1. Delivery Schedule

1.1. Prerequisites for Delivery Schedule
Complete the attached worksheet and   "Mark as Completed RoadMap Section B Item 2-j"  before continuing the setup.
 
User MUST have full rights to the "System Setup" in System Security . Users with “Supervisor Rights” will automatically have access.  
 

 
1.2. Introduction for Delivery Schedule

This is where the user sets up the system to manage over and under shipment of a scheduled sales order and to define system delivery priority default days for sales order management.

1.3. Fields & Definitions for Delivery Schedule



Over/Under Shipment Management

OVER SHIPMENT-DEDUCT FROM: Next Shipment Date: If the user wants over shipment quantities to be deducted from the next scheduled delivery for the same sale order and product.

OVER SHIPMENT DEDUCT FROM: Last Shipment Date: If the user wants the over shipment amount to be deducted from the last scheduled delivery for the same sales order and product.

UNDER SHIPMENT: Leave Balance in Scheduled Date: If the user wants to leave the back order quantity at the originally scheduled delivery date for the product on the same sales order.

UNDER SHIPMENT: Add Balance To Next Ship Date: If the user wants to add the remaining back order to the next scheduled delivery date for the product on the same sales order.

Sales Order Schedule Delivery Management

When the user enters a new order, the system will default delivery due dates to a certain number of days from the date of the entry. The number of days is defined by the job type and the numbers in this setup screen.

STANDARD:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY1:  the number of days beyond the current date that MANEX will default a new sales order due date.

PRIORITY2:  the number of days beyond the current date that MANEX will default a new sales order due date

DELIVERY SCHEDULE TRANSIT DAYS: enter the number of days the user wants deducted from sales order delivery date, to account for freight delivery and to establish the dock shipment date.

1.4. How To ..... for Delivery Schedule
1.4.1. Setup the Delivery Schedule Module

Enter the SQLSYSSETTING.EXE (within the ManEx root directory)
This action will then prompt the user for a password
The following screen will be displayed, enter the Sales/Delivery Schedule Module  

The following screen will be displayed:

To modify this screen, the user must click on the Edit button and supply the password. That action will enable the screen.

This will allow the user to click on the radio button desired for over and under shipments. The days may be entered into the data entry boxes for the default due dates and ship dates for sales order.

The user must Save or Abandon changes after modifying screen.

Where Used:  In Sales Orders, Packing Lists and Invoicing.

 

«Mark as Completed in RoadMap Section B Item 2-j»