To create a shipping date generation:Use the Ship Dates feature anytime your customer needs the products on their order to be delivered on different, pre-specified dates. For example, if your customer wants to place a standing order to have an item delivered on the first of every month for the next six months, you can set up the standing order by creating six different ship dates, over the next six months, for each delivery. Or, perhaps your customer wants to pick up some items now and arrange for the delivery of other items later. Each ship date you create becomes its own order generation.
Once you create an order with different ship dates, you can also view the details of each ship date by toggling between them on the order's Body screen. To see shipment details, make sure you are using a view that includes the shipment-specific details you want to see, such as quantity shipped.
To create a shipping date generation:
Use the ShipDates hot key to display the Ship Dates screen.
Select New and press Enter to display the Create New Order Generation screen.
Complete the following fields, as needed:
|
Field |
Description |
|
Enter New Reqr'd Date |
The date by which the customer must receive the order. |
|
Enter New Ship Date |
The date the product is scheduled for transport to the customer. The system populates this field with the date you entered in the Enter New Reqr'd Date field, but you can edit it, as needed. |
|
Enter New Ship Branch |
The branch from which the order will ship to the customer. If the selected branch has insufficient inventory to complete the order, you can ship inventory from one or more of your other branches. |
|
Enter New Status |
The current status of the selected order generation. The system populates this field, but you can change it, if needed. |
Press Enter, if needed, to return to the Sales Order Entry Body screen.
The Stat, PrcBr, Reqr Date, and ShipDate fields at the bottom of the screen display the new generation information.
Continue processing the order.
Note: When you close the Sales Order Entry Body screen on an order with multiple ship date generations, the system asks whether you want to ship everything on the last date. When you close the Status screen of an order with changed required dates, the system asks if you want to stop and edit the dates.
To select a shipping date:
Create or open a sales order and display the order's Body screen.
Use the ShipDates hot key to display the Ship Dates screen.
Review the following fields:
|
Field |
Description |
|
Prc |
A number that identifies the branch from which the sales order is entered. |
|
Shp |
A number that identifies the branch from which the products will ship. |
|
ReqrDate |
The date by which the customer must receive the items. |
|
ShipDate |
The date the product is scheduled for transport to the customer. |
|
Status |
The current status of the stated order generation. If only one order generation exists, displays Open. |
Select a ship date generation and press Enter.
See Also: