Schedule Tab





Schedule Tab field definitions

Customer

The name of the customer.

Ln

The Sales Order Line Item Number.

Part Number

The number the user has assigned to the part or product.

Rev

The revision number pertaining to the part number.

Class

The classification to which the part number belongs.

Type

The type within the classification to which the part number belongs.

Description

The description of the part number.

Delivery Schedule Section:

Due Date

The date the assembly is to be received by the customer.

Ship Date

The date the assembly is due to the shipping department.

Commit Date The date the product is due to the customer 
Shipped Qty

The amount already shipped.

Scheduled Qty

The amount to be completed by the indicated due date.

Total

The sum of the scheduled column and the sum of the shipped column.

Buttons:

 

To add a line to the schedule.

 

To delete the highlighted item.

Auto Scheduling Section:

1st Due Date

This is the 1st date due to the Customer.

Delivery Qty

The Delivery Qty screen allows the user to divide the shipment into multiple deliveries of equal parts. For example, if the order is for a total of 100 pieces, and the customer wishes delivery to be at the rate of 10 units each day, then the delivery quantity should be entered as 10.

The next box allows the user to select the delivery intervals. The options are by day (DY), week (WK) (7 calendar days) or month (MO) (30 calendar days) days. After selecting the delivery interval, pressing the SAVE button creates a line for each delivery date in the sequence requested.

Note: In using the term Weekly and Monthly, it doesn't matter what the holidays or what the weekends are (i.e. that they are not excluded from the total time of a week or month), but are considered when the final date is calculated.

This is depressed if the user wants the system to set up the scheduling using the Delivery Schedule Default Days which are setup in the  Delivery Schedule Default Setup module.  .

Transit Days
This is the number of days from the user’s dock to the Customer’s dock. This will default in from the Customer Information module.  If the Customer transit days are blank or zero in the Customer Information module then the system will take from the Delivery Schedule Default Setup module.  NOTE: If user selects their first delivery date on a Monday with a transit day of 1 it will NOT default in a non-working day for the ship date such as Sunday, instead it will default in a working day for the ship day such as a Friday. 
Order Qty

This is the total order for the line item.

Balance

This is the quantity unshipped as of this date.