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E1: 42: Enhancement Available in Sales Order Entry (P4210/P42101) to Automatically Return Pick Date from Available to Promise (ATP) or Cumulative Available to Promise (CATP) (Doc ID 2555461.1)

Last updated on AUGUST 20, 2021

Applies to:

JD Edwards EnterpriseOne Sales Order Processing - Version 9.2 and later
Information in this document applies to any platform.

Details

Overview

By design, in order to use existing Available to Promise (ATP) or Cumulative Available to Promise (CATP) calculations to determine a Delivery Date during sales order entry, users must exit to the Supply/Demand Inquiry form where the date is displayed, then return the date. 

An Enhancement is available in the 9.2 release that streamlines the sales order entry process by allowing for automatic population of sales order dates without having to access the Supply/Demand Inquiry form.

The new functionality automatically populates the pick date without having to access the Supply/Demand Inquiry form when the user enters a sales order line for a quantity of an item and tabs to the next line without entering any dates. The system uses the Available to Promise (ATP) or Cumulative Available to Promise (CATP) calculation, according to the specified version of S/D inquiry P4021, to determine and return the Scheduled Pick Date to the sales order line. The Ship and Delivery dates are calculated and populated based on the Pick Date (existing functionality). If there is no date where the quantity available is sufficient to meet the demand, the S/D inquiry opens.

The ability to return pick date automatically is enabled when:

• A new sales order is created

• An existing sales order edited (Requested Date or Quantity changed)

• When an order is created or updated through EDI

• A sales order line is split (Partial Shipments, Inventory Commitments)

• When an order is released from order fulfillment system

• When an order is released from future commitment

Note: In the version of Sales Order Entry used, the processing option for Global Order Processing, option 1 on the Global Order Processing tab, must be set to Blank = No Order Promising.

Automatic Pickup of ATP and CATP Dates

When entering a new sales order detail line or editing a sales order detail line, you can leave the Scheduled Pick Date field blank and move to the next line to automatically populate the Available to Promise (ATP) or Cumulative Available to Promise (CATP) date in this field.

The automatic populating of ATP or CATP date eliminates the need to access the Supply and Demand Inquiry form while entering a date in the sales order detail line.

The system calculates the ATP or CATP date according to the setup of the processing option Display ATP Line (Display tab) of the Supply and Demand Inquiry (P4021) program and automatically populates the Scheduled Pick Date in the sales order detail line. If there are no dates on which the quantity of an item is sufficient to meet the demand, the system displays a warning.

The system enables automatic populating of ATP and CATP dates when the Scheduled Pick Date field is left blank during:

Note: The sales order system does not support automatic return of Scheduled Pick Date for:

To enable this feature, ensure that you set the processing options for automatically populating ATP and CATP for the P4210 and P42101 programs.


New Processing Options in Sales Order Entry (P4210)

Two new processing options have been added to the Process tab

20. Automatically Populate Scheduled Pick Date

Use this processing option to automatically populate the Scheduled Pick Date from Supply and Demand.

Values are:

Blank = Do not populate the Scheduled Pick Date automatically

1= Populate the Scheduled Pick Date automatically

Note: To calculate the Scheduled Pick Date, the system uses the available to promise or cumulative available to promise quantity from Supply and Demand.

21. Maximum Number of Days of Supply and Demand

Use this processing option to enter the maximum number of days for which supply and demand data has to be considered while calculating the Scheduled Pick Date. The system uses the available to promise or cumulative available to promise inventory for Scheduled Pick Date calculation.

For example, when you enter the value as 60 days, the system scans the Supply and Demand data up to 60 days from the requested date to derive the Scheduled Pick Date.

Values are:

Blank = 30 Days

 

 


Examples

1. Test CATP

Set Processing options for P4210 (Sales Order entry) as follow:

Set Processing options for P4021 (Supply and Demand Inquiry) as follow:

Add 9 ea quantity available for an Item at the date 08/26/2020.

Add two Purchase orders, for 3 ea and 1 ea, with Future Promised date 09/10/2020.

Create a Sales order for 12 ea. The Scheduled Pick date is completed with the date 09/10/2020.

Take Row Exit and check Supply/Demand Graph. The quantity 13 ea is available on 09/10/2020 for CATP option. Hence Sales Order Scheduled Pick date is 09/10/2020.

 

2. Test ATP

Set Processing options for P4210 (Sales Order entry) as follow:

Set Processing options for P4021 (Supply and Demand Inquiry) as follow:

Create a Sales order for 10 EA using an Item, which has Supply (Purchase Orders )and Demand (Sales Order) transactions.

The Scheduled Pick date is completed with 09/10/2020.

Take Row Exit and check Supply/Demand Graph.

The Latest Supply Period is between 09/10/2020 and 09/15/202020. Since the Sales Order Quantity is 10 and the Quantity was available at 09/10/2020, hence scheduled pick date is 09/10/2020.

Go back to the same Sales order and change the Quantity to 15 ea. The Scheduled Pick Date is completed with 09/15/2020.

Take Row Exit and check Supply/Demand Graph.

The Quantity 15 is available on 09/15/20 period. Hence ATP Scheduled Pick date is 09/15/2020.

Go back to the same Sales order and change the Quantity to 20 ea.

"Scheduled Pick Date is not Populated" warning is displayed for this sales order and the Scheduled Pick Date is completed with date 08/26/2020.

Take Row Exit and check Supply/Demand Graph.

The Quantity 20 ea is not available in the Supply Period between 09/10/2020 and 09/15/2020. Hence Scheduled Pick date has thrown warning and date is defaulted to 08/26/2020.

Actions

This new functionality is available as of release 9.2 under Bugs 29418928 and 29943471 can be downloaded from the Update Center or via Change Assistant.

The following objects are updated in Bugs 29418928 and 29943471:

Sales Order Entry - P4210
Sales Order Entry - T4210
Sales Order Entry Master Business Function - B4200310
Sales Order Entry Master Business Function - B4200311
Retrieve Sales Order Entry Processing Options - B4201610
Supply Demand Processor - B42X0240
Get Scheduled Pick Date from Supply and Demand Processor - B4200990
Get Scheduled Pick Date from Supply and Demand Processor - D4200990A

 

The following Data Dictionary / Error Message / Glossary changes are included with the ESU:

Window Days For ATP/CATP                       S4210133
Auto Return Schedule Pick Date                  S4210132
Warning: Schedule Pick Date not Populate      42119

Note: In the version of Sales Order Entry used, the processing option for Global Order Processing, option 1 on the Global Order Processing tab, must be set to Blank = No Order Promising.

Contacts

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In this Document
Details
 Overview
 Automatic Pickup of ATP and CATP Dates
 New Processing Options in Sales Order Entry (P4210)
 Examples
Actions
Contacts

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