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The sales order scheduling function allows you to sell items on a scheduled delivery basis. It is interfaced with the Work with sales orders program, whereby scheduled lines are automatically generated (updated) in sales order entry.
Note: You cannot schedule order lines for an order without any pick list (i.e. order type has NO for printout of pick list).
The sales order line scheduling panel consists of two parts: The panel header which controls the rest of the panel and the schedule line list which carries a line per scheduled shipment.
When you enter information in the top of the panel (the header) and click OK, lines will appear on the bottom of the panel (scheduling line list).
Note: The last schedule line entry that is within the time axis planning time, is underlined.
There are two ways of using this panel:
- Use the header control fields to generate and/or change values in the schedule line list. Note: The Schedule type field is the primary control. All other values are used in conjunction with this value.
- (Re)enter values in the schedule line list. The schedule line list may contain up to 999 entries and are always displayed in ascending dispatch date sequence. You can scroll to view all lines. Quantity, Dispatch date, Warehouse and BtB options may be entered. You can also click Add line to add new blank lines at the end of the last page.
You can change existing order lines by either method described above.
Note: Existing order lines with blank quantities will be deleted from the sales order when accepted.
Function keys
Add line | This is displayed when scheduling order lines appear on the bottom of the panel and is used to add new blank lines at the end of the last page of the scheduling line list. |
Accept | This is displayed when scheduling order lines appear on the bottom of the panel and is used to accept the scheduling lines and update the sales order. |
Accept/re-price schedule | This is displayed only when you are rescheduling and all the order lines are to be re-priced. It accepts the reschedule and perform a re-price for every order line within the reschedule. |
- Customer
- Displays the customer number (and name) entered on the initial panel.
- Item
- Displays the item entered on the Add lines panel, and can be changed if you are editing a new schedule. If you change to an item that already exists on an order line, a window will prompt (if the item qualifies for rescheduling, see Note below) asking you to confirm if you want to reschedule existing order lines for this item. You enter YES to reschedule, or NO if you want to create a new schedule.
Note: An item qualifies for rescheduling if:
- the order line status is less than 30 (pick list has not been printed)
- For a BtB sales order line, the BtB purchase order has not been created.
- The item is not the parent in an order structure.
- The item is a changeable component in an order structure.
- Only order lines with the same unit as that entered on the Add lines panel will be picked up.
- Schedule type
- Enter a valid value, indicating how to manipulate dispatch date in the schedule line list.
Value Description Blank Allowed only when rescheduling existing order lines. Indicates that no date manipulation is to take place. 1 Dly: Compute dispatch dates on successive daily date basis. If you enter 1, the following fields are mandatory: Starting disp date, Total disp quantity and No of dispatches. The Qty per disp field is optional. The order line would be scheduled for every working day according to the Calendar file. 2 Wly: Compute dispatch dates on successive weekly date basis. If you enter 2, the following fields are mandatory: Starting disp date, Total disp quantity and No of dispatches. The Qty per disp field is optional. The order line would be scheduled as follows: - The first shipment will be on the starting dispatch date. Each subsequent shipment will be the first working day, 7 days, (working and non-working) from the prior one.
3 Mly: Compute dispatch dates on successive monthly date basis. If you enter 3, the following fields are mandatory: Starting disp date, Total disp quantity and No of dispatches. The Qty per disp field is optional. The order line would be scheduled as follows: - The first shipment will be on the starting dispatch date. Each subsequent shipment will be the first working day, in the next month which is on or after that day. Note: If there is no working day in the following month on or after the chosen day in Starting disp date, the last working day of that month will be chosen.
6 Delay: Compute dispatch date for one schedule line entry with date of earliest delivery. 7 B/O: Compute dispatch date for one schedule line entry with today’s date and current available quantity (if available quantity is greater than zero), and one schedule line entry with earliest dispatch date and remainder of Total dispatch quantity. Current Available quantity = 400
Total dispatch quantity (to be scheduled) = 500
The result is:
- One order line, with quantity 400, will be scheduled for the dispatch date.
- One order line, with the remaining of the total delivery quantity, i.e. 100, will be scheduled for the earliest suggested dispatch date.
8 No B/O: Compute dispatch date for one schedule line entry with today’s date and current available quantity up to Total dispatch quantity. Current Available quantity = 400
Total dispatch quantity (to be scheduled) = 500
The result is:
- One order line, with quantity 400, will be scheduled for the dispatch date.
9 Cnl: Cancel the request. - Starting disp date
- Displays the dispatch date value from the initial panel, but can be changed. This field is mandatory for Schedule types 1, 2 and 3.
- Total disp quantity
- For existing order lines that you are rescheduling, displays the total quantity from the schedule line entries, but can be changed. For a new schedule entry with Schedule type 1, 2 or 3, enter the total dispatch quantity. Note: This value is updated if the Quantity field is changed for any order line in the schedule line list at the bottom of the panel.
