The exclude
weekend setting controls "transit time", whereas the receiving
calendar controls "receive days". the ability to more accurately schedule pickups and deliveries for dates where the merchandise is available and there is sufficient capacity to facilitate the delivery.
guided selection of pickup or delivery dates for sales orders based on inventory availability and delivery capacity.
detailed scheduling information presented to the salesperson in an easy-to-use and intuitive format to aid in the coordination of the pickup/delivery with the customer.
In STORIS, lead time is defined as the minimum number of days between placing an order with a vendor and the receipt of the merchandise for that order. Several STORIS processes make use of a standard calculation to determine projected receipt dates based upon lead times. For example, purchase order entry makes use of this calculation when presenting you with a default receipt date.
This calculation follows a hierarchy of pre-established values. After determining the proper value for the lead days, additional days may be added to conform with the "exclude weekends from vendor lead days" setting and the receiving calendar settings.
The exclude
weekend setting controls "transit time", whereas the receiving
calendar controls "receive days".
The purpose of ATP (Available To Promise) is to provide a mechanism where dealers can “promise” delivery dates to customers based on the vendor's ability to manufacture and ship merchandise. The ATP Web Service is an API that provides shipment dates and transit times for requested products. An interface to this web service is available from STORIS. Contact STORIS sales for more information regarding the purchase of the ATP - External Ashley and Replenishment - External Ashley modules.
The lead time calculation is interfaced to the ATP web service. The web service is used if the following conditions are true:
The lead time is being calculated for a specific product
The lead time is being calculated for a specific ship-to location
The ship-to location and product’s default vendor ID has been associated with an Ashley account ID, ship-to ID, user ID, password, external ID, and key code within the Configurations tab of Ashley Interface Settings. The ATP Web Service check box must be checked for this combination.
The interface to the web service returns a shipment date and, optionally (based on the associated setting), a number of days of transit time. If a transit time is not returned from the interface, the “In Transit Days” value as established in Vendor Settings (including the optional destination location overrides) is used. The number of days in transit is added to the shipment date to determine the date of receipt.
The standard lead time calculation hierarchy is utilized in the following situations:
Any of the conditions for using the ATP web service are not true (e.g. a specific product is not known)
The ATP web service encountered an error and the service is set to use the standard lead time calculation if an error occurs
STORIS has a calculation referred to as “Next PO”, which includes information about the next purchase order that has inventory that is not assigned to existing orders and transfers. The ATP calculation takes into account additional sources when determining the Available to Promise date. This can include on-hand stock, incoming transfers, incoming purchase orders, newly created purchase orders.
The ATP General Calculation is designed to calculate the following four data points:
The ATP Date, or the next date when there is expected to be quantity available that does not need to be designated for another order.
The ATP Source, or the method by which inventory is made available (e.g. Current Stock, Stock PO).
The ATP Document, or the document number that made inventory available. This applies to both transfers and purchase orders.
The ATP Quantity, or the quantity that is expected to be available for sale on the ATP Date.
The following example illustrates the Available to Promise general calculation. The calculation is returning the earliest availability details for a newly created sales order, and is used in processes such as View Product Availability.
Current QOH |
Date |
6/19 |
6/20 |
6/21 |
6/22 |
6/23 |
6/24 |
6/25 |
6/26 |
6/27 |
6/28 |
1 |
Open Order Quantity |
0 |
0 |
0 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
Existing PO Receipt Quantity |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Existing Transfer Receipt Quantity |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Net Available |
1 |
1 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
Net Available is defined as Current QOH + PO Receipt QTY-to-Date + Transfer Receipt QTY-to-Date, minus the sum of Open Order QTY-to-Date.
In this example, there is available quantity on hand until 6/22 when that quantity has been consumed by an existing sales order. There are no other sources of supply currently in view. The next time merchandise will be available is based on when a newly created purchase order could be available for sale. Therefore the following are the results of the calculation:
ATP Date = Current Date + Lead time + Pad Days
ATP Source = New Purchase Order
ATP Quantity = N/A
The Available to Promise calculation for a specific sales order line item differs from the general calculation in the following ways:
The order is designated a position “in line” for fulfillment. While the general calculation is simply seeking the next date any quantity will be available, the specific order line calculation is seeking the date when quantity will be available for the requested order line.
The order line may have a quantity greater than 1.
It is irrelevant to this calculation whether or not there is subsequently available quantity. Although the net available value may drop to 0 the result of the calculation would not be affected.
ATP Quantity is not a calculated data point.
The following example illustrates this calculation. The “specific order” (6/22) is highlighted for clarity.
Current QOH |
Date |
6/19 |
6/20 |
6/21 |
6/22 |
6/23 |
6/24 |
6/25 |
6/26 |
6/27 |
6/28 |
1 |
Open Order Quantity |
0 |
0 |
0 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
Existing PO Receipt Quantity |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Existing Transfer Receipt Quantity |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Net Available |
1 |
1 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
In this use case there is currently quantity on hand. No other orders exist that could consume that quantity, so the specific order is allocated that merchandise. Therefore the following are the results of the calculation:
ATP Date = 6/19
ATP Source = Current Stock
For order lines linked to auto and multi-leg transfers, the ATP source is that which generates inventory for the initial transfer (i.e. first leg if multi-leg or auto-transfer if not multi-leg). The ATP Date is the date that the auto-transfer arrives and reserves inventory to the order line.
