for assembly orders that are manually created. The location for assembly orders that are automatically created and linked to sales orders is managed by the related sales order line.
  3. Copy Component Dimension from field: Defines how dimension codes are copied to assembly components when they are consumed in assembly order posting. The two options include the following.

• Order Header: Copies the dimension code of the assembly item from the assembly order header to each posted consumption entry.

• Item/Resource Card: Copies the dimension code of the component, item, or resource to each posted consumption entry.

Assembly Items and Assembly Bill of Materials

An assembly item is defined as a sellable item that contains an assembly bill of materials (BOM)

An assembly BOM specifies the components (items and resources) that are required to assemble an assembly item. 

Component items can be either regular items (raw materials or finished goods) or other assembly items (known as “subassemblies”). An assembly BOM that contains a subassembly is described as a “multilevel BOM

To correctly participate in the planning system and to make sure that the sales interface behaves as expected, an assembly item must have its Replenishment System field set to Assembly, and its Assembly Policy field set to either Assemble-to-Stock or Assemble-to-Order. Both these fields are located on the Replenishment FastTab of the item card.

In all other respects, an assembly item is a regular item

Change Assembly Policy

To change the assembly policy for item 1924-W from Assemble-to-Stock to Assemble-to-Order, follow these steps.

1. In the Search box, enter “items”, and then select the related link.

2. Open the item card for item 1924-W.

3. Expand the Replenishment FastTab.

4. In the Assembly Policy field, select Assemble-to-Order. 5. Click OK.

Repeat these steps for items 1928-W, 1968-W, 1984-W, 766BC-A, and 766BC-B.

Review Assembly BOM

To review the assembly BOM for an item, follow these steps.

1. In the Search box, enter “items”, and then select the related link.

2. Open the item card for item 766BC-B.

3. On the Navigate tab, point to Assembly, and then click Assembly BOM.

Each line represents a component or a text comment. The fields for each line are described in the following table.

  1. Type: Specifies whether the component is an item or a resource. Leave this field blank if the line is used for a text comment.
  2. No: Identifies the specific item or resource for the component. Leave this field blank if the line is used for a text comment.
  3. Description: Describes the item or resource selected in the No. field, or stores text entered as a comment.
  4. Assembly BOM: Indicates whether a component is an assembly item (a subassembly). This means that it has its own assembly BOM. To view the components that make up a subassembly, click the Yes value in the Assembly BOM field of the related line
  5. Quantity Per: Specifies the quantity of the component that is required for each assembly item.
  6. Unit of Measure: Shows the component’s unit of measure. The value is copied from the Base Unit of Measure field on the item card or the resource card when you fill in the component’s No. field.

Each line represents a component or a text comment. The fields for each line are described in the following table.

  1. Type: Specifies whether the component is an item or a resource. Leave this field blank if the line is used for a text comment.
  2. No: Identifies the specific item or resource for the component. Leave this field blank if the line is used for a text comment.
  3. Description: Describes the item or resource selected in the No. field, or stores text entered as a comment.
  4. Assembly BOM: Indicates whether a component is an assembly item (a subassembly). This means that it has its own assembly BOM. To view the components that make up a subassembly, click the Yes value in the Assembly BOM field of the related line
  5. Quantity Per: Specifies the quantity of the component that is required for each assembly item.
  6. Unit of Measure: Shows the component’s unit of measure. The value is copied from the Base Unit of Measure field on the item card or the resource card when you fill in the component’s No. field.

Assembly Quotes and Assembly Blanket Orders

As with any other type of item, you can create sales quotes and blanket orders for assembly items. Although this resembles the process used to create an assemble to-order sales line, the differences are:

• For a quote, the assembly order is called an assembly quote, and it links to a sales quote line instead of a sales order line.

• For a blanket order, the assembly order is called a blanket assembly order, and it links to a blanket order line instead of a sales order line.

Assemble to Order

Typically, the assemble-to-order process involves the following steps.

  1. Create a sales order header. This does not differ from the typical process that is used to create a sales order
  2. Select an assembly item on a sales order line and enter a quantity in the Quantity field

When you enter a value in the Quantity field on a sales line, system calculates the quantity of each component that is required to satisfy the order. If there are sufficient quantities of components available on the order due date, the process continues to the next step. If the quantities are insufficient, an assembly availability warning appears and asks the order processor if he or she wants to continue with the order quantity.

  • If there is no assembly availability warning, or if the order processor decides to continue even though there is a warning, the program automatically creates an assembly order and links it to the sales line. The assembly order header is created based on the field values of the sales line. The assembly order lines are copied from the assembly item’s BOM. Any quantity fields are set to reflect the quantity entered on the sales line
  • You can change the linked assembly order. This includes the addition and deletion of assembly order lines, the substitution of one component for another, or you can make a change to the quantity of each component that is required for the assembly. If you make a change to the components that are used in the assembly order, you can easily reassess availability information and recalculate the order’s cost and price
  • When you complete the sales order and its associated assembly lines to the customer’s satisfaction, release the sales order for picking, assembly, and shipment.

Create Assemble-to-Order Sales Order and Change Assembly Lines

To create the sales order for customer 10000, follow these steps.

1. In the Search box, enter “sales orders”, and then select the related link. 

2. On the Home tab, click New and then press Enter.

 3. On the General FastTab, in the Sell-to Customer No. field, enter “10000”.

4. On the Lines FastTab, in the Type field, select Item.

5. In the No. field, enter “1984-W”.

6. In the Quantity field, type “5”. Click OK to accept the message about the due date. Notice that same quantity is copied to the Qty. to Assemble to Order field. Notice, also, that there is no assembly availability warning. This indicates that all required item components are available for the assembly process on the order due date.

