Capable to Promise: Process Activity

The following activity will walk you through the process of calculating projected dates for producing ordered items by using the capable-to-promise functionality.

Story

Suppose that on January 30, 2024, the Thai Food Restaurant customer has ordered two configurable citrus juicers and 10 pounds of oranges from the main office of SweetLife. Further suppose that the customer wanted the juicers to be shipped in three weeks. You, as the customer service manager, need to make sure that the production department can produce the juicers by the requested date and negotiate a new shipping datewith the customer if the requested shipping date cannot be met.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

  • On the Order Types (SO201000) form, the SO sales order type has been predefined and activated.
  • On the Customers (AR303000) form, the TOMYUM customer has been predefined.
  • On the Stock Items (IN202500) form, the CFJCITRUS and ORANGES stock items have been predefined.
  • On the Warehouses (IN204000) form, the WORKHOUSE and WHOLESALE warehouses have been predefined.

Process Overview

In this activity, to calculate the projected date by using the capable-to-promise functionality, on the Sales Orders (SO301000) form, you will create a sales order with the items the customer has ordered and use the Process CTP command to open the Process Capable to Promise (AM515000) form for the sales order. On this form, the system will calculate the projected date for the configurable citrus juicers, and you will view available quantities of the juicer and reject the projected date. Then on the Sales Orders form, you will change the requested date for the configurable citrus juicer and again open the Process Capable to Promise form. On this form, the system will recalculate the projected date, which you will accept. Finally, on the Sales Orders form, you will view the changes the system made to the sales order.

System Preparation

Do the following:

  1. As a prerequisite to the current activity, complete Capable to Promise: Implementation Activity, so that the system is configured for you to use the capable-to-promise (CTP) functionality in a company with the U100 dataset preloaded.
  2. Sign in to the company in which the prerequisite activities have been performed as a customer service manager by using the blevy username and 123 password.
  3. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to 1/30/2024. If a different date is displayed, click the Business Date menu button, and select 1/30/2024 on the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  4. On the Enable/Disable Features (CS100000) form, make sure that the Advanced Planning and Scheduling feature has been enabled.
  5. On the General tab (Manufacturing Settings section) of the Order Types (SO201000) form for the SO order type, make sure that the Allow Production Orders - Approved and Allow Production Orders - Hold check boxes have been selected.

Step 1: Creating a Sales Order

To create a sales order, do the following:

  1. Open the Sales Orders (SO301000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, specify the following settings:
    1. Order Type: SO
    2. Customer: TOMYUM
    3. Date: 1/30/2024
    4. Requested On: 1/30/2024
    5. Description: Sale of 2 configurable juicers for fruit and 10 pounds of oranges
  4. On the Details tab, add rows with the settings shown in the following table.
    Inventory ID Warehouse Quantity Unit Price Requested On
    CFJCITRUS WORKHOUSE 2 3000.00 02/19/2024
    ORANGES WHOLESALE 10 2.1500 1/30/2024
  5. On the form toolbar, click Save.

You have created the sales order, and now you will calculate the projected date for the CFJCITRUS item. The ORANGES item has not been configured to be included in calculation of CTP dates so you could immediately create a shipment for this item, which is outside of the scope of this activity.

Step 2: Calculating the Projected Date

To calculate the projected date on which the CFJCITRUS stock item can be shipped to the customer, do the following:

  1. While you are still viewing the sales order on the Sales Orders (SO301000) form, on the form toolbar, click Process CTP on the More menu. The system opens the Process Capable to Promise (AM515000) form with the line for the CFJCITRUS stock item shown in the table.
    Attention:
    For the ORANGES item, the CTP Item check box is cleared on the Manufacturing tab of the Stock Items (IN202500) form; therefore the line with this item is not displayed on the form.
  2. Make sure that Process CTP is selected in the Actions box of the Selection area.
  3. Select the check box in the unlabeled column of the CFJCITRUS line.
  4. On the form toolbar, click Process; wait while the system completes the processing.

