Delayed Orders

Task/Problem Overview

This KB article will go over the delayed order feature in Savance Enterprise. The delayed order feature allows you to enter a sales order in the system well before the material is due to the customer such that material won’t be allocated OR purchased until a date in the future.

Definitions

Lead time: The system generated or user specified item level value for how quickly an item can be expected to be received from a vendor from the date the PO was converted

Buffer time: A site, warehouse, or vendor level user specified value for number of days padding you want during the delayed order process. This will be added to the lead time per line item to determine when material should be purchased.

Due Date: Order level or line item level user specified date that material on a SO should be delivered to the customer

Purchase Date: Due Date - (Buffer Time + Lead Time)

Settings

• Admin -> Administrator -> Sites -> Purchasing -> Delayed Order Buffer Time

  

• This same setting can be found and manipulated at the warehouse level (Admin -> Administrator -> WH -> Purchasing -> Delayed Order Buffer Time)

  

• You can also change the buffer time on a per MFR OR per Vendor basis (Purchasing -> Manage MFG OR Purchasing -> Manage Vendors)

  

• Or Purchasing -> Manage MFG

  

Overview

• Select DO at order level or line item level

• Enter items

• Choose order level due date OR line item level due date

• Convert

• Purchase date will be calculated per line item based on the formula Purchase Date = Due Date - (Lead Time + Buffer Time)

  

• When the order is converted, Savance will look to see if the current date has passed the purchase date. If it is, Savance will look to see if the material is in stock. If it is, the material will be allocated accordingly and the warehouse process will take over. If the material is not in stock, a backorder will show up in critical purchasing and the rest of the purchasing, receiving and shipping process will take over as normal.

• If the order is converted and the current date is before the purchase date, the order will be placed on hold and the material will not allocate or show up in critical purchasing until the purchase date shown per line item.