Sales Order Promising in Business Central

A company should give its customers accurate details on the delivery of sales orders and also correctly estimate the receipt date of purchase and transfer orders. In Dynamics 365 Business Central, this functionality is known as Order Promising. Based on the expected availability dates for an item, the sales order shipment and delivery dates are calculated. These dates can be promised to the customer, or, if the customer requests a specific date, Business Central assesses whether the date is realistic.


Order Promising Setup

This setup is required to control the “Capable to Promise” function’s behavior.


· Offset Time: The time period until a new purchase, production, assembly or transfer order can be issued.

· Order Promising Nos.: Select a series of numbers for order promising calculations.

· Order Promising Template: Select the template that will be utilized to create replenishment of inventory.

· Order Promising Worksheet: Select the worksheet that will be utilized to create replenishment of inventory.

Company Information

This setup is required to control the availability time frame used in calculating shipment and delivery dates.


· Check-Avail. Period Calc.: This field indicates the time period after the planned shipment date in which the availability is checked.

· Check-Avail. Time Bucket: This field specifies how frequently supply and demand events are checked to know the availability of the items on its planned shipment date.

· Base Calendar Code: This field shows the working days of the company.

· Cal. Convergence Time Frame: This field specifies how dates are calculated based on the calendar and related documents.

Location

This setup is required to control the calculation of shipment and delivery dates.


· Outbound Whse. Handling Time: The time required to pick, pack, and label the items before shipping.

· Base Calendar Code: This field shows the working days of the location if it varies from the company base calendar.

Customer

This setup is required to control the calculation of shipment and delivery dates.


· Shipping Time: The time between the items’ shipment from the warehouse and arrival at the customer's address.

· Base Calendar Code: This field shows the working days of the customer.


Order Promising Functions


Stockout Warning

It will display the earliest availability date by checking the inventory and outstanding production, purchase, assembly, transfer, or sales return order. If there are no outstanding tasks, then the earliest availability date will be blank. At this point, either the “Available to Promise” or “Capable to Promise” functionality is utilized to calculate an availability date.


Available to Promise (ATP)

This functionality calculates dates based on inventory availability. An availability check is done on the unreserved quantities in inventory or in planned productions, purchases, assembly orders, transfers, and sales returns. If the items are available, then the delivery date of the order is calculated.


Capable to Promise (CTP)

It is used if an item is not in the inventory and no supply orders are scheduled. The earliest availability date is calculated, considering the possibility of the item being produced, purchased, assembled, or transferred from another location.


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