Release order item technically
Description
With this module, sales order items are technically processed and released. A technical processing depends on the logistic identification of the part on the order item: If it is a production part, the order-specific production parts list can/should be generated for this part, if it is an order part, the requirement request can/should be made.
A text article on an order item is first treated logistically like an order part for technical release, a requirement request can (not necessarily!) be made. It should be noted that text articles do not have a unique identification or a separate MRP account, so it is not possible to check whether the text article has already been passed on to the purchasing department as a requirement request. It is therefore recommended to always check the document history of text articles carefully: a corresponding warning will be issued.
Functionality
Via the menu item 'Activities - Technology - Release order item' you reach the window 'Release order item'. When you select an order, all parts that have been set to the status 'Design check' appear.
By double-clicking you reach the window 'Release order item'. Here you can process the individual part, for example, by inserting a revised bill of material or by choosing
Edit order item' to switch directly to the order and edit the item there. In the field 'Characteristics' you can also insert or delete items from the characteristics list. You can also enter notes in the lower part of the window. Save your entries with OK.
With 'Release' you can complete the position. The status of the item is now set to 'Create bill of material' and released for the next departments.
If the button "Release" is pressed, the standard disposition is initiated. This means that either the item goes to the status warehouse reservation, a requirement request is created or a production bill of materials is exploded. The technical release then takes place automatically.
In the case of the auxiliary disposition menu items, the system first creates the subsequent document without the item already being technically released. This is also useful if you first explode the bill of material, then go to work scheduling for checking, and only release the item after the check.
Overhangs
If there is a stock on hand for a disposable part of the order item, a partial stock reservation is created via a stock reserve document if the option "Consume surplus quantities automatically" is set. If the complete order quantity is available, the complete order quantity is also reserved by the warehouse. In case of partial quantities, the reserved quantity is reduced by the following document (part request or requirement request).
Available production parts with minimum stock
These parts are always given the status 'stock reservation' when they are released for sale. If stock is available, a stock return document is automatically created during the technical release. If there is no stock and you want to produce these parts for this order, you must explode the production BOM (menu: "Edit->Production BOM->Explode"). Then the status of the order item changes to "BOM created".
Disposition
It is also possible to order a partial quantity for production parts from the technical release or to take it out of stock. For this purpose the menu is used, in which all possible entries are activated, if there is the possibility to use them here. There is one exception: If a stock-keeping part or an order part is in the order item, a partial quantity cannot yet be produced. The possibility of the partial disposition "production order" exists at the moment only for production parts that are available for disposition.
If the quantity of a posted partial MRP document is changed after a part request has been created, the quantity of the part request and the production order items are also changed. The production orders receive an identifier that they must be reprinted and appear again in the worklist.
Effects of technical release
In addition to the follow-on documents that are created during the technical release, the new status itself has the following effects. For example, only technically released items can be delivered. Otherwise, the creation of the delivery note would be cancelled.
On the other hand, the part that is hidden behind the sales item is frozen. Thus, all changes in the order item that would influence the part (attribute changes, for example) are prohibited.
List window
This window is used to list order items for which the technical release has not yet been performed. The technical release can also be reset in this window and the exploded bill of material can also be deleted.
| Menu item | Description |
|---|---|
| Edit | - |
| new | |
| : Positions | - |
| : : Edit | Edit selected position |
| : : Remove | Remove selected position |
| : : Release | Release selected position |
| : : Cancel release | Cancel release of the selected position |
| : : Edit order item | Edit order item directly |
| : : : Edit generated parts list | Edit generated parts list |
| Release all positions | Release all items |
| : Editing mode | - |
| : : Release | |
| : : Cancel release | |
| : Index | - |
| : : Formation | Build index |
| : : Delete | Delete index |
| Close | Close window |
| Symbol | Description |
|---|---|
 | Display document history |
 | Print transactions |
 | Exporting objects |
 | Edit order position |
| Field | Description |
|---|---|
| Mission | Order number |
| Position | Order item number |
| Order types | In this list you can select the order types to be searched for. To search click in the field of the order number and press Enter. This search can be used when searching for orders of a certain order type and not for the order number. |
| button | Description |
|---|---|
| Close | The window is closed. |
Input window
In this window the further processing of the order item can be controlled. The disposition can be started automatically according to the standard by simply releasing the position via the release button. However, if the order item is to be scheduled differently than it is normally scheduled, the menu can be used to decide which scheduling path this order item should take.
