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Assemble Material#

🔒 Material.Assemble

Overview#

This operation is used to assemble a Material.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • Assembled Material exists and it is Active.
  • Assembled Material is not on Hold and not In Transit.
  • The Assembled Material Product matches the Top Most Material Product.
  • There is a Current BOM Version defined for the Top Most of Assembled Material.
  • If Material is Top Most, then it must be In Process (that is, it needs to be performed after Track-In and before Track-Out).
  • If Material is Sub-Material, its Top Most Material must be In Process.
  • Source Materials exist, are Active, Queued or Consumable, are not In Store and not On Hold.
  • Source Materials must not have any open defects (Open Defect Count is zero).
  • Source Materials must not include the Material being Assembled.
  • For each Source Material associated to a BOM Product with Information Capture Required set to true, an Information Value must be provided.

    Info

    This information is stored as part of the Genealogy records.

  • Source Materials Floor Life must still be valid: Either Floor Remaining Life is null OR (Floor Life Remaining Life > 0 AND Floor Life Counter State = Stopped) OR (Floor Life Counter State = Running AND [Floor Life Remaining Hours - (Now() - Floor Life Open Date) in Hours > 0] ).

  • If the operation is not Disassemble Material or it is Disassemble Material, and for the Disassemble Material operation the Assembly Type is Explicit, Explicit Add or Explicit Long Running, for all BOM Products, if the Material Reservation Mode is different to None:
    • If the Material Reservation Mode is Production Order, and the Top Most Material of the Assembled Material has a Production Order defined, the Source Material for the BOM Product must have the same Production Order associated to it.
    • If the Material Reservation Mode is Material Dependency, there must be an Active Material Dependency from the Source Material to the Top Most Material of the Assembled Material.
  • For Top Most of Source Materials:
    • the PickListItemCount must be null
    • the IsInTransferOrderItem must be null
    • the MaterialProductInventoryLocked must be false
    • the IsApproved must be different from false (could be null)
  • Source Materials must be in the same Facility of the Assembled Material.
  • Expiration Date (if set) in Source Materials must be later than the present time.
  • BOM must exist and be effective or active.
  • If the Assembly Type is Explicit or Explicit Long Running, the Final Assembled Quantity must be less than or equal to the Material Primary Quantity or Secondary Quantity (matching the BOM units).
  • If the Assembly Type is Explicit or Explicit Add, the current BOM Version must have all BOM Products with the Fixed Quantity property set to false. This property is only available if the BOM Scope is set to Materials.
  • If the Current BOM Assembly Type is Explicit Long Running, the Material must be Top Most.
  • If the Material has Sub-Materials and the flag SkipSubMaterialsProductValidation is false or null, all Sub-Material Products must be identical to the Product of the Main Material.
  • If the Assembly Type is Explicit Long Running and the Owner of the BOM Instance is External, the State of the Material must be Queued, Dispatched, In-Process, or Processed.

Note

If the BOM has Use Mixed Assembly set to true, only BOM Products where the Assembly Type is not set are considered.

Sequence of Steps#

Step 1: Assembly#

  1. Select a Material and select Assemble.
  2. Insert the quantity of Materials to assemble and select Next.

Screenshot showing a diagram illustrating the step for assembling materials.

Step 2: BOM#

  1. Product BOM details will be displayed:

    • The source Product.
    • The Product description, location and position.
    • The required quantity along with the tolerance range, if defined for the BOM Item.

    Note

    The tolerance range is applied to the total quantity consumed across all source Materials (including substitutes) and not individually per material.

  2. Material BOM details will be partly displayed by the system. Source Products which are not references require that further details be specified in this step. Verify and complete these details by entering:

    • The source Product (or substitute).
    • The source Material and the assembly quantity (in case they are not already being displayed).
    • A Material or list of Materials can be selected, however, if the BOM Product Quantity is negative, only one Material can be specified. For each selected Material, enter:
      • Consumed quantities.
      • Loss quantities and loss reasons, if the BOM Product Quantity is positive.
    • An Information Value for the BOM Product (including Reference BOM Products) if Information Capture Required is set to true.
    • A comment for each source Material (optional).

    Note

    If there is a BOM of scope Materials associated to a Material that has characteristics, the system will only display BOM Products that have the same characteristics defined for the selected Material.

  3. If needed you may specify additional details for each source Material:

    • Source Location
    • Target Location
    • Reference Designator (list separated by semi-colons)

      Note

      A Reference Designator identifies a component within an electrical schematic or on a printed circuit board. The Reference Designator usually consists of one or two letters followed by a number (accepts numbers, letters, underscores or dots, but not spaces).

  4. Select Assemble to finish the operation.

Screenshot showing a Bill of Materials (BOM) for assembly, with "Assemble Material" selected.

Info

For more information, see the Material Assembly tutorial.