Set Up an Assembly Item

Related topics

Enter assembly beginning balances

Build an assembly item

Unbuild an assembly

Copy an assembly item

Change the components in an assembly item

Determine the current quantity of inventory items on hand

Perform other inventory tasks

Read the inventory setup overview

An assembly is made up of other items in your inventory; so when you build an assembly item, you can only build as many as you have components. For example, if you were putting together 200 Smart TV assemblies and you only have 50 circuit boards, you'll only be allowed to build up to 50 Smart TV assemblies.

There are two steps to creating an assembly item:

  1. Define the items (components) the assembly contains, and
  2. Build the assembly. Additionally, you can purchase prebuilt "assemblies."

To set up and define an assembly item

  1. Click the Assemblies navigation aid on the Inventory & Services Navigation Center and select Set Up Items for Assembly.
  2. Enter an item ID and description for the assembly item, and select Assembly as the item class.
  3. Enter any other information about the assembly item. You can use the field help located on the right-hand side of the screen to guide you.
  4. After you finish filling out the item information, select the Bill of Materials tab.

    Important! Don't click Save; saving the item at this point will cause it to become a stock item instead of an assembly item.

  5. Select item IDs for existing stock items or assemblies only, and enter the quantity. Press ENTER. Do this for each item that makes up the assembly.
  6. When you're finished entering the assembly item, click Save.