Blanket Sales Order
When an order is generated from a Blanket Sales Order, all order documents (document checklist, document BOM, document calculation, and attributes) are transferred to the sales order.
When a configurable item is entered, the assigned checklist template is automatically copied and is available as a document checklist.
Calculations generally work the same as for sales orders except multiple concurrent calculations are stored on the blanket sales order due to the multiple sales orders.
The following sections describe functionality added to standard Microsoft Dynamics 365 Business Central for COSMO Discrete Manufacturing.
Lines FastTab
The fields and actions on the Lines FastTab that are specific to COSMO Discrete Manufacturing are covered in this section.
Fields in Lines FastTab
The fields in the Lines FastTab are described in the following table.
| Field | Description |
|---|---|
| Description 3 - 5 | Specifies information in addition to the description. |
| Checklist No. | Indicates the number of the assigned Checklist (see Checklists). |
| Document BOM No. | Indicates the number of the assigned Document BOM (see Document BOM). |
Actions on Line Menu
The actions on the Line menu are described in the following table.
| Action | Description |
|---|---|
| Checklist | Opens a new checklist or an existing document checklist. When a sales order is created, the checklist is copied to a new checklist with the same information. |
| Attributes (DM) | Opens the Sales Line Attributes page where you assign attributes and attribute variants to the item in the blanket sales order line. This assignment applies only for the blanket sales order line. If attributes have already been assigned to the item in the item master, these are transferred to the blanket sales order line but can be modified. |
| Document BOM | Opens the document BOM. If no document BOM exists when this action is selected, the Request BOM function is run automatically to create one. When a sales order is created, the quantity on the copied Document BOM will reflect the Qty. to Ship from the blanket sales order line, not the original quantity. |
| Calculation Doc. BOM | Opens the Calculation Card or Calculations page to create a new calculation or to view an existing calculation for the Document BOM (see Document BOM Calculations). If a concurrent calculation is assigned to the document BOM calculation, then the blanket sales order will be included in the concurrent calculation with Line Type = Doc. BOM (Blanket Order). When a sales order is created, the calculation is copied to a new calculation and if concurrent calculation was set, then a new entry for Line Type = Doc. BOM (Order) will be created. |
Concurrent calculations
If a document BOM calculation is set up with concurrent calculations, then the concurrent calculations created for each sales order will be attached to the document BOM calculation for the blanket sales order.
The concurrent calculation for the original calculation will only have the blanket order calculation; subsequent concurrent calculations will have the blanket order calculation as well as the calculation from the related sales order.
Transfer value from document BOM calculation to blanket sales order line
You can transfer the value from a document BOM calculation to the blanket sales order line using the standard Transfer Value function of COSMO Calculation (see Transfer Values).
In the Transfer Calculation Value page, an entry for Doc. BOM (Blanket Order) Document Unit Price can be selected, which will transfer the calculated price to the unit price in the blanket sales order line. This price will be used when the sales order is created.
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