How to Plan Project Orders

This planning task starts from a sales order and uses the Sales Order Planning window. Once you have created a project production order, you can plan it further by using the Order Planning window.

To create a project production order

  1. Choose the Search for Page or Report icon, enter Sales Orders, and then choose the related link.
  2. Select the sales order that represents the production project, and then choose the Planning action.
  3. In the Sales Order Planning window, choose the Create Prod. Order action.
  4. In the Create Order from Sales window, in the Order Type field, select Project Order.
  5. Choose the Yes button.
  6. Choose the Search for Page or Report icon, enter Production Orders, and then choose the related link.

  7. Open the production order just created.

    Notice that the Source Type field of the production order contains Sales Header and the order has multiple lines, one for each sales line item that must be produced.

  8. Choose the Planning action.
  9. In the Order Planning window, choose the Refresh action to calculate new demand.

The order header line for the project order is displayed with all unfulfilled demand lines expanded under it. Although the production order contains lines for several produced items, the total demand for all production order lines is listed under one order header line in the Order Planning window, and the original customer name is displayed. You can now proceed to plan for the demand as described in How to: Plan for New Demand Order by Order.

NOTE

Demand lines in the project production order that have Prod. Order in their Replenishment System field represent underlying production orders. After you have generated these production orders, you must again calculate a plan in the Order Planning window to identify any unfulfilled component demand for them. In that case, they are displayed as demand lines under a normal production order header line, meaning, the project relation is no longer visible in the window. However, if you are using the Order Tracking feature, then you can look back and forth to all supply orders made under the original sales order.

See Also

Planning
Setting Up Manufacturing
Manufacturing
Inventory
Purchasing
Design Details: Supply Planning
Setup Best Practices: Supply Planning
Working with Dynamics NAV


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