Module 1: SALES ORDER MANAGEMENT
Module 2: SALES PRICES AND DISCOUNTS
Module 3: CUSTOMER SERVICE FEATURES
Module 4: PURCHASE ORDER MANAGEMENT
Module 5: REQUISITION MANAGEMENT
Module 6: ITEM CHARGES
Module 7: ORDER PROMISING
- Lesson 1: Sales Order Promising Key Concepts
- Lesson 2: Sales Order Promising Definitions and Calculations
- Lesson 3: Date Calculation Setup for Sales Orders
- Lesson 4: Promising Sales Order Delivery
- Lesson 5: Purchase Order Promising Definitions and Calculations
- Lesson 6: Date Calculation Setup for Purchase Orders
- Lesson 7: Estimating Purchase Order Receipts
- Lesson 8: Estimate a Transfer Order Receipt & Calendars
Module 8: RETURNS MANAGEMENT
Module 9: ASSEMBLY MANAGEMENT
Module 10: ANALYSIS AND REPORTING
Lesson 2: Sales Order Promising Definitions and Calculations
Sales Order Promising Definitions and Calculations
Sales Order Promising Definitions and Calculations: The sales order promising functionality (both ATP and CTP) is based on calculations that involve several date and time fields.Microsoft Dynamics NAV Trade.
The following table briefly describes the important fields in sales order promising.
|Requested Delivery Date
|The date the customer wants the order delivered to the customer’s address. You must manually enter this date to affect the date calculation.
|Promised Delivery Date
|The date the company promised delivery to the customer’s address. You must manually enter this date to affect the date calculation.
|Planned Delivery Date
|The date the company plans to deliver the order to the customer’s address. This date calculates automatically but you can change it.|
|Planned Shipment Date
|The date the order is shipped from the warehouse. This date calculates automatically but you can change it.
|The date the order items are in inventory and available to be picked. This date calculates automatically but you can change it.
|Outbound Whse. Handling
|The time that is required to pick, pack, and label the items in an order.
|The time that is between when the items ship from the warehouse and when they arrive at the customer’s address.
The date calculations used in sales order promising are based on the dates entered by the order processor and the time values that are set up in the program. The Date and Time Calculation Relationship in Sales Orders figure shows the relationship between the date and the time values that are used in the calculations.
The calculations that are used depend on whether the customer requests a specific delivery date.
Calculating a Requested Delivery Date
If the customer requests a specific delivery date, then the planned shipment date and the shipment date calculate backward as follows: Order Promising
- Requested delivery date – shipping time = planned shipment date
- Planned shipment date – outbound warehouse handling time = shipment date
If the items are available to pick on the shipment date, then the planned delivery date is set to the requested delivery date, and the sales process continues. If the items are not available to pick on the shipment date, then a stockout warning appears.
If the order processor enters a date in the Promised Delivery Date field, this date is substituted for the requested delivery date in the previous calculations (the promised delivery date takes precedence), and any additional changes to the requested delivery date are not allowed (you can calculate dates based on either a request or a promise, but not both).
The full order or priority for dates in the order header is as follows:
- Promised Delivery Date
- Requested Delivery Date
- Shipment Date