Kinetic 2024.1 Feature Preview - Delivery Days

Kinetic ERP
21

Hi Tim,
Is there any documentation availavble on this feature and how to setup the functionality.

I can see the delivery days on the Customer record but you suggest the new delivery days features interacts with the shipping calendar.

Where is this set and how does it interact?

I’m not sure how to corretly configure but think it is likely a very good feature addition if setup correctly.

Thank you in advance.
Roberto

22

I just did a search in the help and found that looking for the term “Shipping Calendar” returns some helpful information.
the basic procedure is to:

  1. create a new shop calendar that is your shipping calendar. in that, specify the days that you allow shipments.
  2. go into SITE CONFIGURATION and populate the shipping calendar field with the shipping calendar you created. Also specify the rules that you want to follow.
  3. At this point, you have done all that is necessary. the sales system simply follows the rules you setup.

There is also one other program that is new called “Correct Ship By Dates” that allows you to review dates that are outside of your rules.For example, you might have created a bunch of orders that were supposed to be shipped on Nov 1, but your company has decided to declare a non-work day, so you update the Shipping Calendar. Now you need to go into CorrectShip By Dates to resolve any conflicts.

3 Likes
23

Many thanks for such a concise reply.

I have just updated to 2024.2.9 from 2022.2.10 - where I had my own BPM carry out similar functionality that triggered on the ChangeNeedByDate method.

Unfortunately this doesn’t work anymore and I’m having difficulty updating the UI in the Order Entry screen through the ChangeNeedByDate method in 2024.2.9 without the user hitting refresh.

I’m using only the classic UI but intend to start the migration of screen customisations into Kinetic as soon as possible.

I assume I cannot use the new functionality until I move to the Kinetic UI.

24

i believe that the new functionality will only work in Kinetic… but it depends on how and where the error messages appear.

  1. to set the shipping calendar in the Site Config, you WILL need to use the browser version as the field is not visible in Smart Client
  2. In Order Entry, it MIGHT display the error message in situations where you choose an invalid date.
    also note that we did do some enhancements to automatically set the ship by date based on the need by date (and vise-versa?) using the shipping days in the customer record. so some of what you are describing in your BPM may be something you no longer need.
    ALSO note that we added a new “Promise date” field to the order screen to track when you promised the order. This allows you to change the ship-by date if it needs changed without affecting your original promise so that you can track metrics.
25

Thanks Tim.

I plan to do some further work on this feature today and getting it to work for us within the Classic UI.

I plan to start the migration towards the browser version next month in terms of rewriting my screen customisations but this will take some time so I need a solution in the short term.

I’ll feedback progress.

1 Like
26

I have created 2 Pre-Processing BPMs on the SalesOrder.MasterUpdate method.

  1. this BPM is triggered on a change of the OrderHed.NeedByDate from any to another and sets the OrderHed.RequestDate based on the OrderHed.NeedByDate and a UDField storing the DeliveryDays on the Customer record

  2. this BPM is triggered on a change of the OrderDtl.NeedByDate from any to another or when there is at least 1 added row to the OrderDtl table and sets the OrderDtl.RequestDate based on the OrderDtl.NeedByDate and a UDField storing the DeliveryDays on the Customer record

I tried attaching this code to the ChangeNeedByDate method but could not get the UI to update accordingly.

There is also a bug when you change the NeedByDate and are prompted if you would like to propogate this change through all lines that matched the previous NeedBy and ShipBy.
Regardless of whether lines matched or not, all OrderDtl lines are are updated.

I’m surprised to see such an impactful bug slip through QA.

27

Please report this to Support. That would not be intended behaviour.

1 Like
28

Hi Tim,

I’ve reported and demo’d to support and they have confirmed the bug in 2024.2.9.

The bug is not present in 2024.2.15.

Roberto.

2 Likes