How it works – Overview

The ItemPlanning – Sales order Multi-select function has been made with the purpose of an easy way to validate if there are any shortage problems across more sales orders.
This could be a way to analyze the shortage situation for eg. all sales orders with Shipment Date within the next week or two.

How it works:

You will be shown a list of open sales order lines and can set whatever filters you want to identify the set of order lines to analyze. Eg. filters on Item no., Customer no., Shipment Date or a combination of these or more fields.
When you have done the filterings and you have a list of orders lines you want to analyze, select the menu item Actions, Item analysis.
The function will show 1 line for each item found in the selected orders and add up the quantity if the item exists on more sales lines within the filters.
The Shipment Date shown will be the first (earliest) Shipment Date from the order lines for the item.

You can use the Select column and the function Create order proposals, like other places in ItemPlanning, and you can from Lines, Manage make more detailed analysis by access to ItemPlanning – Item and ItemPlanning – BOM. Finally you can use the Show orders function to give you orderline details when the quantity shown is a sum added from more sales order lines.


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