Process External Assembly

Once the Assembly Order has been created, you can use the Subcontracting Assembly page to complete the majority of the steps of the external assembly process. The purchase order posting is handled separately.

Process Subcontractor Worksheets

In the Subcontracting Assembly page, Subcontractor Worksheets can be created and processed manually or automatically via the Create Subcontracting Worksheet and Create Purchase Order actions.

Create Subcontracting Worksheet

When the Create Subcontracting Worksheet action is run, the Subcontracting Worksheet opens. The Assembly Order No., Assembly Order Line No., Assembly Resource No., and External Service Item No. fields are updated with the assembly order information.

Choose the Carry Out Action Message action to create the purchase order. Alternatively, use the Create Purchase Order action to complete the process.

Note

If you need to create a purchase order from a Subcontracting Worksheet without an Assembly Order, run the Calculate Asm. Subcontracts action to calculate the external resources that are managed by a supplier. Then the purchase order can be created via the Carry Out Action Message action.

Create Purchase Order

The Create Purchase Order action runs the Carry Out Action Message function, which deletes the Subcontracting Worksheet line, creates a Transfer Order (if enclosures are used), Product Transfer Order, and Purchase Order, and updates the related fields in the subcontracting assembly lines.

Process Documents

The subcontractor documents must be opened in a particular order to ensure proper processing. If enclosures are used, then a transfer order is created and must be processed before the product transfer order and purchase order.

Process Transfer Order

The Transfer Order is used to transfer the enclosure item from the internal location to the subcontractor location.

Open the Transfer Order from the Transfer Order field on the line or from the Open Transfer Order action on the Subcontracting Assembly Lines FastTab.

Whether using warehousing or not, post the shipment and receipt to process the transfer order. As in standard Business Central, item tracking can be managed in the transfer/warehousing process. After posting, the Posted Transfer Order field in the Subcontracting Assembly line is updated with the posted document number.

The results of the posted Transfer Order can be viewed in the Assembly Lines page, accessed via the Components action. The Location Code field displays the value of the subcontractor location code.

Process Product Transfer Order

The Product Transfer Order is used to transfer the assembled item from the subcontractor location to the internal location to prepare for shipment to the customer.

Open the Product Transfer Order from the Product Transfer Order field on the line or from the Line menu on the Subcontracting Assembly Lines FastTab.

Whether using warehousing or not, post the shipment and receipt to process the product transfer order. As in standard Business Central, item tracking can be managed in the transfer/warehousing process.

Posting the Product Transfer Order completes the assembly order process. The Subcontractor Assembly page is cleared and the sales order is ready for shipping.

Process Purchase Order

The Purchase Order is used to post the value of the subcontracting (via Item Charges) to the item value entries. It is typically posted when the invoice is received from the subcontractor vendor but it can only be done after the Product Transfer Order is posted.

Choose the icon, enter Purchase Orders, and then choose the related link.
Open the purchase order for the subcontractor created in the Subcontractor Assembly page.
It uses the item charge specified on the subcontractor resource as well as the resource price or purchase price from the external service item.
Update information as needed.
Post the purchase order.

Process Sales Order

Once the Product Transfer Order is posted, the sales order can be processed at any time.

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