You can use assembly management to customize an assembly item to a customer’s request during the sales process. For more information, see How to: Sell Items Assembled to Order.

As with any other type of item, you can also create blanket sales orders for customized assembly items before periodically making the actual sales orders according to the blanket order agreement. This process involves several extra steps when you compare it to creating a regular blanket sales order, and it uses a variation of a linked assembly order, which is a blanket assembly order. For more information, see Blanket Assembly Order.

Note
Like all blanket orders, quantities on assembly blanket orders are only forecasts and are not operational until they are converted to actual assembly orders. Therefore, order functionality, such as availability calculation, reservation, and item tracking, is not active on blanket assembly orders.

To create a blanket assembly order for an assemble-to-order item

  1. In the Search box, enter Blanket Sales Orders, and then choose the related link.

  2. Create a new blanket sales order with one line for an assembly item. For more information, see How to: Create Blanket Sales Orders.

  3. In the Qty. to Assemble to Order field on the blanket assembly order line, enter the full quantity. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

    Note
    You should not create blanket order agreements for a partial quantity. Therefore, you must enter the same quantity that you entered in the Quantity field on the blanket sales order line.

  4. On the Lines FastTab, choose Line, choose Assemble to Order, and then choose Assemble-to-Order Lines. Alternatively, choose the Qty. to Assemble to Order field on the line.

  5. In the Assemble-to-Order Lines window, review or modify the assembly order lines according to the blanket order agreement that you have made with the customer. If you want to view more information, on the Home tab, in the Process group, choose Show Document to open the complete blanket assembly order. You cannot change the contents of most fields, and you cannot post.

  6. When you have adjusted the assembly order lines according to the blanket order agreement, close the Assemble-to-Order Lines window to return to the Blanket Sales Order window.

  7. When the customer requests to create a sales order based on the agreed blanket sales order, create a sales order for the agreed assembly item or items. For more information, see How to: Convert Blanket Sales Orders to Sales Orders. The linked blanket assembly order and any customizations are linked to that new sales order to prepare for assembly of the item or items to be sold.

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