Sales Order of Package Item & Assembly Order Creation in Business Central
The sales order of a package item automatically creates an assembly order depending on the condition selected in Assembly Policy.
Assemble-to-Order:
In the case of “Assemble to order”, the assembly order generates with the Sales Order, no matter item is available in inventory.
Assemble-to-Stock:
In the case of “Assemble to stock”, the assembly order does not generate with the Sales Order. If the item is not available in inventory, then generate internal assembly order to fulfill the demand.
Sales Order Creation:
Consider an item “Conference Room Package”, two sets are available in this package
First Scenario:
Sales Order Creation with assembly policy of an item as “Assemble-to-order”.
Even though quantity is available in inventory, assembly order is generated.
As there is no availability warning of inventory so we can post our sales order. Assembly orders post automatically when we post-sales orders.
After posting the Sales Order, the following message appears
Assembly order is not there anymore
The assembly order is posted automatically with the Sales Order and is available in posted assembly orders
Moreover, the inventory remains unaffected because the new assembly order fulfills the demand
Second Scenario:
Sales Order Creation with assembly policy of an item as “Assemble-to-stock”
No new assembly order generates in this case as quantity is available in inventory
If we post this Sales order, inventory quantity will reduce. First, post the order
Now check the inventory count, it reduces as a result.
Third Scenario:
Sales Order Creation with assembly policy of an item as “Assemble-to-stock” but quantity is lower than the required
Still, no new assembly order generates automatically so generate an Internal Assembly order
This blog covers the sales order of package items and the impact of assembly policy on assembly order creation. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
Package Item, BOM Creation and Internal Assembly Order in Business Central
We use internal assembly orders when we have simple assemblies to put together and we don’t need to track all steps of production. Before creating an assembly order, do the assembly setup. The setup includes defining the no. series for assembly orders, assembly quotes, etc. Furthermore, if the business has any specific location for assembling that has always been used then it can also be mentioned in Default Location for the order field. Search “Assembly Setup” from the role center page and open the related link.
Package Item & BOM Creation
The Package item is a combination of different items. Consider item “Conference Room Package”, it consists of sub-items and its replenishment system is Assembly.
Now create Assembly BOM (Bill of Materials). In the Assembly BOM field, “No” means that BOM does not exist, and we need to create it so when we click on that, a card will open where we can select the item & resource required to assemble the package.
Internal Assembly Order Creation
Now create an internal assembly order. Search “Assembly Order”, open the related link and select “New”.
Fill in the details in the assembly order card. As soon as we enter the quantity in the General tab, the system will notify us that either all sub-items are available or not. We can proceed in this case but the system will not allow posting the order until the quantities are available.
On populating the quantity field, Lines tab details populate automatically with the available information on BOM. If the available warning is Yes against items, it means those items need to be in inventory to fulfill this order.
From Assembly Order, we can check Item Availability by BOM. It gives information about how much quantity is required per package and how many pieces are left after fulfilling the demand in “Available Quantity”, also how many more packages can be made based on the remaining quantities of sub-items.
After filling the inventory of needed items, we can post this order.
After posting, the order moves to Posted Assembly Orders
This is how we create internal assembly orders in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
The Image Analyzer Extension in Business Central
Image Analyzer is an extension provided by the Microsoft Dynamics 365 Business Central that analyzes the image and suggests certain attributes and its category on the basis of an item image. It provides an option to add or ignore the suggested data. Furthermore, the Image Analyzer extension is built into Business Central and just needs to be enabled. Search “Service Connection” from the role center page and open the related link. Then, from the list click “Image Analysis Setup” to open it.
Enable the Image analyzer and then close the window.
How Image Analyzer Works:
Consider an item having no. 1010, after defining general information go to Picture >> Import, to upload an item picture.
The screen appears with a list of detected attributes. From the action to perform, we can choose an appropriate action for each suggestion. Action includes ignoring, using as an attribute, or using as a category.
Ignore: Not perform any action
Use as an attribute: For this action, the system will ask to which attribute it will map the value like color, material, etc. Select the attribute value as well.
Use as Category: This action adds value as an item category. Also, it creates the category with the same code and description in the system.
The details section populates according to the “Action to perform”
In the item card, the category is populated as Fashion Accessory and Handbag appears in attributes, we can add more attributes to this item other than the suggested ones.
Category creation also happens with the “use as category” option
This blog covers how the image analyzer works in business central and how convenient it is to use this extension. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
How to Create Customer in Business Central
Customer card in Business Central saves customer information and the system uses it while generating sales-related documents. There are different sections in the customer card for a different purposes. A list of all available customers appears on opening the related link.
Create a New Customer using a “New” option
A customer template selection window appears when you click on a “New” option. Choose the template according to the requirement, the available data in the chosen template will populate automatically in the card.
General Section:
Define the customer’s name, no, credit limit, etc in this section. There are so many fields in this section that will populate with transactional data like Total Sales etc.
Address & Contact Section:
Fill in the required details in the address and contact section. If the customer belongs to a different region and has a different native language, then select the language code for the customer. The documents for the customer will print in the selected language.
