Creating and completing a build

A build is a manufacturing job that specifies which materials are needed and what finished product will be made. You can create a build for stock (Make-to-Stock) or for a specific customer order (Make-to-Order). Once created, you issue raw materials to the production floor, and then receive the finished product back into inventory.

Before you start

• You must have the Assembly product enabled in your Usystems instance.
• You need at least one Bill of Materials (BOM) set up for the product you want to manufacture.
• Your product must be marked as an assembly product with a production mode (Make-to-Stock or Make-to-Order).
• For Make-to-Order builds, you need a linked Sales Order or Production Job.
• You need permission to create builds and manage manufacturing transactions.

Steps

Creating a new build

1. Go to Manufacturing → Builds and click New Build. Open in Usystems

2. Choose the Finished Product you want to manufacture (the assembled item).

3. Choose your Production Mode:

   • Make-to-Stock (MTS): You are manufacturing for inventory, not tied to a customer order.
   • Make-to-Order (MTO): You are manufacturing for a specific Sales Order or Production Job. Select the linked order.

4. Select the Bill of Materials (BOM) Revision to use for this build. This defines which raw materials and in what quantities will be consumed.

5. Enter the Quantity to build.

6. Review the Material Requirements table, which shows all raw materials needed based on the BOM. Verify that your warehouse has enough stock.

7. Click Create Build to save.

Issuing materials to production

Once your build is created, you must issue (withdraw) the raw materials from inventory before production can begin:

1. Open your newly created build.

2. Look for the Material Issue or Issue Materials button. Open in Usystems

3. Review the materials to be issued. The system will deduct them from your raw material warehouse inventory.

4. Click Issue Materials or Confirm to withdraw the materials.

Receiving finished goods

After production is complete, you receive the finished product back into inventory:

1. Open the build.

2. Click Receive Finished Goods or Complete Build.

3. Enter the Quantity Completed. (This may default to the full build quantity, but you can adjust it if the batch was incomplete.)

4. Click Confirm Receipt to add the finished product back to inventory.

Accounting impact

• Material Issue: Raw materials are debited from the Raw Materials / Warehouse account and credited to Work-in-Progress (WIP).
• Finished Receipt: Finished goods are debited to Finished Goods inventory and credited from WIP. The system also calculates the cost of goods sold (COGS) based on the material cost and any labor or overhead added to the build.

Tips & common mistakes

• Check inventory before issuing. If you issue materials when the warehouse is short, you may have negative stock. Make sure your raw material quantities are correct before clicking Issue.
• Link MTO builds to a Sales Order. For Make-to-Order builds, always link them to a Sales Order so that the finished product ties to the customer and invoicing flows correctly.
• Use the right BOM revision. If you have multiple BOM revisions, choose the correct one before creating the build. You cannot change it after creation.
• Partial builds. If production yields fewer units than planned, enter the actual completed quantity when you receive finished goods. The system tracks scrap and shortages separately.