Linking Sales Orders and Discrete Jobs
You can reserve assemblies on a Discrete job for a specific sales order line whether or not the assemblies are Assemble–to–Order (ATO) items. You link both standard and non–standard Discrete jobs to sales orders by selecting one or more sales orders from the Sales Order window when you create the job. You can link one or more sales order lines with one or more jobs.
You can also enter the demand class for the job to help you track production by sales channel. When you are building final assembly orders, the demand class is automatically loaded based on the customer. You can enter any valid demand class.
When linking ATO sales orders and jobs, however, the following rules are applied:
- the assembly item cannot be a Pick–to–order item
- the sales order line item must be demanded, but not yet shipped
- the assembly item must be a standard item or an ATO item, not a model or an option
- The WIP parameter, Respond to Sales Order Changes, determines the response to changes for configured sales orders and their linked Discrete jobs. Options are to ignore the sales order change or change the status of linked jobs to On Hold. When making changes to sales order lines with ATO items, this parameter is ignored by the system.
- You cannot cancel jobs linked to sales orders without first undoing the links between them
2. You can attach a sales order to a job before entering an assembly, start quantity, or demand class for a job. Work in Process defaults the assembly, start quantity, or demand class based upon the sales order you specify.
3. Over–completion Quantities Reserved to Sales Orders
You can reserve over–completion quantities from jobs linked to sales orders when using the Completion Transactions and Move Transactions windows.
To reserve over–completions:
- The linked sales order must be open.
- You enter the sales order number for each completion line. This reserves the surplus amount, otherwise the over–completion is unreserved excess inventory.
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