has anyone used the commit schedule to automate th...
# generalk
Kevin Cook
02/08/2021, 7:12 PMhas anyone used the commit schedule to automate their reallocation?
b
Brian
02/08/2021, 7:26 PMI have used this on a couple of clients, what info are you looking for?
k
Kevin Cook
02/08/2021, 7:55 PMwe have sales orders that currently committ automatically as soon as they are entered
Kevin Cook
02/08/2021, 7:55 PMbut the sales oredrs are scheduled months out so we have to reallocate based on when the order is scheduled
Kevin Cook
02/08/2021, 7:55 PMi was looking at this as a tool to save us a lot of time
b
Brian
02/08/2021, 9:39 PMYes, It should work for that. When you create your schedule, use a separate search that is sorted by date, and the newest sales orders will get allocated first.
Brian
02/08/2021, 9:40 PMKeep in mind, its a process that runs in the background, and if you have a lot of committed items (it allocates at the item level) it could take some time to finish.
✅ 1
Brian
02/08/2021, 9:44 PMAn unrelated design I have used in the past to accommodate a similar scenario has been to create a 'Future' Location. All Sales Orders are entered into that 'Future' Location so nothing commits. Then we have a workflow that flips the location to the main location all orders when they hit 15 or so days out. Just something else to consider.
k
Kevin Cook
02/08/2021, 10:04 PMthat might be an idea too! Thanks
m
Manda
02/08/2021, 11:02 PMThe schedule commit works great for us. I have them running at the hour and half hour mark for just the orders that are shipping next day. As well as a few timed ones that run on Friday for Monday shipping. It also helped to default the orders to 'Do Not Commit' (under the company settings) because I found when the users were using the reallocate page it could still inadvertently commit to future orders.....though if you go with the location idea above that might not be an issue.
k
Kevin Cook
02/09/2021, 4:55 PMwe have product only orders and then orders with labor
Kevin Cook
02/09/2021, 4:55 PMmy biggest concern is we have make a scheduled commit that is based on "expected ship date" or when the order is planning to be worked on; it will take from product only orders?
Kevin Cook
02/09/2021, 4:56 PMOur biggest issue we are trying to address is reallocation; NS currently committs orders as they come in; but because of labor scheduling we have to reallocate based on when the order can be worked on by our labor force
Kevin Cook
02/09/2021, 4:56 PMso we end up reallocating a LOT of sales orders each day/week/ all the time
m
Manda
02/12/2021, 10:30 PMSorry, we don't do work orders or labor related products so I'm not familiar with them. We are product only (wholesale distribution). To keep our reallocation down I set the default commit status to 'Do Not Commit' then set up the commit schedules to run based on "next day" ship date. I have it set to run every half hour to account for receiving throughout the day. You can create saved searches for your commitment schedules....I'd see no reason why you couldn't run it on Expected Ship Date though. But again, since I'm not familiar with work orders and the like I'm not positive.
3 Views