Create Interim Order 

Explanation

This activity is used to create an interim order from a sales quotation or a customer order. The interim order can then be used to view or review the manufacturing structure, roll up item costs (potentially for use in cost plus pricing), and manually edit the structure. If the sales quotation line or customer order line is cancelled, the interim order is removed. 

In an order itself, interim orders can also be used to test the bill of material (BOM) of a configured part.

To create an interim order for a sales quotation from the:

• Sales Quotation page: Select the desired line on the Lines tab, click Configuration and then Create (Interim Order).
• Sales Quotation Lines page: Select the desired line, click Configuration and then Create Interim Order (Interim Order).

To create an interim order for a customer order from the:

• Customer Order page: Select the desired line on the Lines tab, click Configuration and then Create (Interim Order).
• Customer Order Lines page: Select the desired line, click Configuration and then Create (Interim Order).

Prerequisites

When creating the interim order from a sales quotation or customer order, the sales part must have been configured, i.e., a configuration ID must have been connected to the part. When creating the interim order from a customer order, the customer order must be in the Planned status. A structure revision/alternative must be in the Buildable status for the configuration of the inventory part.

System Effects

As a result of this activity, an interim order is created and the information can be viewed and reviewed. The number of the interim order is retrieved to the line from which the interim order was created, and the cost for the part is transferred to the line.

Pages

Customer Order
Customer Order Lines
Sales Quotation
Sales Quotation Lines

Activity Diagrams

Enter Customer Order, CTO
Enter Sales Quotation, CTO
Handle Sales Quotation