Transfer Changes to Prod. Order
The Transfer Changes to Prod. Order function in the construction order transfers changes that were executed after the creation of a production order from the construction order. This function compares released construction order lines with the production components and production routings.
Note
Construction order lines with any status other than Released are ignored during the transfer.
Lines for transfer to the production order are displayed in the Changes Prod. Order Constr. page for the following modifications:
- Changed quantities for components or times for routing lines
- Deleted/inserted components/routing lines
- Changed/inserted routing link codes on components/routings
- Changed/inserted comments on components/routings
- Changed/inserted standard task codes on routings
- Inserted assembly items that are marked as separate production orders
If new lines are added, then the Line Inserted checkbox is selected, and if a line is deleted, then the Line Deleted checkbox is selected.
The Transfer Change checkbox determines which lines will be transferred to the production order. By default, this checkbox is selected on all lines when the page opens, unless there is an issue with transferring a line (see Transfer limitations). You can choose which lines are included in the transfer by clearing these checkboxes as needed.
Note
It is not possible to clear the Transfer Change checkbox for individual routing lines; either all or none are transferred.
By choosing the OK button, the selected changes are transferred (or not) to the production order. A message opens indicating the number of lines that were transferred to the production order.
Note
The Transfer Changes to Prod. Order function can only change the BOM structure of the Production Order for an assembly item if a separate production order is used. Otherwise, it can only transfer changes of components and routing lines.
Transfer limitations
There are some circumstances when a change cannot be transferred to the production order. When this occurs, a message will open when the Transfer Changes to Prod. Order action is run, telling you to check the Error Reason field in the Changes Prod. Order Constr. page to explain why. The possible reasons are:
- Production Order Line could not be found: If the system cannot find the referenced Prod. Order line where the new component or routing line should be added.
- Reservation exists: If a component should be deleted but a reservation exists for the Prod. Order Component.
- Already posted: If a component or routing line should be deleted but the related Prod. Order Component or Prod. Order Routing line was already posted.
- Subcontracting Purchase Order exists: If a routing line should be deleted but a Purchase Line for subcontracting already exists for the related Prod. Order Routing line.
Re-assignment of operation numbers
If a routing line is deleted in a Construction Order, the previous and next routing lines are included in the transfer process so that the operation numbers are adjusted properly.
Example
There are seven routing (Work Center) lines in the Construction BOM.
| Work Center No. | Operation No. | Previous Operation No. | Next Operation No. |
|---|---|---|---|
| 101 | 10 | 20 | |
| 100 | 20 | 10 | 30 |
| 400 | 30 | 20 | 40 |
| 100 | 40 | 30 | 50 |
| 400 | 50 | 40 | 60 |
| 100 | 60 | 50 | 70 |
| 200 | 70 | 60 |
If you delete the fifth line (Operation No. 50), then the next and previous operation numbers are no longer correct for the fourth and sixth lines (Operation No. 40 and 60).
| Work Center No. | Operation No. | Previous Operation No. | Next Operation No. |
|---|---|---|---|
| 101 | 10 | 20 | |
| 100 | 20 | 10 | 30 |
| 400 | 30 | 20 | 40 |
| 100 | 40 | 30 | 50 |
| 100 | 60 | 50 | 70 |
| 200 | 70 | 60 |
When the Transfer Changes to Prod. Order action is run, the fourth and sixth routing lines (Operation No. 40 and 60) are transferred to the Changes Prod. Order Constr. page along with the deleted routing line (Operation No. 50). All lines are set to be transferred and the erroneous operation No. 50 in the next and previous operation numbers are set to be deleted as well (red italics in BC, gold italics here). This means that these routing lines will have new operation numbers after the transfer is posted.
| Transfer Change | Line Deleted | Work Center No. | Operation No. | Previous Operation No. | Next Operation No. |
|---|---|---|---|---|---|
| ✗ | 100 | 40 | 30 | 50 | |
| ✗ | ✗ | 400 | 50 | 40 | 60 |
| ✗ | 100 | 60 | 50 | 70 |
After the transfer is posted, the Prod. Order Routing line is updated with the changes. The deleted construction order routing line for Operation No. 50 has been removed and the previous and next operation numbers for Operation No. 40 and 60 correspond to the correct operation number.
