Webinar: Processing Assemblies

This webinar covers the different types of assembly items, as well as how to create assembly sessions for processing. We also dive deep into adding labor to your final good cost and what’s required for setup.

Webinar Outline


  • Standard Cost
  • Landed Cost
  • No Cost – using Product Class to reconcile Landed Cost session without bill creation against PO
  • Batch Item Setup
    • Unit of measure for components
    • Components tab views: Assembly Component List, Where Used, Usage Graph
  • Final level of batch item showing batch as component
    • Sequence of components, default warehouse, variability on components
  • Utilizing multiple labor items
  • Standard Cost per Warehouse
  • No cost labor item
  • Session vs Transaction
  • Transaction order for sub assemblies for non-lot/serial numbered vs lot/serial numbered components
  • Add Transaction to Session
  • Adding lot/serial number to finished good
  • Actual Qty used for custom/process assemblies
  • Selecting lot/serial number on component lines
  • Transaction drop down details
  • Inventory Assembly Register report
    • Break out of finished good unit cost
    • Variances from standard
  • Hiding assemblies from Reorder wizard
  • Suggested Qty
  • Filtering options: Warehouse, On open Sales Orders, Below Min Stk Qty
  • Selecting items to build
  • Build Qty
  • Create Session
  • Component on hand and availability per warehouse
  • Split Transaction
  • Landed Cost account listed as GL Expense Account
  • Invoicing PO for quantity built
  • Landed Cost without Create Bill checked to offset PO Invoice
  • Standard Cost Offset account listed as GL Expense Account
  • Posting session updates Scheduled Qty on Sales Order
  • Session per Sales Order
  • View Order from Assembly Session
  • View Assemblies from Sales Order
  • If it’s created per order, where do we see a list of what to make? (47:32)
  • How do you capture non-inventoried repair costs on assemblies? (48:40)
  • Can you view assembly sessions once posted? (49:22)
  • Can you back/future date assemblies? (50:40)