Cross-Referencing a Customer Order to a Job Order

Cross-referencing creates a link between the customer order line and the job order for Job Packet reference and order status inquiries. Also, when you cross-reference a job to a customer order, the supply that job creates is reserved for that order; no other order can use it.

  1. On the Customer Order Lines form, add a new line item to an order.
  2. On the Source tab, in the Source field, specify Job.

    If this item's record on the Items form has the Stocked check box cleared and the Source field set to Manufactured, Job is automatically selected here.

    Note: Non-inventory items cannot be sourced to jobs.
  3. Perform one of these options:
    • To cross-reference the customer order line to an existing job:
      • In the unlabeled field next to the Source field, specify the job number.
      • In the second unlabeled field, specify the suffix, if available, for the job order.
      • In the third unlabeled field, specify an operation number to cross-reference to a specific operation.
    • To create a new job and assign a particular job number, specify the job number.
    • To create a new job and allow the system to assign a job number, leave the field blank.
  4. If your planning mode is APS, select or clear the Plan On Save check box. See the description of the field for more information.
  5. To save the record, select Actions > Save.
  6. Click Source.

    This message is displayed: "Cross-reference will be performed from Customer Order to Job."

  7. Click OK.

    The job header information is automatically created and the job number and reference are inserted into the Source field. However, you must still create or copy the job's routing.

  8. Optionally, to display the cross-referenced job, click Source again.

    Notice that the job's end date defaults from the customer order line's Due Date.

  9. To create sub-jobs for subassemblies that are cross-referenced to the customer order line, open the Copy Routing BOM form.
  10. Perform one of these actions:
    • To use the current routing/BOM to create the sub-jobs, in the From Category field, specify Current.
    • To use a different job's routing/BOM, specify Job.
  11. In the Copy Indented BOM field, specify Yes.
  12. Perform one of these actions:
    • If you specified Current in the From Category field, then in the From Item field, specify the item number from which to copy the current routing/BOM.
    • If you specified Job in the From Category field, then in the From Job field, specify the job from which to copy the job routing/BOM.
  13. In the To Category field, specify Job.
  14. In the To Job field, specify the ID of the job to which you cross-referenced the CO line item in the previous steps.
  15. Click Process.

    This activity copies the routing/BOM to the cross-referenced parent job and creates sub-jobs for each subassembly in the routing/BOM.

    Note: 
    • When you plan these sub-jobs (whether by clicking the Get ATP/CTP button or by running the APS Planning activity), the supply will be "hard-pegged" to the order line. If changes occur in availability of resources and/or supplies, you will need to respond to the appropriate exception messages. With the normal "soft-pegging" the system performs with non-cross-referenced jobs, the system reallocates materials automatically as availability or demands change.
    • After you move quantities from a cross-referenced job into inventory, the cross-reference is broken and the on-hand inventory can be used by any demand.
    • You can cross-reference to a range of jobs using the Material Planner Workbench form.