Transaction Update – Logistical Scheduling
Access
Use this routine to update individual transactions with changes in delivery information. Note that if the item is on a manifest, you can edit only the Contact Status and Time fields, and to edit these fields you must have clearance via the Update Status and Stop Time for an Order on a Manifest field in the Extended Security settings. If you don't have clearance, a message appears with the option to view the transaction in the View an Existing Sales Order routine.
When finished editing, click Save to return to the Logistical Scheduling screen. Your changes appear in the grid.
TransactionThe transaction you selected on the Confirm Schedules screen appears.
Credit HoldFor transactions on credit hold, the credit hold code displays. You cannot scheduled an order on hold. To remove it from hold, use the Approve Orders on Credit Hold (A/R Credit Hold Approvals) program.
Customer Name and PhoneFor Deliveries/Returns and Service orders, the customer's home phone number displays from the customer record. For transfers, the phone number for the warehouse location displays.
Contact StatusThe delivery contact status (if any) displays. If you click on the Arrow, a list of statuses displays from which you can choose. If no contact statuses exist in your system, this field is inactive. Note that to edit this field, you must have clearance via the Update Status and Stop Time for an Order on a Manifest field in the Extended Security settings.
DateEnter the contact date. If you click on the Calendar Icon, a calendar appears from which you can select a date.
Delivery StatusThe delivery status (EST or SCH) displays.
DateThe delivery date displays. You can edit this date. If you click on the Calendar Icon, a calendar appears from which you can select a new date. If you click on the Action button, the Override a Capacity Date screen appears.
TimeEnter the stop time, if known, at which to deliver the merchandise. Enter the time in 24-hour military time format (that is, HH:MM). For example, to run the process at 3:00 P.M., enter 15:00 in this field. For documents with multiple delivery dates, any change you make to the status applies to all delivery dates.
Route
TruckIf mapping is active, user will be prompted for the Truck Number. If selected, the Truck Number will used as one of the search filters in generating the confirm schedule display on the Confirm Schedule tab.
Remove Quantity HoldIf an unscheduled (on hold) quantity exists for the selected order and only one delivery date exists for the line, check the box at this field to clear the hold status from all unscheduled quantities. Otherwise, leave the field blank.
