How to Complete an Auto-assembly when a Sales Order is Completed
FollowSummary:
To complete an auto-assembly when a Sales Order is Completed.
Steps (non-Batch/Serial Tracked):
- Add auto-assembled product to Sales Order
- Click Complete
Steps (Batch/Serial Tracked)
- Add auto-assembled product to Sales Order
- Select the ! icon within SO lines to open the Auto-Assembly
- Select/Define the Batch or Serial numbers for all Component products & for the resulting Assembled product
- Select Save
- Return to the Sales Order
- Click Complete
Additional Information
- Bill Of Materials for product has to be marked as Can Auto-assemble
- If you do not have enough stock on hand for product, an ! will be displayed next to product quantity and a warning popup will show.
- A ✔ will show upon completion to indicate auto assembly was completed