Dynamics Community Forum Thread Details

Automatically Offset Field values on Sales Orders

I have received a request to offset three different fields on a Sales Order by default and I was wondering if there is an Administration setting page or possibly elsewhere like where on a Customer Card that I can go to do this on and what it is called if there is such a page.

The fields are:

Shipment Date - This is an item line field on the Sales Order.
Requested Delivery Date - This is a header field on the Sales Order.
Planned Delivery Date - This is an item line field on the Sales Order.

My intention was to apply Today's date + 3 days on them after I select a customer on a new Sales Order. I would like to avoid having to enter the values manually each and every single time I create a new Sales Order in Business Central.

My troubleshooting so far:

On the Customer Card, I went to the Shipping section and added the code 3D on the Shipping Time field. Result: I see Shipping Time 3D on the sales order but it did not offset the 3 fields when expected to.
I saw the Order Promising Lines window but I don't quite understand how to use this properly.

My understanding was that when a requested delivery date is set, the planned shipment date is calculated by subtracting the shipping time off of it. And when outbound whse. handling time is subtracted from a planned shipment date, the shipment date is calculated too. I am unsure if this is something that is configurable or predefined and unable to be changed.

Your help is much well appreciated.

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Business Central

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