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When entering new purchase orders I would like to enter the likely delivery date by the factory overseas as well as the expected delivery date at the warehouse.
I notice Order Date, expected Receipt Date, Requested Receipt Date, Planned Receipt Date and Promised Receipt Date are all options. Can someone please explain to me how to use these and also how to make use of them without changing the order date. I would normally expect that the order date is fixed, ie the date the purchase order is placed. The other dates may vary.
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We also have orders from oversea, we deleted some dates to make an better overview.
This is the dates we have and how we work with them (so its only a suggestion)
plus, we dont work with the time you can set up to receive the goods ectr.
Posting date:
when we make order it fills in automaticly the working date,
we keep it like that untill the Invoice will be made.
(for us it is the date of the invoice)
Order date:
it fills in automaticly the working date,
we keep it like that
(for us it is the date the order was made by the purchaser)
Document date:
Same as above
Requested Receipt date:
Here we will fin in when we WANT to receive it and send the order to supplier.
WE change that date randomly because our purchaser works with that date. (in the purchase order overview list)
But i think in your case you should not change that at all.
(only if you work with that date also for example i randomly check on that date to see if supplier shouldnt have delivered it allready so i need to change
that date because i can not afford to look in all the order to the Expected dates it takes to much time)
In the item lines you also have the dates.
(The Planned and Expected date)
Those dates will be filled in Automaticly when you fill in the order head the Requested Receipt date.
Planned date:
We do nothing with it keep it as Requested receipt date
The Expected date:
is the date you see in the article card, so that is the date were sales department works with (for us).
(WE only change the Expected if supplier send partly.
so first 5 lines is as requested recepit date, last 5 lines get 1 month later for example.)
I think in your case this is the date you need to change when you know when +/- you will receive it.
the downside is you need to change all lines by hand 1 for 1.
Upside is like i said before you can split the articles if you know some will not be shipped.
But NOTE if you change the Requested AFTER the Expexted he will overwrite all lines with that date.
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