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

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

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.

Select main menu "Assembly"

See a list of "Assembly Orders"

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.

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").

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)

Assembly Order Lines

Create Assembly Order

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 - 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")
Indented lines are Consumption Lines ("Assembly Lines")

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
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, whether the Location is set up for "Bin Mandatory" or not:

Layout with "Bin Mandatory"

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

Layout without "Bin Mandatory"

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

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

Qty. to Assemble: Current Qty. to Assemble
Remaining Qty.: Remaining Qty. to Output
Qty. assembled (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.

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 Business Central does not suggest a bin 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 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.

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): <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