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Stock Assembly & Disassembly

Stock Assembly Order

Just like the function of the Sales Order or Purchase Order, Stock Assembly Order will not affect stock movement. Then, it can be transferred to Stock Assembly and there will be an outstanding report on Stock Assembly Orders that have not been transferred.

Firstly, go to Stock > Then, click on Stock Assembly Order

Next, Click on Create a New Stock Assembly Order,

SAD1.png

Description: it is the description of this document
Ref. Doc. No: key in reference document number (if any)
Stock Assembly Order No: auto-running document number, the next possible number is shown on the top of the window. Furthermore, You may click on <<New>> to key in any document number.
Date: document date
Expected Completion: key in expected date (or days) of completion. (For reference only)

Functional Buttons:

SAD2.png

CFB1.pngto be saved in the K.I.V folder to be used later.

CFB4.png to add/insert a detail row. (Insert)

CFB5.png to insert a detail row before the highlighted row. (Ctrl + Insert)

CFB6.png to delete the highlighted row. (Ctrl + Delete)

CFB7.pngCFB8.pngto move the detail row up/down. (Alt + Shift + Up/Down)

CFB9.png to undo (Ctrl + Z)

CFB10.png to select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set)

CFB11.pngrange set (F12) … a range setting windows will be prompted. This is usually used to apply changes to several/all selected detail rows.

CFB15.pngto prompt the item search screen (F9). Type a keyword, select search criteria, click on Search. From the search result, check the check-boxes to select items to be included in the document, then click on OK</span

SAD3.pngto apply BOM Optional that was maintained earlier, e.g. to substitute one or more of the material items.

SAD4.pngthis is to be used together with BOM Optional when the Multi-Level Assembly module is enabled.

CFB16.png Click on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance …

SAD5.pngto copy a stock assembly order which previously already save.

SAD6.pngto copy the existing stock assembly order to a new stock assembly order.

SAD7.pngto transfer sales order to invoice.

CFB17.png to check the invoice which has already been transferred.


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BOM Optional

This is to maintain optional/alternative material items for BOM finished goods. It will be used in Stock Assembly and Stock Assembly Order.

First, go to Stock > Next, click on BOM Optional

Then, click on New,

SAD8.png

BOM Optional Code: it is to key in an optional code
Description: it is to key in the description of this BOM optional
Details tab: click on the ‘+’ button to assign sub-items. For example, it is to replace one unit of BOM C (key in negative quantity value -1) with 2 units of BOM D (key in positive quantity value 2).
Apply to the BOM Item tab: click on the ‘+’ sign to assign which is (are) the BOM finishes goods that this BOM Optional can apply to.

After that, click on Apply to BOM Item

SAD9.png

Then, Click on the ‘+’ sign to assign BOM finishes goods that this BOM Optional can apply to.

Lastly, Click on Save

Apply BOM Optional

You need 10 quantity BOM C and 15 quantity BOM D, In Order to make 5 quantity of BOM finished goods. Next, click to Apply BOM Optional.

SAD10.png

SAD11.png

Next, check the checkbox to select, fill in quantity.

Lastly, click on OK

SAD12.png

The item BOM C has been replaced with item BOM D which you have to maintain earlier. Alternatively, you may click on ‘-‘ and/or ‘+’ signs to remove/add a material item or just edit item code, Qty, item cost, overhead cost, and/or assembly cost.

Edit tab:

SAD13.png

Copy Whole Document: Copy the whole document to the clipboard.
Copy Selected Details: To copy some item details to the clipboard. (press ctrl+ highlight the item to copy)
Copy as a spreadsheet: To copy the item details and paste them into a spreadsheet.
Paste Whole Document: To paste the whole document from the clipboard.
Paste Item Detail Only: To paste some item details from the clipboard.
Undo Master: To undo (reverse one step) the header section.
Convert To Multi-Level: To show at single-level or multi-level BOM.
Edit MRU Items: to edit /delete historical descriptions (which was keyed in previously). MRU = Most Recently Used
Convert to Multi-Level

Let say I created another item BOM A with sub-item code SUB-A and SUB B.

SAD14.png

SAD15.png

When I click Converter To Multi-Level, the following message will prompt:

SAD16.png

Now, click Yes to proceed.

SAD17.png

As the result, It will show all the sub-level of your item BOM.

View Stock Card Report

SAD18.png

Stock Assembly

Stock Assembly is to assemble finished goods according to the BOM setting. This transaction will increase the stock quantity of finished goods and at the same time decrease the stock quantity of material items.

First, go to Stock > Then, click on Stock Assembly

Second, click on Create a New Stock Assembly,

Third, select Item Code (finished goods to be assembled),

Then, key in quantity to be assembled,

Next, you may key in the details of this new document OR copy/transfer from other documents.

However, when Stock Assembly Order was issued on the case, you MUST create an invoice using ‘Transfer from Assembly Order’.

