Calculating Promise and Due Dates

Optionally, you can set up the system to perform automatic date calculations on sales order lines and issue lines on return material authorizations (RMAs).

Using data set up in Delivery Transit Time Maintenance (2.16.1), the system can make two date calculations:

• Promise date, calculated by adding transit time days to the due date

• Due date, calculated by subtracting transit time days from the promise date

When Calculate Promise Date is No in Sales Order Control (7.1.24), any dates specified in the sales order or RMA header default as-is to the line items. See QAD Master Data User Guide for information on delivery transit time.

Set Calculate Promise Date to Yes to enable automatic date calculations. Default line-item dates then depend on the values you enter in the header date fields:

• If you accept the default due date in the header, leave the header required date blank on sales orders, and enter a promise date, the line-item promise date is set to the header promise date. The system calculates the line-item due date by subtracting the delivery transit time specified in Delivery Transit Time Maintenance from the promise date.

• If you enter a required date in the sales order header that is not the same as the due date, accept the default header due date, and leave the promise date blank, the line-item required date and promise date are set to the header required date. The system then subtracts the transit delivery time from the promise date and enters that value as the line-item due date. This processing applies to sales orders only since the RMA header does not include a required date.

Note: After you have saved an order, the system sets the header required date to equal the header due date. If you subsequently enter new lines, date calculations ignore the header required date unless you change it. If you do, the system sets the line promise date to equal the header required date as described.

• If you modify the default due date in the header and leave the promise date blank, the due date defaults to the line items. The system calculates the line-item promise date by adding the transit delivery time to the due date. If you specify a header required date on sales orders, the system copies it as the default line required date, but does not use it in date calculations.

• If you modify the default due date in the header and enter a promise date, the line-item due date and promise date are set to the header values. Specifying a header required date for sales orders has no effect in this case.

Additionally, when ATP Enforcement is Yes in Sales Order Control, the system automatically calculates dates in the following situations when Calculate Promise Date is Yes:

• When you have the system modify a due date based on an ATP warning or error, the promise date is recalculated.

• When you use Sales Order Confirmation (7.1.5) or RMA Confirmation (11.7.1.6), you can specify whether the system recalculates promise dates when it adjusts a due date to meet ATP requirements.

• When you use ATP Enforcement Check to determine if an item will be available on a given date, you can have the system calculate the due date or promise date based on ATP information.

The system does not calculate promise dates for the following, regardless of the setting in Calculate Promise Date: