Sales Order Dates

DateMeaningCalculation
Order Date
  • The date for when this sales order created
Default work date
Document Date
  • Populated to posted sales invoice and base on this date to calculate the sales invoice due date

*for positing in Sales Order

Default same as order date

Due Date
  • The due date of the Sales Invoice

*for positing in Sales Order

Calculation according to the Document Date and Payment Terms
Posting Date
  • G/L positing date if Sales Shipment &/or Sales Invoice is positing on the Sales Order

Default same as order date

Requested Delivery Date
  • This is the date the Customer has requested that the goods be delivered at their location 
  • This date will be blank unless you populate it.
  • When the Requested Delivery Date is populated, system uses this date along with SHIPPING TIME and WAREHOUSE OUTBOUND HANDLING TIME to determine when the order must be shipped to arrive at the customer on this date.
  • System subtracts the SHIPPING TIME from the Requested Delivery date and populates the Planned Shipment Date.
  • The WAREHOUSE OUTBOUND HANDLING TIME is subtracted from the Planned Ship Date and populates the Shipment Date on the Sales Lines
Promised Delivery Date
  • This is the date you initially promised the customer that you would deliver the goods to them
  • Populating this date will reset the Shipment Date based on the SHIPPING TIME and WAREHOUSE OUTBOUND HANDLING TIME.
  • System backwards calculates the shipment date to make sure it arrives at the Customer by the date you promised the customer.
  • System subtracts the SHIPPING TIME from the Promised Delivery Date and populates the Planned Shipment Date.
  • The WAREHOUSE OUTBOUND HANDLING TIME is subtracted from the Planned Ship Date and populates the Shipment Date on the Sales Lines.
Planned Delivery Date
  • This is the date you now plan to deliver the goods to the customer
  • This date can be manually set or calculated by adding the SHIPPING TIME to Planned Shipment date.
  • This field is automatically calculated when any of the following sales order line fields are changed:
      Outbound Warehouse Handling
      Shipping Time
      Planned Shipment Date
      Shipment Date
Planned Shipment Date
  • This is the date you expect the order to leave your facility.
  • It is different from the Shipment Date in that it may take the warehouse time to pack and ship orders

Shipment Date
  • The Shipment Date is the date the planning system uses to schedule product to be available for shipment.