Example: Applying Dates for Products with the Order Preparation Days Preference

These examples are based on four order preparation days and five lead time transit days specified in the preference:

Action

Result

Order taker manually enters a ship date.

The program enters the promised date in advance:

  • Sales order entered: Friday, November 6.

  • Pick Date calculated: Sunday, November 8.

  • Ship Date entered: Thursday, November 12.

  • Promised Date calculated: Tuesday, November 17.

The system calculates the promised date by adding the lead time transit days to the load date. The system calculates the pick date by subtracting four days from the ship date.

Order taker manually enters a promised date.

The program back schedules the ship date. The system subtracts the lead time transit days from the promised date to calculate the ship date:

  • Sales order entered: Friday, November 6.

  • Promised Date entered: Monday, November 23.

  • Ship Date calculated: Wednesday, November 18.

  • Pick Date calculated: Saturday, November 14.

The system calculates a pick date by subtracting four days from the ship date. A warning appears if the pick date is before today.

Order taker leaves Promised Date and Ship Date fields blank.

The program calculates the promised date by adding the order preparation days to determine the pick date and adding the lead time transit days to the pick date:

  • Sales order entered: Tuesday, November 3.

  • Pick Date entered: Tuesday, November 3.

  • Ship Date calculated: Saturday, November 7.

  • Promised Date calculated: Thursday, November 12.

System calculates a ship date that is before the sales order entry date.

If the ship and pick dates are before the order date, the system displays a soft error indicating the pick date is less than the order date. The order can still be processed.

Note: Use the workday calendar processing options from Preferences tab of Sales Order Entry (P4210) Processing Options for the order preparation day preferences to work in conjunction with the Workday Calendar.