Synchronize with BOM and routing

In this procedure you can compare manufacturing orders with BOM and routing and then synchronize the orders in an easy way with the BOM and routing. This might need to be done in several different cases.

A BOM and routing describes how a part should be manufactured. It can be a simple part, a fictitious, or a complex part with multiple levels. A manufacturing order is always created based on a current BOM and routing. If you make changes in a BOM and routing, it will not update the manufacturing orders which have already been created for the part. In certain cases it is desirable that these modifications should be implemented also for the already registered manufacturing orders, without having to delete and then add them again, or change them manually in the Register manufacturing order procedure. In these cases it is better to compare and synchronize manufacturing orders with BOM and routing. This comparison shows how the existing manufacturing order looks in relation to how a new manufacturing order would look according to the current BOM and routing.

The most common case is a separate part for which you have made changes in the BOM and routing, and that you then want to update the manufacturing order for that part. This is possible to do as long as these orders have status 1–3. It is possible to synchronize operations which are not started even if other operations for the part are started or reported.

Other cases are when you replace a material which is included in many operations. The material is replaced in the Material list procedure. In those cases, it is manufacturing orders for parts where these materials are included, where you want to use the synchronization.

In a business where you for example construct/build machines out of large structures it is often the case that the BOM and routing is not completely finished by the time you need to register the manufacturing order in order to start the work. Gradually, the design engineers will update the BOM and routing and then you want to be able to update the manufacturing order and in that way plan out the new parts which have been constructed. The additions that you then need to synchronize are mostly order oriented manufactured parts or fictitious parts. In this type of business, it is also common that manual replanning is done directly on manufacturing orders. Manual changes made on these manufacturing orders should in most cases not be affected by the synchronization.

Purchase orders linked to manufacturing orders

If a purchase is linked to a manufacturing order, the following will take place when synchronizing:

  • If a purchased material has been added in the BOM and routing, a purchase order will be created if P-order (Create purchase order) has been checked on the manufacturing order. This requires that the purchased part has the lot sizing rule Lot-for-lot or Linked requirement, and that it has a supplier link.

  • If quantity is changed on a material row, the existing material row will be updated with the correct quantity.
  • If a material is deleted, the link to the purchase order will be broken.
  1. You make a selection and configure settings for the orders you wish to synchronize and then click Load (Ctrl + L).
  2. Under the Synchronize tab you then see the result in the top part of the tab.
  3. There you select which orders you want to Include and then click the button Run synchronization check (Ctrl + R).
  4. For the order you selected in the upper portion of the window, you will in the Changes box see the differences in detail. You can also choose which of the actions should be Included. In the box called Order after synchronization you see what the result will be after synchronization.
  5. Again mark the orders you wish to Include in the upper portion of the window. If you make any changes of what to include (regarding nodes, operations, and material) in the Changes box, this will affect the box Order after synchronization if you click Update preliminary order (Ctrl + Shift + R).
  6. As the final step you save in the procedure to update the selected orders after the synchronization. It is possible to save multiple orders at the same time.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.