Product documentation
Project management and accounting > Project logistics > Purchasing components for production
Production control > Inquiries and reports > Purchasing components for production
In a make to order scenario, it is valuable for the account manager for the customer, or the supply chain manager to have a clear status overview of all components and parts that are needed for the production.
This form displays concise information on the project, customer delivery name, order number and confirmed ship dates, together with all parts that are purchased directly for the related production order and the sub production orders.
Green symbols are OK, orange symbols require attention and red symbols are a call to action.
The button Update order status recalculates the fields Component status, Allocated and Reserved for all production BOM lines of not ended production orders.
| Field | Description | Remark |
| Production | Production order or batch order |
|
Project ID |
Project on the sales order |
|
|
Reference number |
Sales order or transfer order |
Filled if the production order is supplying a specific sales or transfer order, or a sub (sub..) production order supplies a production order that is supplying a sales or transfer order |
|
Delivery name |
Delivery name on the sales order |
|
|
Confirmed ship date |
Confirmed ship date on the sales order |
|
|
Reference production |
Main production order |
|
|
Reference level |
0 = main production order, 1 = sub production order etc. |
|
Main item number |
Main item |
Item to be produced |
|
Component status |
Icon and text for the component status |
|
|
- Asterisk |
- Created |
Purchase order document status = None |
|
- Hour glass |
- Wait for confirmation |
Purchase order sent, purchase order line has no confirmation date |
|
- Calendar |
- Confirmed on time |
Confirmed delivery date before raw material date |
|
- Yellow triangle |
- Confirmed critical |
Confirmed delivery date = raw material date |
|
- Calendar flash |
- Confirmed date passed |
Confirmed delivery date before today but material not received |
|
- Truck |
- Expected today |
Confirmed delivery date is today |
|
- Red square |
- Confirmed delayed |
Confirmed delivery date later than raw material date |
|
- Red diamond |
- Delayed |
Confirmed date has passed without receipt, raw material date is after today |
|
- Red X |
- Material shortage |
Confirmed date has passed without receipt, raw material date was today or in the past |
|
- Site |
- Material received at dock |
Material at dock, open purchase work line exists |
|
- Green square |
- Material available |
Material available in warehouse, no open purchase put work |
|
- Forklift |
- Picking materials |
Raw material picking work open or in progress |
|
- Green circle |
- Material at work center |
|
- Green checkmark |
- Picked |
Raw material is picked at the work center |
|
- Black circle |
- Ready to subcontract |
|
- Half star |
- Quality |
Open or failed quality order exists on purchase order line or production order |
|
Item number |
Component item |
Item that is purchased and will be consumed |
|
Product name |
Component item name |
|
|
Estimated |
Estimated quantity |
|
|
Unit |
Unit for estimated quantity |
|
|
Raw material date |
Date on which the raw material is needed |
This date (and time) is used by the master planning |
|
Reference number |
Purchase order |
|
Vendor account |
Vendor |
|
|
Confirmed |
Confirmed date purchase order line |
|
|
Allocated |
Physical product allocated against on hand, or pegged supply by dynamic plan |
|
Reserved |
Physical reserved |
Production control > Periodic tasks > Update order status
This batch job can be scheduled in batch e.g. a few times per day. It will update the status on production orders and production order BOM lines.
Project management and accounting > Project logistics > Project components
Projects > ribbon tab Manage > button Project components
To view the supply status of all materials and services for a project that are on item requirement lines or on sales order lines that are releated to the project, Advanced Production Control offers a very efficient screen that gives a complete overview.
The component status is similar to the same field in the form Purchasing components for production. Services and not-stocked items are included as well.
Green symbols are OK, orange symbols require attention and red symbols are a call to action.
Group by Project and Project activity is possible.
The button Update status recalculates the fields Component status, Allocated and Reserved, Fail and more for the selected item requirement lines and project-related sales lines.
The button Firm will turn a planned purchase order (or planned production order) into a real purchase order (or production order).
The button Supply order opens the related purchase order, planned purchase order, RFQ, production order transfer order etc.
No setup required.
| Field | Description | Remark |
| Project ID |
|
Sales order |
Sales order or item requirement order |
|
|
Item number |
||
|
Product name |
||
|
Quantity |
Sales quantity |
|
|
Unit |
Sales unit |
|
|
Component status |
Status of the component, similar to the form Purchasing components for production (and project) |
Update status |
|
Confirmed receipt date |
Date confirmed by vendor |
Update status |
|
Demand date |
Date on which the demand should be covered |
|
|
Supply type |
Purchase order, Production order etc. |
Update status |
|
Supply order |
Order number |
Update status |
|
Allocated |
On hand allocated by dynamic plan |
Update status |
|
Reserved |
Full line physically reserved |
Update status |
|
Fail |
Last quality order failed |
Update status |
|
Activity number |
WBS task ID |
|
|
Purpose |
WBS task name |
|
|
Site |
||
|
Warehouse |
||
|
Activity start |
WBS task start date |
|
Activity end |
WBS task end date |
|
|
Delivery name |
Sales line name |
|
|
Confirmed ship date |
Sales line confirmed date |
|
|
Vendor account |
Purchase order vendor |
Update status |
|
Number of delay days |
Delayed days according to dynamic plan |
Update status |
|
Delayed to date |
Delay date according to dynamic plan |
Update status |
|
Volume |
Gross volume of the items |
Update status |
|
Gross weight |
Gross weight of the items |
Update status |
|
|
Note
Project management and accounting > Periodic tasks > Update project component status
This update can run in batch, e.g. a few times per day.
Sales and marketing > Sales orders > Open orders
Sales and marketing > Sales orders > All sales orders > ribbon tab General > button Sales order components
Similar to Project components, this form displays all open sales lines (of the current sales order). It provides a fast overview whether the order can be shipped or what is the next action to take.
Buttons:
The dynamic plan is used for determining some statuses.
The fields are the same as in the form Project components.
No setup required.