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Need help with Assemble-to-Order Functionality

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Posted on by AllieKGB

I am trying to use Assemble-to-Order BOM and have run into some problems. We have no warehousing set up currently & just ship & invoice from the sales order.

1) Add an A-t-O BOM on a sales order with another line (item, resource, G/L), etc. When I "Ship" the order, the assembly is posted, a shipment is created but the system does not populate "Qty Shipped" and therefore I am unable to Invoice as it will say "Nothing to Post"

Post - Ship & Invoice will work only if the entire order ships complete (see #2 for issues re: partial)
Note: if the A-t-O BOM is the only line on the order, Post - Ship; Post - Invoice works

2) Partial shipments when an A-t-O BOM is on the order can result in duplicate shipping & invoicing of items that have already shipped/invoiced.

Steps to replicate

Order created where BOM had 0 stock available & Normal Item had stock.
Line on BOM defaulted “Qty to Ship” to a positive number; Manually changed the “Qty to Ship” on BOM to 0
Posted – Ship & Invoice
Shipment & invoice created for the in-stock item.
BOM component stock replenished
Original Sales order (previously had partially shipped) - Qty to Ship populated on item that already shipped
Post - Ship & Invoice
Second Shipment & Invoice created, including the item that had already shipped

Can anyone help me with this or let me know if there is a configuration to look at?

I have researched and tested a little with Inventory Picks (Location = Pick Required/Bin Mandatory) but the same issues seem to happen. I can't Post - Ship the Inventory Pick or else the Qty to Ship won't fill in on Sales Order even though a shipment is posted, preventing Post - Invoice. And when I create a sales order with 2 lines & 1 line has no stock, the Inventory Pick only brings over the in-stock item. But when I Post - Ship/Invoice the in-stock item, it also ships & invoices the line that has no stock & closes the sales order.

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jerome77 on at

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Hi

I cannot repro... maybe adding some printscreen to each step could help. What is the version you are actually testing here?

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Renni 960 on at

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Hi,

If assemble to order is selected on the item card then when this item is added to the sales order it automatically creates an assembly order that needs completing to update the sales order with the quantity to be able to ship.

Regarding the duplication of the other lines make sure quantity to ship and quantity shipped are visible so you don't accidentally ship again.

Here is a nice module on microsoft learn that may help.

docs.microsoft.com/.../

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AllieKGB 64 on at

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Thank you for responding, I am using Version: US Business Central 16.5, (Platform 16.0.15884.16928 + Application 16.5.15897.16301

Here are the screenshots. Remember, in order reproduce, there must be more than 1 line on the sales order. (The functionality works as expected if there is just 1 item on the order.)

Assembly Setup:

Order Created (assembly order is auto-generated):

Post - Ship (shipment is posted)

Going back into the order after Shipment is posted: (The only change is that "Reserved" is no longer filled in). Because Qty Shipped is not updated, the invoice cannot be posted. Get "Nothing to Handle"

Assembly Order after Shipment: (Note that it does say Assembled Qty = 2)

Partial Shipments:

I created another order with 2 line items (1 ATO, 1 normal (SEOUL Chair). Chair has 0 inventory

Update Qty to Ship on Chair to 0 ; Post - Ship

Shipment posted for item that was in stock but Quantity Shipped did not update on the sales order so the invoice can't get posted

After Shipment, note that Sales order doesn't reflect the Quantity Shipped

I can Post - Ship/Invoice (still no stock on line 2) and the system will allow me to ship & invoice the assembly again PLUS I can Ship/Invoice items with no inventory

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AllieKGB 64 on at

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Thanks for the response. I added some screenshots to my post. The Assembly Order is getting auto-generated and when I Post - Ship, the Assembly Order is getting processed. What the problem seems to be is that "Quantity Shipped" is not getting populated after shipment causing the prevention of Post - Invoice. On partial orders, the system will allow me to Ship and Invoice the same line twice. Again, I think this all goes back to Quantity Shipped not acting right.

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Renni 960 on at

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Thanks for the info.

I have created a container with the same version as you to see what is going on.

In the first screen shot of the set up it is best to just quickly create new ones for the assembly items (rather than selecting random ones like you have in the image) you only need assembly order numbers and posted assembly numbers for now.

I created the same sales order as you did but i changed item 1925-w to assemble to order rather than create a new one.

I added 2 and 2 guest chairs and then shipped this updated the assembly order and the sales order.

I then went to invoice and received an error message about the general posting set up

The blank and sevice needed to be added i then used the suggest accounts on the 3 with the blank gen business posting groups and it automatically added the correct accounts

I then went back and posted the invoice

I have not tried the second example but this looks like the issue

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AllieKGB 64 on at

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I updated the General Posting Groups but it didn't help the issue on my end.

Can you try to create a Sales Order (ATO & another item) - Post - Ship and see if Quantity Shipped updates on your environment?

Note: Post - Ship&Invoice will work as a workaround for fully in-stock orders but the problem with quantity shipped will prevent invoicing partial orders or allow multiple shipments of the same item.

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Renni 960 on at

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I created a new sales order and released then - post - ship and it updated the sales order.

I the went - post - invoice and no problem

I have also added stock to cover the items and did you try amend the sales order you have been using or create a new one after changing the general posting setup ?

Use a new sales order and try there to see if it has worked

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jerome77 on at

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Hi

I did partial shipment test and got expected result. So we may miss something regarding your scenario step, I cannot see what could impact this right now.

What I have seen inside your printscreen with scenario 1 is that when shipment is posted, you added a printscreen related to your assembly order. I can see status open, it should be released if shipped.

Are you sure it has been shipped?

Also you mentioned in your scenario 2 that the non assembly item is shipped even if you have no inventory. yes this is expected, except if you check inventory setup and "prevent negative inventory" field.

Hope helpful

Kind regards

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jerome77 on at

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Hi

Did you check your location setup? No need to pick or move component before to proceed to the assembly posting...?

I believe problem could be there

Thanks

Jerome

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AllieKGB 64 on at

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Thanks for all the help! This issue was resolved when I ran a small update. It appears as if something just got screwed up during a prior update & the small update reset it.

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