How To: Changing the Delivery Date for an Entire Order: Multiple Delivery Dates On (DI)

Overview

This tutorial describes how to change the delivery date for an entire DD or SO using the DI transaction type in POS. In this example, the ‘Allow Multiple Delivery Dates Per Order?’ preference in Order Preferences (02-08-90-01) is set to Y, meaning that each detail line can have a different delivery date if necessary.

Step-by-Step

Scenario: A customer calls to set up a delivery for an open order that they placed two weeks ago.

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  1. Select “DI–Maintain Order” from the Type of Sale drop-down menu and press Enter.

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  1. The Order Maintenance screen appears. In the Order field, enter an existing order number.
    • Click the Search button or select “?” from the drop-down menu to perform an Order Number search.
    • Select [Exit] from the drop-down menu to exit Order Maintenance and return to POS entry.

  1. The Order information appears. Verify that you have the correct order.

  1. Before you can make changes to an order, you must lock it. Click the Lock button at the bottom of the screen.

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  1. The Enter Employee Number box appears. Enter your employee number.

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  1. The Reason Code box appears. Enter a two-character code already on file, or type the full reason in the field.
    • Reason codes are set up in Order Processing Preferences (02-08-90-04).

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  1. If you used a reason code, when you press Enter, the full description of the reason code populates the field. If the reason is correct, press Enter to continue.

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  1. Click the Routing tab to view the Delivery information for the order.

  1. If you do not have the Centralized Delivery application licensed, enter the new delivery date in the Date field or select it from the calendar.
    NOTE: If you do have the Centralized Delivery application licensed, click the Schedule button at the bottom of the screen. The Centralized Delivery Scheduler appears, allowing you to change the delivery date for the order. Please refer to your company’s delivery procedures to complete this part of the transaction. When finished, skip to the last step in this tutorial.

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  1. A box appears with a number of options:
    1. Click All to change every detail line to the new delivery date (in this example we will choose this option).
    2. If you want to change only the detail lines with delivery dates on or before the new delivery date, click Before.
    3. To change the delivery date in the header of the order only, click None. The dates on all detail lines will remain the same, but the delivery date at the top of the screen changes.

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    1. Verify that the delivery date for the order was changed on both the Header block and on all of the detail lines on the Detail tab.
    1. Click OK and then press Enter in the Order field (which is empty) to return to POS.
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