Assembly Manager Tutorial

Enterprise & Corporate Edition Only

Add a New Assembly

1. From the CAPITAL main menu select Section|Assembly Manager.

2. Press the Add button.

3. Enter a descriptive title for the new assembly and press OK.

You are now ready to enter materials/stock, labour/overhead, any direct expenses and finished stock. A basic assembly normally consists of one or stock items and a single finished stock item.

Edit an Assembly

1. From the CAPITAL main menu select Section|Assembly Manager.

2. Press the Find button.

3. Type in the Assembly Task Number you wish to edit and press Goto.

4. To view the details of the assembly press the Edit button.

You are now ready to begin editing the assembly.

Add Material/Stock to an Assembly

1. Begin by opening an existing assembly. See the steps in Edit An Assembly on how to do this.

2. Select from the menu Edit Item|Add...

3. Press Tab to move past the Item No.

4. Enter the product code or press F12 to view a list of product codes to select from.

If you don't know the product code but do know the description of the item, press Tab and enter the product description or press F12.

5. Press Tab to move past the description.

6. In the Number of Units field type in the number of units required to manufacture the finished item on this assembly.

7. Press OK.

Build an Assembly

1. Begin by opening the assembly you wish to build. See the steps in Edit An Assembly on how to do this.

2. From the menu select Build|Build Assembly.

For more information on this topic see: Assembly Building.

Delete an Assembly

1. From the CAPITAL main menu select Section|Assembly Manager.

2. Press the Find button.

3. Type in the Assembly Task Number you wish to delete and press Goto.

4. From the menu select File|Delete. When you are asked to confirm the deletion of the assembly press Yes.

Add Routings to an Assembly

1. From the CAPITAL main menu select Section|Assembly Manager.

2. Select from the Assembly Manager menu View|Routings.

3. Press the Add button.

4. Press Alt-T and enter the Assembly Task No (number) you wish to assign the routing to. Then press Tab.

5. Enter the Step Number or accept the default entry of 1 and press Tab.

6. Enter the Task Code or press F12 to select from the list of routing tasks. Then press Tab after entering the code.

7. Enter a Work Centre code if applicable or press F12 to select from the list of work centres.

8. Press Save to save the routing.