Adjust Order Line Dates

When you click Adj dates in the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), and RMA Maintenance (RMA) programs, you can change dates on order lines.

  1. Click to select the date type you want to change.

Field Name

Type / Max Length

Action / Description

Date entered

Required

Note
Select multiple fields if you want to set the same date for all or adjust all by the same number of days. However, if you want to set different dates for each date type, you need to run this routine multiple times.

Select to change the Date entered field on the lines you set in step 2 based on the criteria you select in step 4.

Date wanted

Select to change the Date wanted field on the lines you set in step 2 based on the criteria you select in step 4.

Date promised

Select to change the Date promised field on the lines you set in step 2 based on the criteria you select in step 4.

Expected ship

Select to change the Expected ship field on the lines you set in step 2 based on the criteria you select in step 4.

Changing the Expected ship date can affect the planning system.

Adj promise

Select to change the Adj promise field on the lines you set in step 2 based on the criteria you select in step 4.

If the Adj promise field is blank, none of these adjustment options writes a date to the field.

  1. Select the open lines that you want to update:

    1. Accept 1 or enter the number of the first line you want to adjust in the From line field.

    2. Accept 999 or enter the number of the last line you want to adjust in the To line field.

  1. (Conditional) If you selected Adj promise date, select C for customer requested or I for in-house changed for the Reason field to set the Adj promise rsn field on the lines.

  2. Select the adjustment criteria:

Field Name

Type / Max Length

Action / Description

Change from a date to another

Optional

Select if you want to change one date to another date or leave blank if you do not.

For example, suppose you want to change the date from April 1 to April 3.

If you select this option, you must also:

  1. Select the date you want to change in the Change from field. In this example, you would select April 1.

  2. Select the date you want to use instead in the Change to field. In this example, you would select April 3.

If the date is April 2 or any date other than April 1, it will not be changed.

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.

Adjust by number of dates

Optional
 

Select if you want to add or subtract a number of days from the current date for the selected date type or leave blank if you do not.

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 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.

When you complete data entry or press F1, the program prompts Are the selections correct?

  1. Click Yes to adjust the selected date types based on the criteria you entered, click No to change the criteria, or click Cancel to exit without making a change.

If the adjustment routine cannot change dates for one or more lines, when you click Yes the program displays these fields:

Field Name

Displays

Ln

The line number that cannot be adjusted

Item number

The item on that line

Open qty

The quantity on the line to be shipped

Reason the line cannot change

The reason this line is an exception; for example, No open quantity exists or An open shipment exists

The program prompts Update lines not listed?

  1. Click Yes to update all lines except those listed, click No to change your criteria, or click Cancel to exit the adjustment routine without changing any dates.

  2. Continue with Enter a Sales Order Line.