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  1. Oil & Gas ERP
  2. Features
  3. Assembly
Feature · Assembly

Assembly

Release kits and repacking work against a defined component and cost basis.

OverviewAssembly Schedule
Oil & Gas ERP · Assembly

Assembly Schedule

Work orders

New
Work order numberOutput productSitePlanned startPlanned endStatus
WO-86811PRD-9046STS-246321 Oct27 OctReleased
WO-78706PRD-9418STS-598510 Oct12 OctIn progress
WO-89527PRD-9163STS-823111 Oct15 OctPartially completed
WO-22001PRD-8010STS-498823 Oct31 OctReleased
WO-75877PRD-8436STS-388811 Oct15 OctIn progress
6 of 6 records
PRD-9046Work orders · WO-86811
Released
SiteSTS-2463
Planned start21 Oct
Planned end27 Oct
Example screen with sample data

What you can do

Assembly in daily work

Release kits and repacking work against a defined component and cost basis. A work order names output product, BOM, routing, standard cost, site and manager. Material lines distinguish required, issued, returned and consumed amounts. Operation entries retain actual start, end, good quantity, scrap and labor hours. Completion records output and variance.

A work order keeps the planned output beside actual materials and operations. The BOM and routing identify the approved basis; production entries record what staff used and made. A completion posts confirmed output, while cost entries explain the difference between actual work value and the standard. The manager reviews the current work order before release and again before close.

How the work is organized

  • Plan the kit. Warehouse Manager selects the output product, site, BOM, routing and standard cost on the work order.
  • Release and record. A separate manager reviews the frozen basis; Warehouse Operator enters issued components, operation time, good units and scrap.
  • Complete and close. Confirm only produced quantity, then reconcile the residual work value and variance before the close decision.

The same product may appear in a dealer commitment, supplier receipt, warehouse position and invoice. Those records answer different questions. Use the source and event dates to explain whether a quantity is promised, owned, available, delivered or billed. Keep the person who prepared work separate from its required reviewer.

What to agree during setup

Agree which products are kits or repacked items and where work occurs. Activate matching BOM, routing and cost versions. Decide who records scrap and who can approve a residual variance. For a kit assembled from stocked parts, check that the chosen BOM and routing are active for the planned date. Agree who can record component returns and scrap, who confirms completed output, and who reviews cost variance. A revised recipe needs its own reviewed version; it must not change the basis of completed work.

Rehearse one partial completion. Compare component use with produced units and leave unfinished work value on the work order. Ask Finance Manager to review any residual variance before Warehouse Manager closes the order.

Check the handoff on an actual case

A dealer requests a kit built from stocked components. Warehouse Manager releases the work order with a BOM, routing and planned quantity. Warehouse Operator records component use, good output and scrap. A partial completion adds confirmed output only. Accountant compares actual cost with the standard before close.

Now enter a late component return against the same work order. Warehouse Operator records the return as a new event, Accountant checks its value, and Warehouse Manager reviews the remaining open work. The original completion stays traceable. If the confirmed output differs from the plan, follow the variance decision before close.

What your team sees

  • Assembly Schedule — Released and active work orders with planned start and end dates.
  • Stock Availability — Component stock by site and custody state before release.

Follow the work through

What it keeps track of

Data model
BO ms
Effective distribution assembly/repacking recipes with explicit output basis.
BOM lines
Component quantities per explicit output basis, preserving dimensions and allowed loss.
Production routings
Versioned assembly/repacking instructions, distinct from delivery routes.
Routing operations
Ordered work instructions and declared labour/overhead bases.
Work orders
Released bounded assembly/kitting/repacking, without plant APS or payroll scope.
Work order materials
Frozen required input and actual traced issue/return scope.
Work order operations
Frozen instructions and assigned actual work.
Production entries
Actual operation throughput, scrap and labour evidence; intermediate counts do not sum to output.
Production completions
Accepted terminal output and WIP cost allocation, once per actual completed scope.
Work order cost entries
Immutable WIP debit/credit sources and bounded actual-cost allocation.
Standard costs
Entity/product standard per base unit with immutable effective versions.

Who uses it

Permissions
Warehouse Manager
Releases and closes work.
Warehouse Operator
Records actual work.
Accountant
Follows cost entries; Finance Manager reviews required variance authority.

Set up Oil & Gas ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started