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Overview

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Assembly in Business Central can be handled by two processes: " or Assemble to Order"The Mobile WMS Assembly function is intended only for
Info
titleLimitations and supported setups
This functionality only supports "Assemble to Stock
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  • Only "Assemble to stock" is handled by this Assembly functionality
  • "Assemble to order" can also be handled by Mobile WMS, but only this happens through the normal WMS processes , i.e. Warehouse Picks Picking

Reference: https://docs.microsoft.com/en-us/dynamics365/business-central/assembly-assemble-to-order-or-assemble-to-stock


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  • Only assembly orders with status Released is and Starting Date and Location within the filters, are displayed on the mobile device
  • The assembly orders will stay on the list until they are fully posted or deleted in Business Central

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Mobile: Assembly Order filters

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The purpose of the filter is to limit the number of orders sent out to the mobile device. In the standard configuration, the user can filter on:


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  • Location
    The user can select a specific location or select All to see all locationsThe default location is the first entry in the list.
    Note: The locations available to the user, correspond to the locations the user has been set up to use on the warehouse employee page in Business Central.
    The default location is the first entry in the list.

  • Starting Date
    Planned starting date for the assembly order. All orders before or equal to this date are included

  • Assigned User ID
    Here the user can choose
    • All - to see everything
    • Only my orders - to see only orders assigned to them
    • Mine & Unassigned - default

      Note: It is possible for Partners to  Partners can add/remove filters on this screen by using the Extension API. An example of this could be to add a filter for a reference number/order number.
      The filter can be opened at any time, on the order list screen, by clicking the filter icon in the top right corner.
       

When the user clicks the <Apply> button the mobile device will show the list of available orders. 


Tip: You can easily select an assembly order by scanning an assembly order number or Item No. (the "output item").


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When the user clicks the <Apply> button the mobile device will show the list of available orders. - 

Register Consumption and Output for Assembly Order

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  • The Assembly Order Lines page is used to Output finished goods and consumes materials on the Assembly Order
  • The Create Assembly Order page can be used to create new Assembly Orders directly from the mobile


Assembly Order Lines

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Assembly orders differ from other order types because they involve both output and consumption when posting.

The assembly order header behaves similarly to an output journal line, and the assembly order lines behave similarly to consumption journal lines.

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- A combined view of Output and Consumption

It is important to understand that assembly differs from other functions, in that it displays both Output- and Consumption- lines together.


This is why the Assembly Order Lines page shows:

  • The first line is the Output Item (The "Assembly Header") as the first line.The
  • Indented lines are Consumption Lines ("Assembly Lines) as indented lines (different to "Production")")

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Mobile vs. Assembly in Business Central web client

  • Assembly order header behaves like an "Output journal line"
  • Assembly order lines behave like "Consumption journal lines"


Consumption lines that are excluded:

  • Text lines are excluded
  • Resource Lines are also excluded, but posted automatically based on the "Qty. to Assemble."


Mobile: Assembly Order Lines

The layout of the Assembly Order Lines page will be slightly different, based on if whether the Location is set up for "Bin Mandatory" or not:

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The leftmost Layout with "Bin Mandatory"

This screenshot above shows Output Line and Consumptions Lines for assembly Order No. “A00010”. "A00010".


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Layout without "Bin Mandatory"

This screenshot above shows Output Line and Consumptions Lines for assembly Order No. “A00014”.


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The information displayed for the output line (Assembled Item) are:

  • Qty. to Assemble: Current Qty. to Assemble
  • Remaining Qty.: Remaining Qty. to outputOutput
  • Qty. to Assembly: Current Qty. to Assemble, and how many assembled items are ready to be postedassembled (upper right corner): <Registered assembled items, ready to be posted> / <Qty. to Assemble>


Mobile: Register Output - Step 1/2

Selecting an order line

The fastest and most reliable way to select an order line is to scan the barcode of an item.

  • If the barcode is not available, the user can simply touch the line twice.
  • On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.


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Registering bins

The user must register the bin the items are placed in

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If a bin is suggested by Business Central the user must validate that the items are placed in the correct bin.

  • This is typically done by scanning the barcode on the shelf. If the barcode is not available, the user can press the barcode symbol and enter the value manually.


Changing bins

In the standard setup, the user is allowed to choose another bin.

  • In this scenario, a warning is displayed, but the user can override it and register the new bin anyway
  • It is also possible to block using another bin or allow it without showing a warning
  • If Business Central does not suggest a bin is not suggested by Business Central then the user can enter any value


Note: It is not possible to register more than one bin per posting.


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The Lot number tracking works the same way as for Receiving orders. 


Register serial numbers

The serial number tracking works the same way as for Receiving orders.


Registering expiration dates

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The quantity registrations works work the same way as for Receiving orders.

Posting the order

When the order lines have been handled the user activates the "Post" menu item and the registrations are sent to Business Central.

