The system provides you with several ways to cross-reference, or "hard-peg," your demand orders (such as estimate lines, customer order lines, parent jobs, transfer order lines, and project resources) to specific supply orders. As a result, in the planning calculations, a supply can only be used by the demand to which it is cross-referenced.
The table below provides links to other help topics that describe how to cross-reference various types of records in the system. Before following any of these links, however, see the sections below the table for additional information that applies to cross referencing in general.
| To peg this demand type... | To this supply type... | See this help topic |
|---|---|---|
| Job Material/Estimated Material | Sub-job | Cross-Referencing a Job Material to a Job |
| Job Material/Estimated Material | Transfer Order (at the To site) | Cross-Referencing a Job Material to a Transfer Order |
| Job Material | Purchase Order Requisition | Cross-Referencing a Job Material to a Purchase Order Requisition |
| Job Material | Purchase Order | Cross-Referencing a Job Material to a Purchase Order |
| Customer Order Line/Blanket Release | Job | Cross-Referencing a Customer Order to a Job Order |
| Estimate Line | Estimate Job | Cross-Referencing an Estimate to an Estimate Job |
| Customer Order Line/Blanket Release/Estimate Line | Transfer Order (at the To site) | Cross-Referencing a Customer Order to a Transfer Order |
| Customer Order Line/Blanket Release | Purchase Order Requisition | Cross-Referencing a Customer Order to a PO Requisition |
| Customer Order Line/Blanket Release | Purchase Order Line | Cross-Referencing a Customer Order to a Purchase Order |
| Customer Order Line/Blanket Release | Project Task | Cross-Referencing a Customer Order to a Project |
| Transfer Order (at the From site) | Job | Cross-Referencing a Transfer Order to a Job Order |
| Transfer Order (at the From site) | PO Requisition | Cross-Referencing a Transfer Order to a PO Requisition |
| Transfer Order (at the From site) | PO Line | Cross-Referencing a Transfer Order to a Purchase Order |
| Project Resource/Estimate Project Resource | Job | Cross-Referencing a Project Resource to a Job Order |
| Project Resource/Estimate Project Resource | PO Requisition | Cross-Referencing a Project Resource to a PO Requisition |
| Project Resource/Estimate Project Resource | PO Line | Cross-Referencing a Project Resource to a Purchase Order |
After a cross-reference is created, you can change it by either removing the line item or changing the cross-reference information, thus deleting the cross-reference. When this happens, the system displays a warning message indicating the cross-reference will be unlinked.
To view unlinked references, you can filter on the Unlinked Reference check box. You can then do one of the following:
NOTE: This section applies to APS.
If you are creating a cross-reference, copying the item's current bill of material to the supply record, and then customizing the bill of material, you must clear the Plan on Save field on the parent demand record before saving it and creating the cross reference.
For example, suppose you enter a customer order line item and save it with the Plan on Save field selected. When you then cross-reference the order line to a job and copy the BOM, the system uses the item current BOM instead of the job BOM when that job is planned. However, if you clear the Plan on Save field on the order line before cross-referencing, the Plan on Save field on the resulting job will be cleared by default (allowing you to then customize the job routing/BOM). For more information, see the Plan on Save help topic.
The Material Planner Workbench form allows you to create cross-references for a range of line items. See Cross-Referencing a Range of Line Items for steps.
To cross-reference a customer order line for a configured item to a job order:
NOTE: For items that have been configured using the Features and Options/Product Configurator feature, there are no special steps needed for cross-referencing. The configured "new part" is built along with the current routing/BOM. This new configuration is visible to the plan when you save your record. At that time, the system creates a new item number with routing/BOM.
About Cross-Referenced Blanket Releases and Order Shipping
Receiving Cross-referenced Items
SyteLine Service Cross Reference