Order-related tab

Production > Sales order to Production order > Order-related tab

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This window can be used for order-related production, e.g. when working with the Product configurator, pre-calculation, variants or item version control.
Individual work orders are created based on information inside a sales order/pre-invoice.

 

Note: Only order-related items are visible in this list.

Window settings and templates are supported.

 

See Item-breakdown which are released for production and for which no or not enough work orders have been created yet. Warehouse reservations  are considered, as well. The default filter can be changed. See Change default filter.

 

PATH: Production > Sales Order to Production Order window > Order-related tab.

SO2WO_orderrel_2021.08

Window fert_kdauftrag_zu_fertauftrag.psr

 

Note:

The list is only working correctly if Configuration wizard > Production > Reservation > Reservation - Receipt reservation only at is not disabled!

If Reservation is not active, the field "Missing" may malfunction. See field description Missing for more details.

 

hmtoggle_plus1SAP Business One BoM

Items containing a SAP Business One – BoM, are displayed only if the stored BOM is not of type "Set", "Template" or "Assembly". The type "Production" allows for a subsequent change to Beas.
SAP Business One-BoMs are not considered. (OITM.TreeType must not be S, T or A).
hmtoggle_plus1Notes on Templates

This list provides information on reserve invoices and sales orders.

 

If additional fields are defined in the template, these refer to sales orders and reserve invoices (beas 9.3 PL 0).

The stored SQL instruction uses a UNION ALL – instruction for this purpose. For this reason, there are restrictions.

 

- Sorting and filtering is possible within the result. Only the "DataWindow" variant can be used for this purpose (Field sorting (DW) / Filter (DW)

- Additional fields are supported. However, fields from ORDR/RDR1 are not possible due to UNION ALL.

 
Instead header for field from ORDR or OINV and line for fields from RDR1, INV1
New fields for templates via header and line are therefore equally possible for customer orders and invoices.

 

Example: line."ItemCode"

 

Field description

Field

Description

...

Traditional style

Boyum Style

Description

 
resource1

 

reservation_100
 
 

reservation_120

reservation_2023_04  

reservation_100_2023_04
 

reservation_120_2023_04

Grey: goods produced, but planned quantity not reached. In Boyum Style (Beta): an empty barrel.

 

Green: required planned quantity produced. In Boyum Style (Beta): barrel with a check mark in the right bottom of the icon.

 

Red overflown: too much produced. In Boyum Style (Beta): barrel with an exclamation mark in the right bottom of the icon.

 

Planned quantity

Entry field: Quantity of units to be produced (enter manually).

UoM

Inventory unit of measure

Plan

Total quantity as per customer order or advance invoice in warehouse units.

Missing

Display the missing quantity.

Beas calculates this quantity as follows:

 

In Configuration wizard > Production > Reservation - Receipt reservation only at you can activate the reservation system. If this is activated and it is a stock related item, Beas calculates as follows:

Open Quantity from Sales order / Pre Invoice

- Reservations (linked to Work order and Sales order)

 

If you create a work order, Beas creates the reservation for sales order linked to the work order automatically.

 

If you create a receipt document for the produced assembly, Beas converts the reservation to a stock warehouse. In this way the result is always correct.
 

Non Stock items

Total quantity from Sales order / Pre Invoice order

- manual reserved quantity (RDR1.U_beas_von_lag)

- Total quantity from linked work order

 

It is not possible to see an actual view.

Calculation of this field

 

Open quantity from Sales order / Pre Invoice order

- manual reserved quantity (RDR1.U_beas_von_lag)

- Total quantity from linked OPEN work order

+ Booked quantity from linked OPEN work order

 

Without reservation it is not always possible to calculate the missing quantity in the correct form.

If work order is closed, the system ignore this work order

 

Example:

 

Action

Order Quantity

Open Quantity

Open Work order

Booked

Missing

Sales order 100 Pcs created

100


100

Work order 60 Pcs created

100

100

60

0

40

Receipt assembly 30 Pcs

100

100

60

30

70

Assembly delivered 30 Pcs

100

70

60

30

40

Work order closed

100

70

0

0

70

 

If you receipt the assembly in stock, the "missing quantity" is wrong.
After the creation of Deliver document, the missing quantity is correct again.

 

Explanation:
If the assembly is in stock, Beas cannot see which sales order this assembly is reserved for. The reservation system is disabled. If you have a work order related without reservation, you must create the delivery document as fast as possible.

 
Merged work orders
If you merge a work order, the assemblies are inside Bill of Materials position.

Beas displays only full quantity at all times. Not working with full quantity will result in wrong figures.

Action

Order Quantity

Open Quantity

Work order

Booked

Missing

Sales order created

100


100

Work order created

100

100

60

0

40

Receipt assembly

100

100

60

30

40

Assembly delivered

100

70

60

30

40

Work order closed

100

70

0

0

70

 

 

Note:

If reservation is disabled, this field is not always working correctly.
In this case it is important to create the Sales Delivery directly after the Receipt of the Item.
 
