Generate assembly and disassembly orders (Retail essentials)

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This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

This topic describes how to generate assembly orders for retail product kits. An assembly order tells the warehouse how many kits to assemble. After an assembly order is created, a warehouse worker can use it to assemble each configuration of the product kit.

You can generate assembly orders by using any of the following methods:

  • Generate the assembly order by using the Configure kit form after you configure the retail product kit and release the product kit to your legal entities.

  • Manually generate an assembly order for an existing product kit by using the Kit orders form.

  • Automatically generate an assembly order from a sales order.

After you generate an assembly order and enter the quantities that you want to assemble, BOM (bill of material) journals are generated to reserve the inventory for the products that are included in the kit configurations. For more information about BOM journals, see Inventory journal (form).

Generate an assembly order from a product kit

  1. Click Retail essentials > Merchandising > Kits > Released product kits.

  2. In the Released product kits list, double-click a product kit.

  3. In the Released product details form, click Edit. On the Action Pane, on the Product tab, click Configure.

  4. In the Configure kit form, click Generate assembly order.

  5. In the Kit order form, on the General FastTab, in the Warehouse field, select the warehouse where the product kits will be assembled.

  6. On the Configurations FastTab, in the Quantity field, enter the number of kits that you want the warehouse to assemble for each kit configuration.

    The total number of kits that will be assembled for this order is displayed in the Quantity field in the General FastTab.

  7. After you have entered the quantity for each configuration, close the form to create the assembly order.

You can view the assembly order that you created and the BOM journal entries that were created in the Kit orders form. To view the assembly order and BOM journal entries, complete the following steps:

  1. Click Retail essentials > Merchandising > Kits > Kit orders.

  2. In the Kit orders list, double-click a kit order to view the details of the assembly order that you just created.

  3. To view the BOM journal entries, in the Kit order form, on the Configurations FastTab, click View BOM journal.

Manually generate assembly and disassembly orders for a product kit

If you need to assemble additional product kits for your stores, you can manually create assembly orders. You can also create disassembly orders for product kits that you are no longer selling. After the product kits are disassembled at the warehouse, the individual kit products can be returned to inventory. Product kits can also be disassembled at the point of sale register if the Disassemble at register check box is selected in the Configure kit form. For more information about how to set up a product kit, see Create retail product kits.

If you want to prevent additional assembly orders from being created for a kit, you can discontinue the kit. To discontinue an existing kit, select the Discontinue kit check box for the product kit in the Configure kit form. If this check box is selected, no new kits can be assembled for this kit, and only the remaining store inventory for the kit can be sold.

After the assembly and disassembly orders are created, kits can be assembled or disassembled by warehouse workers. For more information about how to process assembly and disassembly orders, see Process kit assembly and disassembly orders.

To manually generate assembly and disassembly orders for a product kit, follow these steps:

  1. Click Retail essentials > Merchandising > Kits > Kit orders.

  2. In the Kit orders list, on the Action Pane, click Order.

  3. In the Create a new kit order dialog box, enter information as described in the following table.

    Field

    Description

    Order type

    Select whether you want to create an assembly order or a disassembly order.

    Product kit

    Select the product kit that you want to assemble or disassemble.

    Company

    Select the legal entity for which the kits are being assembled or disassembled.

    Warehouse

    Select the warehouse that will process the assembly or disassembly order.

  4. Click OK.

  5. To complete the order, on the Kit orders list page, double-click the assembly or disassembly order that you created in the previous step.

  6. In the Kit order form, on the Configurations FastTab, in the Quantity field, enter the number of kits that you want the warehouse worker to assemble or disassemble for each kit configuration.

    The total number of kits that will be assembled or disassembled for this order is displayed in the Quantity field on the General FastTab.

  7. After you enter the quantity for each configuration, close the form to create the order.

You can view the order that you created and the BOM journal entries that were created in the Kit orders form. To view the order and BOM journal entries, complete the following steps:

  1. Click Retail essentials > Merchandising > Kits > Kit orders.

  2. In the Kit orders list, double-click a kit order to view the details of the assembly or disassembly order that you just created.

  3. To view the BOM journal entries, in the Kit order form, on the Configurations FastTab, click View BOM journal.

Generate an assembly order from a sales order

If a product kit or any one of its components are out of stock when you add a product kit to a sales order, you can generate an assembly order for the product kit from the sales order. The assembly order is generated when the sales order is processed. When an assembly order is generated from a sales order, the sales order number can be viewed in the description field in the Kit order form.

Note

If the quantities on the sales order line are increased after the assembly order is posted, a separate assembly order must be created.

If product kits are sold in a cash-and-carry scenario, and the product kit is not found in the store’s inventory, the system automatically generates an assembly order for the sale when the store’s transactions are sent to headquarters. The assembly order is then automatically processed and posted.

To generate an assembly order from a sales order, follow these steps:

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  2. In the All sales orders list, on the Action Pane, on the Sales order tab, click Sales order to create a new sales order.

  3. In the Create sales order form, in the Customer account field, select the customer account to create the sales order for. Enter any addition information such as invoice account, currency, or language, and then click OK.

  4. In the Sales order form, on the Sales order lines FastTab, in the Item number field, select a product kit to add to the sales order.

  5. On the Line details FastTab, on the Product tab, in the Configuration field, select the specific configuration of the product kit that you want to add to the sales order.

  6. To view the individual components in the product kit configuration, on the Sales order lines FastTab, click Inventory > Kit components.

  7. Enter any additional information on the sales order, and then process the sales order to automatically generate the assembly order for the kit products.

For more information about how to complete the sales order form, see Sales orders (form).

See also

Create retail product kits (Retail essentials)

Retail product kits (Retail essentials)