16. Assembly Orders

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16. Assembly Orders

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The Assembly Order application is responsible for processing mainly Assemble to Stock orders with limited support for Assemble to Order documents.

Core features of this application include:

  • Lookup List for Released Assembly Orders
  • Entering quantity and tracking details for consumed items
  • Output/Posting of assembled items

You can access the Assembly Order application from the Home screen by clicking the Assembly Order link. When launched, the Shipping Lookup List page is displayed.

Assembly Order Lookup List

The Lookup List page allows you to either scan or select the Assembly Order you wish to view.

Note: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page via the Document Max List property (defaults to 100).

Use the filter bar to filter the lookup list to specific documents if required.

The Assembly Order Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

  • Document Number: Receiving Documents that have a No. matching the filter will be displayed.

By default, only released Assembly Orders are shown. You may toggle this to show Open documents as well by setting the Show All Documents option to Yes in the Device Configuration page.

If Logins are enabled, only documents that are un-assigned or explicitly assigned to the logged in user are shown. If you wish to see all documents regardless of assignment, check the Show All Documents option on the Device Configuration page.

Note: To further enhance or change the Lookup List logic, you need to override event ASSEMBLY::GetDocList (ID: 97200) to implement the required logic.
Assembly Order

Assembly Order Lookup List Columns

The Assembly Order Lookup List can show the following columns:

Column Description
No. The Assembly Order number.
Description The Assembly Order description.
Assigned User ID The User ID the document is assigned to.
Due Date The date the order is due by.
Item No. The Item number being assembled.

Assembly Order

When an Assembly Order is chosen the following page will be displayed:

Assembly Order
Callout ID Description
1

The available menu options:

  • Close
  • Output
  • Change Quantity
  • Enter Bin
  • Enter Item
  • Item Inquiry
  • Bin Inquiry
2 Assembly Order number and related header information.
3 The Assembly Lines for the document.
4 The consumed quantity and other line details.
5 Status bar indicating status messages or instructions.
Note: You may modify the columns shown by modifying the Device Columns for the event ASSEMBLY::GetDocument (ID: 97201).
Note: If you have Logins enabled on the handheld, the Assembly Order, when opened, may be automatically assigned to the user logged depending on the Device Configuration setting Assign Document.

Consuming Items

The standard process flow should be used when consuming items on an Assembly Order:

  1. Scan bin to Consume from.
  2. Scan the item to Consume.
  3. Enter Quantity to Consume and Item Tracking Information, if required.

See the General Document Handling section on the Overview page for more information.

The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure it so that a quantity dialog does not appear but instead increments the count by one, or to change the default quantity or unit of measure to consume.

Note: The quantity being consumed is stored in the Qty. Picked column, not the Qty. to Consume column.

Menus

The following menus are available by default for Shipping. Menus may be added or removed as required from the Device Menus page under the Application Form with a selection of ASSEMBLY_ORDER for the Application.

Close (Menu)

Closes the Assembly Order and redirects to the Lookup List page.

Output (Menu)

Outputs an assembled item for the Assembly Order. Users are prompted to enter the number of assembled items to output.

Note: The output dialog will not ask for Item Tracking information. The Lot/Serial numbers must already be defined on the Order prior to output.

If the user has not consumed the required component quantities, an error will be displayed indicating the quantity cannot be output. The Posting Date on the Assembly Order will be set to the current data prior to posting.

Note: The Output menu cannot be used for Assemble to Order documents.

After output is complete the page closes and redirects to the Assembly Order lookup screen.

Quantity Change

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the bin that they wish to simulate scanning. This option can be useful if bin labels have become damaged or are inaccessible.

Note: We recommend opening the Bin Inquiry module (see menu options) and reprinting the label.

Enter Item (Menu)

This option is hidden by default but can be made visible via the Device Menus page. Users are prompted to type in the item that they wish to simulate scanning. This option is useful if item labels have become damaged or are no longer readable.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the header item.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active bin.

Common Configurations and Issues

This section describes the most common issues and are included here to provide a greater understanding of what the software is capable of.

For more information, contact Support.

Printing Labels

Printing labels for Assembled items will require either a custom menu option (e.g., Print) or an override to the Output menu (e.g., Post & Print).

For more information, contact Support.

Changing Consumption Bin

If the location requires bins, the bin can be changed by scanning a bin. If the bin does not match the currently selected line, the user is prompted if they want to change the bin.

You can add a menu option to allow changing of the bin.

Working with Warehouse Picks

Consumption cannot be recorded when use of warehouse picks is enabled. Output is supported. Picking/consumption is to be handled via the Picking module.

Working with Assemble to Order Documents

Output is not supported when assembling to orders; Business Central processes the output as part of the source document handling (e.g., shipping). The document can still be used to gather item tracking details for the consumed components if required.

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