Amending Sales Order Date Fields

The Required Date and Target Date fields in the Sales Order header and on individual lines can be updated as an order progresses and subsequently used in monitoring your delivery performance.

For examples of how to use and update the Required Date and Target Date fields to monitor the order and your delivery performance see Using Sales Order Date Fields To Measure Delivery Performance: Examples. For definitions of the available date fields see Sales Order Date Fields And Delivery Performance.

Note: The Target Date field in the Sales Order header and on individual lines displays only if Enable Target Dates is enabled in the Price Book Flags > Miscellaneous control record.

To amend Required and/or Target dates on a Sales Order:

1.      Retrieve the Sales Order. You may retrieve and open the Sales Order:

• From the Finder. See Finding Sales Orders.

• From the Open A Recent Document section of the Home tab (if the document has been recently closed). See Finding Recently-Viewed Documents.

• From the Sales Orders tab of the Customer record. See Sales Orders Tab: Viewing Customer Sales Orders.

2.      The Sales Order is opened. Click Amend on the Toolbar - Sub Menu to place the document in 'Amend' mode.

3.      Edit the Required Date and/or Target Date for the whole Sales Order or for individual Sales Order lines as follows:

Editing The Required And/Or Target Date In The Sales Order Header

To amend the default Required Date and/or Target Date for the whole Sales Order:

• click the calendar icon to the right of the Required Date and/or Target Date field in the Sales Order header and select a date from the 'calendar' date picker;

• OR: in the Required Date and/or Target Date field, type in the date in the format 01/01/20XX.

Note: If the Required Date is amended, a prompt displays, asking if you also wish to update the Target Date. Enter Yes or No as required.

Changes made to the Required Date and/or Target Date in the Sales Order header are applied to all undelivered Sales Order lines.

Editing The Required And/Or Target Date On A Sales Order Line

The Required and Target dates for all order lines default to those entered in the Sales Order header. To amend dates for an individual Sales Order line, click the Required Date or Target Date hyperlink on the line.

Note: The Forward Order Schedule window will display if it is a Forward line. You may edit the Required and/or Target date within the Forward Order Schedule window. For further details see Editing Forward Order Lines.

IMPORTANT: To display Required/Target/Allocation dates on Sales Order lines select Lines View > Date View from the Toolbar - Sub Menu. For further details see Lines View Modes.

In the Target Dates Editor window:

• click the calendar icon to the right of the date field and select a date from the 'calendar' date picker;

• OR: type in the date in the format 01/01/20XX.

Note: A warning may display when editing dates for Sales Order lines if the line date conflicts with the Order Date. If this displays you may either overwrite the existing line date or cancel the operation.

Click OK. The date on the line is amended.

4.      When you have finished, click Complete on the Toolbar - Sub Menu to Complete (or re-Complete) the Sales Order, as described in Completing Sales Orders.

You may repeat this procedure as many times as necessary if the Required Date or Target Date changes again for the whole Sales Order or for any individual order line.

NEXT: Using Sales Order Date Fields To Measure Delivery Performance: Examples