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Production Orders

info

This feature is only available with the Premium experience in Business Central

Business Value

Some companies plan production in a different system to Business Central. Importing this data from Excel reduces manual data capture and improves productivity.

Feature Details

This feature allows you to import all types of production orders from the associated lists. You can use this feature to import new production orders and update existing production orders. The import will enable you to refresh production orders immediately after importing them so that the production orders are ready to perform further processing. Refreshing the production orders also ensures that the component and capacity demand gets considered in Business Central.

Settings

The import template provides the following settings:

Update Method

This is a common setting available on templates that support updating existing records. This setting allows you to specify your intent so that you do not get unexpected results. The supported options for this template are:

Setting ValueDescription
AddOnly add new production orders. The import is cancelled if one or more production orders already exist with the same numbers imported from the file.
Update/AddUpdate existing production orders and add new production orders.
Update/SkipOnly update production orders that already exist in Business Central. If a production order does not exist, it will be skipped without causing an error.

Refresh Production Orders

This setting allows you to trigger the refresh of production orders immediately after importing the data.

Setting ValuePurpose
Yes – Use default optionsSpecifies that the refresh gets executed, but the user does not change any values on the request page.
Yes – Open Request PageSpecifies that the request page gets opened after the import where you can choose the scheduling direction, etc.
NoSpecifies that the orders only get imported.
caution

You cannot refresh the production orders you update if you have already processed transactions against them. If you try to do this, an error will occur and the import will be cancelled.