Webinar: Processing Assemblies Navigate all webinar topics… Overview Customer Purchasing Sales Manufacturing Inventory Reporting System Add-on Modules QuickBooks 3rd Party Integrations What’s New Tips & Tricks Q&A Consultant Archive 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. Play Webinar Outline Difference between an Assembly and Other Items (0:25) Built for stock Components Sub assemblies (multi-level assemblies) Types of Assemblies (1:45) Standard Custom Process Including Labor Costs (3:35) Standard Cost Landed Cost No Cost – using Product Class to reconcile Landed Cost session without bill creation against PO Creating Assembly Sessions (11:05) Inventory Assembly Window Assembly Mgmt via Alerts Sales Order Window Order Manager Configuration Involved in Assemblies (13:25) Setting Warehouse GL Accounts, including Non-inventoried GL Accounts Unit of Measure – batch processing and breaking batch into pieces Product Class – used to include labor with landed cost plus PO for vendor bill Product Window for Assembly Item (18:10) 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 Labor Item Setup (21:55) Utilizing multiple labor items Standard Cost per Warehouse No cost labor item Creating Manual Assembly Session (24:05) 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 Creating Assemblies from Alerts (33:35) 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 Processing PO with Labor No Cost Item (39:50) Landed Cost account listed as GL Expense Account Invoicing PO for quantity built Landed Cost without Create Bill checked to offset PO Invoice Processing PO for SUBCONTRACTED Labor Costs (42:35) Standard Cost Offset account listed as GL Expense Account Adding Labor as Landed Cost rather than a Component (43:35) Creating Assemblies from Sales Order Window (45:05) Posting session updates Scheduled Qty on Sales Order Creating Assemblies from Order Manager (46:20) Session per Sales Order View Order from Assembly Session View Assemblies from Sales Order Live Questions 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)
