Assembly Order Components on Backorder

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Posted on by smith5ba

My company is a light manufacturer, but mostly we kit and sell systems that are later installed at a customer site. Many times we have 90 percent of the necessary components for a system in stock and we ship what we have in stock to the customer and invoice the system (old homegrown system before Dynamics implementation). We then order the missing components and either ship them directly to the customer site or have our installer take them when they go on site. Sometimes we may order a large quantity to stock and then ship the Backordered component to the customer when we get the parts arrive.

We are looking for a way to replicate this in Dynamics. The closest we got is to use assembly orders, but I don't see a way to create a backorder for a single component of an assembly order. Does anyone know of a way to accomplish this with assembly BOMs and assemble to order scenarios?

Thanks,

Ben

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JAngle 33,159 on at

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RE: Assembly Order Components on Backorder

Exploding the BOM negates the usage of an assembly order. It takes the values from the BOM linked to the item. This would act as the place to customise. At present the explode BOM feature does not look at the assembly order. In the case where you want the customer to think they are buying 1 packaged item assembly orders are your best bud. Because document wise that’s all they see, 1 item.
smith5ba 25 on at

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RE: Assembly Order Components on Backorder

Thanks Josh.

For a follow on question do you know how this would work if we had set this up as Assemble-to-order on the sales order? We have a contracts team that enters the initial sales order and they are instructed to enter assemblies as Assemble to Order. We do this as we can swap out parts for installation based on a customers specific circumstances. Our operations team will adjust the assembly in the Assembly order lines section of dynamics prior to understanding what is available or not. If we later want to partial ship (due to a backordered component) can we explode the BOM in the sales order from the Assembly Order lines?
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JAngle 33,159 on at

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RE: Assembly Order Components on Backorder

A chunk of what Steven has explained works. However assembly assumes you have all the components to make up the whole item - uses an able to make logic. So I can’t make a banana split if I don’t have bananas but I do have ice cream, squirty cream and sprinkles - If you’re in a scenario where you want to part ship I would explode the BOM on the sales line. This removes the assembly order and you can - depending on your warehouse process - just ship what you have. Once someone has been to site or scheduled to go to site with the remainder ship the rest.
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Community Member Microsoft Employee on at

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RE: Assembly Order Components on Backorder

Ben,

Assembly Order will work perfectly. After you create the Assembly Order, either manually or directly from the Sales Order, if your components are missing (demand), the Requisition Worksheet or MRP will create the necessary Purchase Order to buy the missing components. You can see this in your Sandbox test. Here are my pics:

Hope this helps.

Thanks,

Steve