| Work Center No. | Operation No. | Previous Operation No. | Next Operation No. |
|---|---|---|---|
| 101 | 10 | 20 | |
| 100 | 20 | 10 | 30 |
| 400 | 30 | 20 | 40 |
| 100 | 40 | 30 | 60 |
| 100 | 60 | 40 | 70 |
| 200 | 70 | 60 |
Deletion of posted component and routing lines
If you try to delete a component or routing line in a Construction Order that has already been posted in the production order, a message will open stating that the line has been posted and needs confirmation to complete the change. Any confirmed changes will not be transferred to the production order.
If you run the Transfer Changes to Prod. Order action, a message will open stating that some lines will be not transferred and to refer to the Error Reason field for an explanation. The Changes Prod. Order Constr. page will open with the entry that has Error Reason = Already posted and the Transfer Change checkbox will not be selected.
In the case of routings, previous and next routing lines are included as previously described, also with the Transfer Change checkboxes cleared.
Caution
Re-selecting the Transfer Change checkboxes on these lines and continuing the transfer process will cause inconsistencies in the production order routing because the deleted line in the Construction Order will not be transferred but the operation numbers will be re-assigned. Therefore, only re-select these lines if you plan to manually adjust the routing afterwards.
Example
If you delete a posted routing line (Operation No. 60), confirm the change, and then run the Transfer Changes to Prod. Order action, a message will open stating that not all changes can be transferred. In addition to the changed routing line, the previous and next routing lines (Operation No. 40 and 70) are included.
| Error Reason | Transfer Change | Line Deleted | Work Center No. | Operation No. | Previous Operation No. | Next Operation No. |
|---|---|---|---|---|---|---|
| 100 | 40 | 30 | 60 | |||
| Already posted | ✗ | 400 | 60 | 40 | 70 | |
| 100 | 70 | 60 |
If you choose the OK button, no changes are transferred to the production order, thus maintaining the proper structure in the routing.
If instead you select the Transfer Change checkbox on the lines and then choose the OK button, messages will open about lines that were and were not transferred.
The Prod. Order Routing line is updated with the changes. The deleted construction order routing line for Operation No. 60 remains with the correct previous and next operation numbers but these numbers are incorrect for Operation No. 40 and 70.
| Work Center No. | Operation No. | Previous Operation No. | Next Operation No. | Resulting Error |
|---|---|---|---|---|
| 101 | 10 | 20 | ||
| 100 | 20 | 10 | 30 | |
| 400 | 30 | 20 | 40 | |
| 100 | 40 | 30 | 70 | Next Operation No. should be 60 |
| 100 | 60 | 40 | 70 | |
| 200 | 70 | 40 | Previous Operation No. should be 60 |
Insertion or modification of routing link codes and comments
Changes in the Changes Prod. Order Constr. page are indicated by red, bolded, italicized text and used as follows for routing link codes and comments:
- When routing link codes are added to a component or routing line, there is no original value to highlight so the Routing Link Code field displays "<EMPTY>" in the formatted red text. This indicates that the previously empty Routing Link Code field will be filled with a value after transfer.
- When comments are added or changed on routings, the Comments changed field displays "Yes" in the formatted red text.
Additionally, adding or removing routing link codes or comments does not prompt the insertion/deletion of a line and, therefore, the Line Inserted and Line Deleted checkboxes are not relevant for these types of changes.
Insertion of assembly items marked as separate production order
When an assembly item that is marked as a separate production order is added to a construction order, it can be associated with the main production order using the Transfer Changes to Prod. Order feature.
After creating the separate production order for the new assembly item, run the Transfer Changes to Prod. Order action to open the Changes Prod. Order Constr. page. The new assembly item exists with the Line Inserted checkbox selected. After choosing the OK button, the assembly item is added to the Prod. Order Components in the main production order and indicates that it is reserved from the separate production order (also identified by the Supplied-by... fields). The production order for the assembly item indicates that it is reserved for the main production order.
Note
If a separate production order is created before the main production order, the link to the separate production order will be created automatically in the main production order. It is not necessary to run the Transfer Changes to Prod. Order action again.
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