Use Complete a batch when you've built only some of an assembly order's planned quantity and want to book that now. The order stays open for the rest.

When to use it

  • You're waiting on components for part of the build.
  • Different departments build in different batch sizes.
  • The assembly order was auto-generated (for example an FBA build), so you can't split it by hand.

Steps

  1. Open the assembly order. It must be Issued, In Progress or Paused.
  2. Click Complete a batch at the top of the order page.
  3. Enter the Quantity built. The label shows how much is still to build, for example “Quantity built (20 ea still to build)”.
  4. If the product is lot-tracked, choose the finished-goods Lot.
  5. Click Complete batch. You’ll see “Batch of X completed.”

What happens

  • The batch is created as its own completed assembly order. Its finished units are added to on-hand, and each component's share is consumed.
  • The original order shrinks by the same amount and stays open for the remainder.
  • Each component line is pro-rated by the quantity you entered.
  • The order's details page shows a Batches section. It lists quantity built, quantity still to build, and a link to each batch. Each batch shows Batch Of, linking back to the original order.
  • If you enter everything still to build, the original order itself is completed.

Limits

  • The quantity must be greater than zero. It cannot be more than what is still to build, and it can have at most 6 decimal places.
  • Components must be available in the order’s warehouse. If any are short, you get an “Insufficient materials available” error and nothing is posted.
  • A lot is required if the product is lot-tracked and your account requires a finished-goods lot.
  • Not available for disassembly orders, draft or closed orders, orders with extra costs, orders where the planned and actual units of measure differ, or assembly orders linked to a work order. For work-order builds, use Quick Complete or Report Production on the work order.