Assembly Order Planning

In Industrial Equipment Manufacturing you can combine Advanced Project- and Resource Management to use Assembly Orders in a light manufacturing scenario.

Setup

Item

On the Item Card add an assembly time to items with an assembly BOM (The time it takes to assemble one product). You'll find Assembly Time on the Item's Planning tab in the group Industrial Equipment Manufacturing.

Resource Task

On the Resource Task Setup page, Assembly Order tab, set the Create Task on Assembly Release to create a Resource Task when the Assembly Order is Released.

Assembly Order Resources

To process assembly orders as light manufacturing Project Control Suite uses Resource Management:

  • When the assembly order is created from the ProjectPlanning Lines (through Order Planning) the assembly time will be extended with the quantity of items to be assembled.
  • The total assembly time needed is shown on the Planning Details tab as.
  • Resources specified in the Assembly BOM will be copied to Resource Allocation in the Assembly Order header.
  • The Resource Allocation Factor will show the number of required resources (with a minimum of one). When less resources have been specified in Resource Allocation the number will be red.
  • With the action Resource Allocation you can update the resource allocation in the assembly order.
    • Change the allocation to match the total needed time as per the Resource Allocation action.
  • When the assembly order is Released a Resource Task will be created/updated and when resources were specified in Resource Allocation, assignments will be added to the resource task.
  • When no resources were assigned you can use the Start / Stop actions on the resource task to automatically assign the resource that started the resource task.

Note:
The Resource Allocation determines if the Resource Task is planning controlled. When planning controlled and Back-flush Hours is set the allocated hours will be added automatically to the time sheet.

Assembly Order Planning Details

The Planning Details tab shows the following information:

  • When an assembly order is created the assembly time is extended with the quantity to assemble resulting in the total time needed for the assembly order.
  • In the Resource Capacity Allocated field you can specify how many resources will be allocated to the assembly order, the more resources you allocate, the shorter the assembly time.
  • With the needed assembly time the start date and - time are calculated based on the assembly order due date.

See Also