It is recommended to work with reservations if you work order-related.
 

In MRP you will get a different result, because the MRP does calculation per warehouse and not per sales order.

 

Work order type

Default: type defined in configuration wizard, possible to select another type.

To do so, change field properties to "changeable" in window settings.

Quantity from Inventory

How much should be taken from inventory. This quantity is not further broken down in the MRP run. Quantity is specified in units of store.

Option is only considered if receipt reservations are not used.

Warehouse

Storage location stored in the customer order.

Note: If you create a work order, the system use the standard rules for the work order warehouse.

Inventory

Inventory in the storage location stored in the customer order.

Total Inventory

Total inventory across all stores.

Item

Item name.

Quantity

Quantity.

Reserved

Is it reserved?

Factor

Use factor.

Variant

Variant ID. Changes here affect only this customer order.

Configuration

Number of configuration with orange arrow for direct access.

 

Additional fields

Field

Description

UoM

Unit of measurement. See Inventory UoM.

Sales Order

Number of sales order.

Origin

Preceding document.

Row

Row of sales order.

Date

Date of sales order.

Quantity

Order quantity – not yet delivered.

Item

Item number.

Description

Item description.

Delivery date

Delivery date of sales order.

Desired delivery date

Desired delivery date. (field rdr1.U_beas_requestdel).

Delivery confirmed

Check marked if confirmed. (field rdr1.U_beas_delconfirm)

Released for production

Check marked if released for production. (field rdr1.U_beas_delconfirm)

Released

Customer order released for delivery ? (field rdr1.U_beas_delconfirm)

Customer reference no

Optional, if reference number exists.

Project

Indicated if applicable.

Customer

Customer name.

Drawing number

Indicated if applicable.

Clerk

Person in charge "owner".

Ordered

Already ordered?

Sales order quantity

Current quantity in open sales orders (SAP-B1 reservation system, field oitm.iscommited).

Release production

Confirmation of delivery date from production. (field rdr1.U_beas_requestdel)

 

 

Lower area work order

All work orders are displayed which are linked to the customer order selected above. The behavior of the reservation is set up in: Configuration wizard > Production - Reservation – Receipt reservation only at

 

Field

Description

Document

Work orer document.

Customer

Customer from customer order.

Order

Work order number.

Name

Customer name .

Item

Item to be produced.

Reserved

Reserved goods for the selected customer order.

It deviates from "WO total" quantity only if receipt reservations are used. If in this case an assembly is posted in, the receipt reservation is reduced and a warehouse reservation is created.

Res.total

It is the quantity which was assigned based on the link from customer order to work order.

It deviates from "WO total" quantity only if receipt reservations are used. Only then can you assign an arbitrary quantity or subset to a customer order – independent from the quantity to be produced.

WO total

Total quantity from work order.

Delivery date

Delivery date as per work order.

Closed

Work order position closed?

Start

Planned start.

End

Planned end.

Locked

Work order locked.

 

 

Note:

The list does not include the inventory with the suggested "SHORTFALL" quantity. It is optimized for order-related production.

 

Right-click menu / Buttons

Function

Description

Filter

There are 3 different criteria according to which the customer orders can be filtered:

Only Orders with Shortage

All not completely delivered

Cancel

Closes the window "Customer order for work order".

Individual orders

A separate work order is generated for each customer order line.

Collective order

A single work order is generated for all selected customer order lines.

Merge

Merges several work orders into one. See merge.

Edit Work Order

Allows the customer order to be edited.

Inventory history

Opens inventory history.

Report Update

Updates the lists.

Pre-assign

Quantity to be produced is filled in automatically.

 

hmtoggle_plus1Change default filter

The default filter can be changed

- via Template: define additional filters

- via Script: set up a basic filter

 

2 variables are available

is_orderrelated_masterfilter = contains default filter

                restmenge > 0 and oitm_u_dipso='A'

                (Remaining quantity >0 and item is order related)

is_prodrelease = contains a second filter, which will be consider pressing button "Filter"

                oitm_u_beas_prodreleas='Y'

                 (Release item for production)

 

Use this script to display items which have not been not released for production

for MSSQL:

windowevent formload

setvar=is_orderrelated_masterfilter=restmenge>0 and oitm_u_dispo='A'

setvar=is_prodrelease=

end event

for HANA:

windowevent formload

setvar=is_orderrelated_masterfilter=restmenge>0 and oitm_u_beas_dispo='A'

setvar=is_prodrelease=

end event

 

 

back to Sales order to work order

Help URL: https://help.beascloud.com/beas202402/index.html?reiter_auftragsbezogen.htm