Move Demand Dates

As a Sales Coordinator or Logistics Planner
I want to see which outstanding sales order lines and production order components cannot be shipped or produced on the requested date given current supply
So that I can proactively identify late deliveries and decide how to respond — whether to move the order date, find alternative supply, or prioritise

Setup:

1. Open Reverse Planning – Move Demand Dates.
2. Click Suggest Moving of Demand Dates. Select the Planning Template for Move Demand Dates.
3. Run the calculation. The journal shows all demand lines with a timing mismatch.
4. Each line shows: the source order (type, number, line), current due date, suggested new due date, and the inventory profile columns (inventory, lowest inventory, sales quantity).
5. Lines with Action Message = Move Order Dates are demand lines that can be moved to a feasible date. Lines with Action Message = Replenish Items cannot be covered even with a date move — new supply is needed.

As a Sales Manager
I want to control which date field on sales orders is used as the baseline when the system suggests moving order dates
So that the planning output respects the customer commitments we have already made rather than only looking at the internal shipment date

Setup:

1. On the Planning Template for Move Demand Dates, set Sales Order Date:
   • Shipment Date: uses the shipment date field on sales lines.
   • Only use Promised Delivery Date: uses the Promised Delivery Date field; lines without a Promised Delivery Date are excluded.
   • Only use Promised Delivery Date – if blank, move to End Date: uses the Promised Delivery Date, and if blank, uses the calculation end date instead.
2. The selected date field determines both the current due date shown in the journal and the date the system proposes to move.

As a Logistics Planner
I want to have the system add a safety buffer (in days) to the earliest possible shipment date it calculates
So that the suggested new dates account for receiving time, internal handling, or other delays between the supply arriving and it being ready to ship

Setup:

1. On the Planning Template for Move Demand Dates, set Shipment Date Buffer (Days) to a date formula (e.g. <+2D> for a two-day buffer).
2. When the calculation proposes a new shipment date, the buffer is added to the earliest feasible date before it is presented in the journal.

As a Sales Coordinator
I want to open the underlying sales order, production order, or transfer order for any line in the Move Demand Dates journal
So that I can review order details, customer information, and other context without having to search for the document separately

Setup:

1. In the Move Demand Dates journal, select a line.
2. Click Show Document from the Navigate menu. The system opens:
   • The Sales Order if the source type is Sales Order.
   • The Transfer Order if the source type is Transfer Order.
   • The Planned, Firm Planned, or Released Production Order based on the Ref. Order Status if the source type is Production Order or Production Component.

As a Production Planner
I want to see how a demand line connects to its upstream supply orders and downstream component requirements — the full planning hierarchy for that item
So that I can understand the complete impact of a date change before deciding to accept it

Setup:

1. In the Move Demand Dates journal, select a line.
2. Click Show Hierarchy. The Reverse Hierarchy page opens, showing all related supply and demand entries connected to the selected line — including the BOM structure for produced items.
3. Use this view to trace how moving one order date affects the entire chain.

As a Production Planner
I want to see the supply-side changes that would follow from moving a demand line — such as component orders that would also need to move
So that I can assess the full downstream impact before accepting the action message

Setup:

1. In the Move Demand Dates journal, select a line.
2. Click View Supply Changes. A page opens showing the related supply change lines — for example, component orders that are linked to the selected production order and would be affected by the date move.
3. By default, supply change lines are hidden in the main journal (controlled by the Hide Supply Changes setting in the global Reverse Planning Setup). Click View Supply Changes to see them explicitly.

As a Sales Manager
I want to view only the demand lines that belong to a specific dimension value — for example, a specific sales region or department
So that I can plan date moves for a specific business segment without seeing unrelated demand

Setup:

1. In the Move Demand Dates journal, select a line that has the dimension value you want to filter on.
2. Click Show Orders in Dimension. The system filters the journal to show only lines with the same Dimension 1 and Dimension 2 codes as the selected line.
3. The filtered view opens in the Orders with Dimension page.

As a Logistics Planner
I want to align all sales order lines with the same planning group to the same shipment date — the latest date required by any line in the group
So that all lines on an order or in a planned shipment batch are coordinated and we do not ship partial orders

Setup:

1. In the global Reverse Planning Setup, enable Align Sales Dates per Group to activate group-based alignment.
2. Optionally enable Autoalign Sales Dates to run the alignment automatically after each calculation.
3. In the Move Demand Dates journal, click Align Shipment Dates to run the alignment manually on the current journal lines.
4. The system groups lines by their planning group (set on the sales line) and aligns all lines in each group to the latest shipment date within the group.

