202
MODULE TOPICExplore the planning, production, and control building blocks

MTO 202 ยท OBJECT MODEL

How does transfer of requirements create customer-specific supply?

In Make to Order, the sales-order item is not merely a commercial request. Transfer of requirements turns its schedule-line demand into an individual planning requirement that MRP can cover with customer-specific supply.

THE DEFINING CONTROL

Transfer of requirements is the planning bridge from sales order to supply

Item category, schedule-line category, strategy group, requirements type, and requirements class determine whether and how demand transfers. TOR sends the requirement to planning; ATP checks supply and determines the confirmation. They may act on the same schedule line, but they answer different questions.

Make to Order model connecting a sales-order item and schedule line through transfer of requirements to an individual requirement, pegged MRP supply, production or procurement, sales-order stock, delivery, billing, and margin.
ERP Atlas MTO TOR object model.The schedule line carries the demand signal; requirements determination decides whether it becomes customer-specific planning demand.

CONTROL LAYERS

One customer request, four connected layers

Trace the customer reference from commercial control through planning, execution, stock, and financial close.

SALES DOCUMENT

Item and schedule line

Material, configuration, quantity, requested date, item category, and schedule-line category establish commercial and logistical behavior.

REQUIREMENT CONTROL

Type, class, and TOR

Strategy and requirements determination select a requirements type/class whose controls govern transfer, account assignment, availability, and costing behavior.

INDIVIDUAL SEGMENT

Pegged demand and supply

The sales-order item becomes an individual requirement. MRP creates planned orders or procurement proposals retaining the customer reference.

FULFILMENT & VALUE

Order-specific output

Execution produces or procures the required output; where the strategy uses sales-order stock, receipt remains assigned until delivery, billing, and margin completion.

SYSTEM BEHAVIOR

How TOR carries customer demand into execution

The customer reference should remain explainable across every generated object.

01CAPTURE

Create the sales requirement

The item and schedule line record configuration, quantity, requested date, and control categories.

02TRANSFER

Create individual demand

Requirements determination and TOR expose customer-specific demand to MRP in the individual planning segment.

03PEG

Create assigned supply

MRP explodes the relevant BOM and creates planned, production, purchase, or subcontracting supply tied to the sales-order item.

04COMPLETE

Deliver and settle

Order-specific output supports delivery and billing; logistics, actual cost, revenue, and margin retain traceability to the requirement.

DIAGNOSTIC EVIDENCE

Diagnose the control that owns the result

If MRP creates no customer-specific supply, verify schedule-line transfer, requirements determination, individual/collective indicator, planning file and MRP result before changing production. If supply exists but the date is not confirmed, diagnose ATP separately.

SALES & TOR

Sales document/item, schedule line, item and schedule-line categories, strategy group, requirements type/class, transfer flag, requested and confirmed dates.

REQUIREMENT & SUPPLY

Individual customer requirement, planning segment, pegging, MRP result, planned order, production order or purchase proposal, and customer reference.

STOCK & FINANCE

Sales-order stock where used, goods movements, delivery, billing, cost object, variance, settlement, revenue, and margin evidence.

PROJECT MOMENT

One schedule line creates one traceable supply chain

A configured motor sales-order item transfers an individual requirement. MRP creates a pegged planned order and a purchase requisition for a special component. Production receives the motor into sales-order stock, then delivery and billing complete the same customer requirement.

  • TOR creates individual demand
  • MRP supply retains the customer reference
  • ATP confirmation is diagnosed separately
  • Delivery, cost, and revenue remain traceable
CONTINUE THE PATHContinue to MTO 303

Connect this object model to execution, accounting impact, and exception handling.

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