Sales order approval for shipping

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hello and welcome everybody to another episode of dynamics unplugged today we're going to be talking about a really cool topic delivery day control it's been around for quite some time even in past versions but a lot of you might be new to it and might be wondering what capabilities are offered under delivery day control being able to calculate lead times for your sales orders for your transfer orders and being able to keep your customers and your warehouses updated with the most relevant information and give them accurate lead times for order entry so i'm going to start off with a quick description over what some of the capabilities are and then we're going to go into a pure demo really so we're going to start off with uh what types of delivery date control are out there and this plays on top of other functionality that's available so for example delivery day control of none is when the system doesn't calculate any ship and receipt dates on your transfer orders in your sales orders they're entered manually they default to the current date people can change them there is no offset between the shipment and receipt date when you use that method that occurs automatically you are manually populating those fields based on your own tribal knowledge or customer requests then we step up a level we have the system able to help us provide a little bit of information which is using the option called sales lead time this is very common in catalog companies for example where you're expected to have things on the shelf and you're just quoting an average number of days you're not doing any calculations that consider on-hand inventory or incoming supply or other demand you're just quoting the default lead time very good for static items that don't have a lot of variability or seasonality known demand we don't need to consider their stock availability we trust that within this sales lead time those orders can be delivered it doesn't prevent you from shipping them early obviously you can build your supply chain practices around that um but it does calculate the ship date as the current date you're entering the order plus that sales lead time so for example today is 412 if my product had a 10 day lead time the calculated ship date when i enter a line for that item would be 22. then we start to get into the more advanced options what can we really do to optimize our supply chain so that sales staff isn't going in and doing a lot of uh calculations they don't have to call the planning department the dispatch department production they don't have to go run a bunch of explosions manually or anything like that to come up with a date but they do want to consider all that other information that's when we get into things like available to promise available to promise is a calculation that tells you what the quantity of an item is available and when it can be promised to a customer on a specific date so for example a customer places an order for an item abc today we might have on hand inventory we might have other sales voters or transfer orders that require to consume that on-hand inventory we might have incoming supply via production orders we're making transfer orders for shipping or purchase orders to procure that item and we want to calculate when is the real realistic ship date of that item pending any you know allocation of inventory we already have that's what available the promise will do we'll say do we have available inventory right now if not when will it be available over our planning time frame to give an estimated ship or receipting the big thing you'll see with an available to promise when we get into the demo is that a if the expected um available to promise quantity the expected available quantity exceeds your time fence then it's just going to quote that so if you never wanted to quote longer than 90 days for example you could set your atp time fence in 90 days and if it can't calculate that you can fulfill that demand over the 90 days it will just give you a 90 day lead time on that order and then it's up to the sales person or order enter to really adjust it and update that date if necessary atp plus issue margin goes one step further this accounts for safety margins for those of you who have seen some of the maybe previous sessions we've had there are safety margins to account for processing time for example in the warehouse that isn't accounted for in a lead time so we might have a one or two day issue margin to offset that lead time one or two days to account for things like preparing shipments after the inventory is already made available for packaging labeling getting it through the warehouse that issue margin is required to prepare the items you you can have that on the master plan or the coverage group you shouldn't have it in both places otherwise they add together to give you an even larger buffer but the calculation in general atp 83 plus issue margin is the same one just considers the issue margin while the other one does not and then finally we have our i want to say most complicated but maybe most uh effective use for make to order scenarios which is capable of promise this is when we really want to run a full explosion a bill of material explosion through a finished good at the time of order entry to come up with the realistic make to order ship date because we're not stocking that uh that finish good maybe it's an engineered item maybe it's a configure to order item so we use something like capable the promise to calculate when the earliest available ship date may be so these are the options to estimate and and input dates on your ship in your transfer orders sorry sales orders and transfer orders as ship and receipt dates you can use them to align those dates you can use them to simulate those