Linking ATO Sales Orders and Discrete Jobs
You can link a standard discrete job for an ATO item and an ATO sales order. You can link a single sales order line with many jobs or link multiple jobs to a single sales order line.
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.
Rules for Linking
The following rules are applied when linking sales orders and jobs:
- 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 an ATO item, not a model or an option
Prerequisites
To choose a sales order assembly:
Attention: Once you chose a job or assign an assembly to a job, you can only select sales order lines that are for that assembly.
3. Choose the Sales Orders button. The Sales Order window appears.
To link a discrete job with an ATO sales order:
1. Select a Sales Order that has a line defined for the job's ATO item and demand class.
You can select multiple sales orders as long as the total quantity allocated does not exceed the job quantity.
Attention: 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.
2. Enter the sales order Line.
If you enter a line that also specifies a shipment number, the sales order shipment number is entered in the Ship Number field. You can specify a sales order line that does not include a sales order shipment number.
This is the quantity of the sales order, line number, and shipment number combination that the discrete job fulfills.
To view an ATO sales order linked with a discrete job:
See Also
Overview of Configure to Order