Sales Order
When an order is generated from a Sales Quote, all order documents (document checklist, document BOM, document calculation, and attributes) are transferred to the sales order.
The same functions are available in the sales order as in the sales quote.
When a configurable item is entered, the assigned checklist template is automatically copied and is available as a document checklist.
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 |
|---|---|
| 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). |
| Prod. Order | Displays the number of production orders created either directly from the sales line or from a linked Construction Order. Choose the value in the field to open the linked production order(s). If multiple production orders exist, the Production Order List page opens. |
| Starting Date | Calculated through the Schedule function of the Document BOM (see Actions Menu). In the case of series of operations (Type field is set to Work Center, Machine Center, or Resource) the start date of the series of operations is entered here. The field can be changed manually. |
| Ending Date | Calculated through the Schedule function of the Document BOM (see Actions Menu). In the case of series of operations (Type field is set to Work Center, Machine Center, or Resource) the end date of the series of operations is entered here. The field can be changed manually. NOTE: Upon order creation, this field is initialized by "Shipment Date" minus one day. |
| Document Schedule | Indicates whether a Document Schedule exists for the sales line. This indicator is also visible in the Sales Line Details FactBox. For more information, see Document Schedules. |
| Max. Planned Ending Date | Displays the maximum planned ending dates from the linked Document Schedule, which helps identify if there is a date conflict. This date is also visible in the Sales Line Details FactBox. For more information, see Document Schedules. |
| Max. Expected Ending Date | Displays the maximum expected ending date from the linked Document Schedule, which helps identify if there is a date conflict. This date is also visible in the Sales Line Details FactBox. For more information, see Document Schedules. |
| Blanket Order Exists | Indicates whether an assigned Blanket Sales Order exists for the sales line. |
Actions on Line Menu
The actions on the Line menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Checklist | Opens the assigned document checklist. | |
| Attributes (DM) | Opens the Sales Line Attributes page where you assign attributes and attribute variants to the item in the sales order line. This assignment applies only for the sales order line. If attributes have already been assigned to the item in the item master, these are transferred to the sales order line but can be modified. | |
| Run Configuration Automatically | Creates a Document BOM, transfers Document BOM lines set with Transfer to Sales Document to the Sales Order lines, and creates a production order(s) if activated in the Document Checklist. For more information, see Automatic Configuration. | |
| Document BOM | 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. |
| Document BOM | 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). |
| Document BOM | Schedule Document BOM | Schedules the Document BOM based on the Starting Date and Ending Date from the sales line. For more information, see the Schedule action. |
| Document BOM | Transfer Lines to Sales Document | Transfers all Document BOM Lines with Transfer to Sales Document = Yes to the current Sales Quote/Order lines. If the marked component (item) is an assembly group, a new Document BOM (with the copied assembly group) will be assigned to the new Sales Line. The source Document BOM Lines are deleted after transferring to the Sales Lines. Additionally, existing reservations are transferred to the target lines. For more information, see Transfer Lines to Sales Documents. |
| Document BOM | Components Planning Pool | Opens the Document BOM Planning Pool page, which shows the availability of all required components in the Document BOM. For more information, see Document BOM Planning Pool. |
| Document BOM | Create Prod. Order | Generates a production order based on the document BOM if it was generated from the configuration or created manually. NOTE: The document BOM lines must be released before the production order can be created. When this function is run, a message will open stating how many lines are open and ask to release the lines. |
| Document BOM | Create Items & BOMs | Creates new Production BOMs and Master BOMs using the Sales Order line. New Items are also created and will be written to the Sales Order line. For more information, see Create Items and BOMs. If the integration of COSMO Process Manufacturing is used, this action will create a new Production Structure using the Sales Order line. |
| Split Order Line | Opens the Sales Line Splitting page where sales lines – which already have checklists and/or Document BOMs – can be split into separate lines for individual configuration (see Sales Line Splitting). | |
| Characteristic Search Tree | Opens the Characteristic Search Tree page where an item can be searched using characteristics (see Search Characteristics). | |
| Document Schedule | Either opens a generated Document Schedule or you are asked to create one (see Operation Scheduling). | |
| Construction Order | Either opens the construction order generated or asks you to create one. The Document BOM will be copied into the Construction Order. | |
| Create Construction Orders | Creates construction orders for each selected line on a sales order. | |
| Order Network | See Order Network. | |
| Line Texts | If you have the integration with Advanced Manufacturing Suite (AMS), this action is available. For more information, see COSMO Text Module. |
Shipping and Billing FastTab
The Building Site-to fields on the Shipping and Billing FastTab identify a building site address and are for informational purposes only. The values in these fields are transferred from the corresponding fields on the Building FastTab of the sales quote if the Make Order function was used. The values are also transferred to the posted documents.
Note
The building site fields are visible when the Ship-to field is set to Alternate Shipping Address or Custom Address.
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Documents | Order Network | Opens the Order Network page. For more information, see Order Network. |
| Order | Header Texts / Footer Texts | If you have the integration with Advanced Manufacturing Suite (AMS), these actions are available. For more information, see COSMO Text Module. |
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