dates and then still override them and now that you have kind of that background let's go ahead and go into d365 and start to look at a couple examples so i'm going to navigate here first to my my accounts receivable settings my accounts receivable parameters are what control what is the default delivery date control method that we use for sales orders and transfer orders so i'm going to navigate down to the shipments section and delivery control and you can see there is a default here this is a default for this legal entity when we enter sales orders what should the delivery date control method be should it be none should it be sales lead time atp issue margin ctp you can see we can also quote a default sales lead time there so if we are a catalog company and our whole catalog is fairly similar in nature and we just quote a default lead time for everything not that that's common but if you do have a simple uh legal entity simple warehouse distribution center that offers that you can enter that here and that would apply to all items choose if that uh cons is considering working days or calendar days and then the atp time fence the att tp time fence as i mentioned is the amount of time that the system will do an atp calculation for if you're on hand inventory that's available to ship against your demand exceeds the 30 days in this case it would just quote your sales lead time is 30 days from the current date and that is a time of order entry atp does not recalculate uh as the calendar turns so if i entered an order today and it gave me an atp date of 5-1 and tomorrow comes and my supply chain has shifted that sales date isn't automatically going to shift based on the latest atp that's when you'll use things like master planning with your action messages and your calculated delays to see if you should alter any dates on transactions i have had customers and partners alike ask me that before thinking that atp dynamically updates all the time and it is automatically updating orders it is not is an order entry tool for delivery day control and then you use the other functionalities in master planning to update and maintain those dates so here is the default parameter at the legal entity level what you will notice as i navigate to an item is that we have the ability to override that or to specify that more granularly at an item and item warehouse level so we will choose juice gray ipa as the beer of choice today and we'll go ahead and we'll look at our default order settings which we have looked at before in previous examples or demos and we're going to scroll down both you'll see in the inventory section for the purpose of transfer orders and then down here in the sales order section for the purpose of sales orders we have those same set of parameters so if i clicked the override delivery control like i did here on this item that means i'm ignoring the parameters in the ar parameter section and specifying what my delivery date control settings are for this specific item at the site or warehouse that i have set up here so you can see for site 2 warehouse 24 i have atp turned on for juice gray ipa my time fence actually looks out 180 days compared to the 30 day 10 fence we saw in the legal entity parameters and i'm not including planned orders as part of that i can also override the sales lead time so if we did have a small set of items that are really static and known and we want to just use a quoted sales lead time you can do that here as well so we have the ar parameters we have the item specific parameters you guys have seen what options are available well now let's go ahead and actually apply this to a sales order so i'm going to go to the cell tab i'm going to go to open sales order lines to see what existing sos i have out there and we'll actually use one of those to kind of manipulate and see the dates on our orders so we'll take order 1116 here we can see we have a sales order for 440 leaders and if we go to the delivery tab we can see that this is currently controlled with with atp and a requested shift date in february of next year actually in a confirmation date of august of this year now if this was a new sales order there's really kind of one or two things i could do to to simulate that data to get that date so one is i enter all lines and then i want to kind of do a delivery day control on everything on the order because we're doing a shift complete or i can run it individually from the line down here in the delivery tab um so if i was doing it uh on the header i suppose i could come in and start to mess around with my sales order i can come in and start to generate really an atp from the header has a requested ship date up here as you can see and simulate delivery dates button so if i clicked it from the header it would simulate delivery dates for every line versus clicking that button down here which is just this line itself which i'll go ahead and do now this button is available no matter what delivery date control method you use so even if you're using none this button is available to give you an idea of what the atp calculation would do for example i click my simulation button there it knows that my delivery date control method as as you saw from both our ar parameters and the item itself is atp and it's calculating right now that my earliest ship date could be august 1st and you see all these warning icons they're saying essentially i should not have enough inventory to ship any sooner than that now if there's something the system doesn't know like the current on-hand inventory that's allocated elsewhere is going to become available because we're going to get a customer cancellation then i can override and i can say you know update the confirmed ship date if i select a date here you know that's not available you can see there's a warning so if let's say the simulation looks great