Assembly Window Features

The Assembly window provides you with the following features, which will be discussed in greater detail later.

1.  Assembly Grid: The assembly items found in the currently open QuickBooks® company file will be listed here. Select an assembly to work with by clicking on it. You can sort the items and modify the appearance of the grid (including adding and deleting columns) as described in the Working with Grids chapter. If you change the layout you can save it with the Layout button at the bottom of the screen.

2.  Quantity: If you issue a Build, or just want to see a list of requirements, you can enter the quantity of the selected assembly to include in the process.

3.  Explosion Level: If you have an assembly that in turn includes another assembly as a component, a single level build or display (“explosion”) will treat that component assembly (sub-assembly) as if it were an inventory item. If you select a full level build or display then the program will expand any sub assemblies that are found.

The Use Subassembly Balances box is important if you are using a full level explosion. If you have a multiple level assembly you may have a balance on hand for some of the subassemblies. If you issue a build for an assembly and you have a subassembly, if this box is checked then the program will use the available subassemblies before it will issue a build to make more of the subassembly. If this box is not checked, then any on hand balance of the subassembly is ignored, and the program will always explode all subassemblies.

4.  Display: This button will display the bill of material (BOM) for the selected assembly.

5.  Build (Requirements): This button will take the selected assembly an prepare a list of the component items that would be required to build that assembly (based on the Quantity field). If you select Full Level then the components of every sub assembly will be listed. You will have the option of issuing a Build for the selected assembly.

6.  Report Note: Any text that you enter here will show on the bottom of a BOM listing or requirements report.

7.  Build Menu: The Build menu option contains several functions. The Count option is a quick way to tell how many of the selected assembly you can build, to a single level explosion only (this is the same feature that you find in QuickBooks®). The Build option performs the same operation as the Build button.

8.  Item Menu: If you add assembly items to the item list in QuickBooks® at the same time that the assembly list is shown on the CCRQBOM screen, those items are not automatically added to the screen. Select the Refresh Assembly List option in the Item menu to update the list on screen.