• Registered: 07/31/2012
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Topic: How to create an "assembly" for an inventory item?

Is there a way to create an "assembly" as an inventory item?  I found something in the work orders but it was confusing and different from what I am used to.  In Peachtree accounting you create a new inventory item as an assembly with a list of the associated inventory items.  When you actually put these items together you go in and select the Assembly menu item and enter the new quantity, then the program automatically deducts the count of the individual items and adds the appropriate number of the "assembly".

If this is possible I would appreciate being pointed to the instructions or putting them here.

Thanks,
Mike

  • joe
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Re: How to create an "assembly" for an inventory item?

Start by setting purchase price on the BOM items for the assembled item.

Wheb creating an assembly the assembled item automatically gets updated with costs from the BOM items.

If you are unsure, then use the Training Co. For testing.

Joe

  • Registered: 07/31/2012
  • Posts: 8

Re: How to create an "assembly" for an inventory item?

I think I've figured out how to create an inventory assembly but please correct anything in the following procedure that is wrong.

1- Must have component items available

2- Under the

4 Reply by Creators Fire (edited by Creators Fire 08/01/2012 02:40:36 am)

  • Registered: 07/31/2012
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Re: How to create an "assembly" for an inventory item?

Why does this happen when I haven't copied my post?  For that matter, why is it knocking out parts of my posts?  Is this happening to others or am I just doing something weird?

Mike

  • Registered: 07/31/2012
  • Posts: 8

Re: How to create an "assembly" for an inventory item?

Fortunately I was able to go back in the browser and retrieve the whole post.

I think I've figured out how to create an inventory assembly but please correct anything in the following procedure that is wrong.

1- Must have component items available

2- Under the "Items and Inventory" tab, then "Items" create a new item and be sure to select "Item Type" as "Manufactured" then click "Insert New Item".

3- Go to the "Manufacturing" tab, then "Bills of Material", select your new Item and add component items (there's no "save" when done).

4- Click the "Manufacturing" tab, then "Work Order Entry", enter the Item and quantity and then click "Add Work Order" and the assembled item is now available to sell.

Of course I've left out many things like price and account info that will need to be entered.


Mike

  • joe
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Re: How to create an "assembly" for an inventory item?

That seems correct. Remember you can have Service items included in the Assembly as well (A BOM item).

/Joe

7 Reply by Creators Fire (edited by Creators Fire 08/01/2012 05:22:09 pm)

  • Registered: 07/31/2012
  • Posts: 8

Re: How to create an "assembly" for an inventory item?

Thanks Joe

I have a question about this process; when a Work Order is entered and saved the items are immediately available for sale.  Seems to me that the Work Order should be just that, an "order" that then needs to be completed.  After the individual components are actually put together then the Work Order is completed and only then are the assembly's available for sale. 

FA's steps are similar to those in Peachtree but with different names.  After we assemble an item (no work order) it is then entered into the computer but we have a small operation and it would make sense to issue an "order" that was then completed by the manufacturing department who would then enter it as completed.  Only then could the sales department sell and ship it to a customer.

I have no great experience in this so any thoughts would be welcome. 

Mike

p.s. Had to paste my comment back in again

  • joe
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Re: How to create an "assembly" for an inventory item?

If you want another release date, then consider using advanced manufacturing. Here you can use another production date.

Joe