AX2012: Shipment delivery dates control / Sales lead time

This setting is useful when you definitely know that items within sales order could be purchased from the vendor and shipped to the customer in specific number of days. And the number of days is defined.

1. Click Accounts receivable > Setup > Accounts receivable parameters.
2. Click Shipments.
3. Select ‘Sales lead time’ method in the Delivery date control field
4. Select 4 days in the Sales lead time field

This parameter will allow you automatically to calculate the ship date when you select a receipt date on the sales order

In addition, you are able to specify the default sales lead time not only in the parameters but also under the following entities:

Item: Product information management > Common > Released products > Manage inventory button on the Action pane > Site specific order settings > Sales order tab >  Sales lead time field.

Trade agreement: Product information management > Common > Released products > Sell button on the Action pane > Create trade agreements > Lines >  Lead time field

-or

Product information management > Common > Released products > Sell button on the Action pane > View trade agreements > Lead time field

Let review how it works

We are going to create a sales order

1. Click Accounts receivable > Common > Sales orders > All sales orders
2. Click New
3. Select a customer account
4. Select Site and Warehouse
5. Select Item number
6. Switch to the Header view
7. Notice Requested ship date and Requested receipt date

AX calculates Requested ship date and Requested receipt date in the following way:

Requested ship date = Current date + Sales lead time

Requested receipt date = Current date + Sales lead time

Once you try to change Requested ship date to the date that prior Calculated Requested ship date you will get an error message

The same is for the Requested receipt date

To view the available receipt and ship dates and transfer them to the order header, in the Sales order form, user can click Simulate available ship and receipt dates on the Delivery tab on the sales order header.

From this form, user has several options:

• Update requested ship date: Requested ship date and Requested receipt date will be updated based on the selected date
• Update confirmed ship date: Confirmed ship date and Confirmed receipt date will be updated based on the selected date

To view the available receipt and ship dates and transfer them to the order, in the Sales order form, user can click Simulate delivery dates on the Delivery tab on the sales order line.

This form allows you to update Requested ship date and Requested receipt date as well as Confirmed ship date and Confirmed receipt date per sales order line.