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Microsoft

Assemble items in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

  • Module 1: Do you assemble items? This module will focus on how to set up assembly management in Business Central and how to prepare warehouses in Business Central for assembling items.
  • By the end of this module, you will be able to:

    • Assign an assembly location
    • Assign assembly bins
  • Module 2: Do you want to know how to set up assembly items in Business Central? This module provides information to set up assembly items. It explains how to create an assembly bill of materials and how to assign the assembly policy.
  • By the end of this module, students will be able to:

    • Create assembly items
    • Set up assembly bill of materials
    • Understand the assembly policy options on the item card
  • Module 3: Do you need to assemble items for orders? This module will focus on the assemble-to-order flows. It explains how to create and process assembly orders for sold items that are not kept in inventory. It demonstrates how to customize assembly orders based on customers’ demand and how to check the availability of the assembly components.
  • By the end of this module, you will be able to:

    • Understand when and why to use the Assemble-to-Order assembly policy
    • Create an assemble-to-order sales order
    • Customize linked assembly order lines
    • Check the availability of assembly components
    • Calculate the assemble-to-order cost and price
    • Ship assembly items
    • Post assemble-to-order sales orders
  • Module 4: Assembly items that typically are not customizable and that companies want to keep in stock are set up with the Assemble-to-Stock assembly policy. This module explains how to create assembly orders manually and how to replenish assembly items by calculating a plan.
  • By the end of this module, students will be able to:

    • Understand when and why to use the Assemble-to-Stock assembly policy
    • Create an assembly order manually
    • Post an assembly order
    • Check assembly consumption and output
    • Replenish assembly items from the planning worksheet

Syllabus

  • Module 1: Set up assembly management in Dynamics 365 Business Central
    • Introduction - Assembly setup
    • Set up warehouses for assembly
    • Check your knowledge
    • Summary
  • Module 2: Set up assembly items in Dynamics 365 Business Central
    • Introduction - Create a new assembly item
    • Set up an assembly bill of material
    • Exercise – Create and assemble a new assembly item
    • Check your knowledge
    • Summary
  • Module 3: Assemble to order in Dynamics 365 Business Central
    • Introduction - Create an assemble-to-order sales order
    • Sell inventory items in assemble-to-order flows
    • Assembly quotes
    • Check your knowledge
    • Summary
  • Module 4: Assemble to stock in Dynamics 365 Business Central
    • Introduction - Create an assemble-to-stock assembly order
    • Replenish assembly items from the planning worksheet
    • Check your knowledge
    • Summary

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