Additional Process Information 

Assembly Processing with Projects

To be able to supply your customers with more accurate information about when they can expect delivery, you may need to carry out availability and resource checks when entering a sales order.

You want to know whether a product is available when the customer wants it or, if not, when it will be available. As the end product is not in stock, it is a good idea to make the check at component level.

Feedback between SD and production is also important to the supply of reliable information to customers. Schedule or quantity changes in the procurement of components must be sent on to the sales order for the end product, so that any information already supplied can be amended promptly (if necessary).

The system accommodates these requirements in the planning strategies that form part of assembly processing.

When you create a sales order for a material, to which a strategy group for assembly processing has been assigned, this automatically triggers an assembly order in the background, and assembly processing. The strategy group determines the assembly order type. In this example, the assembly order is a network.

Assembly processing includes all the sales order and network functions.

When you create a sales order, the system automatically creates the network as the procurement element. In the network, you then use scheduling and the material availability check to determine the correct delivery date. The direct connection means that any changes you make to dates or quantities in the network are reflected in the sales order. Conversely, changes made in the sales order automatically take effect in the network.

In this process, you use assembly processing with variant configuration. The end result is a variant product, configured when the sales order is created. The results of this configuration are automatically adopted in the network and affect which activities and BOM components are adopted in the network.

You can use assembly processing with projects if you are working in make-to-order production or you do not yet know exactly how you will carry out a sales order:

You need the following basic data in the Project System to use assembly processing with variant configuration:

The following prerequisites must be satisfied:

You use the standard network to select the required material components.

The standard network acts as the template for the network created automatically.

This ensures that their characteristics are identical. The configuration process at network and component levels can be executed using the characteristic valuations from the sales order.

The characteristic valuations from the sales order act as parameters for the dependencies. The result of the dependencies is used to make the automatic selection of activities and components.

The standard WBS acts as the template for the WBS created automatically. Network activities and WBS elements are assigned in the same way as the standard structures are.

The milestones determined the dates in the billing plan for the sales order, and the values to be billed.