SOP Req. Ship Date Auto-Calculate

SOP: Req. Ship Date Auto-Calculate

HelpID: 502622105, 502622106

Requested Ship Date (RSD) Auto-Calculate adds the ability to have Dynamics GP calculate the RSD based on the Customer’s Shipping Method and UPS Zone (or one of several other fields).

The RSD calculation can take into consideration weekends, and holidays.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to TWK-SOP: Req. Ship Date Auto-Calculate*.

This Tweak requires additional setup. Double-click on TWK-SOP: Req. Ship Date Auto-Calculate* to open the Ship Date Options window.

Ship Date Options

The left-hand window is used to setup Shipping Methods for the RSD Calculation. If a shipping method is not included in this list, the RSD will not be calculated. The “Based On” field has four options:

    • UPS Zone
    • User Defined 1
    • User Defined 2
    • ZIP Code

These fields are all on the Customer Address Maintenance window.

Expanding the Shipping Methods scrolling window shows two additional fields:

    • Include Saturday
    • Include Sunday

By default the system will NOT include weekends when calculating the RSD. So, if the Ship Date Offset is 5-days, and today is Friday, the RSD will be the following Friday. Each Shipping Method can have different settings for Based On, and Include weekends.

The Expansion button (the blue arrow in the Include Saturday/Sunday column header) opens the Down Days window (see below).

Use this window to specify additional dates that should NOT be used when calculating the RSD (such as holidays). The dates are per Shipping Method, so if December 25th is not a shipping day, it must be specified for each Shipping Method.

The right-hand scrolling window is the Ship Days Offset window. The column headers for this window depend on how you have configured the Shipping Method in the Shipping Methods window. For example, if your Shipping Method is COURIER, and your Based On setting is UPS ZONE, the Ship Days Offset window will show COURIER and UPS ZONE. The two columns in this window are then used to enter UPS Zones and a number of days Offset for each Zone.

For example, UPS Zone 1 might be close to you, so the Offset Days is 2. The RSD will then be calculated by adding 2-days to the current date (not including weekends and holidays, depending on setup).

If the Based On setting is User Defined 1, User Defined 2, or Zip Code, the calculation will be based on a value in User Defined 1 (for example) and the number of days in the Days column.

Using Ship Date Auto-Calculate

The RSD will calculate automatically (or be recalculated) when:

    • You enter the Customer Number on Sales Transaction Entry
    • You enter or change the Primary Ship To Address Code on Sales Transaction Entry
    • You change the UPS Zone, Shipping Method or Zip Code on Sales Customer Detail Entry

If RSD Rolldown is enabled and a new RSD is calculated by RSD Auto-Calculate you will be prompted to rolldown the change.