Build Manufactured Products

To build a Manufactured Product, you must have sufficient underlying component inventoried Product Parts available. To check the Inventory Quantity Available balances, see Checking Inventory Quantity Available article.

1. Navigate to Accounting Home and click the Setup tab. Then, under the Master menu, click Products.
2. Select a list view (other than the Recently Viewed list view).
3. Select the Manufactured Product for which you want to build inventory.
   
   
   
   
4. Click Build Product.
   
   
   
   
5. The Build process has four (4) steps: Build Options, Auto Allocate, Allocate, and Build. After completing the step, clicking Next takes you to the next step.
   Important: Once you click Next, you cannot go back and change the previous step. If a prior step must be changed, the build must be canceled and restarted.
   
   1. Build Options:
   1. The ledger will default to what is set up in Accounting Settings. If multi-company is enabled, then you can select a ledger other than the default.
      Note: When building a manufactured product, if the Ledger Manager was not used to set the Active Ledger, the default Ledger defined in Accounting Settings will automatically display in the Ledger field.
      
   2. The Quantity to Build is the number of Manufactured Products that will be built in this specific Build. Click Next when complete.
      
      
      
   3. The system will verify when Next is clicked that each Product Part has an adequate quantity in inventory to build the Quantity To Build amount. If there is not, an error message is generated.  
      
      
      
      
   4. At this point, you can cancel the Build and purchase additional Product Parts Inventory (see Create a Purchase Order) or reduce the Quantity To Build. For this example, the Quantity To Build was reduced to five (5).
      
      
      
   2. The Auto Allocate step will automatically allocate Product Part inventory to the build from the Warehouse assigned in the search field.
   1. Select the warehouse that the Product Parts will be Allocated from.
      
      
      
   2. If the Warehouse does not contain enough Product Parts to complete the total Build (i.e. across all of the warehouse’s Locations, it can not allocate all needed Parts), then an error message is displayed. You can select another Warehouse, assuming it has adequate Parts in stock, cancel the Build and either purchase additional Product Parts Inventory (see Create a Purchase Order) or transfer inventory.
      
      
      
      
   3. If there is adequate inventory at the Warehouse to allocate the needed amounts, the Product Parts by Location will then be displayed along with the amount Allocated from each.
      
      
      
      
   4. The Auto Allocation selection is based on the Inventory Quantity Available at each Location for the Product Part. The allocation starts with the Location with the highest Inventory Quantity Available, allocating from it until the amount needed is zero (0). If the amount needed can not be filled from a single location, the allocated amount will be set to zero (0), forcing it to be manually allocated in the next step.
      
      
   5. When complete, click Next. The amounts allocated will flow to the next Step.
      
      
      
      
   6. The Auto Allocate Warehouse field in step b. can also be left blank. This will result in the Allocated amounts being zero (0) in the next step.
      
      
      
      
   3. In the Allocate step, regardless of whether Auto Allocate was used or left blank, all of the individual Product Parts can be modified. To modify the auto-allocation or to manually allocate a Product Part, the radio button beside the Product Part Number should be clicked.
      
      
      1. Once clicked, the Inventory Quantity Available by Warehouse and Location will be displayed.  A maximum of ten (10) Warehouse/Location rows will be displayed based on the greatest quantity available. To change the allocation, you can: either:
         
         
         1. Use the increase/decrease arrow,
            
            
            
            
         2. Use the Arrow buttons,
            
            
            
            
         3. Or, just delete and retype the amount. 
      2. The Product part must show zero (0) needed to be fully allocated.
         
         
         
         
      3. The Build must be fully allocated to move to the next step. If the Build is not fully allocated an error will be generated.
         
         
         
         
      4. When all Product Parts needed have been allocated, Click Next.
         
         
         
         
   4. The final step is Build. Here the Destination Information must be provided for where the Manufactured Product will be stored. Both the Warehouse and Location are required and must be entered. When complete, click Complete.