How to perform Bulk Set Process in Sales Order

How to perform Bulk Set Process in Sales Order

Objective

To quickly define and apply cycle-time rules for multiple items within a Sales Order in a single operation. The Bulk Set Process allows planners to assign machine groups, process steps, and expected cycle times without updating each item individually, ensuring consistent production planning data across the entire order.

Step 1. Open Sales Orders

  1. Go to Orders → Sales Orders.

  2. The Sales Orders list will appear, showing all open, fulfilled, and unfulfilled orders.


Step 2. Open the Required Sales Order

  1. From the list, click on the SO number you want to update.

  2. The Sales Order detail screen opens with tabs like:

    • Item Details

    • Material Issue Requests

    • Work Orders

    • Traceability

    • Costing

    • Dispatch Planning

    • Packaging

    • Shipment

Step 3. Open Bulk Set Process

  1. In the Item Details tab, locate the item list.

  2. Click on the Bulk Set Process button.

  3. This opens the bulk update window where you can set cycle-time rules for all items in one go.

Step 4. Set Bulk Cycle-Time Rules

  1. A pop-up titled Set Bulk Cycle Time Rules will appear.

  2. For each item row, fill the following fields:

    • Machine Group

    • Item Group Tag

    • Process

    • Seconds (cycle time per item)

  3. These values define the expected time per cycle for production planning.

  4. After entering all required rows, click Submit.

Step 5. Confirm Item Settings

Once submitted:

  • The system applies the cycle-time rules to the selected items.

  • These settings will reflect during planning, work orders, and production monitoring.



Conclusion

The Bulk Set Process helps you update cycle-time rules for multiple items inside a sales order in one shot. Instead of editing each item individually, you can assign machine groups, process steps, and cycle-time seconds in a single action—reducing setup time and ensuring consistent planning data across the entire order.


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