How to assemble master items from bills of material on Sage 300 Inventory Control


  1. Open Inventory Control > I/C Transactions > Assemblies.
  2. With ***NEW*** displayed in the Assembly Number field, press the Tab key to start a new assembly.
    • Tip: If *** NEW*** does not appear, click the New button
    • The program automatically assigns a document number when you save or post the
      transaction.  Alternatively, you can enter a new transaction number yourself, and then press Tab.
  3. Select Assembly as the transaction type.
  4. Enter an optional description and reference.
  5. In the Date field, enter the date for the assembly or select it from the calendar (using the calendar button beside the date field).  Inventory Control automatically displays the session date as the default date, but you can change it. (The session date is the date that you entered when you started Sage 300).  You can also enter a separate posting date, which determines the fiscal year and period to which a transaction is posted in the general ledger.  You can change the document date and the posting date, but you cannot directly change the fiscal period.
  6. In the Posting Date field, enter the date to which to post the transaction in the general ledger.
  7. In the Master Item Number field, enter the item number to be assembled, or select it using the Finder.
  8. Enter the BOM (bill of material) number, or select the number from the Finder.
  9. If this is a multi-level bill of material, in the Component Assembly Method field, specify how to assemble the components.
  10. Enter the location code or select it from the Finder.
  11. In the Quantity field, enter the quantity to assemble (a multiple of the build quantity).
    • Tip: Click Verify Quantities to check that there are enough items on hand for the quantity you are posting.
  12. If you are working with serialized and/or lotted items, you are prompted to assign serial or lot numbers. (For more information, see “Assigning Serial/Lot Numbers to Assemblies/Disassemblies” (page 219).)
  13. When you are finished, click Post or Save, and then click OK at the confirmation message.
    • If you choose Save, Inventory Control saves the transaction so you can edit and post it
    • If you choose Post, Inventory Control posts the transaction immediately.
      • Important! If you use the option to allow you to delete transactions after posting,
        Inventory Control asks if you want to delete the transaction. Click No, unless your company always deletes posted transactions. If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.