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.
- The part type must not be Remanufactured, Disassembly or
By-Product.
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.