    Notice that the system has specified the type and reference number of the planning order (which the system has created during processing) in the Prod. Order Type and Prod. Order Nbr. columns. In the CTP Date column, notice that the system has calculated the projected date as 3/2/2024, which is 12 days later than the customer expected the juicers to be shipped.

Step 3: Viewing the Available Quantities

Suppose that you would like to see if any configurable citrus juicers are available in a warehouse or in production, so that you can negotiate a new requested date with the customer. Do the following on the Process Capable to Promise (AM515000) form, which is still open:

  1. In the row with the CFJCITRUS stock item, click the link in the Open Qty. column.
  2. In the Quantity Available dialog box, which opens, notice that all quantities except Requested are 0. This means that the CFJCITRUS stock item is not currently available.
  3. Close the dialog box.

Step 4: Rejecting the Projected Date

Suppose that you have decided to reject the projected date, call the customer, and negotiate the new requested date. Do the following on the Process Capable to Promise (AM515000) form, which is still open:

  1. In the Action box of the Selection area, select Reject.
  2. Select the check box in the unlabeled column of the CFJCITRUS line.
  3. On the form toolbar, click Process; wait while the system completes the processing. The system has deleted the planning order and cleared the Prod. Order Type, Prod. Order Nbr., and CTP Date columns for the line with the CFJCITRUS item.

Now you need to negotiate a new requested date with the customer.

Step 5: Recalculating the Projected Date

Suppose that the customer has agreed to receive the juicers on 3/2/2024 and you need to recalculate the projected date and send the order to production. Do the following:

  1. Open the Sales Orders (SO301000) form with the sales order you created in Step 1.
    Tip:
    You will not change the requested date in the line for the CFJCITRUS stock item because it will be changed automatically when you accept the CTP date.
  2. On the form toolbar, click Process CTP on the More menu. The system opens the Process Capable to Promise (AM515000) form with the line for the CFJCITRUS stock item shown in the table.
    Tip:
    You open the More menu by clicking the More button (…) on the form toolbar.
  3. Make sure that Process CTP is selected in the Actions box of the Selection area.
  4. Select the check box in the unlabeled column of the CFJCITRUS line.
  5. On the form toolbar, click Process; wait while the system completes the processing.

    Notice that the system has again specified the type and reference number of the planning order (which the system has created during processing) in the Prod. Order Type and Prod. Order Nbr. columns. In the CTP Date column, notice that the system has calculated the same projected date, 3/2/2024, as it did in Step 2.

Now you can accept the projected date and send the order to production.

Step 6: Accepting the Projected Date

To accept the projected date, do the following on the Process Capable to Promise (AM515000) form, which is still open:

  1. In the Action box of the Selection area, select Accept.
  2. Select the check box in the unlabeled column of the CFJCITRUS line.
  3. On the form toolbar, click Process; wait while the system completes the processing.
  4. Make sure that the system has done the following:
    • Inserted the type and reference number of the production order that has been created in the Prod. Order Type and Prod. Order Nbr. columns, respectively.
      Tip:
      Note: You can click the number in the Prod. Order Nbr. column to view the production order on the Production Order Details (AM209000) form.
    • Selected the CTP Accepted check box.
    • Copied the CTP date to the Requested On and Ship On columns.
    • Copied the original requested date to the Original Request Date column.

You have accepted the projected date, and now you will view the changes the system made in the sales order.

Step 7: Viewing the Sales Order

To view the changes the system made in the sales order when you accepted the CTP date, do the following:

  1. Open the Sales Orders (SO301000) form with the sales order you created in Step 1.
  2. In the Requested On and Ship On columns of the CFJCITRUS line of the Details tab, make sure that the 3/2/2024 date is specified (which is the accepted projected date).
  3. In the Production Nbr. column, make sure that the system has copied the production order number created when you accepted the projected date. You can click the link to view the production order on the Production Order Maintenance (AM201500) form.

You have successfully calculated and accepted the projected dates for the customer's order by using the capable-to-promise functionality.