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Process an assemble-to-order sales order

Use this when a sales order contains an item that must be assembled before it ships. You’ll build and post the assembly first, then pick and ship the sales order.

Stages in Wave Selections, in order: Order Released → Assembly Ready → Assembly Picked → Assembly Posted → WHSE Shipment → Posted Quality → Picked → Shipped. Stages in bold are the ones this guide covers.

Before you start

The sales order must be released and showing in Wave Selections. Have the sales order number ready.

Part 1: Build the assembly​

Create and register the assembly pick, then assign the lot and post the assembly order.

  1. Find the sales order

    In the FastPack portal, open Wave Selections and search by sales order number.

  2. Load the assembly

    Select the order and click L/UL Assembly. The Open Assemblies page opens.

    Wave Selections with the sales order searched and L/UL Assembly highlighted

  3. Calculate the assembly to complete

    Click Calculate Assembly. The Assembly to Complete quantity is updated.

  4. Assign the assembler

    Click Assign Assembler and choose who will build the assembly.

  5. Create the assembly pick (A-Pick)

    Click Create Pick.

    Open Assemblies page showing Assembly to Complete, Calculate Assembly, Assign Assembler and Create Pick

  6. Check item tracking on the components

    Item tracking lines are filled in on the assembly components automatically.

    Item Tracking Lines on an assembly component with the lot number assigned

  7. Register the assembly pick

    Open the warehouse pick in Business Central, click Register Pick, then click Yes to confirm.

    Warehouse Pick with the “Do you want to register the Pick Document?” confirmation

  8. Assign the lot and post the assembly

    Once the pick is registered, return to the Open Assembly page in FastPack. Click Assign LOT to assign the lot number, then click Post Assembly.

    Open Assembly page with Post Assembly and Assign LOT highlighted

  9. Check item tracking on the sales order

    After the assembly order is posted, item tracking lines are updated on the sales order with the assembled lot.

    Item Tracking Lines on the sales order showing the assembled item’s lot

Part 2: Pick and ship the order​

Create the warehouse shipment and shipment pick, then register and post.

  1. Create the warehouse shipment

In Wave Selections, select the order and click Create WHSE Shipment.

  1. Create the shipment pick (S-Pick)

Click Create S-Pick.

Wave Selections with Create WHSE Shipment and Create S-Pick highlighted

  1. Check item tracking on the warehouse lines

Item tracking is updated on the warehouse lines automatically.

Item Tracking Lines on the warehouse line with the lot assigned

  1. Register the S-Pick

Open the warehouse pick in Business Central and click Register Pick.

Warehouse Pick page in Business Central with Register Pick available

  1. Post the warehouse shipment

Open the warehouse shipment and post it. The order moves to Shipped.