Assembly
Undo a completed assembly
Learn how to undo a completed assembly, what happens to stock, and when the undo is refused.
Completing an assembly product moves each component out of the warehouse it was taken from. If the assembly is set to add the finished item to inventory, one unit of the finished product is booked in. Unmarking the product as complete reverses both sides.
Unmark the product as complete
- Open Catalog in the top navigation bar, then Assembly.
- Select All Assembled Products in the sidebar.
- Open the assembly product you want to undo.
- Select Unmark Complete in the row of buttons at the top of the page.
- Read the confirmation.
- Select Unmark Complete again to confirm.
What happens when you undo
The product returns to In Progress. Component quantities return to the same warehouses they were consumed from, the components stop being marked as consumed, and the finished unit is removed from stock again. The matching movements disappear from the product's movement history.
Your component assignments are kept, so you can correct what is wrong and complete the product again without re-assigning everything. The record of who completed the product and when is cleared; if you complete it again, it is stamped with the new date and user.
Reset to Draft is a different action. It appears only while a product is In Progress, so it cannot undo a completion.
Check the cost after completing again
Component costs are worked out as of the completion date, using your organisation's inventory valuation method and the stock recorded up to that date.
If you complete the product again with the same Completion Date, it is priced from the same stock and comes out at the same cost unless a component movement dated on or before that date was recorded, changed or deleted in between.
If you leave Completion Date empty, the product is completed and priced as of today. Purchases and stock-outs of the components since the first completion can give a different cost. Check the cost after re-completing rather than assuming it is unchanged.
When the undo is refused
The undo is refused in four situations. In each case, nothing is changed.
If a component product has been deleted since the assembly was completed, the message names the products. Restore them before you undo.
If the year of the completion date has been locked, the undo is refused.
If the finished unit has already been used, sold or moved away, so there is not enough of it on hand at that warehouse to take back, the undo is refused.
If the project the product belongs to is Complete, reopen the project before you unmark the product.
Either the whole undo happens or none of it does. If it fails partway, stock is not left half restored, so it is safe to refresh and try again.
Assembly movements cannot be deleted individually
You cannot remove an assembly movement from Inventory, then Movements. Deleting an assembly-in or assembly-out line there is refused, with a message telling you to use the Assembly module instead.
The two sides belong to the assembly record and are only ever reversed together. Deleting one line on its own would leave the product marked complete while the stock figures said otherwise.
Reopen a project
Reopening a project only sets its status back to In Progress. It moves no stock and does not change the status of the products inside it, which stay complete. Use it when a finished project needs another product added, or before you unmark one of its products.
- Open Catalog, then Assembly.
- Select All Projects in the sidebar.
- Open the project.
- Select Reopen.
Reopen appears only while the project is complete, both as a button and in the three-dot menu.
Unmarking a product as complete does not change its project's status, and it is refused while the project is Complete. Once you have reopened the project, corrected the product and completed it again, mark the project Complete again if the work is finished.
Permission
Both actions require the Manage Assembling Project permission. Without it, the Unmark Complete and Reopen controls are not shown at all. Ask an administrator to grant it if you cannot see the buttons.