The following applies to order lines that already have an existing transfer linked, order lines that due to recent changes cause a new transfer link to be created, and both new and existing multi-leg transfer links.
In order to find the next transfer date for the originating location:
The process takes the ATP date on which the merchandise is expected to be available in the stock location and determines if the date needs to be adjusted due to an auto-transfer or multi-legged transfer.
For auto transfers, the system calculates the ATP date for the merchandise in the originating location. It then checks for the next available date that is equal to or after the calculated ATP date and has capacity to transfer the merchandise, according to the Logistical Route Settings and Route Capacity Settings.
For multi-legged transfers, the ATP calculation starts at the multi-leg transfer that takes the merchandise from the originating warehouse to the next warehouse in the multi-leg set. The next available transfer date from the first to the second warehouse is found and is used as the starting available date for the next leg of the multi-leg set. Using the starting available date, the process finds the next available transfer date from the second location to the third location. This continues until the process is at the last leg of the multi-leg set, which is either a sales order or a stock transfer.
This process also takes the calculated linked auto transfer date (sales order date minus chained release days) and checks for open transfer dates before the calculated transfer date.
As an example, the ATP date is calculated by determining the date the merchandise is expected to be available in the stock location. That is the date at which the search for the next transfer date begins. While calculating the ATP date, the search for a transfer date only searches forward in time. The chained release days are added to the first open date on the route calendar. When calculating the transfer’s delivery date, the process takes the chosen sales order delivery date and subtracts the chained release days. If that day is not open on the transfer route calendar, the process starts moving back in time through the route calendar to find an open day. There is an open day that was found while calculating the ATP date. Once that open day is found, that date becomes the transfer’s scheduled date.
This date displays by default on orders if your Point of Sale Control Settings "ATP CALCULATION - Default display of ATC date in Point of Sale" field is checked. This is a display-only field that provides the calculated date of availability for the selected line item. The date is based on both merchandise availability as well as delivery route capacities. The system selects either the first open date on the order's route or the delivery date on the line (if the order is scheduled).
If the line item is reserved in full, the current date displays. If the line is not reserved in full, the next projected date of availability, as determined by the calculation, is displayed.
If your Point of Sale Control Settings "DELIVERY DATES - Restrict based on available date" field is checked, a security override is required to perform the following:
Schedule a line item for a date earlier than that line's Available to Customer Date.
Schedule an order for a date earlier than the Available to Customer Date for any of the order's line items.
The following screens and processes are used with the Available to Promise Date scheduling feature.
You cannot activate ATP if any of the following is true:
Stock reservations are set to Order Date (Reserve Within Fill Days) in Inventory Control Settings, Advanced Product Settings, or District and Regional Product Settings.
Purchase Order Assignment Required is inactive in Special Order Control Settings.
Reserve ASAP Sales is active and stock reservations are not set to Order Date (Reserve Immediately) in Inventory Control Settings, Advanced Product Settings, or District and Regional Product Settings.
Reserve CWC Sales is active and stock reservations are not set to Order Date (Reserve Immediately) in Inventory Control Settings, Advanced Product Settings, or District and Regional Product Settings.
Point of Sale Control Settings - See detail in the topic for the following settings: DELIVERY DATES: Allow multiple on order line; DELIVERY DATES: Restrict based on available date; ATP CALCULATION - Default display of ATC date in Point of Sale; ATP CALCULATION - Include New Purchase Orders; ATP CALCULATION - Include Stock Transfers; ATP CALCULATION - Include Unlinked Purchase Orders
To skip the calculation of the ATP date,
do NOT check any of the following ATP Calculation settings: Include New
Purchase Orders, Include Stock Transfers, Include Unlinked Purchase Orders.
If you are not set up to calculate the ATP date via these settings, the
following information is not shown on the Merchandise tab of Enter
a Sales Order or Enter a Shopping
Cart.
-The Available
to Promise Date and Available to Customer Date fields - neither
the labels nor data are displayed.
-The ATP Date in the grid - this column is not included
in the grid.
-The option called Toggle Display of ATP/ATC Dates is
not listed on the Actions menu.
Inventory Control Settings - General tab, Stock Reservations fields
Advanced Product Settings - Interfaces tab, Ashley Quantity Buffer
Warehouse/Store Receiving Settings - used to establish a purchase order receiving calendar for each applicable location.
Ashley Interface Settings - used with the Ashley ATP Web Service to provide Available to Promise delivery dates based on Ashley's ability to manufacture and ship merchandise.
Create a User/Group Logistics Security - control user access to assign merchandise to orders earlier than would occur when automatically assigned by the system.
Update Line Item Delivery Dates
Additional Line Item Details - Sales Order tab
View Product Availability - Locations tab
Additional Order Detail - Delivery Information page
Advanced Line Item Display - Grid display
Line Item Linked Document Display
View All Linked Transfers - lists all "legs" of multi-legged transfer associated with the selected order line.