Create an assembly order from the trading board

Trading Board  •  Article  •  12/4/2024  • 

The following procedure outlines how to create an assembly order from the trading board and link it to the trading board.

  1. On the Trading Board page, on the action bar, select New Document > Assembly Order.
    Alternatively, select the Alt+5 keyboard shortcut to create an assembly order.
    The New Assembly Order page opens.

  2. On the General FastTab, enter the required information in the following fields:

    FieldDescription
    Item No.Select the number of the item that is being assembled with the assembly order.
    DescriptionSpecifies the description of the assembly item.
    QuantityEnter how many units of the assembly item are to be assembled with the assembly order.
    Quantity to AssembleEnter how many of the assembly item units are to be partially posted.
    This field value must not exceed the Quantity field value.
    Unit of Measure CodeSelect how each unit of item or resource is measured.
    Due DateSelect or enter the date when the assembled item is due to be available for use.
    Assembly BOMSpecifies whether an assembly BOM is linked to the assembly item.

  3. On the Posting FastTab, in the Location Code field, select the location to which you want to post the output of the assembly item.

  4. Select OK.
    The assembly order is created and linked to the trading board.