Configuration changes are not automatically synced to existing orders. Some are recalculated during schedule release. Those that are not will require manual recalculation in Order Entry or Order Maintenance. Existing released schedules also need manual attention, and if the schedule's production has not started, you can unrelease and re-release the schedule.
When Configuration Changes to Items are Applied | ||||
Item |
Existing Orders |
New Orders |
Manual Recalculate |
Schedule Release |
| Parts | No |
Yes |
Yes |
No |
| Options | No |
Yes |
Yes |
No |
| Attributes | No |
Yes |
Yes |
Sometimes* |
| Pricing | No |
Yes |
Yes |
No |
| Display Objects | No |
Yes |
Yes |
No |
| Ship Separately | No |
Yes |
Yes |
No |
| Purchased | No |
Yes |
Yes |
No |
| Work Routing | No |
Yes |
Yes |
No |
| Capacity | No |
Yes |
Yes |
Sometimes** |
* Attributes recalculate on schedule release. However, if an attribute changes a part's item type, say to/from ship separately or to/from purchased, there will be repercussions if you do not manually recalculate existing orders. Another exception is that the BOM can be preserved for Service orders, so attributes would not recalculate in that case.
** If "Replan on schedule release" is selected in Core - Setup - Capacity - Settings, Capacity can be replanned during schedule release.
Advanced
- Web - Option structure changes can cause errors in Web when uploading to Core. Web users must use Options Wizard to recalculate their quotes.
- Parts - There is no definite rule as to what part changes are recalculated during schedule release. The best practice is to recalculate existing orders manually. Deleting or Renaming Parts.
- Moving a part to another location in the BOM causes reassignment of internal keys (masterkey, parentkey), so manual recalculation is required.
- Accidentally deleting a part in the BOM and replacing may cause reassignment of internal keys (masterkey, parentkey), so manual recalculation might be required.
- You can consider utilizing line item pullback for line items in production that are affected by configuration changes. How to Pull Back a Line Item from Production
- In some cases, you can control when configuration changes occur so that they are only applied to new orders. Say you update an attribute script to flip the purchased item type for a part. In that same script, you could check to see if the order date is newer than the date you want this change to begin. Date checking in visibility scripts can also be useful, to hide the old option code after a certain date and show the new option code on that date.
If Order.OrderDate > "5/27/2025" Then
CurrentPart.ItemType = 2 ' Set item type to purchased
End If