The following describes how to schedule orders lines for consecutive months.
- Select the Work with sales orders menu item.
- Enter a new sales order or select an existing one and click Lines.
- You access Work with sales orders, Order lines. Enter the Item code for the item that you want to create scheduled dispatches for. Note: If you have opened an existing sales order make certain that sales order lines for that item have not been previously entered. Select the item you want to create scheduled dispatches for and click Schedule.
- You access Sales order line scheduling.
- Schedule type
- Tick the Monthly radio button for a monthly dispatch.
- Total disp quantity
- Enter the total dispatch quantity.
- No of dispatches
- Enter the number of dispatches (i.e. lines) to be updated/generated.
- 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.
After entering the following data:
and clicking OK, the order lines appear on the bottom half of the panel, outlining the quantity per dispatch and the dispatch dates.
The dispatch dates are determined as follows:
Note: If a working day is not indicated in the following month or after the chosen day specified in the Starting disp date field, the last working day of that month will be selected.