Plan as Assembly’ and ‘Pull as Assembly’

Kinetic ERP
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I’m working on a new BOM for a brand-GenSet, and before I send it to the operations team, I’d like to ensure that my understanding of ‘Plan as Assembly’ and ‘Pull as Assembly’ is correct.

Could you please confirm the following?

Feature Plan as Assembly Pull as Assembly
Job Creation Creates a job for the subassembly Uses subassembly from inventory
MRP Handling Plans production of the subassembly Assumes subassembly is stocked

If this is correct, does the ‘Pull as Assembly’ feature notify planning when a subassembly is needed, so they can fulfill the demand if none are in inventory?

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I believe you are correct above. And, yes, MRP will generate suggestions for the subassembly for “Pull as Assembly” subs when required.

I’m not confident in the help descriptions within Epicor for this topic. Here is the tech ref on EpicWeb:
https://epicweb.epicor.com/doc/Docs/Epicor10_techrefMaterialRequirementsPlanning_102700.pdf

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There are a fair few other variables at play here as well with the primary being the value of the nonstock flag as well.

Most of the time Pull as Assembly (and Plan as Assembly too I suppose) and nonstock would be used together. You are building the Assembly within the parent job “every time” and you do not (intend to) stock the assembly. Should stock of this assembly exist/be created you will now have steps to take to resolve that.

NOT checking either Pull as Assembly or Plan as Assembly causes the assembly to be consumed from inventory. If there is no sufficient inventory then a new job will be created for the stocked assembly.

When Plan as Assembly and nonstock you will get a Job for the assembly that has a Make to Job demand link that points to the parent job.

So the three most common outcomes would be:

  • Pull As Assembly: assembly made within the parent job
  • Plan As Assembly: assembly made in separate, make direct job
  • None selected: assembly is consumed from inventory
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Below is a good video of a decent explanation further diving into the picture. Quite a bit of good information.
If Non-Stock item, Pull as Assembly is defaulted when creating MOM. As said in previous Plan as Assembly created a demand linked job.

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https://www.youtube.com/watch?v=yptYu0ChugE

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Based on that image from the video, I summarized it in the top table. Then, I’m trying to understand Plan as Assembly also, so the bottom table is my attempt at that. How do these look to y’all?

I’m really unsure on the Plan as Assembly, as both the field help and the MRP Tech Ref are not entirely clear.

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If part is not set Pull as Assembly using Plan as Assembly is not allowed. At least that what the help field says. In practice it just acts as a normal material.

As far as the rest we don’t have anything set to Plan as Assembly and it always has Make Direct checked. From what I gather if Plan as Assm is checked true, it can create seperate jobs from that. Im not sure if it looks into inventory on hand.

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Point of clarification: having NEITHER box checked makes it act like a normal material. Valid states are: neither checked, Pull As Assembly, Plan as Assembly. As far as Pull vs Plan as Assembly, when you check one, it will uncheck the other. You can’t have both. It’s one or the other or neither.

There is also View as Assembly. It doesn’t change much on how things behave, but it does let you drill down into the different manufactured items involved.

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