SOP: Req. Ship Date Rolldown
Requested Ship Date (RSD) Rolldown will roll down to all Sales Lines a change to the RSD made in the Sales Date Entry window or calculated by RSD Auto-Calculate.
Additionally, it will also attempt to apply the date change to any linked Purchase Order or Manufacturing Orders.
Setup
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to TWK-SOP: Req. Ship Date Rolldown*.
This Tweak requires additional setup. Double-click on “TWK-SOP: Req. Ship Date Rolldown*” to open the Tweaks Setup window. Locate the SOP: RSD Rolldown Options section of the window.
- Show Prompts: Mark this box to be prompted (described below). If un-marked the rolldown happens automatically as soon as the RSD field is changed.
- Show Report: Mark this box to have a report print after the rolldown showing how each line was updated. In particular, this report shows the status of linked Manufacturing and Purchase orders.
Restart Dynamics GP to enable this feature.
Using Requested Ship Date Rolldown
When you change the RSD in Sales Date Entry, you will be asked if you want to roll down the change to all lines. Answering NO results in the change only being applied to the Sales Header (document level). New lines will default with the new RSD.
If RSD Auto-Calculate is enabled and causes a change to the RSD, this will also result in the Rolldown tweak prompting to rolldown the new date.
If you answer YES, it will then check if any of the lines are linked to Purchase Orders or Manufacturing Orders.
If there are linked manufacturing orders, you will have these options:
- Do not change the RSD on linked lines
- Change the date
- Do not attempt to Reschedule the linked Manufacturing Order
- Reschedule the Manufacturing Order
The Manufacturing Order will only be rescheduled if the status is Quote or Open, and it is linked to only one sales line.
If there are linked purchase orders, you will have these options:
- Do not change the RSD on linked lines
- Change the date
- Do not attempt to change Required Date on the linked PO lines
- Attempt to change the Required Date on the linked PO lines
The PO Line Required Date will be set to the RSD only if the PO Line is linked to only one sales line.
An error log will print to the screen after performing the rolldown.