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Refresh Production Orders with Reservations

  • 1.  Refresh Production Orders with Reservations

    GOLD CONTRIBUTOR
    Posted Feb 11, 2020 10:14 AM
    We are trying to create production orders that relate back to sales orders. We made the production orders from the sales order (using Planning>Create Prod. Order). We realized later that we didn't have work center calendars set up, so all our dates ended up in December. When we try to change the due date and refresh the production order, we get the following error:
    "Reserved Qty. (Base) must be equal to '0' in Prod. Order Line: Status=Firm Planned, Prod. Order No.=116493-WO, Line No.=10000. Current value is '11'."
    So my first question is how do you update the date on a production order that is created from a sales order?

    We also tried creating the production orders from the planning worksheet.
    So my second question: is there a way to tie production orders to sales orders when using the planning worksheet?




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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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  • 2.  RE: Refresh Production Orders with Reservations

    TOP CONTRIBUTOR
    Posted Feb 12, 2020 09:34 AM
    I'll address the easier of the two questions, "Is there a way to tie production orders to sales orders when using the planning worksheet?"

    Yes.  By establishing your Item with a Reordering Policy of "Order" the system will suggest supply in a 1:1 relationship to demand.  In doing so, the system creates the reservation entries that tie the Production Order back to the Sales Order.  Run the Planning Worksheet with MPS checked, create the suggested production order, then open the reservation entries to verify it is linked properly.

    Now for the harder of the two questions, "How do you update the date on a Production Order that is created from a Sales Order?"  I would extend the question a little bit to include "and keep the reservation link intact".  Since the reservations exist, it doesn't want you to make changes.  You would first cancel your reservation, adjust your dates, and then reserve the production order for the sales order again.  This is a manual and error prone process if someone were to get distracted during the process.

    You could try to run the Planning Worksheet and see if it suggests the date change for you.  Again, you would need to set the Item to Order prior to running the Planning Worksheet.

    Hope this helps.  Let me know how the Order policy works out for you.

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    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
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  • 3.  RE: Refresh Production Orders with Reservations

    TOP CONTRIBUTOR
    Posted Feb 12, 2020 11:44 AM
    Hi Joshua

    As Ben mentioned to change the date you must cancel the reservation between the two orders. You can then change the date on the Production Order and refresh to update the lines.

    If you do not reserve the Production Order again to the Sales Order and the dates are not the same - MRP will tell you to cancel the existing Prod Order and create a new Prod Order (with reservation if Order reorder Policy) with the same quantity and date as the Sales Order. With Order as the policy it will want both to be exact.

    If your dates are the same it will still tell you to cancel the original Prod Order and create a new Prod Order so it can make the reservation.

    So if you forget to re-reserve after you have done the change, and your reorder policy is Order, the system will have you recreate the Prod Order with the reservation regardless. The user can then carry this out (if they are ok with a different FP order number) or just go into the order and make the reservation manually.

    This leads to if you ever want to accumulate multiple sales order demand into 1 Production order. If you do, and "Order" reorder policy isn't ideal. It also leads to if you want a hard reservation which means you cannot ship inventory produced from any other Production Order.

    Again as Ben said, its a bit of a harder question.

    Hope this helped drive clarity on the Planning Worksheet side.

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    Jenn Claridge
    Manufacturing Consultant
    Sabre Limited
    Cambridge Ontario Canada
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