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Promising Customer Order Lines


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  • Sidekick (Customer)
  • 20 replies

Is there an out of the box function to determine which customer order lines have had the promise date reviewed prior to confirming back to the customer? 

Our current process:

  1. Customer service enters customer order line. By default, the promise date is initially set the same as the Planned Delivery Date.
  2. Planning reviews the order line and revises the Target, Planned Delivery, and Promise Dates as needed.
  3. Customer service sends order confirmation back to the customer. 

Planning needs to be able to query for order lines that haven’t been reviewed/promised. I’m considering adding a custom checkbox to indicate the order has been promised but want to verify if there’s a standard process for this.  

Thanks!

Eric

Best answer by PRODQ

Depending on your Planning requirements or if you use the functionality of this field, you could use the ‘Release for Material Planning’ which is a checkbox/slider which you could activate when the review has taken place?  

 

 

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4 replies

Abdul
Hero (Partner)
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  • Hero (Partner)
  • 213 replies
  • April 1, 2025

Hi ​@ewats,

Planning users can refer to the Order Line History to track whether Target/Planned Delivery or Promise Dates were ever revised.

 

Regards

Abdul Rehman


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 467 replies
  • Answer
  • April 2, 2025

Depending on your Planning requirements or if you use the functionality of this field, you could use the ‘Release for Material Planning’ which is a checkbox/slider which you could activate when the review has taken place?  

 

 


Forum|alt.badge.img+6
  • Author
  • Sidekick (Customer)
  • 20 replies
  • April 2, 2025

Thank you both for your replies!

The release to material planning checkbox could be an option if it was used differently. It’s currently checked by default and triggers the planner to take action, but doesn’t signal that action has been taken. If it’s unchecked to begin with, the planner could take action on those and release it as it’s being planned/promised. 

Release to material planning is currently unchecked if there’s an issue with the order (pricing issues, new product being setup, etc.)  Might need a different method to control those. 

 

 


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • 467 replies
  • April 2, 2025

And there’s always the ‘Custom field’ option.

 

 

Good luck!


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