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Transferring Master Data from Sales Orders to Production Orders

Master Data on Documents
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

Just like it is possible to transfer master data from open documents to posted documents or from open sales orders to purchase orders.

It is also possible to transfer master data from a sales order to a production order.

That is of course, if you use the production module.

This means if I create a sales order and I add an item line like this, and we have whatever quantity, and I change the master data here on the item line, let’s say I want this one to be another size.

I want to add or tell the production which color this should be.

Let me just select the color here like this and maybe I want to change other information on this document or add information directly.

Let’s just say this is urgent and I’d like to tell them in the production area and I need to check mark the transfer to production order line information here, or fields for the lines that I want to transfer.

And there’s a default setup that you determine yourself and then I can manually as a salesperson change the setup here on the sales line.

So this now is, this one is now ready to create a production order With the standard functionality.

I would go into the planning and create a production order.

Let me just create a firm planned item order and it made order number 199 and let’s find this firm planned order And of course expect it to be the last one.

And what it does is that it transfers from the sales order line to the production order line, which means if it was a family order or a production order in here, uh, a bundle order, it will transfer per line of course.

So if, if I’m looking at my master data here, you can see it’s urgent, it’s in special color, uh, and so on.

And you can also update it.

So there’s a function to update master data from a sales order.

So if we change the sales order, let’s try to do that from the sales order.

I would like to change the master data and now just set it to very urgent or whatever I want to change.

Adding lines, removing lines, doesn’t matter.

And I’m opening my firm plan production order.

Again, it wouldn’t automatically update the production order.

So we need to fit it from the production order from here, from the line.

So if I’m looking at it now, it’s up, not updated, but if I’m fetching it, update master dates information from the sales order, it’ll update the master dates information, of course, from the sales order line to be up to date.

And then I can print it again if I’m still using paper or whatever.

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