Update of confirmed delivery date in Sales orders (COA)
Change confirmed delivery date
If there are any changes to confirmed delivery date in a Sales order (COA) that has already been sent to customer, this must be confirmed again and the customer must be informed. There are several ways to change the confirmed delivery date in a Sales order item (COAITEM):
Automatically based on confirmed delivery date from supplier/production. If the ReConfirm Sales Order (COA) setting is ON and Location (LOC) is added to the Values field of the setting, confirmed delivery date will be automatically updated if there is a change in the confirmed delivery date in the Purchase order response item (SOAITEM) or the Production work order (PWO) this COA has assignments from.
Forward the item or all items to a new COA, and update the confirmed delivery date in the item(s) before the new COA is registered. The advantage of this process is that the new COA is sent to the customer.
Change confirmed delivery date in already registered sales orders. This can be done by simply selecting a date in the Confirmed delivery field in the Sales order item (COAITEM), or the same delivery date can be set for all active items using the context menu Update confirmed delivery date on all items... option.
When a Sales order item (COAITEM) or all items are forwarded to a new COA, the user can choose whether the change is caused by Us or the Customer. Same if the context menu Update confirmed delivery date on all items... option is used. If the confirmed delivery date is set automatically, or by updating directly in the field, RamBase will understand the change as it is caused by Us.
Us or Customer can be found in the Change caused by field in Sales order item (COAITEM)
Lock confirmed delivery date
It is possible to lock confirmed delivery date, to prevent both manual and automatic updates.
To lock the confirmed delivery date, click on the open Padlock icon in the Confirmed delivery field.
To unlock the field, click on the locked Padlock icon.
The date can be locked or unlocked for updates both directly in an existing Sales order item (COAITEM), and in the forward popup when forwarding a Sales order (COA) to a Sales order (COA). The state of the Padlock icon during the forward process determines whether the confirmed delivery date in the new Sales order item (COAITEM) should be locked or unlocked.
In the Sales orders (COA) application, it is possible to lock and unlock all items belonging to a specific Sales order (COA). This is done by clicking on the Context menu icon and selecting the relevant option:
Lock confirmed delivery date on all items
Unlock confirmed delivery date on all items