With master data information, you can transfer master data from sales orders to assembly orders, and in the setup you set it up to be check mark in the transfer to production order field.
With master data information in Microsoft Dynamics 365 Business Central, you can transfer master data from sales order lines to assembly orders and production orders. The setup is controlled by the “Transfer to Production Order Line” check mark in the Master Data on Document setup. This check mark works for both production orders when you run the production module and for assembly orders when you use assembly BOMs, including the standard Essentials assembly functionality.
When you enter a sales order line for an item set up as assemble-to-order, the master data information is added automatically and the assembly order is created when you enter the quantity. The fields you have marked for transfer are pushed to the assembly order. Fields that are not marked, such as tire type in the example, are not transferred unless you check them.
If you change the master data on the sales order after the assembly order exists, you can pull the updated information into the assembly order using the “Update Master Data Information from Sales Order” action on the assembly order.
How to set up master data transfer to production and assembly orders
The setup lives in the Master Data on Document setup. Here you decide how master data fields behave on your documents. The key field is the check mark called “Transfer to Production Order Line”.
This check mark is used in two scenarios:
- Production orders, if you run the production order module using a production BOM
- Assembly orders, if you use the assembly module with assembly BOMs, including the standard Essentials setup using assembly BOMs
The check marks in the setup determine exactly which master data fields are transferred to the resulting order. If a field is not marked, it stays on the sales order line and is not copied to the assembly or production order.
Transferring master data from a sales order to an assembly order
Start by creating a sales order. Add a sales order line for an item that is set up to be assembled to order with an assembly BOM.
As soon as you enter the line, the master data information is attached. The assembly order itself is created when you enter the quantity. Before that point, you can already open the master data information on the line to see what has been applied.
In the example, you might know that the tire width should be 28 inches and you also know the color. You can enter those values directly on the line. The fields that are set up for transfer in the Master Data on Document setup are pushed to the assembly BOM. A field like tire type, which is not set up for transfer, is left out unless you check it specifically.
When you enter the quantity, the assembly order is created. Navigate into the assembly order using the standard functionality to open the assembly order document. On the header, you can see the transferred master data information, in this case the 28 inches and the color.
Updating master data on an assembly order after a change on the sales order
You can change the master data on the sales order at any time and pull the change into the assembly order. Go back to the sales order and update the master data information. For example, correct a color that was entered wrong, add another size, or add some extra text.
Make sure the relevant fields are marked for transfer. If you want the tire type to follow along too, check it. The check marks decide what gets transferred to the assembly order.
Then navigate back into the assembly order. Before updating, the master data information on the assembly order still shows the old values. Run the action “Update Master Data Information from Sales Order”. This pulls the current information from the related sales order onto the assembly order, and the master data is updated with the new values.
This means you can create an assembly order, change the information later, and pull it from the sales order to the assembly order whenever you need to.
Q&A
Which check mark controls whether master data is transferred to assembly and production orders?
The “Transfer to Production Order Line” check mark in the Master Data on Document setup controls it. The same check mark applies to both production orders run through a production BOM and assembly orders run through an assembly BOM.
When is the assembly order created when I add master data on a sales order line?
The master data information is attached as soon as you enter the line, but the assembly order is created when you enter the quantity. You can view the master data on the line before the assembly order exists.
Why is a field like tire type not transferred to my assembly order?
Because that field is not set up for transfer in the Master Data on Document setup. Only fields with the transfer check mark are copied to the assembly order. Check the field if you want it to be transferred.
Can I update master data on an assembly order after changing it on the sales order?
Yes. Change the master data on the sales order, make sure the relevant fields are marked for transfer, then run “Update Master Data Information from Sales Order” on the assembly order. This pulls the current values from the related sales order onto the assembly order.