Dynamics Community Forum Thread Details

Setup Posting groups to deal with assembly BOMs

Hi All

I am setting up a new Client in D365 BC and they use Assembly BOM's for 98% of their orders. I did have them setup to Assemble to Order as everything is custom built and deduced this would be the best way for them to work however after a chat with their accountant because the posting doesn't happen until the order is shipped (in my understanding) from the Sales Order this will cause issues with their nominal posting.

The situation where this will be an issue is when the order come in halfway through the month but the shipment wont happen until the next month and they need to account for the fact that the sales order has been generated and where the stock is at that point in time at month end as the item could have been assembled but wont be shipped until the next month.

I'm very new to the system and not clear how the postings will work and do I now need to change it so it will be assembled to stock instead so it will then post the correct amounts to the general ledger?

Any help would be gratefully appreciated.

Thanks

Laura

Assemble to stock could work but a good process with it would be needed. Seems like the features of WIP for production orders are more like what they want. Of course that is with the premium license.

Try setting the assembly items as assemble to stock. The component items you should look to use an order planning parameter so you can assign component stock to PO’s or other sub assemblies.

Once a SO is logged I’d use the order planning page for sales demand. I’d use the reserve field to bind the SO and eventual AO together. Use the AO to build out the custom requirements. Use the requisition worksheet to procure or create other AO’s.

Thing that is lacking here is simple navigation between SO and AO. When an AO is dealt with like this you can post it once ready. The stock will then sit there reserved to the SO

This works for the account but isn’t as slick for the sales operation

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