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Finance | Project Operations, Human Resources, ...
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"Delivery calendar" request : Vendor calendar and/or purchase order Delivery schedule, any good tips ?

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Posted on by 45

Hi everyone,

Question from a customer. I know there is a lot of posts around this topics since few years but no one can really help me to be clear on possibilities.

Context : purchase order created from MRP.

In order to optimize transportation cost, a specific vendor must deliver raw material only once a week, on Tuesday (eg, during December, vendor is able to deliver/come on our site only on 01st, 8th, 15th, 22th or 29th).

Morever, we have to group required quantities per month.

So first, I will apply a coverage group set up with "period = 30 days" in order to group requirements.

Then, do I have to set up a calendar into the vendor form ?

  1. How ? I can't let only Tuesdays as open ... Vendor calendar isn't a delivery calendar.
  2. I don't think so cause that way we also impact Order date from MRP calculation and that is not good.

I'm thinking about the delivery schedule feature in purchase order line but :

  1. I can't set up something to translate my rule : "only Tuesday" (I also thought about note an vendor form just as an information but I can't see it in the purchase order)
  2. I have to repeat action line by line ... and it could be long,tedious, boring and source of error

Have you already met this kind of user case and how did you manage it ?

Many thanks for your feedback Community ;-)

Eric

  • Eric Fresneau Profile Picture
    45 on at
    RE: "Delivery calendar" request : Vendor calendar and/or purchase order Delivery schedule, any good tips ?

    Hi Victor,

    Thanks for your reply - I'm not sure to clear understand what you mean but let's assume there is no relation with my intention (to group supplier allowed delivery dates from the MRP perspective)

  • Suggested answer
    Viktorparada Profile Picture
    120 on at
    RE: "Delivery calendar" request : Vendor calendar and/or purchase order Delivery schedule, any good tips ?

    Hi there,

    if the intention is to show the quick view results is another tool as a frame, you must have in consideration that the criteria you want to search must be maintained in a field that is configured in the search list of each Quick Find View entities.

    Said that, the URL to be called is: myorg.crm.dynamics.com/.../multientityquickfind.aspx123&option=0&pagemode=iframe

    Replace the red text with the text you want to use as the criteria.

  • Suggested answer
    Adrian Serban Profile Picture
    on at
    RE: "Delivery calendar" request : Vendor calendar and/or purchase order Delivery schedule, any good tips ?

    Hi Eric,

    I think that the best option is “Vendor calendar”.

    However, in the current functionality, the Vendor calendar handles Order dates and Delivery dates at the same time.

    There are some ideas on the portal that you could vote on, so that this may be potentially changed in future versions:

    experience.dynamics.com/.../

    Best regards,

    Adrian Serban

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