--- title: "Sales Order Handling" slug: "sales-order-handling" description: "Streamline your sales order management with Reverse Planning's Sales Order Handling, ensuring accurate date changes and efficient inventory updates." status: "update" updated: 2026-09-03T09:17:46Z published: 2026-09-03T09:39:05Z canonical: "docs.abakion.com/sales-order-handling" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.abakion.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales Order Handling ## Feature Overview Sales Order Handling is a staging journal for shipment and delivery date changes on sales orders. Instead of writing a new date straight back to a sales order the moment it's calculated, proposed changes sit in this journal first — a planner can review them, batch-adjust them with a safety buffer or weekday rounding, and only then commit them back to the actual sales orders. Lines can reach the journal in two ways: they can be imported directly from any open sales order using a filter (by document, item, or promised delivery date), or they arrive here as proposals coming out of Move Demand Dates. Once a line is in the journal, the planner can calculate the first date the item can realistically be shipped based on available inventory, mark the line as accepted or ignored, and apply either an individual or a batch date update before carrying the change out. Carrying out the action message writes the new shipment date (and, if set, the new promised delivery date) directly to the sales order line — temporarily reopening a released order if needed — and then removes the handled line from the journal. Nothing changes on the sales order until this step is run. | | | | --- | --- | | **Pages involved** | Reverse Planning – Sales Order Handling | | **Entity types supported** | Sales order lines (item type); the journal also carries a Transfer Order source type field, but only sales order lines are populated by the import and calculation logic as shipped | | **Key configuration fields** | Shipment Date Buffer Days (on the Move Demand Dates availability setup used by the date calculation), safety date formula and weekday alignment (entered at the time of the batch update) | | **Integrates with** | Move Demand Dates (a common source of lines landing in this journal); Graphical Inventory Profile (available as an action on each line, when that app is installed) | ## Getting Started 1. Open **Reverse Planning – Sales Order Handling**. 2. Run **Import Sales Order Lines** and filter by document number, item number, or promised delivery date to bring the relevant open sales order lines into the journal. 3. For any line without a proposed date yet, run **Calculate First Possible Shipment Date** to have the app suggest one based on current and forecasted inventory. 4. Review the proposed dates. Use **Set Action Message** to batch-mark lines as accepted or ignored. 5. Optionally, run **Update New Shipment Date** or **Update New Promised Delivery Date** to apply a common date (with a safety buffer and weekday alignment) across all accepted lines in one step. 6. Run **Carry Out Action Message** to write the accepted changes back to the sales orders. ## Related Features Lines proposing a shipment date change from **Move Demand Dates** are expected to land here for review before being written back — Sales Order Handling is the approval step in that flow rather than a source of demand calculations itself. Each line also offers a **Graphical Inventory Profile** action (from the app of the same name) to inspect the item's inventory curve before deciding whether to accept a proposed date. ## User Stories ****Importing open sales order lines into the journal**** **As a** sales coordinator **I want to** pull a filtered set of open sales order lines into the Sales Order Handling journal **So that** I can review and batch-process date changes for exactly the orders I'm working on **Setup:** 1. Open **Reverse Planning – Sales Order Handling**. 2. Run **Import Sales Order Lines**. 3. Filter by Document No., item No., and/or Promised Delivery Date as needed. > **Note:** If a line for the same sales order line already exists in the journal, the earlier line is deleted and replaced by the newly imported one — you won't end up with duplicates. ****Calculating the first realistic shipment date for a line**** **As a** logistics planner **I want to** have the app suggest the earliest date an item can actually be shipped **So that** I don't have to manually check inventory availability for every line **Setup:** 1. Select one or more lines in the journal. 2. Run **Calculate First Possible Shipment Date**. > **Note:** The suggestion is based on the item's inventory profile at the line's location/variant, looking for the first date where enough inventory is available and stays available through the calculation's lookahead period. A configured Shipment Date Buffer adds extra lead time to the result. Lines are automatically marked as accepted once a date is found. ****Reviewing and batch-accepting or ignoring proposed dates**** **As a** sales coordinator **I want to** mark a group of lines as accepted or ignored in one action **So that** I can quickly triage a large batch of proposals without editing each line individually **Setup:** 1. Filter or select the relevant lines in the journal. 2. Run **Set Action Message** and choose to accept or ignore action messages for the selection. ****Applying one shipment date to every accepted line**** **As a** logistics planner **I want to** set the same new shipment date across all accepted lines in one step **So that** I can align a batch of orders to a single delivery run without editing each line **Setup:** 1. Ensure the lines you want to update have **Accept Action Message** checked. 2. Run **Update New Shipment Date** and enter the date to apply. ****Applying a safety buffer and weekday alignment to promised delivery dates**** **As a** sales coordinator **I want to** shift the proposed promised delivery dates by a safety formula and round them to a specific weekday **So that** customers are promised realistic, consistently-scheduled delivery dates rather than the raw calculated date **Setup:** 1. Ensure the lines have **Accept Action Message** checked and an Action Message of Move Order Dates. 2. Run **Update New Promised Delivery Date**. 3. Enter a safety date formula (e.g. `+3D`) and, optionally, select a weekday to round forward to. 4. Optionally check **Common Date (latest)** to apply the same resulting date to every selected line instead of shifting each line individually. ****Opening the source sales order from a journal line**** **As a** sales coordinator **I want to** jump directly to the sales order behind a journal line **So that** I can check other details on the order before deciding on the date change **Setup:** 1. Select a line in the journal. 2. Run **Show Document**. ****Inspecting inventory before accepting a proposed date**** **As a** logistics planner **I want to** see a visual inventory profile for the item on a journal line **So that** I can judge for myself whether the proposed date is realistic before accepting it **Setup:** 1. Select a line in the journal. 2. Run **Graphical Inventory Profile**. > **Note:** This action is only visible if the Graphical Inventory Profile app is installed and enabled. ****Carrying out accepted date changes to the sales order**** **As a** sales coordinator **I want to** write the accepted new shipment and promised delivery dates back to the actual sales orders **So that** the sales order reflects the reviewed and approved plan **Setup:** 1. Confirm the lines you want to apply have **Accept Action Message** checked. 2. Run **Carry Out Action Message**. 3. Confirm the prompt to proceed. > **Note:** If the sales order is Released or Pending Approval, its status is temporarily reopened to apply the date change and then restored. The journal line is deleted once carried out — there is no separate "processed" state to review afterwards. ## Field Reference | Field name | Where to find it | What it does | Default value | | --- | --- | --- | --- | | Accept Action Message | Reverse Planning – Sales Order Handling | Marks the line to be included the next time a batch date update or Carry Out Action Message is run. | No | | Action Message | Reverse Planning – Sales Order Handling | Shows what kind of change is proposed for the line (currently only "Move Order Dates" is used by this journal). | (blank) | | New Due date | Reverse Planning – Sales Order Handling | The proposed new shipment date for the line, either calculated or entered manually. | (blank) | | New Promised Delivery Date | Reverse Planning – Sales Order Handling | The proposed new promised delivery date for the line. | (blank) | | Shipment Date Buffer Days | Move Demand Dates availability setup | Adds extra lead time (a date formula) on top of the calculated first possible shipment date. | (blank) |