Set assembly proposals

For the assembly proposal you can choose whether or not to split it. Splitting an assembly proposal means that Profit splits the proposal into multiple assembly preparations per assembled item, thus one assembly preparation for each assembled item. If you do not split the proposal, Profit includes all the assembled items that need assembling in one assembly preparation.

Regardless of this setting, Profit always generates multiple assembly proposals and assembly preparations on the basis of warehouse (no central purchasing, warehouse allocation), delivery address and project phase. If an assembly proposal is generated from Sales and the item has to be delivered to the location of the sales contact, Profit includes the delivery address in the assembly proposal. Just as is the case for Purchase, Profit generates a separate assembly (preparation) for this delivery address. The project (phase) functionality also applies to the assembly proposal; Profit therefore generates separate assembly proposals for each project (phase).

To set an assembly proposal:

1. Go to: Order Management / Management / Settings
2. Go to the tab: Stock.
3. Set Production proposal. The default value for this field is Do not split.

   You can choose from:

   1. Per composition -
   2. Per required delivery date - Profit splits the assembly preparation by the required delivery date.
   3. Per assembled item/required delivery date - Profit generates separate assembly preparations at the assembled item level for each required delivery date. Profit includes the required delivery date in the header of the assembly preparation as both the required and promised creation date.
4. If applicable, select other reports for the assembly preparation and/or the assembly.
5. Click on: Finish.

If you want to use the split by required delivery date, you extend your entry layout(s) for the assembly proposal with the required delivery date on the line.