So if the part on the order item is normally withdrawn from the warehouse, the item is posted to the status warehouse reservation when it is simply released.
However, if the goods are to be produced directly for this order item due to a lack of stock, the production parts list can be created via the menu and the item can then be released. It then ends up in the production process and appears in the next parts planning as an order part to be manufactured in production.
Furthermore, a special bill of material, production comments and characteristics can be created and defined in this window, which control the further course of the production process (e.g. length specifications, material specifications, etc...)
If the production parts list is to be deleted again due to inadvertently incorrectly set characteristics, this can also be done via the menu.
Furthermore, it should be noted that for companies that automatically trigger the complete further processing (production order and all necessary dispositions) with the technical release of order items to be produced, it is possible to delete all automatically created subsequent documents when deleting the parts list. If several order items have been combined in a parts scheduling system, the release and parts list for all combined order items is carried out after a user query.
| Menu item | Description |
|---|---|
| Edit | - |
| : Production parts list | - |
| : : Dissolve | The order-related production bill of materials is generated - The disposition process of the order item is directed to production (even if the order part is normally an order part) |
| : : Care | The order-related production parts list can be edited |
| : : Delete | The order-related production parts list is deleted, the release, if it has been made, is also cancelled after a query Further optional possibility to take back completely processed order items to be produced from the order. In the technical release window, selecting " |
| : : Completely dismantle part | This is a shortcut to completely dismantle a part (see also Rebuild Parts List / Dismantle Parts). This function is only available for internal orders. When executing this function, the master BOM with the number "DISASSEMBLY" is set as the special BOM. If this bill of material does not exist, it must first be created as a bill of material without items. The same applies to the work plan "DISASSEMBLY", which may, however, contain the general work step "disassemble". After the special parts list and the special work plan have been set, the parts list is automatically exploded and the part to be dismantled is pulled into the parts list. Subsequently, all sub parts of the part to be dismantled are pulled into the parts list and marked as "to be dismantled". Then the parts disposition has to be done to schedule the disassembly. |
| : Gozintograph | - |
| : : Testing Create | The construction of the Gozintograph is being tested. In particular, this involves checking the completeness of the characteristic values of variant parts and checking the compatibility of the units of the quantity specifications. A check of disposition, production rolls, work plans, etc. is only carried out in the module parts request. |
| : : Create | The gozintograph is set up (can only be selected for internal production orders) |
| : : Display | The generated gozintograph is displayed (call of the module "part request") (Can only be selected for internal production orders) |
| : : Delete | The generated gozintograph is completely deleted (can only be selected for internal production orders) |
| : Requirement request | - |
| : : Create | A new requisition is created. The recipient of a higher-level provision group is copied to the requirement coverage request as the recipient. |
| : : Expand | An existing requirement request is extended by the part of this order item (the requirement request to be extended must be called up beforehand so that the corresponding maintenance app is already open). |
| : : Maintain | The requirement request can be edited. |
| : Service request | - |
| : : Create | A service call document is created. |
| : : Expand | If a service call document is created and the app is opened, the app is jumped to. |
| : : Care | If a service call document exists, it is called up for maintenance.... |
| : Camp reservation | - |
| : : Create a warehouse reserve document | |
| : : Care | |
| Technical processing | - |
| : : Release | The item is marked as technically finished. |
| : : Withdraw release | The marking of a finished, technical processing is removed. |
| : Approval Technology | - |
| : : Release | The item is technically released, i.e. in addition to setting a corresponding flag, the item is released in the business process for creating the gozintograph. |
