Create Interim Order 

Explanation

This activity is used when you want to create an interim order from a customer order. The interim order can then be used to view or review the manufacturing structure, roll up item costs (potentially for use in cost plus pricing), and manually edit the structure. If the customer order line or sales quotation line is canceled, the interim order is removed. 

In an order itself, interim orders can also be used to test the bill of material (BOM) of a configured part.

Prerequisites

When creating the interim order from a sales quotation or customer order, the sales part must have been configured, i.e., a configuration ID must have been connected to the part. When creating the interim order from a customer order, the customer order must be in the Planned status. A structure revision/alternative must be in the Buildable status for the configuration of the inventory part.

System Effects

As a result of this activity, an interim order is created and the information can be viewed and reviewed. The number of the interim order is retrieved to the line from which the interim order was created, and the cost for the part is transferred to the line.

Window

Customer Order
Sales Quotation

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Sales Quotation
Sales Quotation/Quotation Lines
Package Structure (CO)
Package Structure (SQ)

Procedure

From the Customer Order window:

  1. Open the Customer Order window.
  2. Click the Order Lines tab.
  3. If the configured part is in a package structure, right-click and then select Package Structure.
  4. Select the line of the desired part, right-click and then select Configuration/Interim Order/Create.
  5. At the prompt, click OK.

From the Sales Quotation window:

  1. Open the Sales Quotation window.
  2. Click the Quotation Lines tab.
  3. If the configured part is in a package structure, right-click and then select Package Structure.
  4. Select the line of the desired part, right-click and then select Configuration/Interim Order/Create.
  5. At the prompt, click OK.