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How to find planned en requested delivery date on posted sales shipment lines or posted sales invoice lines to detemermine delivery reliability?

Posted on by 155

I want to calculate the delivery reliability for a customer over a certain time frame, say 6 months or a year.

In the sales order line you have the planned, en requested delivery date. When the sales order is completely posted. (shipped and invoiced). Is the original planned en requested delivery date per line stored somewhere in Business Central (SaaS)? 

Thank you in advance!

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  • Suggested answer
    TWBlaisdell Profile Picture
    TWBlaisdell on at
    RE: How to find planned en requested delivery date on posted sales shipment lines or posted sales invoice lines to detemermine delivery reliability?

    Hi Brutus G,

    Thank you for posting on the Microsoft Dynamics 365 Business Central Forum.

    From my research, it would appear that Table 111, which is the Sales Shipment Lines Table, does store the information.  You could possibly push that Data to Excel using a Configuration Package and analyze the information in Excel.

    I hope this helps.

    Best Regards,

    Tom

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to find planned en requested delivery date on posted sales shipment lines or posted sales invoice lines to detemermine delivery reliability?

    When Business Central calculates the customer’s delivery date, it performs two tasks:

    Calculates the earliest delivery date when the customer has not requested a specific delivery date.
    Verifies if the delivery date requested by the customer or promised to the customer is realistic.
    If the customer does not request a specific delivery date, the shipment date is set to equal the work date, and availability is then based on that date. If the item is in inventory, Business Central calculates forward in time to determine when the order can be delivered. This is accomplished by the following formulas:

    Shipment Date + Outbound Warehouse Handling Time = Planned Shipment Date
    Planned Shipment Date + Shipping Time = Planned Delivery Date
    Business Central then verifies if the calculated delivery date is realistic by calculating backward in time to determine when the item must be available to meet the promised date. This is accomplished by the following formulas:

    Planned Delivery Date - Shipping Time = Planned Shipment Date
    Planned Shipment Date - Outbound Warehouse Handling = Shipment Date
    The shipment date is used to make the availability check. If the item is available on this date, Business Central confirms that therequested/promised delivery can be met by setting the planned delivery date to equal the requested/promised delivery date. If the item is unavailable, it returns a blank date and the order processor can then use the CTP functionality.

    Based on new dates and times, all related dates are calculated according to the formulas listed earlier in this section. The CTP calculation takes longer but it gives an accurate date when the customer can expect to have the item delivered. The dates that are calculated from CTP are presented in the Planned Delivery Date and Earliest Shipment Date fields on the Order Promising Lines page.

    The order processor finishes the CTP process by accepting the dates. This means that a planning line and a reservation entry are created for the item before the calculated dates to ensure that the order is fulfilled.

    Admin

    Apps4rent | o365cloudexperts | clouddesktoponline

  • BrutusG Profile Picture
    BrutusG 155 on at
    RE: How to find planned en requested delivery date on posted sales shipment lines or posted sales invoice lines to detemermine delivery reliability?

    Thank you very much Renato!

  • Suggested answer
    Renato Fajdiga Profile Picture
    Renato Fajdiga 1,849 on at
    RE: How to find planned en requested delivery date on posted sales shipment lines or posted sales invoice lines to detemermine delivery reliability?

    Hi,

    on Sales & Receivables setup you can turn on the option Archive Sales Order under the Archiving fast tab. When you post the sales order it will create sales order archive with information about requested delivery date (both in header and lines) and all other dates from the sales order.

    Br,

    Renato

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