7. Leave the sales order open.

The acceptance of the quantity in the Qty. to Assemble to Order field on the sales line (in this case, the automatic acceptance by the program) creates a linked assembly order.

Review the Linked Assembly Order

To view the linked assembly order that is created in the “Create Assemble-to Order Sales Order” demonstration, follow these steps.

1. On the sales order for five units of 1984-W, on the Lines FastTab, click the Qty. to Assemble to Order field. A drill-down button appears.

2. Click the drill-down button. The Assemble-to-Order Lines page appears.

The values in the item-related fields and the Quantity per field are from the assembly BOM for item 1984-W. Additional fields are described below.

  1. Avail. Warning: Contains Yes if the component is not available in the quantity and on the due date that is required by the assembly order line. In this scenario, there are no availability warnings. This is indicated because the assembly availability warning did not appear when the program entered a quantity in the Qty. to Assemble to Order field on the sales order line
  2. Quantity: Specifies how many units of the component are required to assemble all the items that are specified in the Qty. to Assemble to Order field on the sales line.
  3. Reserved Quantity: Shows the quantity of the item component that is reserved for the assembly order line.
  4. Cost Amount: The total cost of the assembly order line. The line cost is calculated by multiplying the value in the Unit Cost field by the value in the Quantity field. To view the Unit Cost field, use the Choose Columns function. The unit cost is copied from the Unit Cost field on the item card. However, you can manually change it on the assembly order line

When you drill down to the Assemble-to-Order Lines page from a sales order line, although it is displayed as if the assembly order lines are associated directly with the sales order line, this is not the case. Instead, they are the order lines of a fully formed assembly order, complete with its own header. This, in turn, is linked to the sales order line. To view the complete assembly order, on the Home tab of the Assemble-to-Order Lines page, click Show Document.

Notice how the Assemble to Order field in the order header has a value of Yes. To open the related sales order, click the Yes link. This verifies that the link between the sales line and the assembly order is a two-way link

The order processor will not typically work directly with the full assembly order document because all assembly order functionality that is related to the sales process is available from the Assemble to Order Lines page. However, the assembly order document is the true central document in the actual assembly process

Customize Linked Assembly Order Lines

The customer for representative 10000 calls Susan, the order processor at CRONUS, to change the order for item 1984-W from five units to 10 units. The representative also wants to change the paint color from blue to red (from item 70102 to item 70103), and add a mounting (item 70060) to each assembly

To change the sales order line, follow these steps.

1. Escape back to the sales order that you created in the “Create Assemble-to-Order Sales Order” demonstration.

2. In the Lines FastTab, change the Quantity field from 5 units to 10. Accept the message about the due date. Notice that the Qty. to Assemble to Order field changes to the same quantity. Because the sales order line and the assembly order are linked, the program keeps them synchronized.

Notice how the Assemble to Order field in the order header has a value of Yes. To open the related sales order, click the Yes link. This verifies that the link between the sales line and the assembly order is a two-way link

The order processor will not typically work directly with the full assembly order document because all assembly order functionality that is related to the sales process is available from the Assemble to Order Lines page. However, the assembly order document is the true central document in the actual assembly process

Customize Linked Assembly Order Lines

The customer for representative 10000 calls Susan, the order processor at CRONUS, to change the order for item 1984-W from five units to 10 units. The representative also wants to change the paint color from blue to red (from item 70102 to item 70103), and add a mounting (item 70060) to each assembly

To change the sales order line, follow these steps.

1. Escape back to the sales order that you created in the “Create Assemble-to-Order Sales Order” demonstration.

2. In the Lines FastTab, change the Quantity field from 5 units to 10. Accept the message about the due date. Notice that the Qty. to Assemble to Order field changes to the same quantity. Because the sales order line and the assembly order are linked, the program keeps them synchronized.

You changed the total order quantity for item 1984-W, but not the components. To change the paint component from blue paint to red paint, follow these steps

1. Drill down into the Qty. to Assemble to Order field to open the Assemble-to-Order Lines page.

2. On the second order line (the one for the paint), change the No. field from 70102 to 70103.

Roll Up Assemble-to-Order Cost and Price

The first unit cost and unit price for an assembly item on a sales order line are copied from the item card. However, after you customize the assembly order lines of a linked assembly order, the end product might differ from the assembly item that is referenced by the item number

Scenario: After Susan changes the order for customer 10000 for item 1984-W, she decides to roll up the cost and price for the changed assembly item.

To update the Unit Cost (LCY) and Unit Price fields on a sales order line after you change a linked assembly order, follow these steps.

1. Escape back to the sales order that you created in the “Create Assemble-to-Order Sales Order” demonstration.

2. On the Lines FastTab, use the Choose Columns function to add the Unit Cost (LCY) field.

3. Select the line for item 1984-W.

4. Point to Line, then Assemble to Order, and then click the Roll Up Cost function.

 5. Click Yes to the confirmation message. The Unit Cost (LCY) field updates from 708.60 LCY to 715.30 LCY to reflect the addition of one unit of item 70060 to the assembly (the Roll Up Cost function works by adding the unit costs of all the assembly components and resources).

6. To update the Unit Price field, point to Line, then Assemble to Order, and then click the Roll Up Price function. 

7. Click Yes to the confirmation message. The unit price changes to 922.50 LCY. This is the total for all the unit prices for all the components that are specified on the linked assembly order lines.

8. Close the sales order.