Sales Order Handling

As a Sales Coordinator
I want to see all proposed shipment date changes in one place and review them before any actual sales order dates are changed
So that I have a final approval step and do not accidentally commit to dates that are not feasible or that customers have not been informed of

Setup:

1. After running Carry Out Action Message in the Move Demand Dates journal, open Reverse Planning – Sales Order Handling.
2. Review the proposed changes. Each line shows: customer name, item, location, outstanding quantity, current shipment date (Due Date), and suggested new date (New Due Date).
3. Set Accept Action Message to true on lines you accept, or use Set Action Message to batch-process.
4. When ready to commit, run Update New Shipment Date to write the accepted dates to the actual sales order lines.

As a Sales Coordinator or Logistics Planner
I want to calculate the earliest date on which each sales order line can realistically be shipped — given current inventory and expected supply — and propose that date as the new shipment date
So that I can give customers accurate, achievable delivery promises rather than arbitrary date changes

Setup:

1. In the Sales Order Handling journal, click Calculate First Possible Shipment Date.
2. For each line, the system runs an availability calculation: it builds an inventory profile using the same demand and supply data as the Move Demand Dates setup, excludes the specific sales order line from the demand side, and finds the first date when available inventory is sufficient to cover the outstanding quantity.
3. Any buffer configured in the Planning Template (Shipment Date Buffer Days) is applied to the calculated date.
4. Lines where a feasible date is found have their New Due Date filled in and Accept Action Message set automatically. Lines where no feasible date exists within the planning window are not updated.

Note: The calculation requires a valid Move Demand Dates setup (Reverse Planning Setup record for the user). The setup must have a General End Date or a Start/End Date configured.

As a Sales Manager
I want to import a list of sales order lines into the Sales Order Handling journal from an Excel file
So that I can manage date proposals for a large number of orders at once — for example, after a customer sends an updated delivery schedule — without processing each order manually in BC

Setup:

1. In the Sales Order Handling journal, click Import Sales Order Lines.
2. The Import Sales Order Handling Lines report opens. Select the Excel file containing the sales order lines to import.
3. The file should include the sales order number and line number (and optionally proposed dates). The system matches the rows to existing sales lines and creates corresponding Sales Order Handling records.
4. Review the imported lines and apply date changes as normal.

As a Sales Coordinator
I want to write the proposed new date to the Promised Delivery Date field on the sales order line — not the Shipment Date — when that is the customer-facing commitment field in my setup
So that the customer is given a revised delivery commitment that reflects the new feasible date

Setup:

1. In the Sales Order Handling journal, after reviewing and accepting the proposed dates:
2. Click Update new Promised Delivery Date. This writes the New Due Date (or New Promised Delivery Date) from the journal to the Promised Delivery Date field on the sales order line.
3. Only lines with Accept Action Message checked and Action Message = Move Order Dates are updated.

As a Sales Coordinator
I want to open the underlying sales order for any line in the Sales Order Handling journal
So that I can review customer information, other lines on the order, and any notes or special instructions before finalising the date change

Setup:

1. In the Sales Order Handling journal, select a line.
2. Click Show Document from the Navigate menu. The related sales order opens directly.
3. For transfer order lines (where Source Type = Transfer Order), the transfer order opens instead.

As a Logistics Planner
I want to carry out accepted lines from the Sales Order Handling journal to the Planning Worksheet where action messages (such as creating new supply) can be acted upon
So that lines that require both a date change and new supply can be fully resolved from the Sales Order Handling journal without switching tools

Setup:

1. In the Sales Order Handling journal, set Accept Action Message on lines that have Action Message = Replenish Items (these are lines from Move Demand Dates that also require new supply).
2. Click Carry Out Action Message. Accepted lines with Replenish Items are moved to the Planning Worksheet as planning lines.
3. Open the Planning Worksheet to review and create orders from the carried-out lines.

As a Sales Coordinator
I want to overwrite the New Due Date on all accepted Sales Order Handling lines with a single specific date I provide
So that I can quickly reschedule a batch of accepted lines to a known date — for example, the next available shipment slot — without editing each line individually

Setup:

1. In the Sales Order Handling journal, set Accept Action Message on the lines you want to update.
2. Click Update new Shipment Date (not to be confused with the Carry Out action). The report opens with a single field: New Shipment Date.
3. Enter the target date and run the report. All lines with Accept Action Message checked have their New Due Date overwritten with the date you specified.
4. Review the lines, then run Carry Out Action Message or Update New Shipment Date to the sales orders when ready.

Note: This action writes to the New Due Date field in the Sales Order Handling journal only — it does not update the actual sales order shipment dates until you run the appropriate carry out or update action.

As a Sales Coordinator
I want to calculate the new Promised Delivery Date for accepted lines by adding a safety buffer to the proposed new date and rounding it to the next occurrence of a specific weekday — for example, always promise delivery on the next Monday after the shipment date plus three days
So that customer delivery promises are realistic, account for handling and transit time, and land on a day that aligns with our delivery schedule

Setup:

1. In the Sales Order Handling journal, ensure the lines you want to update have Accept Action Message checked and New Due Date set.
2. Click Update new Promised Delivery Date. The request page opens with these options:
   • Safety date formula: a date formula added to each line's New Due Date before writing the Promised Delivery Date (e.g. <+3D> to add three days).
   • Move to Weekday: rounds the calculated date forward to the next occurrence of the selected weekday (Monday through Sunday). Leave blank to use the exact calculated date without rounding.
   • Common Date (latest): when enabled, finds the latest New Due Date across all accepted lines and uses that single date as the basis for all lines — then applies the safety formula and weekday rounding. When disabled, each line uses its own New Due Date as the basis.
   • Last Date: shows the latest New Due Date found across accepted lines (read-only reference).
   • Modified latest date: shows a preview of what the Common Date will become after applying the safety formula and weekday rounding.
3. Run the report. The New Promised Delivery Date field on each accepted line is updated accordingly.
4. Run Carry Out Action Message or use the standard Update action to write the dates back to the actual sales orders.

Note: The safety formula and weekday rounding work together: the formula is applied first, then the weekday rounding moves the result forward to the next matching weekday. If the calculated date already falls on the target weekday, it is not moved.