Setting up Assembly Order management in Dynamics 365 Business Central involves three steps, then a few practical decisions about how you replenish and account for assembled items.
Setting it up
- Open the Assembly Setup page and fill in the Number Series fields.
- Create your first assembly item by setting Replenishment System to Assembly and the Assembly Policy to Assemble-to-Stock.
- To assign the sub-items, open Assembly BOM and add the items or resources required to make the assembly item.
Practical tips
- You can raise a Purchase Order and buy the assembly item directly, which increases inventory but does not consume the child items in its BOM. To increase the assembly item and decrease its BOM components, create and post an Assembly Order from the Assembly Orders page.
- Assembly Orders can include items as well as Resources and machines (a type of resource) charged at hourly rates.
- Avoid using non-inventory items in a BOM. Mixing inventory and non-inventory items on a BOM is refused by the Assembly Order and can block you from posting. If you need to account for fees and charges and have them tracked like inventory, Resources may be the better option where Item Charges do not fit the use case.
For the related question of how to record freight and other charges, see our guide on recording freight and shipping charges in Business Central. If you want help configuring assembly and inventory correctly, see our Dynamics 365 implementation page.