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Assembly Order

The FastTrack solution for assembly order planning lets you schedule the resources that build an assembly order on the Dime.Scheduler planning board and keep Business Central in sync. It gives you the following key features:

  • Assign multiple resources across different dates and times to a single assembly order.
  • When you plan a resource on an assembly order in Dime.Scheduler, the solution creates or updates the matching resource line on the assembly order.
  • When resources are assigned, the starting, ending and due dates are updated from the first and last planned task. For assemble-to-order, the shipment date on the linked sales order line is updated as well.
  • If you create resource lines on the assembly order in BC before sending it to Dime.Scheduler, those lines become planned tasks in Dime.Scheduler, so you can pre-assign resources.

Setup​

Configuring assembly orders in the Fast track wizard

Enable assembly orders solution​

  • Select Enable Assembly Order planning to turn on the FastTrack solution.

Configure standard assembly orders​

  • A planned task in Dime.Scheduler defaults to 1 hour when you drag a task from open tasks onto a resource on the planning board. To change this, enter a different value in the Default Duration Assembly Ord. field.

  • Select Update Dates to update the starting, ending and due date on the assembly header from the first and last date of planned tasks in Dime.Scheduler. When this is on and the assembly order is linked to a sales order (assemble-to-order), the shipment date on the corresponding sales line is updated too.

  • Select Send Resources with Order to turn resource lines created on the assembly order in BC into planned tasks in Dime.Scheduler when you send the assembly order over.

Usage​

Watch the video below for a short introduction of this module in Dime.Scheduler:

Actions​

The default actions on this page have been extended with the following items.

List Actions​

See common actions for an overview of the list actions for this type.

Card actions​

The following actions have been added to the assembly order:

  • Send order
  • Delete order

Assembly orders

Creating assembly orders​

The mechanism is straightforward: when you create an assembly order and run the send to Dime.Scheduler action, the connector gathers the relevant data about the assembly order and its work items and sends it to Dime.Scheduler.

The following entities feed into the graph:

  • Assembly header
  • Assembly lines
  • Sales header
  • Assemble to order
  • Customer (sell and bill)

An assembly order uses its sales order to populate parts of the job in Dime.Scheduler, such as the ship-to fields. The remaining fields come from the assembly header. When you send the assembly order to Dime.Scheduler, the tasks are created.

Assembly orders

This module can also send resources to Dime.Scheduler as appointments, as long as the Send resource with order setup flag is switched on. With this option, Dime.Scheduler automatically creates appointments (planned tasks) for the resource lines on the assembly order.

More global setup is available to tune the default behavior of assembly orders, such as the default duration assembly order that sets the default duration of an appointment when you drag the task to the planning board.

Planning assembly orders​

The open task grid lists the work that still needs to be planned. Planning an assembly item is simple: drag the task onto the right timeslot for the right resource, and the assembly order is registered.

Behind the scenes, a resource line for the assembly order is created automatically in Business Central. This record holds the information of the appointment you just planned in Dime.Scheduler, and the two stay linked: any change to the sales order appointments is reflected immediately in Business Central.

Resource line

You can also have the dates on the assembly header updated. For this to work, the Update Dates setup flag must be switched on. The following date fields are updated:

  • Starting date
  • Ending date
  • Due date

If the record is assembled to order, the sales order is reopened and the shipment date is updated with the latest date.

This way, Dime.Scheduler builds on standard Business Central functionality and adds visual scheduling on top of it.