Create or Edit an Assembly Template
Previous Topic  Next Topic 

Assembly templates enable you to save an assembly structure using individual template jobs that can be called up whenever you want to build that assembly.  Unlike a regular assembly, assembly templates are not scheduled; they appear in the Template tree similar to a template job, but instead of the template job icon of an assembly template has an icon of .


To build an assembly template, you need to have one template job that will be the final assembly component and place holder for the assembly template.  Any template jobs can be part of an assembly template as long as the template job is not a final assembly component.


To create or edit an assembly template, use the Assembly tab in Mfg Order and perform the following steps:


  1. Select the check box “Create new or edit Assembly Template”.  The screen will look similar to the example below.  Note that schedule information such as start date, end date and due date are not displayed as an assembly template is not scheduled so this information is meaningless:

  1. Either enter the assembly name of the existing assembly template to edit or click on the button “Create New Assembly”. 
  2. If you are editing an existing assembly template, the assembly template will appear in the job grid and the assembly tree enabling you to make modifications. 
  3. If you clicked on the button “Create New Assembly”, enter the name of the assembly template and the template job that will become the final assembly template component and place holder for the assembly template.
  4. You can either drag and drop template jobs to the assembly tree or enter the template job order numbers into the assembly grid to build the assembly template.  Note that an assembly template can only consist of template jobs.
  5. An assembly template has different information to enter then a regular assembly that is as follows:
    1. Suffix:  The suffix must be entered, must be unique, and is automatically appended onto a regular assemblys components order number.  For example, if you use suffixes of -001, -002, -003, etc., then when you create and assembly from a assembly template, the new assembly order numbers get the suffixes, -001, -002, -003, etc., appended onto to the order numbers.  This enables DMS to create unique order numbers for each assembly component.  If you press the enter key or tab key leaving a blank suffix during entry, DMS automatically applies a unique suffix starting with -001.
    2. Feeds Suffix:  The “Feeds Suffix” is the suffix of the “Feeds Order”.  DMS will automatically select the correct suffix for the “Feeds Order” that you have entered.  The Feeds Suffix enables you to feed different components where you may have the same template job component more than once in the assembly template.
    3. Qty Mult.:  The quantity multiple is the amount you want to multiple the order quantity by for this component.  For example, when you create an assembly from an assembly template, you must enter the order quantity for the final assembly component.  Each of the other components of the template assembly may need to build a different quantity that what is ordered for the final component.  That is, one component A may need to feed 2 parts for each single part of the final component, while another component B may need to feed 10 parts for each single part of the final component.  In this case, the first component A would have a multiplier for 2 and the second component B would have a multiplier of 10.  Using this example when 3 parts are ordered for the final component, 6 parts would be built by component A and 30 parts would be built by component B.
  6. After the assembly template has been added/edited, press the Save button to save the assembly template.


If you have made a large assembly template or made changes to an existing assembly template, you may wish to organize the assembly suffixes. You can do this by first ordering the assembly grid by clicking on a column heading in the assembly grid to sort the assembly in the order you want.  Next, click on the button:



The following window will appear asking you to verify the reordering of the suffixes:


If you click Yes, DMS will reorder he suffixes for you keeping the relationship of the assembly template.  Click No if you do not want to reorder the suffixes.  If you want to save the newly reordered assembly template, click the Save button.