Custom Fields at Build Assembly transaction form

Wow - this worked like a dream! Thanks a lot for the super detailed and easy-to-understand tutorial! I followed it and I can now confirm that I have custom fields at my Build Assembly form and transactions - awesome!

Now I have a follow-up question. I have defined one new custom field called "PO#" for Assembly Item (aka Inventory Assembly) and check-marked it as visible both on Screen and Print at the Build Assembly template. Now, it is super easy to use the Layout Designer to move the custom field to the desired location at the Print template. That being said I cannot seem to figure out how to do the same for the Screen template - the custom-defined field simply shows up at the Screen template under the Assembly Item Info box (I have attached a screenshot). Is there any way to move the field to a different location (e.g. at the top next to the date field) at the Screen template?

Thanks!

Hi again, @johnbee.

Thanks for getting back to me. I appreciate you following the steps I've provided above, and I'm happy to know it helped you add a custom field in your Build Assembly transactions and forms.

I also thank you for giving another detailed information and a screenshot. To answer your follow-up question, QuickBooks currently doesn't have the option to move the custom PO# field you've added on the Build Assembly screen. This can only be done for the Print template using the Layout Designer.

You can always check out the article that I've provided above for future reference.

This should answer your question. Please post again if you need further assistance or if you have additional concerns. I'll be here to help. Take care always.

Hello - 

what we need is to be able to show MPN - Manufacturers Part Number - on the Build Assembly....

Custom fields are working great - just need that MPN  shown on our bins that vendors use !!

Thank you in advance! 

Thanks for chiming in, @Gailc.

Do you want to show the Manufacturer's Part Number (MPN) as a header or column on the Build Assembly page? If so, here's how to do it using the Custom field option:

To add it as a header:

1. Go to the Lists menu at the top, then pick Item List.
2. Locate the Inventory Assembly item, then right-click and Edit Item.
3. Click Custom Fields, then Define Fields.
4. Enter the name (MPN) in the Label column and select the Use checkbox, then hit OK.

To add it as a column:

1. Go back to the Item List.
2. Locate the Inventory Parts, then right-click and Edit Item.
3. Do steps 3 and 4 above to add the Custom Field.

Once done, they should show on the build assembly template. All you need to do is to put a checkmark on Print/Screen for the Header or Column so they'll display on the Build Assembly page. Here's how:

1. Go back to the Lists menu and pick Templates.
2. Double-click to open the Build Assembly template.
3. Click Additional Customization on the Basic Customization window.

4. On the Header and Column tab, check the Screen and Print box on the custom field (MPN) you've added, then hit OK.

After that, they should now show on the Build Assembly page.

I'm also adding these articles for future reference:

• Use QuickBooks Desktop custom fields.
• Use and customize form templates.

Please let me know how it goes or if you're referring to something else, and I'll get back to you right away. Have a great day!

I'm using QuickBooks Premier Plus Manufacturing and Wholesale Ed 2020.  I don't have the option to create a Build Assembly template when following the instructions above.  It's also not an option for download.  How do I make a new template for my build assemblies?  I'd like to add a place to add the job name to the builds to help reconcile inventory at the end of the quarter.  Thanks!

We want to do ALMOST the exact same thing, but instead of using the custom field on the build assembly page to capture data, we want it to display the data that's already entered in the custom field.  I. E. - we have  bags that our assembled products go into, and we store the bag size in a custom field in the assembly details.  We want that bag size to display on the build assembly page, so the builders know what bag size to grab.  Is this possible in QB Desktop? 

Hello there, Lemmerot.

I can see how you want the custom field to work on the Build Assembly page in QuickBooks Desktop. 

When the custom field is added on the Build Assembly page, it will not auto-generate the details that have already been entered into the field. QuickBooks gives you the option to manually re-enter the information, so there's no need for you to go back on the item when modifying information.

You can also visit our QuickBooks blog to view the update with the latest features and improvements in the system. Also, you may want to check these articles for additional references when tracking inventory in the program:

• Combine your inventory items to build finished goods.
• Track the products you manufacture. 

If you have other questions soon, please post them here. I'll make sure to provide you the information you need and help you as soon as possible. Stay safe and take care!