PRODUCTION ORDERS - Build

How to build a manufactured Inventory item, account for spoilage and assign Lot / Serial Numbers

Fully Build a Production Order (see also Partial Build below)

• enable User access - Edit > User Settings > Production Orders > Build Production Orders
• click Build in your Production Order List:

         

• • or from inside the Production Order with Build Phase (Partial Build) option:

         

• accept or change information in the Build Production Order box as follows:
  • Build Date for date of Receive and General Ledger transactions
  • Receive Quantity for quantity of built item going into stock
  • Assembled Quantity for quantity of multiplied components that are being consumed for this build (this allows for spillage or breakage for this Production run)
  • Unit Cost & Extended Cost will increase if Assembled Quantity is greater than Receive Quantity (this reflects more raw material consumed for this build)
• click Build
• if the item being built is Serialized or Lot Numbered, the Serial / Lot Numbers allocation box will pop up

     

• • Manual Entry - allows to enter each lot / serial number manually
  • Quantity for Lot / Serial number entered
  • Expiry Date will auto-fill if established in Inventory > General tab > Purchasing section > Default Expiry Days field and calculates days from the system date
  • Auto-Generate will complete lot / serial number allocation based on the first lot / serial number assigned
  • click OK to complete build
• click Ok on the Production History Number notification

   

• • likewise, if a component being consumed is serialized or Lot Numbered, the Serial / Lot Numbers allocation box will pop up for each (see Serial / Lot numbering setup in Inventory)
• option to print / preview / email report(s) generated from this / these build(s)

 

• view the build in Production History

Partial Build a Production Order

•  use this function to assemble a sub-assembly or to remove any of the components in the Production Order from inventory to hold in an assigned WIP GL account until the Production Order is fully built
  • set your WIP GL Account in Edit > Company Settings > Production Orders - Default WIP Account:

• • create a Phase structure (see Production Order Phases)
  • assign any phase in your line grid (in this example, we are building a sub-assembly) then assign any phase in the header

• • click on the Build drop menu and select Build Phase:

         

• • set the Build Date

         

• • click OK on Build completion:

         

• • note the following:
    • Build reference in your Production Order List:

• • • inside the Production Order the Built items are marked with a and locked
    • status has changed to In Progress
      • if Edit > User Setting > Production Orders - Automatically Commit is on, all other components will have been Committed
    • WIP Account and WIP  Built On date are displayed (these can be changed prior to clicking Build Phase):

• note the available reports for  the WIP function: