When you work with configurable items in Microsoft Dynamics 365 Business Central, you can build a complete production order hierarchy directly from either the production order or the sales order. The Orders in Hierarchy functionality lets you create and refresh the underlying orders in one step.
After the planner adjusts the components and routing for a modified version of an item, you can build the full hierarchy and calculate the price based on that hierarchy. This works the same way whether the planner starts from the production order or the salesperson starts from the sales order.
Building the production order hierarchy after planning
Once the planner has prepared the production order, that includes changing the component and routing tied to the modified version of the item number, you can build the complete hierarchy. This is done from the production order using the Orders in Hierarchy functionality.
Building the hierarchy from the sales order
The same task can also be handled from the sales order. The salesperson can use Orders in Hierarchy and choose Create and Refresh. This builds the complete order hierarchy of the underlying order, so you don’t need to switch over to the production side to get the full structure in place.
Calculating the price on the full hierarchy
Once the hierarchy is built, you have the full structure available in the sales order. From there you can calculate the price based on that complete hierarchy. This gives you an accurate price that reflects the modified components and routing rather than a generic standard cost.
Q&A
Where can I build a production order hierarchy in Business Central?
You can build it from either the production order or the sales order. Both use the Orders in Hierarchy functionality, so the planner and the salesperson can each create the full hierarchy from their own starting point.
How do I build the complete order hierarchy from a sales order?
Use the Orders in Hierarchy option on the sales order and choose Create and Refresh. This builds the complete hierarchy of the underlying order.
Can I calculate the price on a modified configurable item?
Yes. After the planner adjusts the components and routing for the modified version of the item and you build the full hierarchy, you can calculate the price directly on that hierarchy.