A customer calls and indicates that they want the quantity on their sales order increased, or they need to move the Request Date up. The sales team changes the sales order line without hesitation because, well, it is the sales team. No problem, right? Well….what if the sales order detail line in question has a related work order associated to it?
Changes on the sales side can be difficult, if not disastrous, for shop floor personnel depending on where the work order is at in the process.
When changes are made to sales order detail lines that have related work orders, how does this affect shop floor personnel that are responsible for the work orders? How is the shop floor group notified? Should they be notified? Is there a point in the work order process when it is too late to fulfill a sales order change?
The first step in the sales order/work order change process is to verify the version of Enter/Change Work Order (P48013) being called as defined in Processing Option 11 of the Versions tab of P4210. The associated version of P48013 should be defined with some thought as work order statuses are updated based on related sales order changes.
Processing options behind the Sales/Configured tab of the Enter/Change Work Order program (P48013) provide users the ability to define if, and how, they want to be alerted to changes to associated sales orders. To ensure that sales order changes will update associated work orders accordingly, the processing options behind the Sales/Configured tab of P48013 must be populated. The following processing options should be given serious consideration as changes to associated sales orders can have significant implications to the work order side.
- Held Status Code
- Changed Status Code (Before Cutoff)
- Changed Status Code (After Cutoff)
- Canceled Status Code
- Cutoff Status Code
To learn more about this process, see Sales Order & Work Order Status Change Process (Doc ID 651056.1).