Adjust Wanted and/or Promised Dates

When you click Adjust at an insufficient supply prompt in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), and RMA Maintenance (RMA) programs, the Order Line Date Adjustment popup window displays.

  1. The order number, line number, current ship date and ATP date (i.e., when sufficient supply will be available) are displayed. The program prompts:

    Select the dates to change with the ship date with these fields:

Field Name

Type / Max Length

Action / Description
Date wanted Optional Select to change the date wanted based on the criteria you select in step 2.
Date promised Optional Select to change the date promised based on the criteria you select in step 2.

Adj promise

 Optional

Select to change the adjusted promise date based on the criteria you select in step 2.

In the Reason field, select:

  • C if the customer requested the change

OR

  • I for if the change was made due to in-house production restraints

  1. The program prompts:

    Select the adjustment criteria

    Choose one of the following options:

Field Name

Type / Max Length

Action / Description

Change to a specific date

Optional
 

Select if you want to change the date type to a specific date or leave blank if you do not. You must also select the date you want to use in the Change to field.

For example, suppose you want to change the Date wanted to April 3 for all lines. Enter April 3 in the Change to field. All lines change to April 3, regardless of their current date.

Offset ship date by a number of days

Optional
 

Select if you want to add or subtract a number of days from the current ship date.

If you select this option, you must enter the number in the Number of days field that you want to add or subtract from the current ship date. For example, enter 7 to move the date out one week; if the date is the 10th, it becomes the 17th. Enter -3 to move the date in three days; if the date is the 10th, it becomes the 7th.

Offset ATP by number of days

Optional
 

Select if you want to add or subtract a number of days from the ATP date.

If you select this option, you must enter the number in the Number of days field that you want to add or subtract from the ATP date. For example, enter 7 to move the date out one week; if the date is the 10th, it becomes the 17th. Enter -3 to move the date in three days; if the date is the 10th, it becomes the 7th.

  1. Click OK to accept your selections or click Cancel to return to order the line with no changes.