Page Comparison

Sales - Auto Update Sales Lines with linked Purchase Line reservations

This function helps you manage your reservations more easily and without needing to recreate reservations manually. 

The default BC behaviour regarding “respecting” existing reservations is as follows:

• When items are purchased (due to demand from Sales orders and/or Service orders), this results in a purchase order line. Manual reservation (from sales to purchase or v.v.) creates a link between purchase and sales. Manual reservation is time-intensive.

• When the "Expected Receipt date" on the Purchase Order line (on which the reservation has been made) is updated to a date after the Planned Shipment Date of the Sales Order Line, an error message regarding date conflict follows. You then have to delete the reservation, adjust dates on sales, and then make a new reservation. This is very time consuming.

Conditions / preparations before start using this functionality

1. Base Calendar Code must be configured

   1. Make sure a Base Calendar Code is configured at the page [Company Information]

   2. Configure the Base Calendar and make sure your company's non-working days are configured properly. As these are taken into account whilst calculating the new dates to be entered in the date fields at the target lines from the Reservation Entries. 

Behaviour with these functions activated

If a Purchase order line is (partially) reserved: Reservations are kept intact when you update the Planned Receipt date and / or Expected Receipt date at a Purchase order Line. All target lines from all Reservation Entries are updated according to the settings as configured at this [Wholesale 365 Setup] page. 

Base Calendars logic

Base Calendars from e.g. carriers are not respected when updating the (expected) shipment date (Planned Shipment Date and Shipment Date), resulting in this date not always being calculated reliably. 

When Auto Update is activated, logic is being added in the sequence in the application of calendars when calculating the (Expected) delivery date on the Sales Order Line, when there is a reservation linked to the Sales Order Line. This makes the Expected delivery date calculated more reliably.
The order of calculating the (Expected) delivery date of the sales order line is as below.

1. Check whether a [Base Calendar Code] has been filled for the Shipping agents Service of the sales order (the primary question is whether the desired supplier can pick up the shipment)

2. Check whether a [Base Calendar Code] has been filled at Company level, under Company details (If your company is closed, shipments cannot be sent)

3. Check whether a [Base Calendar Code] has been filled for the Location (If your location is closed, shipments cannot be sent)

4. Check whether a [Base Calendar Code] has been filled for the Customer (If your customer is closed, they cannot receive the shipment)

Configuration

Configure using the [Wholesale365 setup] page

When the expected receipt date on the Purchaseorderline is changed. the linked lines are updated via the Reservation posts. For example, Salesorderlines