Confirming build (BOM)

Note: If you have not reserved specific stock components by allocating stock, use the Build routine to allocate and build immediately.

To build from allocation

Open: Bill of Materials > Processing > Confirm Build.

1. Select the Allocation No from the drop-down list.

   The Allocation Reference and Date are displayed automatically.

   The Build Details area of the window lists the BOMs that have been allocated and are waiting to be built.

2. To view a list of the components in the allocation and the settings used when the allocation was created, click View Allocation.

3. Enter the Build Details.

   • The Build Date is associated with stock and nominal postings. It defaults to today's date but you can choose another date if required.
   • Enter a Build Reference.
   • For each Stock Code item:

   • If you are using version control, confirm the version that is to be built.

     Note: You can only build the current active version.

   • If you are using multiple locations, select the Warehouse and Bin locations.

   • Enter the Qty to Build.

     Note: You cannot increase the quantity of a finished item above the outstanding quantity for the item on the allocation. You can build less and either undo the allocation for the remainder or come back and complete the build later.

     The quantities will include the scrap percentage if you have selected to calculate scrap in Build or Allocation on the BOM Settings Scrap tab.

4. To print the build report, select Print Build Report.

   Note: This defaults to what you have set in the Build tab on BOM Settings.

   The report shows:

   • The items built and their costs.
   • The items used.

   • The costs posted to the Nominal Ledger.

     The nominal accounts the costs have been posted to.

   • Click OK.
5. If your built item is traceable

   The Confirm Traceable Built Item Details window appears. The window is used to assign batch or serial numbers to built items.

   1. Select a Stock Code in the Finished traceable items list.

   2. Enter the traceable numbers:

      • If the item is batch traceable, enter the Batch No and a Quantity.
      • If the item is serial traceable, enter the Serial No.

      Note: You must enter the Quantity required.

   3. Click OK.
6. If your components are traceable

   The Select Traceable Components For Build window appears. The window is used to assign batch or serial numbers to components used in building the BOMs.

   Note:

   The Select Traceable Components For Build window appears if you have selected the following in the Stock Control settings Options tab:

   • Numbers selected when allocating stock and you are building only part of the allocation.

   You must choose which of the numbers from the full allocation you will be using for the part build.

   • Numbers selected when despatching stock.

   Numbers have not been assigned before and all numbers must be chosen now.

   1. Select the batch or serial item Stock Code that you want to choose the numbers for.
   2. Click Edit.
   3. If the item is batch traceable

      1. Select the check box next to the Batch no you want to build from.
      2. Enter the Qty to Allocate.
      3. Repeat until the Batch quantities selected value matches the Total quantity value.

      Note: You can build quantities from different batches unless the item is a single batch item. If it is then you must build the Total quantity from one batch.

      4. Click OK.
      If the item is serial traceable

      1. Select the check box alongside each Serial No that you want to use in the build.

      Note: The number of Serial numbers selected must match the Total Quantity.

      2. Click OK.
   4. Click Close.
7. If your built item is traceable with full component traceability

   Note: Full component traceability is chosen by selecting the Component association required box on the BOM record Details tab.

   The Confirm Component Association window appears. The window is used to match the traceable components to the traceable built items.

   1. Select the Stock Code/Identification No. in the Traceable Assemblies and Components list.
   2. Click to expand the Code and display the components.

   3. Select a component.

      All traceable numbers for the component are listed in lower part of the window.

   4. Enter the serial/batch details for each component in each assembly:

      If the item is batch traceable

      1. Select a Batch No by selecting the required check box.
      2. Enter the amount in the Quantity column.

      Note: The total stock quantity entered must be the same as the amount specified in the Quantity required box.

      If the item is serial traceable

      • Select the Serial No by selecting the required check box.

      Note: You must select the same amount as that specified in the Quantity required box.

      Note: The items selected must match the Quantity for the traceable assembly.

   5. Click OK.

8. If Print Build Report was selected, the Build Report appears.

   • Click Close to complete the Confirm Build process.