The Planning module has the ability to utilize assemblies, or predefined set of items, for estimating purposes.
Navigation Path: Planning > Setup: Assemblies
Header Information
Fill in the necessary information: * denotes a required field
-
-
Select the unit of measure associated with the assembly. UOM fields are setup in Portfolio>Lists.
-
Select the formula associated with the assembly, if applicable.
-
Select the assembly group associated with this assembly.
|
Save
Click to save your assembly record.
|
Search
Click to locate an existing assembly.
|
Details
Line items can be added by clicking and dragging/dropping the items into the assembly.
|
Test
Click to test the assemblies items and formulas to ensure that expected items and quantities are accurately displayed.
|