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  • Picked Qty. (only visible when Require Pick and Require Ship on Location): The number of components picked from storage and moved into the assembly area. If location is setup for Bin Mandatory, the components must be picked before they can be consumed. This is a separate process (a Warehouse Pick is created from the Assembly Order in the Web Client, then picked like any other Warehouse Pick from the Pick main menu icon in Mobile WMS).

  • Remaining Qty.: (only visible when no Bin Mandatory): For locations not setup for Bin Mandatory, the raw materials can be picked directly from inventory (available stock from item ledger entries). No specific picking to the assembly area is needed prior to consumption.

  • Qty. to consume: (Upper right corner) based : <Registered consumed items, ready to be posted> / <Qty. to consume> (Based on the Qty. to Assemble and the "quantity per" from the BOM.)



Mobile: Register Consumption - Step 2/2

Selecting an order line

The fastest and most reliable way to select an order line is to scan the barcode of an item.

  • If the barcode is not available, the user can simply touch the line twice.
  • On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.


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Registering bins

The user must register the bin the items are taken from

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If a bin is suggested by Business Central the user must validate that the items are picked from the correct bin

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  • This is typically done by scanning the barcode on the shelf

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  • If the barcode is not available the user can press the barcode symbol and enter the value manually

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Changing bins

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In the standard setup, the user is allowed to

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choose another bin.

  • In this scenario, a warning is displayed, but the user can override it and register the new bin anyway

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  • It is also possible to block using another bin or allow it without showing a warning

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  • If a bin is not suggested by Business Central then the user can enter any value

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Note: It is not possible to register more than one bin per posting.


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Registering Lot numbers
The Lot number tracking works the same way as for receive orders Receiving orders.


Register serial numbers

The serial number tracking works the same way as for receive orders Receiving orders.


Registering expiration dates

Expiration dates are only registered on Output Line according to Item Tracking Settings of the Item.

For Consumption Expiration Date is derived from the Lot or Serial No.


Registering the quantity

The quantity registrations works the same way as for receive orders. Posting the orderWhen the order lines have been handled the user activates the "Post" menu item and the registrations are sent to Business Central.

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Mobile: Put-away items

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The Put-away module is accessed from the main menu seen in the screenshot.

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Mobile: Put-away Order filters

When the user activates the Put-away module an empty order list screen is displayed with the filter opened. 

The purpose of the filter is to limit the number of orders sent out to the mobile device. In the standard configuration the user can filter on:

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Mobile: Put-away Order list

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The work process on the mobile device is identical for all order types.

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Note: The filter functionality when scanning can be changed to allow filtering on any scanned value. E.g. scanning an order reference number.
The order is opened by touching the order line in the list. Whether this needs to be done once or twice, is defined in the configuration file for the mobile device, and the default is to double touch. When the line is opened the order lines are downloaded to the mobile device.

Order locking
The lock symbol, illustrated on the third order, tells the user if someone else is working on the order. If the user selects a locked order, a warning is displayed, telling the user who is working on the order. The locking function is used to prevent unintentionally selecting an order handled by another user. If the user still wants to work on the order after seeing the warning, the order can be opened in the menu by selecting "Release (order no.)" to unlock the order. The menu is opened either by clicking the round blue menu button or by long-pressing on the line.
 

Menu options

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Mobile: Put-away Order lines

When the order lines have been downloaded to the mobile device the order lines can be registered while the mobile device is disconnected from the server. An example of this is if the mobile device is used in an area without wireless network coverage (e.g. inside a container).

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If the barcode is not available, the user can simply touch the line twice. On devices with a physical keyboard, the up/down arrows can be used, opening the order line by pressing the enter button. This starts the registration process for the order line.

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When the item is Put-away the user must register the bin where the item is placed.

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If a bin is suggested by Business Central the user must validate that the items are placed in the correct bin. This is typically done by scanning the barcode on the shelf. If the barcode is not available, the user can press the barcode symbol and enter the value manually.
Note: In the standard setup the user can register another bin. In this scenario, a warning is displayed, but the user can override it and register the new bin anyway. It is also possible to block using another bin or allow it without showing a warning.
If a bin is not suggested by Business Central then the user can enter any value.
Note: It is possible to register more than one bin. The quantity for each bin is registered.
When the registrations are posted in Business Central the line is automatically split.

Notes

Registering Lot numbers
The Lot number tracking works the same way as for Receiving orders.
Registering expiration dates
Expiration dates are not registered on pick orders. Only the Lot or serial numbers are registered (they contain the expiration date information)
Register serial numbers
The serial number tracking works the same way as for Receiving orders.
Registering the quantity
The quantity registrations works the same way as for Receiving orders.
Menu options The menu options are the same as for Receiving orders.
 orders.


Posting the order

When the order lines have been handled the user activates the "Post" menu item and the registrations are sent to Business Central.

Next

Picking