| : : Cancel release | The release flag is removed. This is only possible if no subsequent document (gozintograph, purchase requisition) has been created yet. |
| Create time sheet | A new time sheet is linked to the order item. This is used to record the effort (costs) required for the technical processing of the order. |
| Symbol | Description |
|---|---|
 | Save changes. |
/  | Edit order item. Depending on the type of order (customer or internal (warehouse) order), the symbol displayed changes. |
| Display document history. |
 | Display part. |
 | Explode bills of material (can only be selected for production part, but then also only if no requisitions have been created). |
 | Create requisition (only selectable for a purchased part or if a requisition has been created). |
 | Extend requirement (only selectable for a purchased part or if a requirement has been created). |
 | Create time sheet. The time sheet mask is opened and automatically preset with the employee and the predecessors, in this case the order items. |
| Field | Description |
|---|---|
| Order item | Output of the number of the order item. All identifiers of superordinate documents (up to the order header with the order number) are also output. |
| Quantity | Quantity of the order item. |
| Part number | This is the number of the part, not the number of the sales roll of the part specified in the order item. |
| Description | Description of the part (not the sales roll). |
| Logistics Control | - |
| : Logistics-KZ | Logistics identification of the part. |
| : Provision | Provision identifier of the part. |
| Manufacturing | - |
| : Standard parts list | The standard BOM defined in the master and assigned to the order part. If no special BOM is entered or a preliminary costing is specified, this is used to generate the production BOM. |
| : Special parts list | If another master BOM is to be used for the order part, it can be stored here. If a preliminary costing is entered, this entry is skipped. |
| : Standard work plan | The standard routing defined in the master and assigned to the order part. If no special routing is entered or a preliminary costing is specified, this is used to generate the routings in the production order. |
| : Special work plan | Selected special routing - or self-created one-off routing. Clicking on the button "Special routing" opens a context menu that offers the possibility to select, create or edit a special routing. When creating a special task list (one-time task list), a task list header is created and linked to the order item. This cannot be found via the normal routing search in the master and is only valid for this order item. It immediately receives the reference quantity 1 from the unit of the order item quantity and the order number as the routing number. The processing screen for this routing opens immediately after creation and can be processed as if it were a normal master routing -> One-off production topic. If a preliminary costing is specified, this entry is also read over. |
| : Special drawing | Reference to a special drawing (only informative field). |
| : Pre-calculation | If one or more preliminary costings were made on / with the order item, these are listed in the drop box. If one of these preliminary costings is selected, the resources (parts and workplaces) of the selected preliminary costing are binding for all subsequent documents of the order item. I.e. the parts of the preliminary cost estimate flow into the production bill of materials, the work centres of the preliminary cost estimate into the production routing. If the item is not an order item, the combo box is locked. |
| Features | - |
| : List | |
| Release Note |
| button | Description |
|---|---|
| Back | The app is closed. |
| Save | Changes are saved. |
| Finished editing | The order item is marked as technically finished. |
| Release | The order item is technically released. |
Related topics
Technical documentation
Technically release order item
Module name
salesOrderEngineeringEdit.app
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| ATTRIBUTE_SELECTED | |||
| BILL_OF_MATERIAL_SELECTED | |||
| EDIT_SALES_ORDER_ENGINEERING | |||
| ORDER_ITEM_TECHNICAL_CHANGED | |||
| LIST_SALES_ORDER_ENGINEERING | |||
| SELECT_WORKFLOW_LOGGINGS |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| ASK_YES_NO | |||
| EDIT_BILL_OF_MATERIAL | |||
| EDIT_ORDER_ITEM | |||
| EDIT_SALES_ITEM | |||
| EDIT_SALES_SET | |||
| EDIT_TECHNICAL_ORDER_ITEM | |||
| LOGGINGS_SELECTED | Booking object, recipient | Bookings were selected | |
| ORDER_ITEM_TECHNICAL_CHANGED | |||
| SELECT_ATTRIBUTES | |||
| SELECT_BILL_OF_MATERIAL | |||
| SELECT_SALES_ITEM | |||
| SELECT_SALES_SET | |||
| SHOW_PREVIEW | Widget | Print Preview | Print Preview |
| SHOW_TXN_HISTORY |
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