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Microsoft Dynamics NAV (Archived)

Shipping Schedule in Sales Orders

Posted on by 470

Hi everyone,

I'm trying to find a solution for the following problem.

Example : A customer agreed to buy 10,000 units of one given item, but wants the items to be shipped 1,000 units at a time (10 different shipments ; let's say once a month for 10 consecutive months).

Right now, the Inside Sales representative has to enter 10 separate lines in the Sales Order, with the 10 different Shipment Dates. This shouldn't be so bad, but the same customer is kind of difficult to handle, because it might decide it needs 200 units ASAP on one given month. The Inside Sales rep must then copy/paste the line, and change the quantity in the original and the new line. This action can automatically generate unwanted changes in the lines' data, line discounts for example. Needless to say this can become quite cumbersome.

This brings me to one recurrent complaint I get from this user (and the Sales department as a whole) about the lack of proper Shipping Schedule in NAV (by Sales Order line). The case described above can occur with several other customers as well. I'm pretty sure this kind of issue has been experienced with other NAV users before.

So, does anybody have something to suggest to improve this aspect of Sales Order management?

Thanks a lot!

*This post is locked for comments

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Shipping Schedule in Sales Orders

    You can do this via warehouse shipment for that sales order .

  • mmv Profile Picture
    mmv 11,465 on at
    RE: Shipping Schedule in Sales Orders

    If your customer wants to have the same Sales Order No. to be displayed on the printed document, you may print the Blanket Order No (which is available on the Sales Order Lines).  

    I don't think the blanket order functionality is confusing.  If it's very confusing, multiple Shipments / Invoices to an Order or multiple Invoices to a single Shipment will be very confusing for you.  Please study the process of Blanket Sales Order before you could use it.

  • Casper Leibowitz Profile Picture
    Casper Leibowitz 470 on at
    RE: Shipping Schedule in Sales Orders

    Thanks all for your comments.

    The thing with the partial shipment, as Ron suggested, is you can't have the visibility of the future shipments. Forecasting actual deliveries become more complicated for everyone.

    Regarding the Blanket Sales Order, the Customer might expect to have the same Sales Order number for the duration of its PO, but generating a new SO each time a shipment must be done will simply create more confusion for everyone. Unless we don't really understand how BSO work ...

    Feel free to further comment on this if you wish.

  • mmv Profile Picture
    mmv 11,465 on at
    RE: Shipping Schedule in Sales Orders

    Hi,

    I think you can manage this using the Blanket Sales Orders.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Shipping Schedule in Sales Orders

    Why not key in 200 in the qty to ship and post? will they be taking the other 800 later? or will they want the entire 1,000 for that month? 

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    RE: Shipping Schedule in Sales Orders

    Did you check Blanket Orders?

    msdn.microsoft.com/.../hh178973(v=nav.70).aspx

    https://youtu.be/nM4Ug0SaOLY

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