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Prerequisites

   Book an order. See: Overview of Sales Orders.

   Set item and bill of material attributes, such as ATP Inquiry, Reservable, and Required for Revenue, that can affect scheduling actions. See: Item Attributes that Affect Scheduling.

   To locate orders or order lines in the Schedule Orders windows:

1. Navigate to the Find Objects to Schedule window.

2. Enter selection criteria for the orders or order lines you want to schedule.

Order selection criteria: Enter order number, customer, site information, order type, shipment priority, and so on, to display all orders meeting that criteria. If all fields are left blank, the search is made for all open booked orders. Choose Find Orders to start the search and display the results in the Orders to Schedule window.

3. Select the order or order line to schedule. See: Scheduling an Order or Order Line.

   To locate order lines to schedule for a particular item:

1. Navigate to the Find Objects to Schedule window.

2. Enter selection criteria for the items you want to schedule.

Item selection criteria: Enter warehouse, item category, or item information to display all order lines for the item matching the search criteria. If you enter only the warehouse and item category, the search is made for all items in that category. Choose Find Items to start the search and display the results in the Items to Schedule window.

Note: Not all items that display have lines that meet your criteria. Some items may not be associated with orders you can schedule.

3. Select the item to schedule, then choose the Backordered Lines button or the Lines button as appropriate. See: Scheduling Backordered Lines and Updating Lines to Schedule.

   To locate orders or order lines from the Sales Orders window:

1. Navigate to the Find Orders window.

2. Enter selection criteria to find orders.

3. Choose Find.

Orders matching your selection criteria appear in the Orders Summary window.

You can also use the Sales Order window to enter a new order to schedule. See: Overview of Sales Orders.

4. Select the order or order line to schedule. See: Scheduling an Order or Order Line.

See Also

Updating Lines to Schedule