Cross-Referencing Demands to Supplies
The system provides you with several ways to cross-reference, or "hard-peg," your demand orders (such as estimate lines, customer order lines, parent jobs, transfer order lines, and project resources) to specific supply orders. As a result, in the planning calculations, a supply can only be used by the demand to which it is cross-referenced.
The table below provides links to other help topics that describe how to cross-reference various types of records in the system. Before following any of these links, however, see the sections below the table for additional information that applies to cross referencing in general.
| To peg this demand type... | To this supply type... | See this help topic |
|---|---|---|
| Job Material/Estimated Material | Sub-job | Cross-Referencing a Job Material to a Job |
| Job Material/Estimated Material | Transfer Order (at the To site) | Cross-Referencing a Job Material to a Transfer Order |
| Job Material | Purchase Order Requisition | Cross-Referencing a Job Material to a Purchase Order Requisition |
| Job Material | Purchase Order | Cross-Referencing a Job Material to a Purchase Order |
| Customer Order Line/Blanket Release | Job | Cross-Referencing a Customer Order to a Job Order |
| Estimate Line | Estimate Job | Cross-Referencing an Estimate to an Estimate Job |
| Customer Order Line/Blanket Release/Estimate Line | Transfer Order (at the To site) | Cross-Referencing a Customer Order to a Transfer Order |
| Customer Order Line/Blanket Release | Purchase Order Requisition | Cross-Referencing a Customer Order to a PO Requisition |
| Customer Order Line/Blanket Release | Purchase Order Line | Cross-Referencing a Customer Order to a Purchase Order |
| Customer Order Line/Blanket Release | Project Task | Cross-Referencing a Customer Order to a Project |
| Transfer Order (at the From site) | Job | Cross-Referencing a Transfer Order to a Job Order |
| Transfer Order (at the From site) | PO Requisition | Cross-Referencing a Transfer Order to a PO Requisition |
| Transfer Order (at the From site) | PO Line | Cross-Referencing a Transfer Order to a Purchase Order |
| Project Resource/Estimate Project Resource | Job | Cross-Referencing a Project Resource to a Job Order |
| Project Resource/Estimate Project Resource | PO Requisition | Cross-Referencing a Project Resource to a PO Requisition |
| Project Resource/Estimate Project Resource | PO Line | Cross-Referencing a Project Resource to a Purchase Order |
- If the
Source field contains
Inventory, no cross-reference is in place. The
Reference field defaults
to
Inventory if:
- the item's Stocked field is selected on the Items form, or
- (for a project resource) the item's Source is set to Transferred on the Items form.
- You cannot cross-reference an estimate line or an estimate material to a purchase order, purchase requisition, or project.
- You cannot cross-reference a supply to multiple demands (a cross-reference is a 1-to-1 relationship between a demand and a supply).
- When the APS Planning activity plans a cross-referenced demand and supply, and there is not enough supply quantity to satisfy the demand, the system allocates as much of the supply as is available and generates an exception message to alert you of the shortage.
- If the demand's due date is earlier than the cross-referenced supply's due date, the APS Planning activity generates the exception message "Move In Receipt." The APS Planning activity allocates the supply to the demand only if the supply's due date is before the demand's due date (including Supply Usage Tolerance).
If you are creating a cross-reference, copying the item's current bill of material to the supply record, and then customizing the bill of material, you must clear the Plan on Save field on the parent demand record before saving it and creating the cross reference.
Users who work in the Customer Order Lines, Project Resources, Service Order Lines, or Job Materials forms might not have the appropriate authorizations to open other forms that contain sourcing information about related jobs, projects, requisitions, transfer orders, item locations, purchase orders, or service orders. Use the Source tab and its sub-tabs on those four forms to quickly view details about the source transactions and determine when the source material is expected to be available.
Example: suppose you enter a customer order line item and save it with the Plan on Save field selected. When you then cross-reference the order line to a job and copy the BOM, the system uses the item current BOM instead of the job BOM when that job is planned. However, if you clear the Plan on Save field on the order line before cross-referencing, the Plan on Save field on the resulting job will be cleared by default (allowing you to then customize the job routing/BOM). For more information, see the Plan on Save help topic.