How To: Changing the Delivery Date for an Entire Order – Multiple Del. Dates Off (02-08-02)

Overview

This tutorial describes how to change the delivery date for an entire DD or SO. In this example, the ‘Allow Multiple Delivery Dates Per Order?’ preference in Order Preferences (02-08-90-01) is set to N, meaning that when the delivery date is changed, all detail lines are changed to the same date.

Step-by-Step

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

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  1. 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.

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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 have the Centralized Delivery application licensed, click the Schedule button at the bottom of the screen. The Centralized Delivery Scheduler appears to allow 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. Verify that the delivery date for the order was changed.

  1. Click OK.
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