As a Sales Coordinator
I want to review each suggested date change, accept the ones I agree with, and carry them all out in one action to a reviewable Sales Order Handling journal
So that I can make final decisions on date changes before they are written to the actual sales orders

Setup:

1. In the Move Demand Dates journal, review each line. Set Accept Action Message to true on lines you accept.
2. Use the Set Action Message action to batch-accept or batch-reject all lines at once.
3. Click Carry Out Action Message. Lines with Move Order Dates are moved to the Sales Order Handling journal. Lines with Replenish Items are moved to the Planning Worksheet.
4. If Sales Order Handling lines were created, the system asks whether to open the Sales Order Handling journal.
5. If Planning Worksheet lines were created, the system asks whether to open the Planning Worksheet.

As a Sales Planner
I want to have the Move Demand Dates calculation use the proposed new dates from the Sales Order Handling journal — where available — rather than the current dates on the actual sales orders
So that the planning calculation reflects dates that have already been agreed internally but not yet written back to the sales orders

Setup:

1. On the Planning Template for Move Demand Dates, enable Use Sales Order Handling.
2. When the calculation runs, it reads the New Due Date field from any existing Sales Order Handling lines for the relevant sales orders and uses those dates instead of the actual shipment dates.
3. This ensures that iterative planning cycles do not create conflicting suggestions for orders already being rescheduled.

As a Logistics Planner
I want to tag sales order lines with a Reverse Planning Group code so that Align Shipment Dates treats all lines in the same group as a unit — aligning them all to the latest date within the group
So that sales order lines that belong to the same shipment batch or customer commitment are always aligned to the same date, even if individual lines have different suggested dates

Setup:

1. On each sales order line that should be coordinated, set the Reverse Planning Group field to a shared code (e.g. a customer reference, shipment batch code, or any meaningful identifier). This field is added to the Sales Line by the Reverse Planning app.
2. In Reverse Planning Setup, ensure Align Sales Dates per Group is enabled.
3. When Align Shipment Dates runs (either manually or via Autoalign Sales Dates), lines with the same Reverse Planning Group code are treated together: all lines in the group are moved to the latest date found among any line in that group.
4. Lines without a group code are handled individually.

Note: If Copy Group from Master Data is enabled in Reverse Planning Setup (visible when Master Data Information is installed), the Reverse Planning Group value can be inherited automatically from the item master data when sales lines are created or modified.

As a Logistics Planner
I want to force all sales order lines in the Align Shipment Dates run to a specific fixed date I provide — rather than having each line use its own calculated or journal-suggested date
So that I can quickly reschedule an entire batch of orders to a known date (such as the next available delivery slot) in one action

Setup:

1. In the Move Demand Dates journal, click Align Shipment Dates. The request page opens.
2. Set Fixed Shipment Date to the target date. When set, this date overrides all individual calculations — every line processed by the alignment is moved to this date regardless of inventory availability or journal suggestions.
3. Optionally enable Align per Reverse Planning Group if you want the fixed date to be applied per group rather than to all lines regardless of group.
4. Run the report. All lines receive the fixed date.

Note: Fixed Shipment Date can also be used when the Autoalign Sales Dates runs automatically after a Move Demand Dates calculation — in that case the fixed date applies across the board. Leave it blank to use the dates suggested by the calculation or journal lines.

As a Sales Coordinator or Planning Administrator
I want to configure a date buffer on specific items so that when Move Demand Dates suggests moving an order, the proposed new date automatically includes an extra buffer for that item
So that items with known handling delays, inspection requirements, or other post-receipt lead times get realistic new dates without the planner having to add the buffer manually each time

Setup:

1. Open the Item Card for the item that needs a buffer.
2. Set the Move Order Date Buffer field (a date formula) to the desired buffer — for example <+2D> to add two days, or <+1W> for one week.
3. When Move Demand Dates runs and generates planning lines in the Planning Worksheet for this item, the buffer is applied to the Due Date: the system subtracts the buffer from the calculated due date using the formula, moving the planned order earlier to account for the delay.
4. This affects only the requisition lines created in the Planning Worksheet by the Move Demand Dates carry out — not the sales order date suggestions directly.

Note: The buffer is applied via a subscriber on the Requisition Line's OnAfterCalculatePlanFromWorksheet event. Items without a Move Order Date Buffer set are not affected.

As a Planning Administrator
I want to mark specific items so that their existing supply orders are never considered for rescheduling by the planning system
So that supply orders for items with fixed or manually managed replenishment are excluded from the Move Demand Dates suggestions, preventing the system from proposing changes to orders that should not be touched

Setup:

1. Open the Item Card for the item to exclude.
2. Set the Planning Flexibility field (added by the Reverse Planning app) to None.
3. When planning lines are created in the Requisition Line for this item — for example when Move Demand Dates carries out a Replenish Items action — the planning line is automatically set to Planning Flexibility = None, meaning the BC planning engine will not include it in future automatic rescheduling calculations.
4. Items with Planning Flexibility = Unlimited (the default) are handled normally.