The Item Assembly function allows you to create an inventory of master items for which you have created a Bill of Material.
To use this function:
1) Select Item Assembly from the Transactions menu, or click the Assemblies button on the toolbar. From the fly-out menu that appears, choose the Assemble Master Itemsoption. The following window appears:
The grid lists each component required to build the master item, along with details specific to each of the components (eg. its item code, description, the item quantity require for the BOM and the unit of measure used for the quantity. It can be useful to view this information prior to building (or unbuilding) the BOM.
If you have been granted access to use the Company Editor, you may chane the columns/fields that display in the grid.
Use the following table to complete the fields in this window:
Field Description
Item number Use the Finder button to select from a list of master items for which a Bill of Materials has been created.
This is the master item you wish to assemble. When selected, the Description of the master item also displays.
NOTE: If you enter an item code that has been made Inactive, you will be prompted to decide if you want to make the item Active again or not. If not, you must choose another item.
BOM number When you select an Item number in the field above, this field will be automatically completed, and will display the BOM number.
Comment When you select a master Item number in the field above, this field will automatically complete and display the comment/remark entered with this master item.
Reference Enter a reference number for this item assembly, if required. The reference is displayed in the lot Receipt field in Item Inquiry.
Quantity info For further reference, the master item's current quantities On Hand, On SO (Adagio OrderEntry sales orders) and On PO (Adagio PurchaseOrders POs are displayed.
As well, this same information is provided for the specific location the Master Item will be built to (if Adagio BoM is installed, this is the Master Loc).
Item Assembly
Field Description
Date Enter the date of the assembly. By default, the date you selected when you logged in to Adagio Inventory will be displayed. This field can be changed, however.
The date selected shows as the Costing Lot Date in Item Inquiry. As soon as items are assembled using this function, the items are considered to be available in inventory, for sale or transfer.
The date does affect the transaction data that gets transferred to the General Ledger. It would be used in determining costing if you’re using LIFO/FIFO, and would influence the period in which the transactions end up in the General Ledger.
Location If you are not using the Adagio BoM add-on, you will see a single Location field only. The parts will be taken from and the BoM will be built for this same Location.
NOTE: If the Adagio BoM add-on is used, you will be able to specify a different location the parts will be taken From (i.e. the Component Loc) than the location the BoM will be built To (i.e. the Master Loc).
If there are insufficient quantities of the component items at the location you specify, Adagio Inventory will advise you of that when you click Build. The message you get here will depend on whether you allow negative quantities of items in your inventory or not. This option is set in your Company Profile, on the System Optionstab. When a warning comes up:
¨ If you do allow negative quantities, you can then choose whether to assemble the items (thereby adding them into inventory) or not.
¨ If you do not allow negative quantities, the build will be halted and you will not be able to proceed.
Field Description
Quantity Enter the quantity of master items you wish to
assemble at the specified location. Unless you are also using the Adagio BoM add-on module to unassemble and account for master items when they are
unassembled, you can only enter a value between 1 and 1,000,000,000.
However, if you are using the Adagio BofM add-on, you may enter a negative quantity (eg. -2) to indicate the number of master items to be unassembled.
Adagio will calculate the costs of unassembling. Any calculated difference in cost between the assembly and the unassembly cost will be accounted for in the Un-assembly costaccount and department (if used) defined in the Company Profile (see page 3-28) Unbuild cost This field only displays if you are also using the
Adagio BoM add-on module.
If your organization charges for the cost of
unassembling master items, enter that charge here.
Any amount entered will be accounted for in the Un-assembly costaccount defined in the Company Profile.
Use component default location?
This field is only visible if you have the Adagio BoM add-on installed.
When enabled, if a default location has been set on any of the component items in the Edit Bills of Materialfunction (see page 4-117), that component will be taken from its default location rather than the From Locationspecified on the Assemble Master Items window. Therefore, it is possible that the Master Item could be build from more than one location.
Item Assembly
Field Description Display items with
insufficient quantities?
NOTE: This field will not display if you are
'un-assembling' a master item, i.e. are using the Adagio BoM add-on module and have a negative quantity entered in the Quantity field.
Enable this option if you wish to be informed of the specific item numbers for which there are insufficient quantities of component items to complete the assembly.
If you do not enable this option, you will still be warned of insufficient quantities before the build can proceed, but it will be a general warning and will not indicate specific item numbers.
NOTE: This option will only provide specific component item numbers if your Company Profile is set to allow negative quantities. If the Company Profile does not allow negative quantities of items in inventory, you will simply get one message indicating that the build cannot proceed.
When you have set all of your assembly options in this window, click Build to assemble the master items. The items will be assembled. If there are insufficient quantities of the component items to complete the assembly, you will be notified of that fact. Depending on your negative inventory setting in the System Options tab of the Company Profile, the build will either be halted entirely, or you will be asked if you want to continue in spite of the insufficient quantities. Transaction history will be updated if Retain transaction history has been enabled on the System Options tab of the Company Profile.
2) If you are also using the Adagio BoM add-on module to unassemble and account for master items when they are unassembled, the Build button will become an UnBuildbutton when a negative quantity is entered into the Quantity field.
3) Once the item assembly is complete, the screen will be cleared, allowing you to build more master items as needed. To exit this function, click Cancel.
When items have been assembled, they will be added to the location specified during assembly, and can then be sold or transferred as normal.