- No of dispatches
- For existing order lines that you are rescheduling, displays the number of dispatches from the schedule line entries, but can be changed. For a new schedule entry with Schedule type 1, 2 or 3, enter the number of dispatches (i.e. lines) to be updated/generated.
- Qty per disp
- This field is optional for a new schedule entry with Schedule type 1, 2 or 3. You can enter the quantity to be dispatched for each computed schedule line.
You want to schedule 105 pcs at 10 different times. You enter 105 in the Total disp quantity field and 10 in the No of dispatches field on this panel.
The item you enter has 0 in the Number of decimals field for the sales unit in the Item file.
If you leave this field blank, the system will create 9 lines with the quantity of 10 and 1 line with the quantity of 15 (the last dispatch).
If the item has 1, 2 or 3 in the Number of decimals field for the sales unit in the Item file, and you leave this field blank, the system will create 10 lines with the quantity of 10,5.
You want to schedule 105 pcs at 10 different times. You enter 105 in the Total disp quantity field and 10 in the No of dispatches field on this panel.
If you enter 5 in this field, the system will create 9 lines with the quantity of 5 and 1 line with the quantity of 60 (the last dispatch).
Note: The value in this field is not saved. Meaning, if you re-schedule the item lines, this field will be blank.
- Plan time
- Displays the time axis planning date for the specified item. This is the date that the item would be received, if the item were ordered today.
- Warehouse
- Displays the warehouse from the initial panel, but can be changed. Enter, for all but blank Schedule types, the warehouse code to be inserted into new schedule lines. This will be the warehouse from which the items in the line are shipped. Note: The warehouse can be changed, if desired, for any schedule line in the Warehouse field on the bottom of the panel.
- Price on tot
- This field is set to NO by default, indicating that the sales price should not be based on the total delivery quantity. Change this setting to YES if the total delivery quantity should be used to determine quantity dependent prices in the item Sales price file. When a sales order line is selected for scheduling and Price on tot is set to YES, it creates a connection between all lines in the schedule into a set, in which the first line becomes the Split main (SM) and all others becomes Split secondary (SS). In addition, if you incorporate FOC item handling when you run Price on total = YES (recommended if FOC items are to be given for the item that is to be scheduled) then only dependent FOC lines will be attached to the main line in the set.
- Curr av qty
- The current available quantity, which is the time axis available quantity for the specified Item, Warehouse and Starting dispatch date. Note: When rescheduling, this field indicates the time axis quantity excluding the quantity from the current sales order (if the dispatch date is within planning time).
Note: Enter, for all but blank Schedule types, the unit to be inserted into new schedule lines.
- Whole units
- For units that allow decimal values (partials), a YES or NO setting indicates for all but blank Schedule types, if the system should round up to whole quantities when updated/adding schedule line entries.
- Tot av tme
- Displays the total available date, which is the time axis date that the total delivery quantity can be shipped.
Depending on what you entered in the panel header, a number of scheduling order lines could appear. You have the option to change the Quantity, Dispatch date, Warehouse and BtB options for existing lines (that were computed from the date entered in the panel header), or add new values for new lines (received by clicking Add line).
- Quantity
- Enter the quantity to be delivered. Note: Blank quantities on existing order lines will result in deletion of the order line.
Note: You can enter a date manually for each line, or compute this value (for each line) using the Schedule type field in the panel header.
- Whs
- Displays the warehouse (computed from the entry in the panel header) from which the order lines will be shipped, but can be changed. For new order lines (via clicking Add line) enter a valid code.
- St
- Indicates the status of the order line that you are rescheduling.
- OT
- If the sales order line is to be a BtB (Back to Back) order line, enter the BtB purchase order type.
- T
- For BtB order lines, (the OT field is completed), this field indicates if the shipment is to have a transit delivery. This information is retrieved for the BtB purchase order type in the Purchase order type table.
- D
- For BtB order lines, (the OT field is completed), this field indicates if the shipment is to have a direct delivery. This information is retrieved for the BtB purchase order type in the Purchase order type table.
- Line
- Displays the line number for existing sales order lines.
- Avail
- Displays the time axis available quantity for the specified Item, Warehouse and Dispatch date.
- Net avail
- Displays the time axis available quantity, including the accumulated shipment quantities for each schedule line entry.
This window prompts if:
- You entered an item for which lines have already been scheduled on the Add lines panel and clicked Accept.
- You changed the item on the Sales order line scheduling panel to an item for which order lines exist.
This window displays the following question: Do you want to reschedule existing order lines for this item. Set to YES if you want to reschedule. Set to NO if you want to create a new schedule.