Build

Overview

• Builds convert component items into finished goods (assemblies).

• Each build transaction decreases the inventory of components and increases the inventory of the finished good.

• The system supports multi-level bills of materials (BOMs) for complex assemblies.

Where to Access

• Users can access builds in Manufacturing

Key Attributes

Header

• Build Number: Auto/manual identifier for the build.

• Date: Build date (defaults to today).

• Location: Where the build occurs (defaults to user’s location).

• Internal Notes: Free text for special instructions.

Built Items section

• Item: The assembly to produce.

• Quantity: Units to build.

• Bin Location: Storage bin for finished goods (if bin tracking).

• Lot/Serial: Lot or serial numbers for the finished item (if tracked).

Line Items section (components)

• Item: Each component to be consumed.

• Quantity: Amount used for this build.

• Bin Location: Source bin for the component (if applicable).

• Lot/Serial: Lot/serial to consume (if tracked).

• Class / Project Code / Department: Optional tags for reporting.

Statuses

• Pending: Created; not started.

• In Production: In progress.

• Complete: Finished; stock moves posted.

• Cancelled: Will not be completed.

Behavior

• Stock movements are created automatically when a build is Complete.

• Lot/Serial tracking and Bin locations are supported for both components and finished goods.

Key Functions

Create a build

• Manufacturing → Build → Add New → fill Header → add Built Item (Item, Quantity, Bin, Lot/Serial) → add Line Items (components, quantities, bins, lot/serial) → Save.

Track progress

• Update Status (Pending → Production → Complete/Cancelled) as work proceeds.

Consume specific stock

• Select the exact lot/serial and bin for each component when required.

Post completion

• Mark Complete to decrease component stock and increase finished-good stock automatically.

Operate with best practices

• Ensure all components are correctly identified and quantities are accurate.

• Review/update builds and underlying BOMs when processes or costs change.

• Use base units of measure consistently across components.

• Include all relevant costs (e.g., labor/overhead captured elsewhere) for accurate product costing.

• Use multi-level BOMs for products with sub-assemblies.

Related Features

• Items

• Bill of Materials

For more detailed information on managing builds and the production process, please refer to the specific sections in this documentation.