PanatrackerGP supports creating GP Assembly Transactions with multiple configuration options. You can record finished goods with automatic backflushing, manual component selection, or custom work orders.

Assembly Transaction Options

PanatrackerGP supports three assembly workflows:

• Record the finished good Assembly item and backflush the components based on the Assembly Bill of Material (BOM) setup in GP.
• Record the finished good Assembly item and select the components based on the Assembly BOM setup in GP.
• Record the finished good Assembly item and backflush or select the components based on the Panatracker Assembly Work Order.

Settings for the Assembly Transaction

Enable Assemble Inventory: Enables the Assembly transaction.

Batch Code for Assembly: Define the Batch Code for the Assembly transaction created in GP. The transaction is created and saved in a Batch for posting in GP.

Enable Work Orders on Assembly: Enable the lookup field to select a Panatracker Work Order to record the assembly transaction against. Work orders provide the ability to define a planned quantity and record the actual completed quantity.

Backflush Of Components on Assembly: Controls how components are recorded for the assembly:

• Disabled: The user must record all components for the Assembly.
• Automatically: The components are calculated based on the Assembly Item quantity entered and automatically backflushed as part of the transaction.
• Enabled: Components can be backflushed or manually selected.

Allow Backflush to Negative Inventory for Assembly Components: If quantity tracked items are set to backflush (not selected individually) and there is not enough inventory in the designated component bin, the components calculation will be completed and allows the component bin quantity for the item to go negative.

Warn on Unfulfilled Components: When enabled, adds a warning at the submit step if all of the components are not fulfilled for the transaction.

Assembly Site Default for Assembly Receipts: Define the TO Site (a warehouse or location in GP) for the Assembled Item to be added.

Assembly Receipts Bin Default: Define the TO Bin (a bin location within a site) for the Assembled Item to be added:

• SITE Assembly Receipts Default: Use the site-level default bin.
• ITEM Assembly Receipts Default: Use the item-level default bin.
• User Entry: User selects the bin during the transaction.

Components Site Default for Assembly: Define the Site to issue the components from for the Assembly Item build. If backflushing components, this must be defined.

Components Bin Default for Assembly: Define the bin to issue the components from for the Assembly Item build. If backflushing components, one of the Issue Bin defaults must be set and the corresponding bin setup for either component items or the site in GP must be done:

• SITE Materials Issue Bin: Use the site-level materials issue bin.
• ITEM Materials Issue Bin: Use the item-level materials issue bin.
• User Entry: User selects the bin during the transaction.

Component Item Look Up List Sort Order: When selecting the components issued for the Assembly build, define the sort order for the component item list:

• By Item Number: Sort components alphabetically by item number.
• By Item Materials Issue Bin: Sort components by their assigned materials issue bin.
• By BOM Component list order from GP: Sort components in the same order as the GP Bill of Material.

Non-Inventory Item Handling for Assembly: When the Bill of Material setup includes a service, flat fee, or miscellaneous item type, identify how these component lines are handled:

• Do Not Include: Non-inventory items are excluded from the assembly.
• Automatically Backflush at Submit: Non-inventory items are automatically included when the transaction is submitted.
• Process the same as an Inventory Component Issue: Non-inventory items are handled like regular inventory components.

Allow Final Quantity to Exceed Plan Quantity for Work Orders: If using Panatracker Work Orders for Assembly, enable the ability to assemble more than the work order entry.

Allow Over Issue of Components: When enabled, the component quantity can exceed the GP Bill of Material setup quantity calculated for the Assembly.

Use Alternate Integration for Assembly Work Order: For organizations that want to use the Panatracker Work Order for Assembly infrastructure but have an alternate assembly or manufacturing integration requirement.

Default Pick to Bin on Assembly Pick Components: This setting supports the Assembly Pick for components using the Panatracker Work Order infrastructure. The Component Pick supports the ability to pick components by moving the components to a specified bin. The final Assembly transaction is recorded and created in GP in a separate transaction.

Lot Number Settings

Auto Lot Assignment Type: If the finished Assembly Item is lot tracked, the lot number assignment can be automated:

• None: User enters the Lot number.
• Auto Assign Based on GP Lot Mask Setup: Lot number is assigned based on the lot mask configured in GP.
• Work Order Code: If using Panatracker Work Orders, the WO number is used as the lot.
• Date: Current date is assigned as the lot number.

Allow Auto Lot Assignment Change: When set to true, the lot is assigned, and the user can make an edit to the auto-assignment.

Enable Lot Manufactured Date on Assembly: When set to true, the Manufacture Date field is displayed for the user to enter.

Enable Lot Expiration Date on Assembly: When set to true, the Expire Date field is displayed for capture by the user.

Manufacturing Expiration Date: Auto calculate the expire date:

• From Dynamics GP setup: Use the expiration calculation from GP.
• From Panatracker setup for manufacturing: Use the expiration calculation from Panatracker.
• None: User assigns the expiration date manually.

Lot Expire Date Calculation on Manufacturing Transactions: Defines the days to add to transaction date to assign the expire date.

Enable Lot Attributes on Assembly: Enables the additional 5 user-definable attributes available to setup in GP for items that are lot tracked. Only attribute fields defined will be available to select.