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Routines that update the time axis

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The following routines have a direct impact, and therefore update the Time axis enquiry. Some routines also update statistical fields in other files. An example of this is the Disp not invoiced field in the Item/Warehouse file.

Sales order routines

Routine Impact
Sales order entry/maintenance and copy This routine updates the Reservation field, for the selected day (or week), if the entered order is an order that will have a pick list printed, regardless of whether the pick list is to be printed immediately. If the order is not to be printed on a pick list (direct invoicing), the program reduces the On hand and Net on hand quantity and increases the Disp not invoiced quantity instead.

Note: When this routine is used in the Pick list confirmation routine, any new order lines that are added will never be printed on the pick list. The On hand and Net on hand quantity will always be decreased and the Disp not invoiced quantity will always be increased, even if the original order type indicates that a pick list should be printed.

In this routine the time axis is also used, not only updated. If you enter a sales order that has an availability check, the time axis is checked to see if there is enough available for that order. This test is only performed if delivery is requested within the planning time. (See The figures displayed on the Time axis for a description of how the available quantity is calculated).

Tip: If delivery is to take place after the planning time has expired, there is no need to check if there is enough available for that order, since retrieval of the requested quantity can be done.
Pick list printout The Time axis is updated when lines are printed on the pick list. The quantity in question is moved from the Reservation field, for the appropriate day, to the picking quantity which you can see in the On pick/kitt list field. (In other words, the quantity is subtracted from the Sales orders quantity and added to the picking quantity).

This routine also uses the time axis to calculate the available quantity. The following calculation is done:

Available quantity = On hand quantity – Picking quantity – Returns quantity
Pick list confirmation (via the Work with pickings and Pick confirmation flow menu items) This routine is used to calculate the Net on hand quantity and adds it to the Disp not invoiced quantity. Three other updates could occur:

  1. If the dispatched quantity is greater than or equal to the ordered quantity, the ordered quantity is subtracted from the picking quantity.
  2. If the dispatched quantity is less than ordered and a backlog is to be created, the dispatched quantity is subtracted from the picking quantity.
  3. If no backlog is to be created, the ordered quantity is subtracted from the picking quantity.

If an order line is not fully delivered, the quantity on picking is handled differently depending on if the line is marked for backlogging and if backorders are created at Pick list confirmation or at Invoicing.

For example:

  • Backlog is set to NO: The remaining quantity is held on picking (meaning it is not available for sale) until the order is invoiced. This is because you can confirm the same pick list several times. It is, therefore, a security measure in case you change your mind.
  • Backlog is set to YES: The remaining quantity is held on picking until the back order is created. If back orders are created at Pick list confirmation, the picking quantity is adjusted during Confirmation. Otherwise the quantity is not adjusted until Invoicing.
Invoicing If there is a backlog, this routine moves the backlogged quantity from On pick/kitt list to Reservation. The invoiced quantity is subtracted from the Disp not invoiced quantity. (See Backlog is set to YES above).
Replan sales orders The quantity in the Reservation field could be moved forwards and/or backwards in time if Sales orders are replanned, due to a changed arrival time on the purchase order.

Cash sales routines

Routine Impact
Cash sales entry/printout This routine decreases the On hand and Net on hand quantity and increases the Disp not invoiced quantity when you enter lines on a cash receipt.
Cash sale journal printout This routine decreases the Disp not invoiced quantity.

Purchase order routines

Routine Impact
Purchase order entry/maintenance and copy This routine updates the On order field for the selected day (or week), if the entered order is an order with documents handling. If it is a return with document handling, this routines updates the Returns field.

If the purchase order type indicates an immediate reception (reception without documents), the On hand and Net on hand quantity is increased. If the order type indicates an immediate return (return without documents) the On hand and Net on hand is decreased.
Purchase order confirmation This routine changes the Purchase orders quantity and/or moves it to another day or week according to the order confirmation from the supplier.
Goods reception entry (via the Work with receptions, Work with purchase order reception and Receive replenishment line menu items) Different updates could occur, depending on if the reception of goods is to undergo a quality control check before updating stock.

Without quality control
The received quantity is added to the On hand and Net on hand quantity. Three other updates could occur:

  1. If the received quantity is greater than or equal to the ordered quantity, the ordered quantity is subtracted from the On order quantity.
  2. If the received quantity is less than ordered and a backlog is to be created, the received quantity is subtracted from the On order quantity.
  3. If it is a return with document handling, the Returns and On hand and Net on hand fields are decreased with the quantity being returned.

With quality control
During the time span between Goods reception entry and Quality control entry, the In QC field is updated, but the quantity remains in the On order field. (See Quality control entry, below, for further information).
Quality control entry In this routine the approved quantity is added to the On hand and Net on hand quantity. Two other updates could occur:

  1. If the approved quantity is less than the received quantity and a backlog is to be created, the received quantity is subtracted from the On order quantity.
  2. If the approved quantity is less than the received quantity and no backlog is to be created, the ordered quantity is subtracted from the On order quantity.
Return to supplier with FIFO selection When goods are returned to the supplier, with FIFO selection, the On hand and Net on hand quantity is immediately reduced.

Stock control routines

Routine Impact
Inventory transaction entry (via the Work with inventory menu item, and selecting the Inventory adjustment option) In this routine inventory transactions are entered, which create adjustments (increases/decreases) to the On hand and Net on hand quantity.
Inventory movement entry (via the Work with inventory menu item and selecting the Warehouse movement option) In this routine inventory movement transactions are entered, if goods are to be moved from one warehouse to another. The On hand and Net on hand quantity is immediately adjusted on both warehouses.
Manual orders and reservations The On order quantity is updated for manual orders. The Reservation quantity is updated for manual reservations.
Remove expired manual orders/reservations This routine removes manual orders/reservations that have expired and updates the On order quantity/Reservation quantity accordingly.
Stock take update When an item is printed on a stock take list, it is not possible to print any pick lists or reception notes for that item. It is, however, possible to enter orders, if the sales order type indicates that pick list is to be printed in batch.

Note: If a direct pick list printout is indicated, it is not possible to enter orders.

When the Stock take update routine is run, the item is released for pick list/reception note print. This Stock take update routine updates the On hand and Net on hand quantity with the counted quantity.

Manufacturing order routines

Routine Impact
Manufacturing order creation, maintenance and copy The Completion date of the parent item on a manufacturing order influences the On order field.

The Planned issue date of the manufacturing order material influences the Reservation field.
Issue/Receive material The Reservation quantity is reduced when material is issued.

The On order quantity increases when products are reported as received.
Re-schedule manufacturing orders The quantity in the Reservation and On order field could be moved forwards and/or backwards in time if manufacturing orders are re-scheduled, due to a changed capacity or a manual decision.

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