but i really want to override it you can't do that in the simulate delivery dates button that's just showing you what's available when you do choose delivery date control like for example i'll switch this to sales lead time away from the atp we have and click save that date is already confirmed way ahead of my requested date so let's so we can say go ahead and click today i'm going to click save and it's going to say the internship date 412 is not valid because it's in the sales lead time period of five days so it's actually suggesting to go out uh to 4 18 which is six days but we have the weekend there so that's why it's uh the earliest date i can ship so i can say update requested ship date if i did want to ship it today and i actually could go within the sales lead time i can override and disable that and just allow myself to enter whatever date i put in so you do have the ability to override now what happens though let's say we we started with salesforce time where we started with nothing now we want to go to atp i'll switch that i'll click save we still have that confirmed ship date of eight one there because it already was on atp and it thought the date but all we really saw is that it told us we could have that date right if i click simulate delivery dates it's not going to tell me a whole lot of information other than hey it's 111 days away it's the earliest you can do it and maybe i want to know why so one of the most overlooked things is you can actually access this information straight from the sales order line as well i'm going to minimize some of my screen just to make that a little bit more easier to see what you would do is you click this product and supply button and you will have the atp information available to you from there as well this is going to show a little bit more of a graph and it starts with here's the quantity on your order line which you can edit because maybe they want you to do simulations you know when can it ship if i order 10 units when can it ship if i order 20 and it's 50 units and so on and what about this warehouse versus that warehouse it's going to tell you the date atp this is the quantity i can promise on that date on hand is my current on hand and then this is if there is a receipt incoming inventory or an issue outgoing inventory or consumption sales things like that on that date and it's always going to update the atp quantity based on the seats issues and on hand so you can see i can ship up to 410 units but not quite the 440 on my order and then it's really until may that we start to see some movement so we have 117 receipts 250 being issued 410 on hand is the balance there and it's really not until we get into august that we hit a time frame where we're gonna have enough inventory um to both supply existing orders that are already out there for jewish gray ipa um and this new order of the 440 pieces you might think hey we have 543 pieces on hand there's 440 on this order why can't i deliver it we don't see the receipts and the issues right on today's date but that could be outstanding orders that haven't been fulfilled back orders on previous days that are consuming or already allocated to that on hand so here we really just need to look at the atp column to determine when is the quantity that we want going to be available that might lead us to say hey customer you know 440 is not available till 8 1 but 410 are available now do you want to reduce your order size or take a partial and take the rest later on so that atp is really really powerful and helping us determine what are our possible dates to hit allow us to adjust those dates it's going to consider other things as well which i haven't touched upon i really just touched upon delivery date control but it's going to factor in your calendars those could be your warehouse calendars those could be your customer calendars if they only accept shipments or deliveries on certain dates for vendor purposes when it comes to planning out and running explosions on purchase items we're going to consider their calendars any transport that you have set up in a transport calendar would be taken into consideration as well so for example on deliveries if you've mapped your modes of delivery to to transit times or between warehouse transit times like for example i'll click on um sorry not my delivery terms but my delivery mode back here on my order you can see that i can actually set up a transport calendar for when things are delivered by truck and come up with how what are the transit times between warehouses or between my warehouse and customers based on that uh that motor delivery so we have a working time calendar here that is associated with that transport calendar of 24 hours uh and if i were to go into inventory management setup uh distribution and transport days i could see if mode of delivery 10 my truck motor delivery is tied to any uh default transit times as i mentioned so here we can see all our different warehouses i'm going to go ahead and say warehouse 24 and it looks like for mode of delivery 10 if we're shipping to new hampshire we do have seven days set up so this would be if customer addresses are in new hampshire you could have that by state you could add that by country you can have warehouse to warehouse so transport days calendars along with your delivery day control methods are all going to be taken into consideration when coming up with those dates and deciding really what your ship dates and receipt dates should be so now with that overview hopefully that gives you an idea of what is available to calculate your delivery dates on transfer orders and sales orders to save time for your order enters your sales personnel and warehouse personnel and give you the most up-to-date and accurate information available until next time this is andrew lensack on d365 unplugged thank you everybody