Give customers a ship date you can keep

When you confirm an order, every line gets a Truedate: a ship date backed by something real. It is never the date the customer asked for, and never the date you hope to make it by.

Where a date comes from

Each date shows what stands behind it:

• From stock — the units are on the shelf and held for this order. The line is dated today.
• When the open purchase arrives — a purchase order is on its way, and the line takes that order’s due day.
• When the planned run finishes — a production order is scheduled, and the line takes the day it finishes.
• When the queued run is projected to finish — a run is waiting in the production queue. This date is read off the queue, so it moves if the queue is re-ordered.

Keelvy does not promise what could still be made. A line is dated only from stock, a purchase or a run that exists.

When a line gets no date

A line nothing covers is left undated and says why. The reasons you may see:

• No stock, purchase or run is planned to cover it. Raise a purchase or a production order.
• An open purchase has no expected date. Add the due date to the purchase order.
• A step has no weekly hours, so the shop cannot be scheduled. Set the weekly hours for the resource.
• There is no specification with hours to make it from. Add the specification.
• The sales channel has no warehouse to ship from. Set one on the channel.
• The stock that would cover it is on hold, or the stock expires before it could ship.

Once supply is planned, ask again:

1. Open the order and go to Line items.
2. Click Re-promise on the line.

A line that already has a date is not moved. Re-promise only works on a confirmed, open order, and it needs edit access to orders.

Where to see the dates

The order’s Line items tab shows a Truedate column, and the order card shows the latest date and how many lines are still undated. The Timeline view of the orders list draws each order against the calendar by its ship date.

The date you can change by hand is separate: Due date is what the customer asked for, and Make by is the date you plan to have it made.

Related

• How orders hold and use stock
• Know what each order status means