Link Construction Order to Sales Order

The Link Construction Order action allows you to connect an existing Construction Order to a Sales Order line. This functionality supports scenarios where a Construction Order was created independently (for example, for inventory production) and later needs to be associated with a customer order.

Linking enables you to:

  • Associate an existing Construction Order with a Sales Order line.
  • Synchronize quantity, dates, and scheduling information between documents.
  • Manage production planning for both make-to-order and make-to-stock scenarios.
  • Maintain proper reservations and item tracking between documents and Production Orders.

The linking process validates compatibility between the Construction Order and Sales Line to ensure proper integration.

Note

This action is only available for sales lines where Type = Item and the item is inventoriable.

Prerequisites

Before linking a Construction Order to a Sales Line, the following conditions must be met:

  • The Item No., Variant Code, Unit of Measure Code, and Location Code must match between the Construction Order and Sales Line.
  • If a Production Order exists for the Construction Order, it must not have posted output. The link process is aborted if posted transactions exist.
  • The sales line must not already have an attached Construction Order.
Note

If the Item No., Variant Code, Unit of Measure Code, or Location Code do not match between the Construction Order and Sales Line, the Construction Order will not appear in the lookup list. You must manually adjust one side before linking.

  1. Open the Sales Order page for the relevant order.
  2. Select the sales line (Type = Item, inventoriable) to which you want to link the Construction Order.
  3. On the Lines FastTab, choose Line > Link Construction Order.
  4. The Construction Orders page opens, filtered to show only Construction Orders that match the item, variant, unit of measure, and location of the selected sales line.
  5. Select the Construction Order you want to link and then choose the OK button.
  6. If differences are detected (for example, quantity or shipment date), an informational message summarizes the applied changes.

The Construction Order is now linked to the Sales Line.

  1. Open the Construction Order page.
  2. On the Actions menu, choose Functions > Link to Sales Line.
    This action is only available when the Document No. field is empty (not yet linked).
  3. The Sales Lines page opens, filtered to show only sales lines with:
    • Document Type = Order
    • Type = Item
    • Matching Item No., Variant Code, Unit of Measure Code, and Location Code
  4. Select the sales line you want to link and then choose the OK button.
  5. The link is created and the page refreshes.

The Construction Order is now linked to the Sales Line.

Linking Process

When you link a Construction Order to a Sales Line, the system performs the synchronization actions described below.

Quantity Synchronization

If the Construction Order Header quantity differs from the sales line quantity, the Construction Order Header quantity is set to match the sales line quantity. This ensures the Construction Order reflects the quantity required for the customer order.

Date Synchronization

Date synchronization depends on whether Production Order lines exist for the Construction Order:

If Production Order lines exist:

  1. The sales line Shipment Date is set to match the Production Order line Due Date.
  2. The Construction Order Header Shipment Date is then set to match the (updated) sales line Shipment Date.
  3. Start and end date/time fields on the sales line are first set from the Construction Order Header.
  4. Subsequently, the Construction Order Header start and end date/time fields are set from the sales line.
  5. Both sides end up consistent.

If no Production Order lines exist:

  1. The Construction Order Header Shipment Date is set directly from the sales line Shipment Date.
  2. The Construction Order Header start and end date/time fields are set from the sales line.
Important

After linking, review the scheduling in both the Construction Order and Sales Order to ensure delivery commitments can be met. A recalculation may be required if differences were detected.

Reservations and Item Tracking

When linking or unlinking a Construction Order to/from a Sales Line, the system manages reservations and item tracking as described below.

On Link:

  1. Existing reservations on the sales line and on the Construction Header are removed.
  2. Item tracking is copied from the sales line to the Construction Header.
  3. If Production Order lines exist, item tracking is also copied to the Production Order lines.
  4. Order-to-Order reservations are created based on remaining unreserved quantities.
  5. Production Order line reservations are recreated if applicable.

On Unlink:

  1. Reservations for the Construction Order Header and related Production Order lines are removed.
  2. Item tracking is released with reservation cleanup.
  3. Component tracking relevance on the sales line is set to false.

Unlinking a Construction Order from a Sales Line

After linking a Construction Order to a Sales Line, you can unlink it if needed. This prepares the Construction Order for inventory planning.

When a Construction Order is unlinked:

  • The Construction Order is no longer associated with the Sales Order.
  • Link fields are reset to default values.
  • The Construction Order can be used for inventory production or deleted.
  • You may need to adjust the quantity and scheduling to reflect inventory requirements rather than customer order requirements.
  1. Open the Construction Order page.
  2. On the Actions menu, choose Functions > Plan for Inventory.
    This action is only available when the Document No. field is filled (already linked).
  3. The system removes the link between the Construction Order and Sales Line.
  4. The following changes occur:
    • Document Type is reset to Quote
    • Document No. is cleared
    • Line No. is set to 0
    • Related reservations are cleaned up
    • Components Tracking Relevance on the sales line is set to false
Note

Unlinking is only available from the Construction Order page, not from the Sales Order page.

See Also

Construction Order
Sales Order
Transfer Changes to Prod. Order


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