(Here I am going to transfer document from Stock Assembly Order)

SAD19.png

SAD20.png

Description: description of this document
Ref. Doc. No: key in reference document number (if any)
Stock Assembly No: auto-running document number, the next possible number is shown on the top of the window. After that, you may click on <<New>> to key in any document number.
Date: document date


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Functional Buttons:

SAD21.png

CFB1.pngto be saved in the K.I.V folder to be used later.

CFB4.png to add/insert a detail row. (Insert)

CFB5.png to insert a detail row before the highlighted row. (Ctrl + Insert)

CFB6.png to delete the highlighted row. (Ctrl + Delete)

CFB7.pngCFB8.pngto move the detail row up/down. (Alt + Shift + Up/Down)

CFB9.png to undo (Ctrl + Z)

CFB10.png to select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set)

CFB11.pngrange set (F12)… a range setting windows will be prompted. This is usually used to apply changes to several/all selected detail rows.

SAD22.pngto update item cost with Standard Cost.

SAD23.pngto update item cost with Up-To-Date Cost.

CFB15.png to prompt the item search screen (F9). Type a keyword, select search criteria, click on Search. From the search result, check the check-boxes to select items to be included in the document, then click on OK.

SAD24.png to apply BOM Optional that was maintained earlier, e.g. to substitute one or more of the material items.

SAD25.png this is to be used together with BOM Optional when the Multi-Level Assembly module is enabled.

CFB16.png Click on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance …

SAD26.png to copy a stock assembly which previously already save to copy existing stock assembly to a new stock assembly.

SAD28.png to transfer stock assembly from stock assembly order

Variance Qty: the difference between order quantity and quantity
Dismantled Qty: quantity of this item that has been dismantled or taken out from this assembly.
Total Cost: total cost of material items including overhead cost.
Assembly Cost: total assembly cost, derived from Assembly Cost per set X assembly quantity
Net Total Cost: it will be used to calculate the unit cost of these finished goods.

Lastly, view the Stock Card Report again…

SAD29.png

Dismantled Quantity

Dismantled quantity must be recorded when one or more material items were taken out from the assembled items. Then the dismantled items will be returned back to the storeroom (stock increase) and the quantity of assembled finished goods will be reduced accordingly.

First, go to Stock > Stock Assembly

Next, highlight the item assembly that involved dismantled quantity. Then, clicks on Edit,

SAD30.png

Then, key in quantity value into the column of Dismantled Qty.

Finally, Click on Save.

SAD31.png

After that, view the Stock Card Report again…

SAD32.png

Note: you may see that the balance quantity of material (BOM A) and finished goods (BOM) were affected accordingly.

New Features

Stock Disassembly

Stock Disassembly is to disassemble finished goods and get back to its raw materials. Because, this transaction will decrease the stock quantity of finished goods and at the same time increase the stock quantity of material items.

First, go to Stock > Then, click on Stock Disassembly

Second, click on Create a New Stock Assembly,

Third, select Item Code (finished goods to be assembled),

Then, key in quantity to be assembled,

SAD33.png

Functional Buttons:

SAD34.png

SAD35.png to update item cost with Standard Cost.

SAD36.pngto update item cost with Up-To-Date Cost.

SAD37.pngto distribute the cost according to the cost fraction, standard cost or most recently cost.

CFB15.png to prompt the item search screen (F9). Type a keyword, select search criteria, click on Search. From the search result, check the check-boxes to select items to be included in the document, then click on OK.

CFB16.pngClick on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance …

SAD38.pngto copy a stock disassembly which previously already save.

SAD39.pngto copy existing stock disassembly to a new stock disassembly.

Now, view the Stock Card Report

SAD40.png

BOM Listing Report

To list all BOM items and show the maximum quantity (finished goods) that could be assembled based on currently available material items stock level.

First, go to Stock > BOM Listing Report

Then, define filter options,

After that, click on Inquiry,

Last, click on the ‘+’ sign before Item Code to expand the details of sub-items. (or right-click on the column header and click on Expand All)

SAD41.png

Max. Manufactured Qty.: the maximum quantity (finished goods) that can be assembled based on the current level of stock (material items).
Ratio: the maximum rounded quantity that can be assembled based on this material item stock level. (take Available Qty and divide by Required Qty)

BOM Material Usage Inquiry

To check the usage of a material item, such as in which finished item and the quantity needed to produce one unit of that finished item.

First, go to Inquiry > BOM Material Usage Inquiry

After that, select a material item code (Sub Item Code),

SAD42.png

Check BOM Material Inquiry

Now, to check the availability of material items if a certain quantity of finished goods is to be assembled.

First, go to Inquiry> Check BOM Material Inquiry

Then, click ‘+’ to assign a BOM Item Code (finished goods item code) and key in Qty To Be Manufactured, (you may add more than one BOM items)

After that, click on Inquiry,

SAD43.png

Note: the negative value in Balance Qty means an insufficient quantity of that material item.

And lastly, click on the Raw Material Summary tab,

SAD44.png

Include Outstanding P/O & Outstanding S/O & Outstanding A/O: to include all outstanding purchase order, sales order, and assembly order quantity
Calculate All UOMs: to include all UOMs
Multi-Level: if the options are ticked, all sub-item codes will be shown in detail.

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