Create Assembly From Sales Order

Starting in Acctivate version 10.3, users are able to create Assembly sessions directly from open Sales Orders. This will allow Assembly sessions to be created for any Assembly product with a backordered quantity on an open order. This article will show how this works in Acctivate.

In the screenshot below, we can see sales order A1532T. Line 1 on this order is for product TP10214 with an ordered quantity of 15. TP10214 is an Assembly product, and it seems that only 10 are available to ship from the F warehouse, leaving 5 on Backorder. To add inventory to TP10214, an Assembly Build will need to be posted. This Assembly session can be created from this order by clicking “Create…” > Assembly Session.

This will automatically create a new Assembly Build session for TP10214 in the F warehouse to fill the Backordered quantity on the order. In the screenshot below, we can see the Assembly Build session that was created from order A1532T. Notice that the build quantity in this session is set to 5, the Backordered quantity on the order. The View Order button will populate the order related to this session. Since TP10214 is a Lot Controlled product, a new Lot Number (A081817) will be created from this Assembly Build session.

You may receive the following message when there are no assembly session that need to be created.  No assembly sessions can be created when:

  • The sales order status is not ‘Scheduled’
  • The product has enough inventory on hand
  • The assembly session has already been created from the order

Once the Assembly Build has posted, the Lot which was built will automatically be related to the product on the order. In the screenshot below, notice that Lot A081817 is automatically scheduled for TP10214 on order A1532T.


Posted in Inventory, Sales - Last modified on April 23, 2019
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support ticket.