Add a forgotten part to a shipped assembly

When to use this

Sometimes a part is physically fitted into an assembled product — a container, a kit, a made-up unit — but is left out when the build is recorded. While the unit is still in stock that is easy to fix with an ordinary top-up build (see Location Assembly): select the unit together with the part and build into it, and the part's value lands on the unit.

Once the unit has left stock — shipped to the customer — there is nothing left to build into. Add to shipped assembly is for exactly that case: it books the forgotten part into the product's recorded cost after the fact, so the Assembly Cost Breakdown tells the whole story.

Before you start

• You need the AssemblyLateComponent permission. Ask an administrator to add it to one of your roles. It is deliberately separate from the permission to create assemblies, because this writes stock off.
• The part must be in your own inventory. The person booking the part must be the one holding it, so pick it into your inventory first. A part on a shelf, in a staging area or in someone else's inventory is refused.
• The assembled product must have no stock left in myWork. If a unit is still on hand, use a top-up build instead.

How it works

Step by step

1. Pick the part into your inventory if it is not there already.
2. Open My Inventory, choose Select items and tick the part. For a stack, set the quantity on its card.
3. Open the More (⋮) menu and choose Add to shipped assembly….
4. In Assembled product it belongs to, search by description or code and pick the product the part was fitted into.
   • If the product is still in stock, or has never been assembled in myWork, the dialog says so straight away and tells you what to use instead. Add to assembly stays disabled.
   • Otherwise it shows Joins build … — the latest build that put parts into the product. Check it is the one you expect.
5. In Why is it being added now? write a short reason, for example "The two grommets were fitted but left off the build". It is required: it is the only record of why the product's cost changed after it left.
6. Press Add to assembly and confirm.

You can book several parts at once — select them all before opening the dialog.

What happens

• The part leaves your inventory. In the Move Item List it appears as Late component added to an assembly, with the new record's number as its reference.
• It becomes part of the product's recorded cost. A new record is added against the product (quantity 0 — no new unit is created), and from then on the Assembly Cost Breakdown report includes the part along with everything else that went in.
• Unleashed writes the part off. The unit is no longer in stock to carry the value, so Unleashed records a stock adjustment removing the part. Finance decides which adjustment reason — and so which account — it is booked to.
• The cost of the sale already made does not change. If finance wants the part inside that sale's cost, that is a journal on their side.

It cannot be undone from this screen, so check the part and the product before you confirm.

If it is refused

The message always says what is wrong and what to do next:

• "…is still in stock…" — use a top-up build (Create assembly, with the unit selected).
• "…has never been assembled in myWork…" — build it with Create assembly.
• "…can only be added from your own inventory…" — pick the part into your inventory first.
• "…not stock that can be consumed…" — the part is in a non-stock category (for example awaiting inspection) and cannot be booked into a product.
• "…Unleashed does not have enough stock…" — myWork and Unleashed disagree about the part; reconcile the stock first.
• "A short note … is required" — say why the part is being added now.

Good to know

• The dialog never shows prices. The figures are on the Assembly Cost Breakdown report (Warehouse ▸ Reports), which needs its own report permission.
• Only the parts you selected are touched. Nothing is taken from any other location.