Production documents with the Assembly transaction type register finished goods produced or assembled from Assembly is the process of combining raw materials, components, or parts to create a finished product. This is commonly used in manufacturing and production scrapproduction industries where multiple smaller parts come together to form a complete item.
For example:
Combining a processor, RAM, and hard drive to create a computer.
Assembling fabric, buttons, and zippers to produce clothing.
A production document with the Assembly transaction type helps record the conversion of raw materials into finished goods. You can create a new Production document to plan and track the production of specific items.
To record such entry, create Productions document, go to production module
Key Steps to Create a Production Document
...
Main Tab - General Information
Select Assembly as the Transaction Type.
The Number field is assigned automatically.
Choose an Entity (company unit responsible).
If linked to a Production Order or Customer Order, use the "Fill by Basis" or "Fill by Order" button.
Specify the Manufacturer and Bin Location (if applicable).
Add comments if needed.
...
a) In the main tab
Choose the transaction type as Assembly.
Choose the Manufacturer, which is the base unit (Warehouse/department) where the assembly happened.
The Basis field is automatically filled if the Production is linked to a Production Order.
b) In the Finished Goods Tab
List the finished goods being produced
...
and assign batch numbers, serial numbers, and item characteristics
...
as required.
Specify the quantity and unit of measure (UOM).
The Specification column is populated automatically with the default specification assigned to the item that is used (for the Assembly process).
The User can create Specification using the + sign or go to Sales/purchase module > Item master data > specification
For Assembly, this form specifies the raw materials and components needed to create finished goods. You select the finished product, add a description, choose relevant characteristics, and list the required materials. The quantity, unit of measure, and GL accounts for inventory and expenses are also set.
The Cost Percentage column is only used for Disassembly transactions.
Adjust the GL
...
accounts for inventory and manufacturing expenses if needed.
Inventory Tab
c) In the materials Tab
The Materials tab provides details on the inventory items, raw materials, components, or parts required for the production of the specified quantity of finished goods.
List the materials, components, or parts used in production
...
and assign batch numbers, serial numbers, and item characteristics.
...
Define the warehouse
...
or bin location from which materials will be taken
...
, and use the Fill by Specification button to automatically add the required materials.
d) In the Disposals Tab
Register scrap or remnants from production
...
, specify storage locations for
...
the scrap, and note that items in this section are recorded at zero cost.
Actions and Posting
Save: Stores the document without posting.
Post: Finalizes and updates inventory.
Generate Documents:
Inventory Transfer (move finished goods to another warehouse).
Goods Receipt Note (register produced items).
Costing (calculate manufacturing costs).
Additional Features
Import data from Excel.
Customize field placements using Settings.
Generate reports for Order Analysis and tracking.
This process ensures accurate tracking of raw materials, production, and finished goods while keeping financial records updated.
Once all details are filled, post the document to create the entry. With this document, Raw materials will be assembled to create an item i.e. dining table.
Since the items were assembled in the production department, they will remain there until an Inventory Transfer document is created using the Generate option.
All details will be filled automatically based on the linked production document; the user only needs to specify the recipient warehouse.
Items will be moved from Production to the main warehouse.
Thanks for being FIRSTBIT Customer! #Production #Assembly #InventoryTransfer #Manufacturing #RawMaterials #FinishedGoods