Version 2010 Closeup -- Roll Down PO Date Change

This enhancement has been on the list of desired changes for a number of years. Lots of users will be happy to see this. But, like any other feature, it must be used carefully.  It is designed to make the updating of delivery dates on purchase orders simpler.

When a user edits a purchase order and opens the Purchasing Date Entry window (click on the Expansion Arrow to the right of the Date field on the PO header), any of several dates associated with the PO can be edited. If either the Promised Date or the Promised Ship Date is changed, when the Purchasing Date Entry window is closed, the user will be asked if the date changes should be rolled down to line items.

If the user answers yes, the Promised Date will be copied to the Current Promised Date and Original Promised Date for each line item in the PO. The Promised Ship Date will be copied to the Promised Ship Date associated with each line item on the PO. The dates for each line item are seen on the Purchasing Item Detail Entry window, reached by highlighting a line item on the PO and clicking the Expansion Arrow icon in the header of the Item Number column.

This roll down ability is great when a vendor first calls and provides a delivery date. Subsequent updates to the Promised Date by the vendor must still be entered line by line. If the header date is changed again and rolled down, BOTH the Current and Original Promised Date are updated again. If the Original Promised Date must be retained, do not use this roll down feature!

Comparisons of the Required Date, the Original Promised Date, the Current Promised Date, the First and Last Receipt dates provides a detailed picture of the vendor's ability to meet the firm's requirements and their own commitments.

The use and configuration of this feature is described in detail in our Version 2010 Unleashed manual.

For more information on Version 2010, check out our Version 2010 - Closeups page.