Produce Assemblies

The Produce Assemblies transaction allows users to produce manufactured items without creating a Job, a Bill of Materials, or accumulating Job costs. The word "assembly" refers to any item or material that will be produced. The transaction covers a wide variety of scenarios including the creation of simple assemblies or components from multiple Raw Materials to the packaging of Finished Goods using a different package type.

The cost of the item produced is calculated from the cost of the item or items consumed and varies depending on the "Inventory Costing" method indicated in System > Options > Inventory tab. If using Actual (FIFO) or Average cost, the cost of produced items will be determined by the Lot costs of the consumed materials. If using Standard cost, the system will evaluate the standard cost of the consumed material and compare this to the standard cost of the item to be produced. Variances will be posted to the "Inventory Adj." account specified in System > Options > Accounts tab.

The Produce Assemblies transaction should only be used for specific scenarios outside of normal production processes. The security setting "Inventory -- Produce Assemblies" controls access to this area.

System Navigation

  • Inventory > Produce Assemblies

Produce Assemblies form

The Produce Assemblies form has two main sections:

  1. Parts to Consume, on the left, The Parts to Consume section lists the Part Number, Lot, Quantity, and Unit of Measure for the materials that will be used/consumed.
  2. Parts to Produce, on the right. The Parts to Produce section lists the Part Number, Lot, Quantity, and New Location that will be created/produced.

The "Add", "Modify", and "Delete" buttons in both sections are used to manage which parts will be listed and therefore consumed/produced once the form is saved. Concerning the Lot values, users may select specific Lots or allow the system to select the oldest Lot in inventory (for consumption) or pick a sequential Lot number (for production). Note that At-Risk inventory cannot be used when producing assemblies.

Button/Field/Flag

Description

Save

If clicked, the transaction will process, consuming and producing the Parts, quantities, and Lots listed.

Date

Defines the date with which the inventory transaction will post to the GL.

Facility

Search field used to select the Facility where inventory will be consumed and produced.

  • Inventory cannot be consumed from different Facilities nor produced in a Facility other than the one from which materials were consumed.

Print Lot Labels

If checked, Lot labels will be printed for the Lots produced, one for each Lot.

Edit Part To Consume/Edit Part To Produce form

Button/Field

Description

Select Lots

Once a Part and Quantity have been entered, opens the Apply Inventory form, which is used to select a specific Lot to consume.

  • Only available in the Edit Part To Consume form.

Part Number

Indicates the Part that will be consumed/produced.

On Hand

Displays the on hand amount of the selected Part.

Quantity

Defines the quantity that will be consumed/produced.

System Lot

Defines the System Lot that will be consumed.

  • Only available in the Edit Part To Consume form.

Location Type

Displays the Location Type where the Lot will be consumed/produced.

  • The Location Type that is defaulted on the Edit Part To Produce form is based on the following hierarchy:
    • Default Finishing Location Type specified on the Edit Item Facility form, accessible via the Item Master > Facilities tab of the Part being produced.
    • Default Location Type specified on the Edit Item Facility form, accessible via the Item Master > Facilities tab of the Part being produced.
    • Default Finishing Location Type specified on the Part's Item Master > General 1 tab, assuming the Location Type is linked to the Facility selected on the Produce Assemblies form.
    • Default Location Type specified on the Part's Item Master > General 1 tab, assuming the Location Type is linked to the Facility selected on the Produce Assemblies form.
    • The default Location Type for the Facility selected on the Produce Assemblies form.

New Location

Displays the Location where the Lot will be produced.

  • Only available in the Edit Part To Produce form.
  • The default value for this field is based on the following hierarchy:
    • Default Finishing Location specified on the Edit Item Facility form, accessible via the Item Master > Facilities tab of the Part being produced.
    • Default Location specified on the Edit Item Facility form, accessible via the Item Master > Facilities tab of the Part being produced.
    • Default Finishing Location specified on the Part's Item Master > General 1 tab.
    • Default Location specified on the Part's Item Master > General 1 tab.
    • The default Location for the Facility selected on the Produce Assemblies form.

New Container

Enabled only for what is being produced, not consumed.

  • Upon applying the produce assembly, the new lots will be in the specified container.

Lot

Defines the specific Lot number that will be consumed/produced or displays "System" if a System Lot will be used/generated.

Attribute 1-3

Defines the attributes of the Lot.

  • Captions for these fields are defined in System > Options > Inventory tab.

Lot Date

Defines the date the Lot was created.

  • Only available in the Edit Part To Produce form.

Expires

Defines the expiration date of the Lot.

Catch Weight

Indicates the Catch Weight of the Lot indicated. 

Density

Defines the Density of the Lot indicated if the Part selected is flagged with "Measured Density" on its Item Master Properties tab.

Unit Of Measure

Displays the "Stock Unit" of the Part selected as defined on its Item Master.

Notes

Memo field - not required. When the Produce Assemblies transaction is processed, the data is stored in the Notes field of the newly created lot(s).