Inventory Assemblies - Revision history

Alexs at 16:52, 11 August 2016

2016-08-11T16:52:03Z

Alexs at 16:49, 11 August 2016

2016-08-11T16:49:47Z

Marks at 15:51, 11 August 2016

2016-08-11T15:51:25Z

Marks at 15:50, 11 August 2016

2016-08-11T15:50:56Z

Marks at 15:41, 11 August 2016

2016-08-11T15:41:00Z

Marks at 21:22, 30 May 2014

2014-05-30T21:22:34Z

Marks at 20:42, 30 May 2014

2014-05-30T20:42:57Z

Marks at 20:42, 30 May 2014

2014-05-30T20:42:20Z

Marks: Created page with "SME has a few ways to handle inventory assemblies, however SME is focused on service/inventory/equipment management and not so much for manufacturing. Here are a couple options ..."

2014-05-30T20:40:01Z

Created page with "SME has a few ways to handle inventory assemblies, however SME is focused on service/inventory/equipment management and not so much for manufacturing. Here are a couple options ..."

New page

SME has a few ways to handle inventory assemblies, however SME is focused on service/inventory/equipment management and not so much for manufacturing. Here are a couple options for assemblies:
# Packages: SME Packages have features similar to QuickBooks groups and assemblies. SME has options for how to price the package (by included items or fixed pricing). It also handles inventory management for the components. This approach is good if you have more fixed packages.
# Order Hierarchy: Orders in SME allow hierarchical structure. You can add the top level item "Widget Assembly" and then add unlimited material, service, and labor items within the assembly. Each sub-item can be set to hide in the report forms. This approach is good for dynamic assemblies that are built to order or unique for each order.
# Packages AND Hierarchy: When you add a package to an order it shows it in hierarchical form. You can then add additional special items to that assembly. This approach is good if most of the assembly is standard but a few items are special.
# Internal Order and PO: Create an internal Order for your company will all the sub-parts for an assembly (this would deplete the parts), then create an internal PO for the finished assembly to add the finished system into your inventory (this would add the assembly to your stock). This approach is good if you want to track labor and costs for building the assembly and you want strict control and tracking of the internal order and PO, however this approach add some overhead.

@@ Line 26: / Line 26: @@
 <h3>Assembly Build Orders</h3>
 Assembly Build order can be created from the assembly item or from the Assembly Build Order module
-# From the Assemly Item select Assemblies>Build Orders tab and select Create Build
+# From the Assembly Item select Assemblies>Build Orders tab and select Create Build
 ## [[File:AssemblyCreateBuild.png]]
 ## Select Generate Item List to populate the build list

@@ Line 9: / Line 9: @@
 ## [[File:AssemblyFlag.png]]
 # Create the Build List
-## Select the Assembly Tab and Build List sub tab
+## Select the Assemblies Tab and Build List sub tab
 ## Select Add Build Item to add items that are part of the assembly
 ## [[File:AssemblyBuildList.png]]

@@ Line 43: / Line 43: @@
 ## Generate PO for JIT Items will generate a PO only for the Just in Time (JIT) items where you don't have stock.
 ## Generate PO for Allocated AND JIT Items
-## Allocation will allow picking specific parts for the build similar to [[Inventory Allocation]]
+## Allocation will allow picking specific parts for the build similar to [[Material Allocation]]
 ## Complete Assemblies will create the assemblies.
 ### When this is run the materials will be depleted and the assembly item will add stock.

@@ Line 15: / Line 15: @@
 ### Select Inventory for material or parts items making up the assembly.  Pick the item from the inventory list and select the quantity.
 ###  [[File:AssemblySelectInventory.png]]
-### Select Service items for services or charges to the assembly item.  For example this could be a build process service or time from a
+### Select Service items for services or charges to the assembly item.  For example this could be a build process service or time from a worker or subcontractor.  Pick the service item, select quantity and set the labor cost for the assembly service.
 ###  [[File:AssemblyService.png]]
 ### Select Add labor to add labor time to the assembly.  Select the quantity (usually in hours) and the labor cost.