Invoicing Section:
Fill in the required details in this section which includes posting groups, tax area code, etc. If this customer belongs to any particular price group, then select the relevant group in the “Customer Price Group” field. In the Bill-to-Customer field select the customer which is going to pay/invoice for a transaction. This field is useful in cases where companies have subdivisions but the head division deals with all the billing, then select the head company in Bill-to-Customer and the invoices will generate against the bill-to-customer.
Payment Section:
Specify all the payment-related details in this section, they will apply to the transactions automatically. If any prepayment is required from the customer for order processing then define its percentage in the prepayment field.
Shipping Section:
Specify the shipping-related details in this section. In the ship-to-code field select code refers to the address other than the default one, in this case, shipping will be made to the address associated with the code, by default.
From the drop-down menu of the ship-to-code field select “New” to define another address. Following window appears, fill in the details and then select the code in the ship-to-field.
This blog cover customer in business central, its creation, and different sections in customer card. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
How to Generate Sales Order for Catalog Items in Business Central
Catalog items in Business Central are not regular items, they are non-stock items and not available in inventory. Please don’t confuse them with non-inventory items as the catalog items are not managed in the system until the business starts selling them. The business provides them on demand. Also, the regular item list of business central doesn’t include them, they have a separate list by the name of ” Catalog Items”. However, they can be directly added to Sales Quote & Sales Order.
Catalog Items
Search “Catalog Items” and open the related link. The list of all available catalog items appears. Use the “New” option to create a catalog item.
The catalog item card doesn’t contain detailed information. Entry no. comes from the defined no series for catalog items in Business Central. You can transfer or create a regular item from the catalog item card using the option “Create Item”‘.
To create an item from the card, select the desired template from the drop-down menu for the item creation.
Adding catalog Item in Sales Order:
Create a Sales Order and select the customer in the General tab. Next, Go to the lines tab, and rather than selecting an item, select Line then Functions, and then “Select Catalog Items”.
With the “Select Catalog Item” option, the system shows the list of all available items. Select an item from the list.
On selection, data populate in the lines tab. But, on entering the quantity, the system notifies regarding the unavailability of an item. So, plan and populate the shipment data according to the availability of an item in the warehouse.
Catalog Item automatically becomes a part of the regular item after the inclusion in Sales Order and also appears in the regular item list.
accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
How to Define & Use Substitute Items in Business Central
Defining a substitute item helps in a situation when an inventory of the original item does not exist, and urgent order comes in. It is a normal business practice to offer customers a substitute option rather than losing a sale. In Business Central we can define a substitute of an item within an item card and if the item is not available in the inventory at the time of Sales, then it can be replaced by its substitute on Sales Order with any specified condition which is usually the customer’s agreement to buy a substitute item.
Define Substitute Item:
In an item card, there is an option “Related” present at the top, from there go to Item and then Substitutions
Item Substitute Entry window appears. Select a substitute item no. from the drop-down list.
We can specify a condition of substitution with the available “Condition” option.
Use Substitute Item in Sales Order:
If the main item is not available, then to replace it with a substitute item in the Sales Order follow the steps.
- On a sales order when quantity is entered for an original item, a notification appears regarding unavailability.
- Go into the details to know that either substitute exists.
- Click “Yes” to open the Item Substitute Entry window. If there is a checkmark on the condition it means that a substitute condition exists.
- See the Condition by clicking on the condition option
- If the customer agrees on a mentioned condition, then replace an original item with a substitute item. Go to the Lines tab select Line then Related Information and finally Select Substitute Item.
- The item is now substituted in the Lines tab; the order is ready to proceed further.
Defining a substitute item in Business Central is easy and helpful. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
How to Generate a Purchase Order in Business Central
Purchase order creation is a formal process to replenish the stock of any item or to buy a new item. This will help to keep the record of buying quantities against the respective vendors in the system. This information is useful in certain analyses and also helps in planning future supplies and purchases. To create a purchase order in Business central, search “Purchase Orders” on a role center page and open a related link.
The list of all existing purchase orders will appear and create a new one with the “New” option.
In the purchase order card, select the available vendor in the system from the drop-down list. Upon vendor selection, the detail of the vendor automatically comes in from the vendor card.
In the Lines tab, select the item and its respective variants in the “variant code” field. If a variant code field doesn’t exist, then add it through personalization. Define the parameters like cost, taxable or not, etc. according to your business process.
If a payment needs to be made to a different vendor than the one from which items have been purchased (This is usually a case with subsidiary companies). In this case select “Another Vendor” in the Pay to field and then choose the vendor from the list by clicking on three dots.
If any prepayment is required to purchase from the vendor, then its percentage can be defined in the prepayment section. To post the purchase order, make a prepayment and post it also. After completing the purchase process, post this purchase order to convert it into an invoice. Enter the vendor invoice number before posting, by default it is a mandatory field.
Purchase Order Posting
Now post the purchase order, you can preview it before posting to view G/L entries
Choose the option as per the business process.
On posting, the order converts into posted purchase invoice.
The process of creating a purchase order in Business Central is explained in this blog. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC