When you produce to order in Microsoft Dynamics 365 Business Central, you start by creating the top-level production order before you build the rest of the production hierarchy. This lets you adjust components and routing for a specific customer order before the changes flow down through the underlying structure.
To modify the top-level production order, cancel the prompt that suggests creating the full hierarchy. Create the top-level order first, make your changes, and build the hierarchy afterwards.
On the top-level production order you can change component quantities, delete component lines, add more items, and adjust the routing. The changes you make at the top level carry down through the hierarchy.
Start with the sales order line and the item
The process begins on the sales order line for the item you want to produce. Make sure you have found the correct item, and update or change the master data on that specific item if you need to. Once the sales order line is in place, you create the top-level production order from it.
Cancel the hierarchy prompt to modify the production order first
When you create the production order, Business Central suggests creating the full production hierarchy in the same step. If you want to modify the order, don’t continue with that suggestion. Cancel the prompt and create the hierarchy afterwards instead.
This gives you the top-level production order on its own, which you can open and work with before the rest of the structure is generated.
Modify components and routing on the top-level production order
On the top-level production order you can adjust the components and the routing for this specific customer. That includes:
- Changing component quantities
- Deleting component lines
- Adding more items
You make these changes at the top level, and they then drill down through the hierarchy when you build it. This is why you create the top-level production order first: it gives you a single point where your customer-specific adjustments are made before they propagate to the rest of the production structure.
Q&A
How do you modify a production order before creating the full hierarchy in Business Central?
Create the top-level production order first. When Business Central prompts you to create the full hierarchy, cancel it. Make your changes on the top-level production order, then build the hierarchy afterwards.
What can you change on the top-level production order?
You can change component quantities, delete component lines, add more items, and modify the routing for the specific customer. These changes drill down through the hierarchy when you build it.
Where does the produce-to-order process start?
It starts on the sales order line for the item you want to produce. Find the correct item, update the master data if needed, and then create the top-level production order from the sales order line.