Specify Schedule

This page allows you to specify the schedule in which the items are shipped to the delivery area for each line item. The order line number is entered manually if known or with the help facility available. Based on the order line number selected, the details pertaining to that line number are displayed. The system ensures that for a given line number, in the schedule, all the warehouses specified should belong to the same tax region as mapped in the “Tax Setup” business component. The to ship date and available date are computed, depending on the promised date entered in the main page. The ATP run checks whether the specific item is available on a promised date in a specific warehouse. Irrespective of the result of ATP, the ATP quantity will be displayed.

Select the "Specify Schedule" link at the bottom of "Maintain Sale Order" page.

The "Specify Schedule " page appears.

The system displays the following fields:

Order Status	The status of the sale order.
Order No.	The unique number identifying the sale order. If the order number is a valid number, then the system retrieves the details of the order number and populates in the appropriate fields in this page.
Amendment No.	The number identifying an amendment made on the sale order. Every time the sale order is successfully amended, the system increments amendment number by one .
Order Date	The date on which the sale order was created.

The following fields details are populated from the main page in the “Default Information” group box:

Required Date	The date on which the customer requires the item at his/her location.
Promised Date	The promised date of delivery to the customer. The date committed by the seller to the customer.
Pricing Date	The pricing effective date for defaulting price lists.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Warehouse Code	The code identifying the shipping point warehouse at which the specified quantity of the item is available.
Preferred Carrier	The code identifying the carrier that is preferred for transportation of goods from the shipping point to the delivery area. If this field is not left blank, the system checks for the validity of the carrier from the “Carrier” business component.
Ship To Customer Code	The code identifying the customer to whom the goods needs to be shipped to.
Ship To Address Id.	The address of the location at which the items must be delivered.

Enter the following field in the “Line Item Details” group box:

Order Line No.	The number identifying the line item in the sale order (Integer). The system ensures that this field should not be null. If not null, the system also checks for the existence of order line number for the order number.
	Help facility available.

If the order line number exists and if it is valid for the line number, then the system retrieves the corresponding details and displays it in this page.

Item Code	The code identifying the line item.
Variant Code	The code identifying the item variant.
Qty.	The quantity of the item ordered in the sale order.
UOM	The unit of measurement of the item.
Rate	The unit rate of the ordered item.

Enter the following details in the “Schedule Details” multiline:

Shipping Point

Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer. The system displays “Null” by default on launch of the page.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available (Alphanumeric, 10). If the shipping point is valid, the system checks for the validity of the warehouse.
	Help facility available.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Ship To Customer Code	The code identifying the customer to whom the items must be shipped (Alphanumeric, 18).
	Help facility available.
Ship To Address Id.	The address of the location at which the items must be delivered (Alphanumeric, 6). If this field is not left blank, then the system checks for the validity of the ship to address id.
	Help facility available.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Required Date

The date on which the customer requires the item at his/her location (Date Format). The system ensures that the required date cannot be less than order date.

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Promised Date

The promised date of delivery to the customer (Date Format). The date committed by the seller to the customer. The system ensures that the promised date cannot be less than order date.

Note: Promised date cannot be changed if the Shipped quantity > 0 or if Picked Quantity >0 or if Bill & Hold Quantity >0. If this field is left blank, then the system populates the default value specified in the header to this field.

To Ship Date	The date on which the finished goods are to be shipped from the shipping point to the destination specified by the customer (Date Format). To ship date cannot be greater than promised date.
Available Date	The date on which an item will be available for issue from inventory (Date Format). The date depends on the To Ship date and packing time. The packing time is a system parameter. The system ensures that this field should not be null. Available date cannot be greater than promised date and To ship date.

Note: Available Date = To ship date – Packing Time.

Processing Action

Use the drop-down list box to specify the action to be carried out for the line item in the Sale Order. You can select from “Make”, “Buy” or “Drop ship”. The system displays “Null” by default on launch of the page. Processing Action for Item Type "Sundry", "Model", "Kit", "Service" will always be "Make".

A Tip: One type of Processing Action cannot be amended to another type. (Example: Drop ship cannot be changed to Buy or Make cannot be changed to Drop ship).

Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. The values are dynamically populated from the “Category” business component. The system displays “Null” by default on launch of the page.
Qty.	The quantity of the item to be scheduled for delivery from a selected shipping point for a particular line item (Integer). The system ensures that this field is not left blank.

The following fields are displayed based on the result of the “Run ATP” pushbutton:

ATP

The “Availability To Promise” information indicates the availability of enough stock based on the available date to meet the scheduled quantity.

Note: Returns “Ok” if the entire quantity of the item requested is available on the available date or else returns “Null”.

ATP Qty.	The quantity of item available in a selected warehouse for a given available date.
	Help facility available.

Click the “Compute Dates” pushbutton to compute the To-ship and available date.

If the preferred carrier selected is valid, then the system retrieves the transportation time for the carrier from the shipping point to the ship-to id for each data row from the “Carrier” business component.

For each data row, the system retrieves packing time. The transportation time is retrieved from “Carrier” business component for the preferred carrier. If the To-ship date field is left blank, the system calculates the To-Ship date as a difference of promised date and transportation time.

Click the “Run ATP” pushbutton to check the availability of stock in the Warehouse.

The system runs the ATP at warehouse level. If the free stock available in the selected warehouse is less than the line item quantity, the system displays the ATP status as “Null” . If the ATP quantity is greater than the line item quantity, the system displays “OK”.

Click the “Add Schedule” pushbutton to add the schedule details for the selected Line Number.

The system saves all the schedule details.

To proceed, carry out the following

Select the “TCD by Document” link at the bottom of the page to specify TCD details by document.
Select the “TCD by Item” link at the bottom of the page to specify TCD details for each item line.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify Tax details.
Select the “Attach Notes” link at the bottom of the page to attach notes.