If your salesperson or sales order processor is guessing delivery dates when entering sales orders you may not be using the Capable-to-Promise (CTP) and Available-to-Promise (ATP) functionality in Microsoft Dynamics NAV. Save yourself and your customers some hassle by utilizing NAV Order Promising capabilities!
In this 3 part blog mini-series we will:
1. Explore basic NAV Setups and Date fields on Sales Order and Order Promising
2. Review CTP scenarios (calculate Delivery Date for unavailable items, Availability by BOM Level) (this blog entry)
3. Review ATP scenarios (autofill Shipment Date, Availability Warning and Earliest Available Date, Meet a Customer-requested Delivery Date)
Capable-to-Promise (CTP) in NAV 2015
Is used if an item is not on hand and no supply orders exist to meet the demand of the sales order
NAV calculates the earliest available date for the item, whether it be purchased, manufactured, assembled or transferred from another location
Allows you to provide a correct delivery date for your customer
Creates Planning Lines in the designated Planning Worksheet Batch
Reserves Inventory based on demand
The examples in this and the two related blog entries are based on the Cronus company in Microsoft Dynamics NAV 2015. In Part 1 we reviewed some of the setups and dates as they pertain to Order Promising. In this blog we will review the CTP functionality.
Calculate Earliest Possible Delivery Date
1. Create a Sales Order and add a Sales Line for an Item to be purchased and one to be manufactured per the Item’s Replenishment System.
2. Select a Sales Line Quantity to exceed the Available on hand quantity – make sure there are no other documents supplying the item or Planning Lines for that item and Location. The Availability Warning (if set to Yes per Item Card) shows the Shortage or Net Qty while no Earliest Availability Date can be determined
3. Confirm the message with “Yes” and open the Order Promising Page
4. Click Capable-to-Promise. The Planned Delivery Date and Earliest Shipment Date are updated with the calculated Dates. Adjust Earliest Shipment Date if desired.
5. Click Accept to implement the dates and review the suggested Supply Lines in the Planning Worksheet. Based on the item’s Replenishment Method and Planning Parameters, as well as Lead, Shipping Times and Routing for manufactured items the Planning Lines and Dates are calculated.
Note: The outbound Whse Handling Time (Location Card) and Shipping Time (Shipping Agent Service Code) are 1D.
Summary of Functionality
If Microsoft Dynamics NAV determines that an item entered on a Sales Line is unavailable, an order processor can use Order Planning and the CTP functionality to calculate the earliest possible date on which a new supply of the item can be made available. If this date is accepted by the user, NAV copies it to the affected Sales Line and automatically re-calculates the Planned Shipment and Planned Delivery Dates. NAV then finishes the CTP process by creating a line and a reservation entry for the item in the designated Planning Worksheet. If carried out by the user, these actions make sure that the order is fulfilled.
In the next blog entry we will review ATP scenarios and auto-fill/calculate Shipment Dates and meet a Customer Requested Delivery Date.