To modify line item quantities of existing delivery dates, use the
Additional
Line Item Details Screen.Use this feature to assign one or more delivery dates to individual line items on an order. This feature can be useful for customers who want their order delivered in stages.
To assign multiple delivery dates to a single line item, the following must be true:
the DELIVERY DATES - Allow multiple on order field in Point of Sale Control Settings must be checked,
the order must be a delivery-type order with a delivery status of SCH (scheduled) or EST (estimated), and
the selected line item must have a quantity specified.
If the above is true for a sales order, then the Schedule Delivery Lines option is active on the Actions button in Sales Order Entry. Use this option to access the Schedule Delivery Lines window, which you can use to schedule multiple delivery dates for an order.
To modify line item quantities of existing delivery dates, use the
Additional
Line Item Details Screen.
Although you can assign multiple delivery dates to an order, you can process only one delivery date at a time. The system designates the first chronological delivery date as the Next Delivery Date and the succeeding date as the Second Delivery Date. These dates become the delivery dates associated with the order. The system ignores line items assigned to other dates until their delivery date becomes the next or second delivery date for the order. Note that you must first process the Next Delivery Date before you can process any additional delivery dates on the order.
If multiple delivery dates exist in an order, the system assigns the next delivery date to all new line items.
To activate the Second Delivery Date feature, contact STORIS Product Support. Once active, you can use the Schedule Delivery Lines window to specify a route code and delivery status for the second chronological delivery date (if one exists for the order). Note, however, that before you can print the second delivery ticket or pick the second date, you must print a delivery ticket for Next Delivery Date (the delivery date preceding the second delivery date), and you cannot complete the second delivery date until you complete the Next Delivery Date.
The Unscheduled field on the Sales Order Line Scheduling Window displays the quantity of a given line item not associated with a delivery date. To remove a scheduled item from a delivery quantity, use the Scheduled field to reduce the scheduled quantity for the item. The system adds the item to the Unscheduled quantity, and assigns it a status of "U" for unscheduled. The status appears in the Status column in the grid on the Merchandise tab of Enter a Sales Order. Note that the Unscheduling feature is active regardless of the status of the Allow Multiple Delivery Dates field in the Point of Sale Control Settings.
"Unscheduling" a
line item replaces previous functionality (that is, previous to R8.6)
in which you used the Ship Quantity field on the Additional
Line Item Details Screen to place a quantity on Hold (H) status. Hold
status continues to indicate a line item quantity currently not available
for completion.
When multiple delivery dates exist and you change the ordered quantity, the system does not know which delivery dates to apply the changes to. Whenever possible, the system assigns ordered quantity changes to the unscheduled quantity. For increases in ordered quantity, the system increases the unscheduled quantity without attempting to update the delivery quantity for any specific date. For decreases in ordered quantity, the system attempts to reduce only the unscheduled quantity. However, if insufficient unscheduled quantity exists, the system reduces delivery quantities starting from the last delivery date until the decrease is satisfied.
When filling quantities for delivery, the system references the delivery quantity, not the ordered quantity.
Multiple delivery dates and delivery quantities affect stock reservations for sales orders as well as automatic stock reservations. If the Multiple Delivery Dates field is active in the Point of Sale Control Settings and the Reserve by Date Type field in the Inventory Control Settings is set to Delivery Date, the system commits inventory only for delivery dates within the specified auto fill days for the line item.
When multiple quantities of a single product appear on a sales order as separate line items with different scheduled delivery dates, and they are linked to a single purchase order line item, the system commits the merchandise received from that purchase order based on the order of the scheduled delivery dates. If the order is a split ticket that includes a scheduled customer pickup date, the system also commits merchandise to that pickup line item according to the date. In those cases where the scheduled delivery/pickup dates for different lines items are the same, the system commits merchandise in the order that the line items were linked to the purchase order. Unscheduled pieces are committed only after all the scheduled pieces are committed, and are committed in the order in which they were linked to the purchase order.
The Sales Order Completion process accommodates multiple delivery dates. The system always completely delivers the delivery quantity associated with the Next Delivery Date. If processed through the Delivery Manifest Completion process, the Delivery Quantity is reduced by undelivered merchandise and optionally rescheduled. If processed through Sales Order Entry and the Verify Delivered Merchandise field is not set, the system assumes you adjusted the delivery quantity before opting for single ticket completion.
When a sales document is partially completed, the Next Delivery Date is retained and the Delivery Status set to Estimated. However, when multiple delivery dates exist, the system removes the first Available Delivery Date value and moves the second date into the Next Delivery Date. The Delivery Status remains set to Scheduled and the Stop Time is cleared. Sales lines are processed in a similar fashion, except the first Delivery Date and Delivery Quantity values are removed and the following values moved up. The second date in the list becomes the Next Delivery Date for the sales line. If no more Delivery Dates/Quantities exist and no Unscheduled Quantity exists, the sales line completes and is deleted.
Although Service documents do not support multiple service dates, you can link Service and Sale document lines with interdependencies on Delivery and Service dates.
For example, you can link an In-Shop Service line to an open Sales line. The Service Date must fall before the Delivery Date in order for the service to be performed In-Shop before the delivery. Or, you can link an In-Home Service Line to an open Sales line, where the Service Date must fall after the Delivery Date so the service can take place in the home after delivery.
You cannot assign multiple delivery dates to line items with an ordered quantity of 1. This is also true for as-is, kit master, and kit component line items.
If you change the delivery status of an order with multiple delivery dates from either SCH or EST status to either ASAP or CWC status, you remove all delivery dates from the order. A warning message appears first.
When you complete an order with multiple delivery dates, the system adds any un-delivered and un-rescheduled quantities to the unscheduled quantity for that line item, and the second delivery date in the list becomes the next delivery date with the status set to SCH (scheduled). If the order has only one delivery date, the system preserves that date, and schedules the remaining quantity (including any previously unscheduled quantity) to that date, setting the delivery status EST (estimated). If a quantity is not delivered (ND) and rescheduled, the system assigns the new date, and sets the delivery status set to EST.
When determining whether to un-reserve unscheduled inventory for orders with single delivery dates, the system references the date and the auto fill days for the order. For multiple delivery dates, the system un-reserves all unscheduled quantities.
When determining back-ordered quantities for printing on delivery and pickup tickets for orders with multiple delivery dates, the system includes only delivery lines whose quantity was scheduled but could not be shipped, excluding unscheduled quantities and subsequent delivery dates. Delivery lines with no scheduled quantity do not appear on the delivery ticket regardless of the Back Order Quantity setting in the Point of Sale Control Settings. For all other lines and line types, the system calculates back orders as the quantity ordered minus the actual ship quantity.
At this time, the iCall Voice Processing feature does not support multiple delivery dates.