Dynamics NAV 2015 Part 3: Capable-to-Promise & Available-to-Promise

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)

Available-to-Promise (ATP) in NAV 2015

  1. NAV calculates dates based on the inventory on hand

  2. Includes checks on availability of unreserved inventory in Purchase, Transfer and Sales Return Orders as well as planned Production and Assembly Orders

  3. If available inventory (on hand and including planned receipts/output) is found, NAV calculates the delivery date on the Sales Order

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. While Part 2 was concerned with the CTP functionality, this Part 3 is focusing on examples of the ATP functionality:

  1. Autofill the Shipment Date field

  2. Calculate a Shipment Date (Item is unavailable for Shipping)

  3. Meet a Customer-requested Delivery Date.

Autofill Shipment Date

  1. Set the Work Date to 8/26/15.

  2. Create Sales Order for Customer 10000 (not filling in any other dates).

  3. Add a Sales Line for Item 70002, BLUE Location, and Quantity 100:

  1. Review the following Dates on the Sales Line:

  2. Shipment Date = 8/26/15 as no other Date is requested (defaults from Work Date)

  3. Planned Shipment Date = 8/27 (1D Outbound Whse Handling Time BLUE)

  4. Planned Delivery Date = 8/28 (1D Shipment Time per Customers, Agent Service Code DHL/Overnight) Note: Clicking specifically on Order Promising –> ATP returns the same

Item Unavailable for Shipping – Calculate Shipment Date

  1. Set the Work Date to 8/26/15.

  2. Create a Sales Order for Customer 20000 (not filling in any dates).

  3. Add a line for Item 1968-S, GREEN Location and Quantity 30.

  1. Review the Check Availability page:

  2. The Item Stockout Warning informs of the shortage.

  3. No earliest Availability Date stated as no supply order exists.

  4. Add a Purchase Line to an open Purchase Order for Quantity 30, Expected Receipt Date 9/28, re-enter the Quantity on the Sales Order created above

  1. Change the Shipment Date to 9/28/15 and no availability warning appears, or:

  2. Open Order Promising

  1. Click Available-to-Promise

  1. Click Accept, the Sales Line updates, tell the Customer they can expect to take Delivery at 9/30/15

Meet Customer Requested Delivery Date

  1. Set the Work Date to 8/26/15.

  2. Create a Sales Order for Customer 20000 (not filling in any dates).

  3. Add a line for Item 70010, BLUE Location and Quantity 30.

  4. Requested Delivery Date 9/10/15:

  1. Review the following Dates on the Sales Line:

  2. The Requested Delivery Date 9/10/15 updates the Planned Delivery Date.

  3. Planned Shipment Date = 9/9 (1D Outbound Whse Handling Time BLUE).

  4. Shipment Date = 9/8 (1D Shipment Time per Customers, Agent Service Code DHL/Overnight).

  5. No availability warnings.

#MicrosoftDynamics #nav2015 #microsoftdynamicsnav #CTP #CapabletoPromise #NAV2016 #ATP #AvailabletoPromise

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