How To: Changing the Delivery Date on a Detail Line (02-08-02)

Overview

This tutorial describes how to change the delivery date on a DD or SO detail line. 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.

Video

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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. 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 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. On the Detail tab, select the detail line that needs its delivery date changed.

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  1. The Line Maintenance box appears. In the Delivery Date field, enter the new delivery date or select it from the calendar.

  1. Click Close.

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  1. You are now asked if you want to update the changes; click Yes.

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  1. In the Delv Date column of the Detail Tab, verify that the date was changed for the detail line.

  1. Repeat steps 8-11 for all detail lines that need their delivery dates changed.

  1. If you do not have Centralized Delivery licensed, click OK and your delivery date modification is complete.

    If you have the Centralized Delivery application licensed, click the Schedule button to open the Centralized Delivery Scheduler (if Centralized Delivery is licensed, clicking the OK button after making these changes opens the Scheduler as well). This is where you process and finalize the delivery changes made. Please refer to your company’s delivery procedures to complete this part of the transaction.

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