Building Assembly Items

Before you can create and use assembly items, an administrator must enable the Assembly Items and Inventory features.
Enabling Assembly Items:
  1. Go to Setup
  2. Navigate to Company
  3. Click on Enable Features
  4. Once here, click on the Items & Inventory subtab

 

 

  1. Navigate to the Inventory box
  2. Check the Inventory box
  3. Check the Assembly Items box, and click Save

 

 

 

Building Assembly Items

Each time you physically manufacture assemblies in a production run, you increase your stock of the assembled items.  Record each production run and update stock levels by entering an assembly build in JCurve.

For each assembly build you record:

  • the assembly item stock level increases
  • the member items’ individual stock levels decrease

Entering an assembly build for each production run keeps your inventory levels updated in JCurve.

To enter an assembly build:
  1. Go to Transactions
  2. Navigate to Manufacturing
  3. Click Build Assemblies 

 

Primary Information:
  1. A transaction number will default
  2. In the Assembly field, select the assembly item you want to build
  3. When you select an assembly item, the maximum number that you can build appears in the Buildable Quantity field.  If you use locations, select a location and the quantity for that location appears in the Buildable field
  4. In the Quantity to Build field, enter the number of assembly items you want to build.  You shouldn’t enter a quantity that exceeds the number in the Buildable Quantity field, otherwise negative stock will be created against your components
  5. The projected value of your new assemblies appears in the Projected Value field.  You cannot edit this value.  The projected value is the sum of the cost of the member items times the quantity entered
  6. If you use serialized or lot tracked inventory, enter serial/lot numbers for the assemblies you are building
  7. If you use the Bin Management feature, select the relevant bin numbers
  8. In the Date field, accept today’s date or enter another date for this transaction
  9. If you use accounting periods, select a posting period for this transaction
  10. Optionally enter a memo. You can search for this text later to find this entry

Classification:
  1. Typically Departments are not used on these transactions
  2. Typically Classes are not used on these transactions
  3. If you track Locations, select a location for this transaction

Assembly Builds 5

Components:
  1. In the Quantity field for each component, the number needed to complete the assembly is shown.  This number is pulled from the Assembly Item record.  The quantity of each component can be adjusted on a build-by-build basis to allow for fluctuations in your material usage.  For example, if a member item record shows a component quantity of 2, you can create a build that has 3 of the components to fill a particular order.  As the quantity changes, your projected value is updated
  2. If you use the Bin Management feature, select the relevant bin numbers for each component

Note:  If you change the quantity of members on an assembly build, you are only affecting quantities for this build.  The projected value of the assembly build will reflect these changes.  To change component quantities permanently you will need to edit the assembly item record

Once an assembly item has been built, it is treated like an inventory item for Cost Of Goods Sold (COGS) purposes.  The asset/COGS value of each built assembly item is the total value of the assembly’s member items.  These values act like the assembly item’s purchase price for COGS calculations

COGS is tracked for the assembly item based on the inventory costing method chosen at Setup >Accounting > Accounting Preferences.  For more information on COGS, read Using Item Records.

You can also unbuild assemblies if you need to increase your stock of raw materials. For more information, read Unbuilding Assembly Items.

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