Delivery schedules

In this box you see your selected delivery schedules in a list.

You can expand each delivery schedule and see the parts that are included in the delivery schedule. The list contains all necessary information about each delivery schedule and part.

The information is partly loaded from the delivery schedule in Register delivery schedule and partly from settings on the delivery schedule type. There is also additional information which is only displayed here on the delivery schedule. This information is described below.

On the function menu you also find a button you can use to expand/minimize rows. There is also a button you can use to go to the related procedures for the marked delivery schedule. Here you also find buttons used to handle entire delivery schedules or specific parts included in these.

Activate – With this button you activate a selected/marked delivery schedule or a marked incorporated/included part. Status is set to Activated.

Reconcile – With this button you reconcile a marked delivery schedule or a marked incorporated/included part. Status will be set to Reconciled.

Transfer – With this button you transfer a marked delivery schedule or a marked incorporated/included part to customer order. For each call, a customer order row is created on the order. Status is set to Transferred.

Cancel all requirements – With this button, the status will go back to Reconciled and at the same time all requirements will be canceled by turning the remaining quantity to zero (0). The cancellation of the customer order rows will then be executed by transferring the delivery schedule using the button Transfer .

Set status to Replaced – With this button you manually replace a marked included/incorporated part in a delivery schedule. The status is set to Replaced for the part and for all calls regarding it. This function can be used in cases where there are parts left in the delivery schedule which have not been replaced.

Please note! You must save in the procedure when you have performed any of the following actions: Activate, Reconcile, Transfer, and Cancel all requirements. Otherwise it will not be saved on the delivery schedule and customer order in Monitor ERP.

Calculated start date

Here you see the calculated start date of the delivery schedule. This date is based on the call which has the earliest date among the parts included in the delivery schedule.

Calculated end date

Here you see the calculated end date of the delivery schedule. This date is based on the call which has the most recent date among the parts included in the delivery schedule.

Cumulative quantity, start date, Monitor

Here you see the start date for cumulative quantity for the part in Monitor ERP. This date is loaded from the customer link of the part in the Part register primarily, and secondarily from the customer in the Customer register.

Cumulative quantity, start date, Delivery schedule

Here you see the start date for cumulative quantity for the part in the delivery schedule. This date is from the customer in the delivery schedule.

Transfer to

Here you see if the delivery schedule will be transferred to a customer order or a sales forecast.