Creation of assembly SROs now supported

You can now create sales orders for assembly products in Sales Order Entry, and then run a report to generate corresponding assembly SROs in Service Management. Synchronization is maintained between the documents when you edit the assembly SROs and post transactions in Service Management. Other processing, such as picking, shipping, and invoicing, is performed in Distribution SX.e.

An assembly product is a primary product that is assembled with components, such as options and accessories, that are based on customer specifications. Assembly components can be stocked, catalog, and nonstock products. Assembly components can also be labor products that represent work codes or miscellaneous codes from Service Management.

Assembly products are defined using templates that are set up in Service Management. A template can include all or some of the planned material, planned labor, and planned miscellaneous items for an assembly product. The assembly product and its template are required on a sales order, but the assembly components that you add to a sales order depends on your use of templates.

Assembly components are associated with an assembly product in Sales Order Entry. You can enter an assembly product and its associated assembly components on a stock order, direct order, or a quote. If you create a quote, you must convert it to a stock order or direct order for processing. When you finish the sales order, the Tag & Hold disposition is automatically applied to prevent backorders and shipment. You can edit the sales order until you create the assembly SRO is Service Management.

A new report, Sales Entry Generate Service Orders for Assembly Report, is run to create the assembly SROs in Service Management. The report indicates if the assembly product was successfully added to an assembly SRO. If an error occurred, you can correct the error and then re-run the report.

When an assembly SRO is successfully created in Service Management, these events occur in Service Management:

• Planned material, planned labor, and planned miscellaneous items are added to the assembly SRO, based on the line items on the sales order. The standard assembly components from the template are also added to the assembly SRO. The sales order number is annotated and the Assembly Ready for Service option is selected.
• A ServiceOrder BOD is sent to Distribution SX.e to update the sales order with any assembly components from the template that were not included on the sales order. After the sales order is updated, you cannot edit the sales order unless you are granted authority for the Change Assembly SRO Sales Orders authorization point. If you edit a sales order after the assembly SRO is created, you must manually update the assembly SRO to maintain synchronization between the documents.

When work begins on the assembly SRO in Service Management, a ServiceOrder BOD is generated each time the service technician performs an edit or posts a transaction. When the service technician closes the assembly SRO, the ServiceOrder BOD is sent and the Tag & Hold disposition is removed from the sales order. You can then continue to process the sales order in Distribution SX.e.

To pick products for sales orders with assembly products, you can run the Sales Entry Pick Tickets Report or use Total Warehouse Logistics. You can also use the standard processes or Total Warehouse Logistics for packing, shipping, and invoicing.