Progress a build to installation
A build moves along two tracks: getting the goods out, and turning them into a machine in service. Progress Build on the build row drives both.
Before you start
The deal must be Active — approving the deal approves its sales order, and builds cannot be worked on a draft deal.
Steps
- Open the deal and go to Builds. Expand a build with the arrow at its far right to see its bill of material and progress.
- Give the build its bill of material if it has none. Nothing else can proceed until the Components dot is green.
- Allocate stock. Claims warehouse stock for this build's components.
- Generate backorders for anything not in stock.
- Generate the dispatch once stock is allocated, and send the goods.
- Generate the invoice, at the granularity the deal's invoicing level sets.
- Link the asset — the delivered machine becomes an asset record.
- Transfer ownership to the customer. The Asset Ownership dot stays amber while the asset is still at a warehouse.
- Create the runup job and the install job. Both are service jobs, and both show as pending until Service completes them.
If stock will not allocate
Check the Components dot. Allocation needs a bill of material, and the error "Can't allocate stock to this build. Check build status." usually means there isn't one — not that stock is short.
If the machine is a refurbishment
Set the build's Condition to refurb rather than new. Refurb work draws on
stock differently and raises its own adjustments.