Planning a Project Order

This planning task starts from a sales order and uses the Sales Order Planning window. Once a project production order is created, it may be planned further by using the Order Planning window.

To Create a Project Production Order

  1. From the sales order that represents the production project (multiple sales lines for items that must be produced), click Order, Planning.

  2. In the Sales Order Planning window, click Functions, Create Prod. Order.

  3. In the Create Order from Sales window, select Project Order in the Order Type field.

  4. Click Yes.

  5. Go to the production order just created.

The Source Type field of the production order contains Sales Header and the order has multiple lines (one for each sales line item that must be produced).

  1. Click Order, Planning to open the Order Planning window.

  2. Click Functions, Refresh to calculate new demand.

The order header line for the project order is displayed with all unfulfilled demand lines expanded under it. Although the production order contains lines for several produced items, the total demand for all production order lines is listed under one order header line in the Order Planning window, and the original customer name is displayed. You can now proceed to plan for the demand as described in Planning for New Demand.

Note: Demand lines in the project production order which have Prod. Order in their Replenishment System field represent underlying production orders. When you make supply orders (production orders) for these, you must again calculate a plan in the Order Planning window to deal with any unfulfilled component demand for them. In that case, they are displayed as demand lines under a normal production order header line, meaning, the project relation is no longer visible in the window. However, if you are using Order Tracking, you are able to look back and forth to all supply orders made under the original sales order.

About Planning Functionality

Refreshing a Production Order

Replanning a Production Order

Creating Production Orders from Sales Orders

Quick guides for manufacturing are available in a document that you can edit and print in Microsoft Office Word. The file, called Quick Guides – Manufacturing Foundation - Classic.doc, is installed in the documentation folder of your client installation.



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