When you build a production hierarchy in Business Central, the customer-specific information from the sales line carries through to the related production orders and purchase orders. With the Document Customizer app, you can print that information directly on the production order report, so the people on the shop floor see exactly what the customer ordered.
You can also add manual notes on the production order line, for example a remark about colour or any other instruction for the production team. These notes print alongside the data inherited from the sales order.
The information flows all the way down through the hierarchy, even to a level 3 item such as a front hub, so each production order at every level shows the relevant sales order details.
How customer information flows from sales order to production order
Once you have set up the hierarchy, the customer-specific information on the sales line is transferred automatically to both the production order and the purchase order. This means the data you enter once on the sales order does not have to be re-keyed at later stages. It follows the order through to manufacturing and procurement.
On the production order line, the master data information you see comes directly from the sales order. The transfer happens through the hierarchy, so it reaches the items at the lower levels too. In the example shown, the production order is for the front hub, which sits as a level 3 item down in the hierarchy, and it still carries the sales order information.
Adding manual information on the production order line
Besides the data that comes automatically from the sales order, you can update the production order line manually with extra details. For instance, you might add a note that a specific colour is correct, or any other message you want to pass on to the production people. This gives you a way to communicate practical instructions without leaving the order.
Printing the information with Document Customizer
The Document Customizer app makes it possible to print all this information directly on the report. When you run the Print Production Order function with the Document Customizer report activated, the information shows up on the printed document.
On the printout you can see that the information is transferred to the header of the production order. This includes both the information that came from the sales order and the information you entered manually on the production order line. The result is a single production order document that shows the full picture to whoever is working on it.
Q&A
What information is transferred from the sales line to the production order?
The customer-specific information on the sales line is transferred to the production order and the purchase order once the hierarchy is set up. The master data information on the production order line comes directly from the sales order.
Can I add my own notes to a production order line?
Yes. You can manually update the production order line with extra information, such as a note about the colour or any other instruction you want to give to the production team. This prints together with the data inherited from the sales order.
How do I print sales order information on a production order?
Use the Document Customizer app. When you print the production order with the Document Customizer report activated, the information appears in the header of the production order, including both the data from the sales order and the details you entered manually.
Does the information reach items lower in the hierarchy?
Yes. The information flows down through the hierarchy to lower-level items. In the example, it reaches a level 3 item, a front hub, which still shows the information stated on the sales order.