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.
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.
|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 (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. 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. 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.
|Checklist||Opens the assigned document checklist.|
|Attributes||Here attributes and attribute variants are assigned to the item in the sales line. This assignment applies only for the sales line. If attributes have already been assigned to the item in the item master, these are transferred to the sales line but can be modified here.|
|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.|
|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).|
|Create Prod. Order||Generates a production order based on the document BOM if it was generated from the configuration or created manually. If the production order is generated here, there are two options:
- Create Prod. Order without Variants: This function creates a production order without creating variant codes, production BOMs, or routings.
- Create Prod. Order with Variants: The system generates a variant for all production items with the Part Type field set to Production and generates a manufacturing schedule and a manufacturing BOM. The automatically generated production BOMs and routings are linked to the item variant.
Whether production orders are created with or without variant codes by default is defined on the Configure to Order Setup page (see Manufacturing FastTab).
When the production order is generated for the Create Prod. Order with Variants option, the following steps are performed:
1. Generation of one variant per production item with the Part Type field set to Production.
2. Creation of a manufacturing BOM using the default number series (see Manufacturing FastTab).
3. Creation of a manufacturing routing using the default number series (see Manufacturing FastTab).
4. Assignment of the manufacturing BOM and the routing on the Item Variant table.
5. Creation of the production order based on the BOM entered and the routing.
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.
|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.|
|Create Item & Prod. Structure||Used with the integration of COSMO Process Manufacturing (see Integration of COSMO Process Manufacturing).|
|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).|
|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.
The building site fields are visible when the Ship-to field is set to Alternate Shipping Address or Custom Address.
The actions on the Related menu are described in the following table.
|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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