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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Order planning date wo...
Small and medium business | Business Central, N...
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Order planning date workflow

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Posted on by Giovanni Azrak 64

Dear All,

Good day.

Business Central expects sales orders shipment date to be leater then purchase order expected reciept date. This seams quite logical but standard shipment date is the order date if no requested date is entered . 

This involives in misleading order planning result. 

We are actually working around entering a fake shipment date 31/12/2050 until a real one is avilable. This sounds really strange to me. Is there some missing setup or something? 

Kind regards

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Order planning date workflow

    John,

    Dates effect many areas of planning. You might consider using Order Planning to look at Available/Capable-To-Promise. This will look at the Item and availability applying Vendor Lead Times or pending Receipt Dates. I am attaching my handout on Sales Order Date and ATP-CTP processing (note - Manual older but functionality the same from NAV to BC).

    Hope this helps.

    Thanks,

    Steve

    4428.How-to-Use-Sales-Order-Dates-in-Microsoft-Dynamics-NAV.docx  ATP_2D00_CTP-Planning_5F00_TR_5F00_07.pdf

  • Giovanni Azrak Profile Picture
    Giovanni Azrak 64 on at
    RE: Order planning date workflow

    Dear Steven,

    Thanks for the documentation.

    In our business:

    - Outbound Warehouse Handling Time & Shipping Time is always 0.

    - Everything is about purchase order expected reciept date.

    The issue is even if using ATP-CTP we get e credible and compatible shipment date then something can delay the expected reciept date.

    In this case Order planning sudest to create a new purchase order instead of managing the delayed shipment.

    Exemple:

    01/06/2020

    ODA expected reciept 01/07/2020

    02/06/2020

    NEW ODV expected shipment 02/06/2020

    ATP-CTP > ODV expected shipment 01/07/2020

    05/06/2020

    ODA expected reciept delayed 15/07/2020

    Order planning sudgest to create a new purchase order .

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Order planning date workflow

    John,

    OK, so the Expected Receipt Date can change often and you want to make sure the Document is updated and BC stops given you Actions to complete (Planning). If you set on the Purchase Line the Planning Flexibility to NONE, you will not get the changes/updates. You can then update the Expected Receipt Date on the PO. It will not auto-update the SO Expected Shipment/Delivery date, given the delay.

    May I suggest maybe a Jet Report that compares the Expected Receipt Date to the Expected Shipment Date and you flag issues.

    Hope this helps.

    Thanks,

    Steve

  • Giovanni Azrak Profile Picture
    Giovanni Azrak 64 on at
    RE: Order planning date workflow

    Steven Chinsky,

    Good day. I hope this mesage finds you well.

    I did many test but still can't find the correct path. Hereunder what I get.

    We have to use order planning and not requisition worksheet because:

    • we have to make 1 purchase order for many sales order.
    • requisition worksheet "reschedule" action reschedule purchase orders while I want to reschedule sales orders.
    • GUI better fits company business

    This exclude ATP order promising and requires CTP only. CTP correctly sets shipments dates for line in inventory or oustanding purchase orders.

    Required shipment date is not significant in our business: The shipment date is unknown until all the line are reserved on inventory or purchase order. Then the ATP answare will be correct.

    The problem is I can't reserve a purchase order on a sales order with unknown shipment date because "uknown" is order date.

    The main question is: how microsoft expect the shipment date for a sales line

    • With no inventory
    • With no outstanding purchase order
    • With no required shipment date

    To be populated?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Order planning date workflow

    John,

    When you run Capable-to-Promise, based on the Customer Requested Delivery Date, you should get a response back with then BC is Capable of Shipping. Does this work?

    Thanks,

    Steve

  • Giovanni Azrak Profile Picture
    Giovanni Azrak 64 on at
    RE: Order planning date workflow

    CTP works if the sales order is reserved on the purchase order but sales order with "default" shipment date (today) cannot be reserved on purchase order with Promised Receipt Date tomorrow.

  • Richard CC Profile Picture
    Richard CC 5 on at
    RE: Order planning date workflow

    Hi guys

    Did anyone workout a solution to this? I still have a problem with purchase demand appearing back on order planning if a purchase order expected date is changed to beyond the sales order promised date.

    Is there a way that BC can build some flexibility into its tolerances. eg the S/O date is 01/05 the P/O deliver is 04/05. Because we have say, 2 weeks tolerance built in, BC doesnt call for a new order on order planning.

  • Giovanni Azrak Profile Picture
    Giovanni Azrak 64 on at
    RE: Order planning date workflow

    From the planning worksheet you can get that within a certain time frame the system recommends a change in the purchase/production order instead of its removal.

    Personally, I have solved this by modifying the logic with which the expected purchase date and row date is populated in the oda so that they always remain compatible according to business-specific logic.

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