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Manage and view Assemblies

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About View Assemblies

The View Assemblies page enables you to view a list of all assemblies based on the status and drill down on them where necessary.

This includes:

  • Viewing and selecting Parked and/or Completed.
  • Exporting assemblies to PDF for crisp reporting or Excel for further review. You can access the View Assemblies page from the Production | View Assemblies.

 

Functional descriptions

 

Header button descriptions

Across the top of the View Assemblies page you can see three buttons on the right of the banner. These each serve a purpose as below:
Export: If you wish to export the current view you can click "Export" to get a PDF version. Alternatively, if you click the drop-down you also have the option of .csv, .xlsx and .xls
Add Disassembly: If you need to add a Disassembly to disassemble an assembled product, you can use this shortcut button to go to the Disassembly page.
Add Assembly: If you need to add another assembly, you can use this shortcut to go to the Assembly page.

 

Filter fields

Assembly Number: Search field used to filter a specified Assembly Number. This is an alpha-numeric search.
Assembly Status: A drop-down menu used to filter by Assembly Status. Statuses available are All, Parked or Completed.
Product: Search field used to filter a specified assembled product.
Assemble By From: Search field used to filter the list based on the Assemble By date starting from the date selected.
Assembly Type: A drop-down menu used to filter by Assembly Types. Statuses available are Assembly or Disassembly.
Auto-Assembly: A drop-down menu used to filter statuses by the Assembly Status. Statuses available are Assembly or Disassembly.
Printed: A drop-down list to include assemblies based on their printed status.

 

Grid column descriptions

Assembly Number: Displays unique Assembly number for the specified line.
Assembly Date: Displays the date that the specified line was actioned.
Assemble By: The date that the assembly needs to be completed.
Assembly Status: Displays the status of the specified line, i.e; Assembled, Parked etc.
Product Code: The product code of the assembled line item.
Product Description: Displays the product description of the assembled line item.
Source Warehouse: Displays the name of the warehouse assembling the specified line.
Destination Warehouse: Displays the name of the warehouse the assembled line is destined for.
Assembly Type: Displays the type of assembly for the specified line, it will either be Assembly or Disassembly.
Auto-Assembly: Displays if the product line is auto-assembled or not. 
Assembled Quantity: Displays the number of assembled products for the specified line.
Total Cost: Displays the total cost for the specified line.
Under the Hidden Columns:
Comments: Displays any comments recorded against the Assembly line
Printed: Indicates whether the assembly has been printed or not
Product Group: The group for the assembled product.
Sales Order: Displays the associated Sales Order that led to the Assembly.  Click on the Sales Order to open the Sales Order page.

 

Using the custom grids

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. You can also export what you are seeing to a number of different formats such as pdf, xls and .xlsx using the Export button on the banner. Using the toolbar above the grid, you can do a number of other things to the information shown in the grid.

These are described as follows:

  • Group By Column(s):

To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.

  • Create Multiple Views:

To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.

  • Customize Columns Shown:

Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

 

Searching for assemblies

How to use the Search for viewing assemblies

If you cannot see the assembly in the list you can use this search button.

  1. Click Search.
  2. A new Add Assembly dialog box appears, enter the required Assembly Number and/or Product code to search.
  3. Once selected, the required Assembly is listed in the dialog.

 

Exporting your assembly

How to export your assembly

  1. If you wish to export the current view you can click "Export" to get a PDF version.
  2. Alternatively, if you click the drop-down you also have the option of .csv, .xlsx and .xls.

 

Adding an Assembly & Sub-Assembly

How to add an Assembly

Go to Production | Assemblies | Add Assembly.

Clicking "Add Assembly" will take you to the Add Assembly page. This is where you can create a new assembly, and as soon as you populate the "Product Code" field this transaction will be assigned an Assembly Number. From this moment on, this Assembly Number will appear on the Search and the "View Assemblies" page. 

For more information on creating an Assembly please visit the "Assemble a Product" page.

 

How to add a Sub-Assembly

Go to the Assembly you want to create Sub-Assemblies for, via "Search" or the "Sub-Assemblies" page.
Click the blue plus button to create a Sub-Assembly. When you click this, you'll be taken to the next stage where you will be able to manage that assembly.  

For more information please visit the "Assemble a Product" page.

For businesses that have different stages to production and all the stages are done across different locations, customers do have the ability to edit the sub-assembly warehouses for parked assemblies. This will give businesses, the flexibility to select specific warehouses where production is done.

 
The default assembly template provides you with the ability to customise its layout for Assemblies and Sub-Assemblies. This can be done via Settings | Document Designer | Assemblies

Assembly video tutorial

 

SEE ALSO
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