Description
The Assembly module is accessed from the main menu seen on the screenshot.
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Overview
Limitations and supported setups
Assembly in Business Central can be handled by two processes: "Assemble to Stock" or "Assemble to Order"
- The Mobile WMS Assembly function is intended only for "Assemble to stock"
- "Assemble to order" can be handled, but only through the normal WMS processes, i.e. Warehouse Picks
Assembly Orders
To support companies that supply products to their customers by combining components in simple processes without the need for manufacturing functionality,
Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.
An assembly item is defined as a sellable item that contains an assembly BOM.
Assembly orders are internal orders, just like production orders, that are used to manage the assembly process and to connect the sales requirements with the involved warehouse activities.
- 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.
Reference: https://docs.microsoft.com/en-us/dynamics365/business-central/assembly-assemble-items
Mobile: Assembly Orders
You typically use Assemble to Stock for items that you want to assemble ahead of sales, such as to prepare for a kit campaign, and keep in stock until they are ordered. These items are usually standard items such as packaged kits that you do not offer to customize to customer requests.
In the assemble-to-stock process, the item is assembled without an immediate sales demand and is stocked in the warehouse as an inventory item for later sale or consumption as a subassembly.
From this point, the item is picked and processed as a single item and is treated like a finished production item.
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This list of assembly orders is the entry point for working with Assemble to Stock in Mobile WMS.
- Only assembly orders with status Released is displayed on the mobile device
- The assembly orders will stay on the list until they are fully posted or deleted in Business Central
Mobile: Assembly Order filters
From the filter icon in the top right-hand corner, you can filter which assembly orders are displayed:
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:
- Location
The user can select a specific location or select All to see all locations
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 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.
Tip: You can easily select an assembly order by scanning an assembly order number or Item No. (the "output item").
When the user clicks the <Apply> button the mobile device will show the list of available orders.
Register Consumption and Output for Assembly Order
From the list of assembly orders, you can access subpages:
- Assembly Order Lines
- Create Assembly Order (Create Assembly Order directly from the mobile device)
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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
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.
That is why the Assembly Order Lines page shows:
- The Output Item (Assembly Header) as the first line.
- The Consumption Lines (Assembly Lines) as indented lines (different to "Production")
Consumption lines that are excluded:
- Text lines are excluded
- Resource Lines are 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 the Location is set up for "Bin Mandatory" or not:
The leftmost screenshot above shows Output Line and Consumptions Lines for assembly Order No. "A00010".
The information displayed for the output line (Assembled Item) are:
- Qty. to Assemble: Current Qty. to Assemble
- Remaining Qty.: Remaining Qty. to output
- Qty. to Assembly: Current Qty. to Assemble, and how many assembled items are ready to be posted
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.
Registering bins
The user must register the bin the items are placed in.
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 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.
Registering Lot numbers
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
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 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.
The information displayed for each consumption line (component) are:
- Quantity per: The quantity-per-output-unit from the Component (derived from Assembly Bill of Materials). For each unit assembled, this many units of the component are needed.
- 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 on the Qty. to Assemble and the "quantity per" from the BOM.
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.
Registering bins The user must register the bin the items are taken from.
If a bin is suggested by Business Central the user must validate that the items are picked from 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 is allowed to pick from 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 not possible to register more than one bin per posting.
Registering Lot numbers
The Lot number tracking works the same way as for receive orders.
Register serial numbers
The serial number tracking works the same way as for receive 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
The Put-away module is accessed from the main menu seen in the screenshot.
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:
- Location
The user can select a specific location or select All to see all locations - 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 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.
Note: The locations available to the user correspond to the locations the user has been set up to use in the warehouse employee screen in Business Central.
The default location is the first entry in the list.
Mobile: Put-away Order list
The order list shows the available Put-aways within the selected filter. The orders are downloaded directly from Business Central.
The information displayed for each order can be changed to fit your specific requirements.
The list can show orders of the following types:
- Warehouse Put-aways
- Inventory Put-aways
The work process on the mobile device is identical for all order types.
Selecting the right order
The user can use the scanner of the mobile device to select the right order to work on. In the standard setup, the user can scan the barcode of one of the items to Put-away. The mobile device will then filter the list of orders to only show the orders containing this item. This will typically result in a very limited set of orders.
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
- Open - Opens the selected order
- Update - Gets the latest orders
- Release - Unlocks a locked order
- Cancel - Closes the menu
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).
This screen shows the order lines for the selected order. In this case, it's for Put-away order PU000003 and there are 5 order lines.
The main work process is:
- Scan one of the items
- The corresponding order line is selected
- Register values on the order line
- Lot number
- Expiration date
- Serial number
- Quantity
- Bin
- Post the order
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.
Registering bins
When the item is Put-away the user must register the bin where the item is placed.
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.
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.