Sales Order to Work Order

Sales Order To Work Orders is the workspace where production planners turn open customer demand into Work Orders. It lists every Sales Order line and every Reserved Accounts Receivable Invoice line that still needs production, lets the planner type the quantity to make for each line, and creates the corresponding Work Orders in one click — individually, as a single collective Work Order, or merged through the Beas merge phantom.

The view can be found in the Beas Web Client analytics area and is opened from the launchpad.

The header filter bar narrows the Order-related table. Press Go to apply; the active filter set is reflected in the page URL so the same view can be shared as a link.

IMPORTANT: The two tables described below display both open and closed Work Orders.

The Order-related table lists, in a single grid, two kinds of open document lines:

Accounts Receivable Invoice lines — open lines from Reserved A/R Invoices (invoices that commit inventory but defer the stock movement). Regular A/R Invoices already moved stock at posting and do not appear here. The Source column distinguishes both kinds. Both are operated on with the same actions. Columns marked (not visible) are not shown by default and can be enabled from the column settings.

Column	Description
Planned Quantity	Editable cell. The quantity the planner wants to produce for this line. Empty or zero means the line is not selected for any creation action. Decimals follow the line's unit of measure.
Order Quantity	Quantity ordered on the document line.
Remaining Quantity	Open Quantity minus the quantity already covered by Work Orders linked to the line. This is the quantity still to plan.
Document Number	Sales Order or Reserved Invoice number.
Line	Position number of the line as shown on the source document.
Origin	Document type the line comes from: Sales Order or Reserved Invoice. Renders as a two-value combobox in the column filter.
Customer Code	Code of the customer the document belongs to.
Customer Name	Display name of the customer.
Item Code	Code of the item to be produced.
Item Description	Description copied from the sales document line.
Delivery Date	Promised delivery date of the document line.
Warehouse	Warehouse on the line. Used as the default for the resulting Work Order.
Unit of Measure	Inventory unit of measure of the item.
Open Quantity	Quantity remaining on the document line.
Quantity From Warehouse (not default)	Quantity available from the line's warehouse.
Create Date (not default)	Date the source document was created.
Customer Reference Number (not default)	Customer's reference number for the document.
Version (not default)	Item bill of materials version on the line.
Variant (not default)	Short variant code for variant-driven items.
Drawing Number (not default)	Engineering drawing number of the item, if any.
DIN (not default)	DIN / standard reference of the item, if any.
Match Code (not default)	Match code of the item.
Raw Material (not default)	Raw material code linked to the item, if any.
Item Group (not default)	Item group of the item.
Employee (not default)	Employee responsible for the line.
Project (not default)	Project linked to the line, if any.
Desired Delivery Date (not default)	Delivery date originally requested by the customer.
Delivery Confirmed (not default)	Checkbox indicating whether the delivery date is confirmed.
Production Release (not default)	Checkbox indicating whether the line is released for production.
Released (not default)	Checkbox indicating whether the document line is released.
Warehouse Name (not default)	Display name of the warehouse on the line.
Branch (not default)	Business place / branch the warehouse belongs to.
Inventory (not default)	On-hand stock of the item in the line's warehouse.
Total Inventory (not default)	Current total on-hand stock of the item across all warehouses.
On Order (not default)	Quantity of the item currently on open purchase or production orders.
Sales Order Quantity (not default)	Quantity of the item already committed to sales orders.

The toolbar above the Order-related table exposes four actions, in increasing order of consolidation.

Action	Icon	Behavior
Pre-Assign		Fills Target Quantity with Remaining Quantity on every row currently visible in the table. Re-clicking re-applies the Remaining Quantity even if the planner had typed a different value, so it can also be used to discard pending edits.
Create Work Order		Creates one Work Order for every row with Target Quantity > 0. Each Work Order is linked back to its source line. If one line fails, the others still go through and a summary toast reports successes and failures.
Create Collective Order		Creates a single Work Order with one position per selected line. Use it when several lines should share the same Work Order header but stay traceable as separate positions. The action is all-or-nothing — if any line fails, no Work Order is created.
Merge Work Orders		Creates a single Work Order whose header item is the merge phantom configured in Beas. Components are the union of the selected items' bills of materials, with shared components summed. Example: two finished products needing 2 + 3 of the same raw material produce a merged order with 5 of that raw material. The original lines stay traceable as merge sources. The action requires every selected line to have a warehouse — if none of the selected lines has one, the action is rejected with an inline error.

Quick planning of a backlog: apply Pre-Assign, then Create Work Order — every backlog line becomes a Work Order in one step.

Related Work Orders: When a row is selected in the Order related table, the Related Work Orders table lists every Work Order linked to that line — regardless of whether the source is a Sales Order or an Accounts Receivable Invoice. Both kinds of links are surfaced: Work Orders created directly from this line through Create Work Order or Create Collective Order. Merged Work Orders into which this line was rolled through Merge Work Orders. The merge phantom Work Order is shown so the planner can follow up on production even if the line is not the header of the merged order. The table is read-only. Its title shows the selected document and line.

Sales Order 20250065 - Line 1 or Accounts Receivable Invoice 7 - Line 1. Columns Columns marked (not visible) are not shown by default and can be enabled from the column settings.

Column	Description
Work Order	Work Order ID and position (two-line cell).
Item	Item code and description being produced by the Work Order.
Customer	Customer code and name the Work Order is allocated to.
Status	Production status: Closed, Completed, In Progress, Started, Not Started. The column filter renders as a combo box of these values.
Risk / Alert	Risk tags such as Delayed, Delay Alert, Quantity Risk or Blocked.
Quantity Progress	Visual progress bar comparing Actual Quantity to Planned Quantity, with the unit of measure as a suffix.
Planned Start	Date the Work Order is scheduled to start.
Sales Order Due Date	Promised due date of the source Sales Order line.
Work Order Delivery	Delivery date of the Work Order itself.
Operations	Per-operation progression dots; hover for the operation detail.
Sales Order (not default)	Sales Order number and line. Hidden by default because the same information appears in the table title.
Planned Quantity (not default)	Planned quantity to produce on this Work Order.
Actual Quantity (not default)	Quantity already produced on this Work Order.
Closed (not default)	Check box indicating whether the Work Order is closed.

Save raw material picks: when several lines share components, prefer Merge Production Orders so the shared materials are picked once. Spot orphans: click a row and watch the Related Production Orders table — if the Remaining Quantity is positive but the table lists Work Orders, those Work Orders may be partial and need a follow-up. Personalize columns: open the column settings to bring On Hand, On Order, Committed and Order On Hand into the Order related table for a stock-aware view.