Product Assembly: General Area

Use this area to specify an item to be assembled and enter inventory data for it.

General area fields

Field

Used for

Assembled item

Select an item you want to assemble from the list of items added to the system or create a new one.

  • It is a required field. If you do not select an item to be assembled, you will not be able to save the document.

Unit

A unit of measurement, whether it is a piece, a kilogram or a liter, etc.

  • A base unit of measurement specified for the item is provided automatically.
  • If several units of measurement are defined for the item forming the item's set of measurement units, you can select a unit from the set that is most suitable in a particular case. However, this unit will be used only for displaying quantities in the document, all inventory and accounting transactions will use the base unit of measurement into which the selected alternative unit will be converted according to the specified conversion ratio.
  • It is a required field. If you delete the unit and do not select an alternative one from the set, you will not be able to save the document. 

Warehouse

Select a warehouse in which the assembled item is to be stored from the list of warehouses added to the system or create a new warehouse.

  • It is an auto-completed field. A warehouse set as your company's default warehouse is suggested as a warehouse for storing the assembled item. It is retrieved from the My company settings directory where the default warehouse was specified under the Preferences tab. Still, you can select an alternative warehouse instead of the default one if necessary. 
  • It is a required field. If you delete this auto-completed warehouse and do not select an alternative one, you will not be able to save the document.
  • If multiple warehouses are not allowed in the system (Multiple warehouses option is turned off in My company settings), this field will not be displayed on the form. The default warehouse selected in My company settings will be used for inventory or accounting transactions.

Warehouse section

If you want to allocate the assembled item to a specific warehouse section within the specified warehouse, select a section from the list of sections belonging to the warehouse, if there are any.

  • It is an auto-completed field. A warehouse section set as a default warehouse section of the selected warehouse is suggested in this field. Still, you can select an alternative warehouse section instead of the default one if necessary.
  • It is a required field. If you delete this auto-completed section and do not select an alternative one, you will not be able to save the document.
  • The field is unavailable if the creation of warehouse sections for warehouses is not allowed in the system.

In stock

The quantity of the item that is already stored in the selected warehouse as of the document date.

  • In stock balance is provided automatically for informational purposes only.

Quantity

Specify the quantity of the item to be assembled.

 
Document-related information
 

Field

Used for

Number

Document number is assigned automatically when you save the product assembly document based on the selected numerator. 

Users with the appropriate permissions can override the auto-generated number and enter it manually. 

After overriding the product assembly document number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date and time when the new product assembly document was created (added). Date field indicates the posting date and time, the document date and time as well as the date when product assembly was/is to be performed along with the time when it began/should begin.

You can override the auto-generated date and enter it manually.

  • It is a required field. If document date is not specified, you will not be able to save the document.
 
Advanced mode -  turn on the advanced mode to view and override the item’s inventory accounts if necessary. The accounts are provided automatically based on the item accounting data. If required, you can change them. 
 

Field

Used for

Set accounts by default button

Click the Set accounts by default button to automatically reset the default inventory account for the assembled item (in case you have overridden it in the first place) and set default inventory accounts for items added in the Goods for assembly section. For each item, an inventory account will be retrieved from the respective item record.

  • On click of the Set accounts by default button, you will override accounts selected for all items in the document and restore default accounts as specified in item records. So, if you have once selected alternative inventory accounts for your items and do not wish to change them, do not click this button.

Inventory account

An inventory account in which the assembled item is recorded. The account is debited with the cost of the assembled item which equals the total cost of all its components. The account is provided by default being retrieved from the item’s accounting details specified in the item’s record created in the directory Item. Still, you can select an alternative inventory account instead of the default one if necessary.

  • It is a required field. If you delete this auto-completed account and do not select an alternative account of the same type, you will not be able to save the document.

Additional Details

Field

Used for

Note

Add any notes or comments about the product assembly process if needed.

 Attachment

Add any additional files or external links related to the product assembly.

  • You can upload images, text files, PDF files, spreadsheets, compressed files and other data files (for example, CSV and XML files).
  • You can download uploaded attachments to your device by clicking a file name. 
 

More information

Product Assembly: Goods for assembly section