Order Header Dates

The Following Date Fields are maintained in the Sales Order Header record for each Sales Order, Quote and Loaner Order.

Required Date:  The date on which the customer requires the items on the order.  This Required Date for each sales order header defaults to the current date.  The Header date is also used as the default for any lines entered on the order.  If the customer required date is not the current date, you can modify the header date so that the line items all default to the correct value.  If the Required date in the order header is changed after a line item has been entered on the sales order, the system will prompt you and allow you to update any existing lines with the new required date from the order header (or not update them).

Schedule Date: The Schedule Date is the date on which you want to schedule shipment of the order.  The schedule date is used by the system when reserving and allocating inventory to the order.  The Schedule Date in each order header defaults based on the current date, plus the number of days that is specified in a System Policy (SOSCHDEF).  For orders where the customer wants the items at a future required date, the schedule date is normally set to, or prior to the required date (to allow time for picking and shipping the items).  The Schedule Date in the order header is used as the default for the line items entered on the order.  If the correct schedule date is not the currently displayed schedule date, you can modify the header date so that the line items all default to the correct value.  If the Schedule date in the order header is changed after a line item has been entered on the sales order, the system will prompt you and allow you to update any existing lines with the new schedule date from the order header (or not update them).

Note:  The schedule date in each order line is used by the system when it allocates your in house inventory to open and backordered sales order lines.  The Scheduling window used by the System and how inventory is allocated to sales orders are discussed in more detail in later sections of this document.

Cancel Date: The Cancel Date is the date on which the order should be cancelled if it has not been completed.  The Cancel Date for each order header defaults based on the current date, plus the number of days that is set in a System Policy (F248:SOCANDAY) which can be set to a number of days (usually a large number) past the current date.   The cancel date is not automatically used by the system.  It is used for reporting only.  The system will not automatically cancel an order, even if it is past the cancel date in the order header or line items.  The Cancel date in each sales order header is used as the default for any line items that are entered on the order.  If the correct Cancel date is not displayed in the sales order header you should change the date so that the line items for the order default to the correct value.

If the Cancel date is changed after a line item has been entered on a sales order, the system will prompt you and allow you to update any existing lines with the new date.

More:

Order Line Item Dates