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Working days option in combination with a calendar on a customer

Posted on by 10

I have been looking into the use of the sales lead time in the accounts receivable parameters / sales ledger parameters in combination with the option 'working days'.

I noticed that the option working days only works in combination with a calendar assigned to the  Organization administration > Organizations > Legal entities> the Foreign trade and logistics tab > Shipping calendar.

If you don't use a calendar in you organization administration but assign one on the customer directly it doesn't take the working days into account. 

Which seems very peculiar to me.

Also the sales lead time set in the accounts receivable parameters might be 5 but when you check the delivery control screen when creating a new sales order, the lead time might say 8. Because the lead time also doesn't take into account the working days. Which is rather confusing because  the 'working days' checkbox is just next to the lead time box in that screen. So if that one is selected you might think that it says lead time 8 working days.

But I just want ask why the working days checkbox has no effect in combination with the invoice and delivery > receipt calendar on the costumer?

  • JP-01051624-0 Profile Picture
    JP-01051624-0 2 on at
    Working days option in combination with a calendar on a customer
    Hi, guys, I realize I'm replying to a very old thread here but I'm also in a rut with customer receipt calendars vs transport days.  Longstory short we use 3 working days Sales Lead Time (set in legal entity's Accounts Receiveable PArameters > Shipment), and (want to) add Transport days based on the sending Warehouse and the receiving Country and State.  Whereas the Sales Lead Time drives our Requested Ship Date, the Transport Days create an offset and determine the (later) Requested Receipt Date.  Anyhow, by the look of it, you're way more experienced here.  My issue is this (see below example), and it happens in a split second: when initiating a new sales order the requested ship date and requested receipt date are determined.  creation date + 3 working days = requested ship date.  Requested Ship Date + x Transport Days = Requested Receipt Date.  But then D3FO calculates backwards to (re)determine the Requested Ship Date, which is 2 days later than we wanted the Requested Ship Date to be and which would be a perfectly feasible ship date (the 2 days being the weekend days that aren't getting skipped in that backwards determination at the end.  I read in your thread here about closing (deleting?) days entirely from a customer receipt calendar bit I can't seem to do that: I can only mark weekend days and holidays as "closed" and tick them as "closed for receipt" but I can't seem to delete/remove them entirely.  How did you go about that?  
  • xavl Profile Picture
    xavl 10 on at
    RE: Working days option in combination with a calendar on a customer

    Hi Qian,

    That solves it.

    Thank you very much for your help & patience.

    kind regards,

    Xavier

  • Verified answer
    qianwang Profile Picture
    qianwang 7,147 on at
    RE: Working days option in combination with a calendar on a customer

    Hi xavl,

    The calendar in ledger entity means the specific dates in which a legal entity can ship goods.

    But the calendar in customer form means when a customer can accept deliveries.

    In first case, the Wednesday closed means customer cant receive but you can pick up and ship the item. This is the reason why system take it into account.

    docs.microsoft.com/.../supply-chain-calendars-master-planning

    Regards,

    QianQW

  • xavl Profile Picture
    xavl 10 on at
    RE: Working days option in combination with a calendar on a customer

    Hi Qian,

    My sales lead time is set to 5 (see screenshot in this post) and it doesn't take Wednesday, Saturday or Sunday (these are closed days in my calendar) into account when assigning the calendar in OA > legal entities. Which you can see in the screenshot in my previous post. So it will skip these days.

    However it does take those closed days into account when assigning the calendar on the customer. As you can see in my first screenshot. So it takes Wednesday as 1 of the 5 days of my sales lead time. Which it shouldn't be doing.

    Kind regards,

    Xavier

    sales-lead3.png

  • qianwang Profile Picture
    qianwang 7,147 on at
    RE: Working days option in combination with a calendar on a customer

    Hi xavl,

    The day wont be skipped for the action 'closed' in calendar is used to close for pickup. If you set up the lead time is 8, the sales order will still consider the saturday and the sunday.

    Regards,

    QianQW

  • xavl Profile Picture
    xavl 10 on at
    RE: Working days option in combination with a calendar on a customer

    sales-lead2.png

    Hi Qian,

    To prove my point:

    - I deleted the calendar "Hol" on the customer

    - I assigned the same calendar "Hol" in OA > legal entities

    You can now see:

    - Wednesday can still not be selected

    - Monday also has an exclamation mark next to it.

    So why is there a difference?

    Kind regards,

    Xavier

  • xavl Profile Picture
    xavl 10 on at
    RE: Working days option in combination with a calendar on a customer

    Hi Qian,

    I would expect Monday to have an exclamation mark as well.

    5 days: Monday, Tuesday, Thursday, Friday, Monday.

    Wednesday is closed so skipped.

    Kind regards,

    Xavier

  • qianwang Profile Picture
    qianwang 7,147 on at
    RE: Working days option in combination with a calendar on a customer

    Hi xavl,

    You close the day in 12.11 and system doesnot consider it.

    555.jpg

    Regards,

    QianQW

  • xavl Profile Picture
    xavl 10 on at
    RE: Working days option in combination with a calendar on a customer

    Hi Qian,

    I did exactly that. No calendar in OA but assigned the Hol calender on the customer in USMF. I closed a day this week and had 5 days lead time.

    With no effect I mean that you can that the day is not available when clicking on delivery control but is still counted as a working day.

    If you check the screenshot you will see:

    - AR > sales team time 5 days + working days

    - customer has calendar HOL assigned to it

    - calendar HOL is closed this Wednesday

    - when creating a new SO the delivery date is next Monday which is wrong. It should be Tuesday because we are closed on Wednesday

    - if you click simulate delivery dates: you see that Wednesday can't be selected but is taken into account for the 5 days.

    sales-lead.png

  • qianwang Profile Picture
    qianwang 7,147 on at
    RE: Working days option in combination with a calendar on a customer

    Hi xavl,

    If you set the calendar for Customer or Mode of delivery(no calendar in organization administration), system will consider the working day and lead time that set up in the AR parameters. Requested ship date would be updated when you select the customer or mode of delivery when creating the sales order.

    What do you mean for ‘no effect in combination with the invoice and delivery’ ?

    Regards,

    QianQW

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