@@ Line 1: / Line 1: @@
-SME has a few ways to handle inventory assemblies, however SME is focused on service/inventory/equipment management and not so much for manufacturing.  Here are a couple options for assemblies:
+SME9 now has inventory assemblies capability to support light manufacturing, build to stock, assembly of components for customer equipment and more.
 # [[Packages]]: SME Packages have features similar to QuickBooks groups and assemblies.  SME has options for how to price the package (by included items or fixed pricing).  It also handles inventory management for the components.  This approach is good if you have more fixed packages.
 # Order Hierarchy (see [[Service & Install_Orders#Add_Text_for_Grouping_and_Subtotaling_Items]]:  Orders in SME allow hierarchical structure.  You can add the top level item "Widget Assembly" and then add unlimited material, service, and labor items within the assembly.  Each sub-item can be set to hide in the report forms.  This approach is good for dynamic assemblies that are built to order or unique for each order.

← Older revision		Revision as of 21:22, 30 May 2014
Line 4:		Line 4:
	# Packages AND Hierarchy: When you add a package to an order it shows it in hierarchical form. You can then add additional special items to that assembly. This approach is good if most of the assembly is standard but a few items are special.		# Packages AND Hierarchy: When you add a package to an order it shows it in hierarchical form. You can then add additional special items to that assembly. This approach is good if most of the assembly is standard but a few items are special.
	# Internal Order and PO: Create an internal Order for your company will all the sub-parts for an assembly (this would deplete the parts), then create an internal PO for the finished assembly to add the finished system into your inventory (this would add the assembly to your stock). This approach is good if you want to track labor and costs for building the assembly and you want strict control and tracking of the internal order and PO, however this approach add some overhead.		# Internal Order and PO: Create an internal Order for your company will all the sub-parts for an assembly (this would deplete the parts), then create an internal PO for the finished assembly to add the finished system into your inventory (this would add the assembly to your stock). This approach is good if you want to track labor and costs for building the assembly and you want strict control and tracking of the internal order and PO, however this approach add some overhead.
		+
		+	Note on QuickBooks sync with SME: SME will only sync Inventory groups into SME as packages. Inventory assemblies in QB are NOT synced into SME.

@@ Line 1: / Line 1: @@
 SME has a few ways to handle inventory assemblies, however SME is focused on service/inventory/equipment management and not so much for manufacturing.  Here are a couple options for assemblies:
-# Packages: SME Packages have features similar to QuickBooks groups and assemblies.  SME has options for how to price the package (by included items or fixed pricing).  It also handles inventory management for the components.  This approach is good if you have more fixed packages.
+# [[Packages]]: SME Packages have features similar to QuickBooks groups and assemblies.  SME has options for how to price the package (by included items or fixed pricing).  It also handles inventory management for the components.  This approach is good if you have more fixed packages.
-# Order Hierarchy:  Orders in SME allow hierarchical structure.  You can add the top level item "Widget Assembly" and then add unlimited material, service, and labor items within the assembly.  Each sub-item can be set to hide in the report forms.  This approach is good for dynamic assemblies that are built to order or unique for each order.
+# Order Hierarchy [[Service_%26_Install_Orders#Add_Text_for_Grouping_and_Subtotaling_Items]]:  Orders in SME allow hierarchical structure.  You can add the top level item "Widget Assembly" and then add unlimited material, service, and labor items within the assembly.  Each sub-item can be set to hide in the report forms.  This approach is good for dynamic assemblies that are built to order or unique for each order.
 # Packages AND Hierarchy:  When you add a package to an order it shows it in hierarchical form.  You can then add additional special items to that assembly.  This approach is good if most of the assembly is standard but a few items are special.
 # Internal Order and PO:  Create an internal Order for your company will all the sub-parts for an assembly (this would deplete the parts), then create an internal PO for the finished assembly to add the finished system into your inventory (this would add the assembly to your stock).  This approach is good if you want to track labor and costs for building the assembly and you want strict control and tracking of the internal order and PO, however this approach add some overhead.