Order-related tab

Use this list for creating work orders for order-related items or pre-invoices".

Window settings and templates are supported.

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

SO2WO_SAPStyle

Window fert_kdauftrag_zu_fertauftrag.psr

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.

Note:

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

If Reservation is not active, the field "Missing" is not always working correctly. See field description for more details.

SAP Business One

Field description

Field

Description

...

Barrel icon: As for reservation, it displays the already produced quantity.

Grey: goods produced, but planned quantity not reached.

Green: required planned quantity produced.

Red overflown: too much produced.

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:

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 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. Behavior of reservation is set up in: Configuration wizard > Production - Reservation – Receipt reservation only at

Field	Description
Document	WO 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	Total quantity assigned to the selected customer order. 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".
Create Work Order	A separate work order is generated for each customer order line.
WO Summary	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.

Change default filter

back to sales order to work order

Help URL: https://help.beascloud.com/beas202106/index.html?reiter_auftragsbezogen.htm