Business Central: How to Undo Posted Production and Assembly Orders

In this post, we are going to talk about the available options users have when trying to undo posted production and assembly orders. Last week we covered undoing posted purchase and sales orders. Click here to give that a read.

Assembly orders

If you accidentally post an assembly order, you can undo it easily. The steps you have to take will vary depending on your Assembly Policy field value. In this section, I am using Assemble-to-Stock.

To undo a posted assembly order, go to the Posted Assembly Orders page and select the relevant record. Next, click ‘Process’ and ‘Undo Assembly’. You will get an option to recreate the original assembly order when you do this:

When you do this, the posted record will not be deleted. In fact, in this case there won’t be an obvious indicator the posting’s been undone. However, if you navigate to the Warehouse Entries page, you can see the result of undoing the posting.

Assembly demonstration: Assemble-to-Stock

Below I am going to run through an example of undoing an assembly order. My components are one of ‘1190’ and ‘1191’.

If we look at the warehouse entries, we can see, from bottom to top, the assembly and its reversal in stages. We start by consuming one of both 1190 and 1191. This is marked by the negative quantity. As a result of this, we assemble one of ‘SW-ASSEMBLY’. When we undo the posted assembly order, the first thing that happens is there’s a negative adjustment of the assembled item. Following this, the components are put back into the location and bin where they came from initially. Using the ‘Source Document’, ‘Item No.’, ‘Entry Type’, ‘Location Code’ and ‘Bin Code’, we can piece this together:

Assembly demonstration: Assemble-to-order

Next we will demonstrate undoing an assembly order with an Assembly Policy of Assemble-to-Order. This will convolute the resulting entries as there’s more going on. To read Microsoft’s guide on the Assemble-to-Order Assembly Policy, click here. In short, the required items are assembled when there’s demand. By inputting the item details on a sales order, an assembly order will be made automatically. Eventually, when you ship the assembly order, it will post the assembly order too.

Our parent item for this scenario is ‘SW-ASSEMBLY 2’. The components that make up one of these are two of item ‘1190’. Below are the resulting entries from posting and subsequently undoing the sales shipment:

Like with Assemble-to-Stock, we can see initial consumption of the components making up the parent item. In this case however, it’s two of the same component as opposed to two different ones. However in this case, the parent item is negatively adjusted after the sales shipment is posted. As we undo this, we bring it back into stock before dismantling it for the components. These components, as you can see, go back into the in they were taken from originally. This is despite the sales order taking place from a different bin. This mirrors the initial shipment which is ideal.

Like with Assemble-to-Stock, we are focusing on the same fields. However, the ‘Source No.’ field is key here too as it identifies the relevant sales order.

Production orders

Production orders are slightly different in that there’s no ‘undo’ action. However, there’s still options.

When completing production orders in Business Central, you post the consumption of components using the Production Journal. If you realise there’s a quantity issue prior to posting, you can simply amend the line before posting.

If, after posting, you realise there’s an error, you can post a negative quantity line on the Production Journal as the production order record will still be there. This same rule applies to labour and capacity, so you can amend any inaccuracies.

This is because users can post multiple Production Journal records against orders, something which is quite normal on large-scale operations as it helps to keep stock levels accurate and show when each step in the process took place.

What if the Status is set to ‘Finished’?

The production order record is amendable until the status is set to ‘finished’. If a production order is ‘finished’, you will have to use another means to rectify the data, like an Item Journal. Naturally, there’s an issue with this… Posting incorrect consumptions and trying to counterbalance it with a positive adjustment will skew your data; your production order will say it used components that it didn’t. This makes auditing tricky! One way to manage this is by using Notes on the Finished Production Order record to let people know what has happened. That way when other users come across the record, they can be made aware of where the components actually are, as opposed to what the system’s data suggests.

The ‘Notes’ section is on the right-hand side in the FactBox pane.

Serially numbered components

Serially numbered items cause further twists as you can imagine. If you mistakenly set an order to ‘Finished’, you can accurately amend stock levels, but the serial number itself will become redundant as the relevant one on the system will be somewhere different to where it is in reality.

Closing remarks

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