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.

Assembly Order

When launched the Shipping Lookup List page will be displayed.

Assembly Order Lookup List

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

Assembly Order
Configuration: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page in NAV via the “Document Max List” property (defaults initially 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. However, you may toggle this to show “Open” documents as well by setting the “Show All Documents” option to “Yes” in the Device Configuration page in NAV.

If Logins are enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish to see all documents regardless of assignment the “Show All Documents” option must be checked on the Device Configuration page in NAV.

Extensibility: To further enhance or change the Lookup List logic you will need to override event “ASSEMBLY::GetDocList” (ID: 97200) to implement the required logic.

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
Extensibility: 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:

  • Scan Bin to Consume from
  • Scan the Item to Consume
  • Enter Quantity to Consume and Item Tracking Information (if required)

See General Document Handling for more information.

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to consume.

For more information about the Scan Behaviors consult the NAV Help.

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 in NAV under the “Application” Form with a selection of “ASSEMBLY_ORDER” for the Application.

Close (Menu)

Closes the Assembly Order and brings the user back to the Lookup List page.

Output (Menu)

Outputs an assembled Item for the Assembly Order. Users will be prompted to enter the number of assembled items to output.

Quantity Change
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 and error will be displayed indicating the quantity cannot be output.

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

After output is complete the page will be closed, and the user brought back to the Assembly Order lookup screen.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be 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: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Item that they wish to simulate scanning.

This option can be 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 is intended to describe the most common issues and are included here in order to provide a greater understanding of what the software is capable of.

Further information may be obtained from the NAV Help and Support Portal.

Printing Labels

Printing labels for Assembled items will require either a custom menu option (Print) or an override to the Output menu (e.g. Post & Print). For assistance with these customizations contact support or consult the Support Portal for tutorials on extensibility.

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 will be prompted if they want to change the bin.

Alternately, a menu option may be added to explicitly allow changing of the bin.

Working with Warehouse Picks

Consumption cannot be recorded when use of warehouse picks is enabled. Instead, only “Output” will be 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 (NAV will process the output as part of the source document handling, e.g. shipping). However, the document can still be used to gather item tracking details for the consumed components if required.

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