You can reserve assemblies on a Discrete job for a specific sales order line whether or not the assemblies are Assemble-to-Order (ATO) items. You link both standard and non-standard Discrete jobs to sales orders by selecting one or more sales orders from the Sales Order window when you create the job. You can link one or more sales order lines with one or more jobs.

You can also enter the demand class for the job to help you track production by sales channel. When you are building final assembly orders, the demand class is automatically loaded based on the customer. You can enter any valid demand class.

When linking ATO sales orders and jobs, however, the following rules are applied:

• Assembly item cannot be a Pick-to-order item

• Sales order line item must be demanded, but not yet shipped

• Assembly item must be a standard item or an ATO item, not a model or an option

The WIP parameter, Respond to Sales Order Changes, determines the response to changes for configured sales orders and their linked Discrete jobs. Options are to ignore the sales order change or change the status of linked jobs to On Hold. When making changes to sales order lines with ATO items, this parameter is ignored by the system. See: WIP Parameters.

You cannot cancel jobs linked to sales orders without first undoing the links between them (see the task.

Prerequisites

• Define at least one discrete job. See: Defining Discrete Jobs Manually.

   To link a Discrete job with a sales order:

1. Navigate to the Discrete Jobs window.

2. Enter the Job name.

   Note: Once you chose a job or assign an assembly to a job, you can only select sales order lines that are for that assembly.

3. Choose the Sales Orders button. The Sales Order window appears.

4. Select one or more sales orders.

   You can select multiple sales orders as long as the total quantity allocated does not exceed the job quantity. You cannot select a sales order that has order lines that are currently being satisfied by a Flow schedule.

   Note: You can attach a sales order to a job before entering an assembly, start quantity, or demand class for a job. Work in Process defaults the assembly, start quantity, or demand class based upon the sales order you specify.

5. Enter the sales order Line.

   If you enter a line that also specifies a shipment number, the sales order shipment number is entered in the Ship Number field. You can specify a sales order line that does not include a sales order shipment number.

6. Enter the Quantity Allocated.

   This is the quantity of the sales order, line number, and shipment number combination that the discrete job fulfills.

7. Save your work.

   To link a Discrete job with an ATO sales order:

1. Select a Sales Order that has a line defined for the job's ATO item and demand class.

   You can select multiple sales orders as long as the total quantity allocated does not exceed the job quantity. You cannot select a sales order that has order lines that are currently being satisfied by a Flow schedule.

   Note: You can attach a sales order to a job before entering an assembly, start quantity, or demand class for a job. Work in Process defaults the assembly, start quantity, or demand class based upon the sales order you specify.

2. Enter the sales order Line.

   If you enter a line that also specifies a shipment number, the sales order shipment number is entered in the Ship Number field. You can specify a sales order line that does not include a sales order shipment number.

3. Enter the Quantity Allocated.

   This is the quantity of the sales order, line number, and shipment number combination that the discrete job fulfills.

4. Save your work.

   To view an ATO sales order linked with a discrete job:

1. Navigate to the Discrete Jobs window.

2. Choose Find from the Query Menu. See: Finding Discrete Jobs.

   To undo links between Discrete jobs and sales orders:

1. Navigate to the Sales Order window.

2. Enter the Job name.

3. Choose the Sales Orders button. The Sales Order window appears.

4. Select one or more sales orders.

5. Choose Delete from the Edit Menu to undo the link.

6. Save your work.

Over-completion Quantities Reserved to Sales Orders

You can reserve over-completion quantities from jobs linked to sales orders when using the Completion Transactions and Move Transactions windows. To reserve over-completions:

• The linked sales order must be open.

• You enter the sales order number for each completion line. This reserves the surplus amount, otherwise the over-completion is unreserved excess inventory.

   Over-completion Reservations and Multiple Sales Orders:

When multiple sales orders are tied to the same job, you can have instances where a job fulfilled by several sales orders is closed by over-completing only one order line. For example:

• JobA is a quantity of 200

• It is linked to Sales Order1 for 100, and Sales Order2 for 100, the completed quantities on both lines are reserved

• The over-completion tolerance for the job is 20 percent

  Note: Over-completion tolerance limits for discrete jobs are defined in the WIP Parameters window. See: Defining WIP Parameters

• 80 are completed referencing Sales Order1

• 120 completed referencing Sales Order2

The over-completion quantity meets the tolerance level, and the job status is changed to complete-even though Sales Order1 still has 20 units open linking to this job. You have several options to close this open record:

• Cancel the jobs linked to the sales order line

• Delink the jobs linked to the same sales order line

• Reduce the quantity on the jobs linked to the same sales order line

   Sales Order Over-shipments and Over-completion Reservations:

The over-shipment tolerance for the sales order is defined in Order Management. Depending on the tolerance settings for job over-completions and sale order over-shipments, it is possible to have job over-completions that are not reserved to the sales order. For example:

• JobA is for a quantity of 10, and linked to Sales Order1 for 10 each

• The over-completion tolerance is 20 percent for the job, and the over shipment tolerance is 10 percent for the sales order

• 12 are completed for Job A-an over-completion quantity of 2, (20 percent)

One of the over-completions is reserved to the job, the other is unreserved. You can reserve the other surplus by increasing the quantity on the picking transaction to reserve it to the sales order.