Can I somehow automate requested receipt date on a purchase order to count a lead time of the items?
I buy the items from a vendor with FCA terms, so I need to give the Vendor the infromation when the items should be ready in his warehouse. The requested receipt date is a date when the items should be in my location already.
For example:
1). I have 2 months lead time and need goods for 01.12.2023 to be in location A
2). I should send a purchase order to my Vendor with requested date of 01.10.2023 (so he produces it in time)
Is it somehow managable with standard functionality?
Moreover I have several locations and the lead time for this venor for them is 1 months, 1.5 months and 2 months.
As far as I understood lead time on SKU card is for calculating the date when you should order the goods. The order date can be used as a workaround here?
you are right saying lead time could be set up on item sku card for different location.
you could also set up lead time on vendor card for item per screen below.
you then specify the lead time for a certain item from a certain vendor. this lead time is not location specific.
if you have the lead time set up both here and on sku, I assume BC will use the lead time on the sku card. But the sku lead time is not vendor specific.
it is tricky to set up lead time at different places and BC follow its own logic to prioritize. you need to test fully to be certain what the logic is.
You can assign a base calendar to your company and its business partners, such as customers, vendors, or locations. Delivery and receipt dates on future sales order, purchase order, transfer order, and production order lines are calculated according to the calendar’s specified working days. The main task in setting up a new base calendar is to specify and define the non-working days that you want to apply.
To set up a base calendar
Choose theicon, enterBase Calendar, and then choose the related link.
Choose theNewaction.
Fill in theCodefield.
Choose theMaintain Base Calendar Changesaction.
On theBase Calendar Changespage, use theRecurring Systemfield to mark a particular date or day as a recurring nonworking day. You can select either theAnnual RecurringorWeekly Recurringoption.
If you selectAnnual Recurring, you must also enter the relevant date in theDatefield.
If you selectWeekly Recurring, you must also select the relevant day of the week in theDayfield. If you leave the field empty, you must fill in theDatefield. TheDayfield is filled in automatically.
When you make an entry, theNonworkingfield is selected. You can choose to clear the check mark to make it a working day.
When you return to the base calendar card, you will observe that the nonworking day entries that you made have been updated. These entries now appear in red and theNonworkingfield is selected.
Note
When setting up a new base calendar, you can select and copy lines from an existing calendar. You do this in the relevantBase Calendar Changespage.
Important
Any base calendar defined for the vendor or the location affects how the dates are calculated and rounded to working days. Specifies a date formula for the time that it takes to replenish the item. It is used to calculate thePlanned Receipt Datefield, if calculating forward, andOrder Datefield, if calculating backwards. SeeLead Time Calculation.
Lead Time Calculation
Any base calendar defined for the vendor or the location affects how the dates are calculated and rounded to working days. Accordingly, the two date fields on purchase order lines are calculated as follows under different conditions.
Calculation Direction
Vendor Calendar Defined
Vendor Calendar Not Defined
Forward
planned receipt date = order date + vendor lead time (per the vendor calendar and rounded to the next working day in first the vendor calendar and then the location calendar)
planned receipt date = order date + vendor lead time (per the location calendar)
Backward
order date = planned receipt date - vendor lead time (per the vendor calendar and rounded to the previous working day in first the vendor calendar and then the location calendar)
order date = planned receipt date - vendor lead time (per the location calendar)
Note
In addition to the lead time calculation that affects the planned receipt date and order date, as shown in the above table, warehouse handling time and safety lead time may be added to the formulas to make up the value in theExpected Receipt Datefield, as follows: Planned Receipt Date + Safety Lead Time + Inbound Warehouse Handling Time = Expected Receipt Date.
Important
If your location uses a significantly different calendar than your vendors do, then it is important that you set up specific calendars for those vendors, to calculate optimal vendor lead times. For information about how to set up vendor calendars, seeTo assign a base calendar.
The contents of theLead Time Calculationfield is copied from either the item card or the SKU card, if the lead time is defined for the item, or on theItem Supplier Cataloguepage, if the lead time is defined for the vendor.
To customise a calendar
The main task in customizing a base calendar for your company, or one of its business partners, is to enter any changes to working and nonworking day status.
For example, while a base calendar would typically list all Saturdays as non-working days, the customised calendar for a particular location may list all Saturdays during the months of November and December, and leading up to the holiday season, as working days.
The following procedure uses the case of the location as an example. Note that at this point, you have already assigned a base calendar to the location.
Choose theicon, enterLocations, and then choose the related link.
Open the location that you want to update, and then select theCustomised Calendarfield. Note that a calendar must be selected in theBase Calendar Codefield.
On theCustomised Calendar Entriespage opens, choose theMaintain Customised Calendar Changesaction.
In theCustomised Calendar Changes, add lines for customised calendar entries.
When you enter a line, theNonworkingcheck box is selected. You can clear the check box if you want to change the status to a working day.
You can use theRecurring Systemfield to set a particular date or day as a recurring nonworking day. You can select either theAnnual RecurringorWeekly Recurringoption.
If you selectAnnual Recurring, you must also enter the relevant date in theDatefield. If you selectWeekly Recurring, you must also select the relevant day of the week in theDayfield. If you leave the field empty, you must fill in theDatefield. TheDayfield is then filled in automatically. This could be useful if you want to mark an individual date as a nonworking or working day.
Choose theOKbutton.
On theCustomised Calendar Entriespage, you will observe that the date entries are updated with the changes that you made.
On the Location card, you will observe that theCustomised Calendarfield containsYes, indicating that a customised calendar has been set up.
Important
If you do not fill in theLocation Codefield on an order line, your company’s calendar is used.
If you do not fill in theShipping Agent Codefield on the order line, your company’s calendar is used.
Note
If you make changes to a base calendar for which customised calendar changes exist, all existing customised calendars are updated automatically.
To assign a base calendar
The following procedure schedules delivery dates on sales order lines for a customer as an example.
Base calendars are assigned to your own company, customers, vendors, locations, and shipping agents as follows:
On theCompany InformationandCustomercards, the base calendar is assigned on theShippingFastTab.
On theVendorcard, the base calendar is assigned on theReceivingFastTab.
On theLocationcard, the base calendar is assigned on theWarehouseFastTab.
On theShipping Agentspage, the base calendar is assigned on theShipping Agent Servicespage.
Choose theicon, enterCustomers, and then choose the related link.
Open theCustomercard for whom you will assign a base calendar.
On theShippingFastTab, in theBase Calendar Codefield, select the base calendar that you want to assign.
Important
If you do not assign a base calendar to a company, all dates are calculated as working days.
If you enter a blank location on an order line, all dates are calculated as working days.
Any base calendar defined for the vendor or the location affects how the dates are calculated and rounded to working days.
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