Delivery Date Control in AX 2012

Hello Folks, It’s really long time since my last post. Like most of you, I got busy with the projects these days. It’s pretty long time since I contributed to the community through my posts. Here I’m back with a full length post on few topics. Thought it’s been long time…

Today in this post let’s discuss about the Delivery Date Control feature in AX 2012.

Delivery dates on the sales orders are used to plan & determine the expected dates of the goods to be shipped from the originating location. There are certain factors of a delivery date control by which the system calculates and places an earliest possible delivery date for a Sales Order.

Following Factors are being considered when working with Delivery Dates for a Sales Order in AX 2012:-

• Delivery Date Control
• Transport Days
• Order Entry Deadline
• Transport Calendar
• Work Timings.

Example > Suppose goods are to be shipped from India to USA, where these two countries work with two different time zones. Suppose when the goods reach destination warehouse, that particular day is holiday and the warehouse is closed. So what needs to be done then? Apart from that there are lots of situations where planning must be done from the originating locations. Yellow marked spots in the below picture are the factors that are the part of the planning process. Let’s explore each of them in details.

Delivery Date Control:

It is a mechanism which helps the organizations to determine the planning process for Sales order deliveries. There are 5 options of Delivery Date control which is responsible for calculating the possible ship & receipts date:

1. Sales lead Time
2. ATP
3. CTP
4. ATP + Issue Margin
5. None

Sales Lead Time: The sales lead time is the time that is spent between creating the sales order and shipping the items to the Customer. In other words, Sales Lead time of 5 days, if you load the order today the delivery to the customer will be in 5 days’ time. It pushes time forward.

Set up a Sales lead time

1. Navigate to Accounts receivable > Setup > Accounts receivable parameters.
2. Click the Shipments tab.
3. In the Sales lead time field, specify the default lead time for sales orders in number of days. The lead time is applied to the sales order header.
4. Close the form.

NOTE: Giving Sales Lead Time entry over here will be applicable for all the sales order. At any point of time user can do it by item specific and not for all sales order.

Follow the below steps for Item specific Sales Lead Time

Set up a sales order lead time for an item

1. Navigate Product information management > Common > Released products.
2. Double-click the item that you want to set up a sales order lead time for.
3. In the Released products form, click Manage inventory > Default order settings (as well as Site Specific Order Settings) to open the Default order settings
4. Click the Sales order tab, and then select the Override sales lead time check box to override the sales lead time specified in the Accounts receivable parameters
5. In the Sales lead time field, specify the sales order lead time in number of days. The lead time is applied to a specific item.

Today’s date is 8/5/2015. In the sales Lead time, the number of days is given as 5. So the receipt date will be added by 5 days forward. Let’s look below to see the effect. User just created a Sales Order:

ATP (Available to promise): This form is used to calculate the available-to-promise (ATP) quantity for an item. The ATP is the quantity of an item that on any specific date is promised to a customer.

User can calculate the available to promise (ATP) quantity for an item in the ATP information form and place an order.

Follow the below steps:

1. Navigate Product information management >Common > Released products. On the Action Pane, on the Sell tab, in the Sales order group, click ATP information.
2. Click Sell, and then click ATP information

3. In the Quantity field, specify the quantity that the user want to check the availability for.

4. Select the relevant inventory dimensions. (i.e. for which site & Warehouse)

5. Click the Calculate ATP button

Example with Explanation for how ATP works:

Let us assume that we have an item whose on hand=0.

The purchasing department raised a Purchase Order which will be receipt after 10 days. Assuming today as 5^th August, the receipt date of PO will be 15^th August.

In the meantime, one of the customer calls the sales team and asked for 50 quantities on 10^th August.

Sales department 1^st changed the Delivery Date Control to ATP in the Accounts Receivable parameters. So by default, the Delivery Date control would be ATP for all the Sales Orders.

The Sales department now going to raise a Sales Order-

When the Sales department raised a Sales Order, then by default system took the requested Ship date as 16^th August because on that date the PO is going to arrive.

Now if by default user changes the requested ship date by back, then system automatically give a pop up.

By this user come to know the expected delivery date. Going to the Item master > ATP Information

CTP (Capable to promise): Capable-to-promise (CTP) logic generally applies to make-to-order items, and automatically results in the assignment of a delivery date to a sales order line item.

Below are the steps for the CTP Calculation and showing off the calculated dates on the sales order at the time of order entry.

Below are the steps for the CTP Calculation:

1.Navigate to: Master Plan > Set up > Plans > Master Plans

2. Navigate to: Master Plan > Set up > Coverage > Coverage Group. A Coverage Group must be set up with future messages enabled under the Futures fast tab.

3. The dynamics master plan must be selected in the master planning parameters. Navigate to: Master Plan > Set up > Master Plan Parameters and attach the Master Plan and Coverage group to it.

4. Select an Item with BOM production type and ‘Production’ in ‘Default order type’ on ‘Default order settings’ form.

5. Select ‘CTP’ in ‘Delivery date control’ on ‘Sales order’ tab of ‘Default order settings’ form. Make sure the ‘Sales lead time’ is 0 days.

6. Create a ‘Route’ for the item.

CTP Calculation:

Create new sales order and select the BOM item in the line. As soon as the item is being entered into the lines system by default takes the Delivery Date control to CTP

Now saving the record-

System is showing the date availability that needs to be promised.

Stay Tuned for the next Blog. Till then Keep DAXing 🙂 🙂 🙂