Assembly & kitting

Warehouse Manager reviews a work order against its output product, BOM, routing, standard cost and positive planned quantity. The release fixes the relevant revision and records a separate approval decision. Material reservations and production entries follow that released scope. Warehouse Operator records actual component use and completed output; intermediate operations cannot be counted again as finished units. The work order can close only after residual variance is resolved or independently reviewed. Accountant follows work in progress and posted cost, while Finance Manager reviews material variance and standards.

• Basis. Warehouse Manager releases a work order against a reviewed BOM, routing and output standard.
• Use. Warehouse Operator records actual component consumption and operation progress.
• Output. Finished units and residual work in progress remain traceable to the released order.

Choose the output product, component units, BOM revision, routing and standard cost for the first kit. Warehouse Manager needs a positive planned quantity and the frozen basis before release. Warehouse Operator should record actual material use and completed operations against that order, including scrap, without counting intermediate work as finished output.

Agree who investigates a changed component requirement and how a later BOM version applies to future work. Accountant should reconcile work in progress and posted cost; Finance Manager reviews material variance when it requires financial authority. Test a partial completion and a repeated completion request to make sure finished stock posts once. Before closing, compare issued components, output and residual variance with the released plan and retain the decision supporting an exception.

Start a kit for a dealer order with two components. Release only the reviewed quantity and capture the component basis before issuing stock. Record partial output, then inspect the remaining work in progress and available components. If scrap changes actual use, keep the difference visible to the reviewer. Confirm the terminal completion posts finished stock once and that closing the order does not create another output event. A changed BOM requires a new reviewed version for future work.

• Production Schedule — Shows released and partly completed work with its planned window.
• Warehouse Availability — Shows whether components are available at the chosen warehouse.

See the related process and the data model to trace the handoff into the next record.