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Promise date for in-transit or transfer orders

  • 26 April 2023
  • 4 replies
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Is there an option for promise date for in-transit items like we have with purchase orders. The only date option I see there is expiration date. I’m trying to keep track of when inventory will be available for customer purchase in our reports, but I’m struggling with in-transit items/transfer orders. 

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Best answer by Laura02 27 April 2023, 02:25

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Kandy Beatty
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HI @tararosenthal 

Are you talking about on sales orders? Where are you looking to track promised dates?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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@kandybeatty49 Thanks for your reply. Ideally, I would like it on a transfer order type of sales order (TR).

 

Laura02
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Hello,

I have not solved a similar problem before but I have an idea. Have you considered using a User Defined Field (Attribute) to store the Promised Date for your transfer Sales  Orders?

User defined field could then be added to the report or generic inquiry that is being used to predict receipt/availability dates. 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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Hi @tararosenthal 

Along with what @Laura02  suggested with User Defined Fields, you could use the Description Field to mark it as a Promised Order as well. 

I see that you have some customizations on your screen, so you could possibly get whomever did those to add a field for promised date on the screen as well. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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