Sales Orders

The FastTrack solution for Sales Planning planning contains the following key features:

• It allows you to assign multiple resources on different dates and times onto a sales document.
• When planning resources in Dime.Scheduler on a sales document, the solution creates or updates resource lines on the sales document.
• When resources are assigned on a sales document, selected dates can be updated based on the first and last planned task.
• If you create resource lines on the sales document in BC before sending the sales document to Dime.Scheduler, the resource lines of the sales document can be used to create planned tasks in Dime.Scheduler allowing the user to pre-assign resources.

Setup

Enable sales planning solution

To use the FastTrack solution select Enable Sales planning.

Configure sales planning

• To create a single task in Dime.Scheduler for the sales document, select Send Sales Header as Task.
• To create a task for each sales line, select Send Tasks with Sales Header.

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By design, only sales lines of type item are sent to Dime.Scheduler, however this can be modified if required.

• The default duration of a planned task in Dime.Scheduler (when you drag and drop a task from open Tasks to a resource on the planning board) is 1 hour, enter a different duration in Default Duration Sales Task to override the default setting.

• Select Send Resources with Order if you want resource lines entered on the sales document in BC to be created as planned tasks in Dime.Scheduler when sending the sales document to Dime.Scheduler.

• Select Create Resource Lines if you want resource lines to be created and updated on the sales document based on the planned tasks in Dime.Scheduler. This is different from the settings for assembly order planning where resource lines are always created or updated.

• With Update Date you can select which date you want to be updated on the sales document based on the planned tasks in Dime.Scheduler. Selecting a date on the sales line to be updated is only applicable when Create Resource Lines is selected.

  The options are:

  • Blank: no date is updated
  • Shipment Date (H): on the sales header (H) is updated
  • Promised Delivery Date (H): on the sales header (H) is updated
  • Shipment Date (L): on the sales line (L) is updated
  • Planned Shipment Date (L): on the sales line (L) is updated
  • Planned Delivery Date (L): on the sales line (L) is updated

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Updates are validated so other dates might be updated as well.

Usage

Watch the video below for a short introduction of this module in Dime.Scheduler:

Actions

The default actions on this page have been extended with the following items.

List Actions

See common actions for an overview of the list actions for this type.

Card actions

The following actions have been added to the sales order:

• Send order
• Delete order

Creating sales orders

What happens under the covers is quite simple: when you create a sales order and invoke the send to Dime.Scheduler action, the connector fetches all the relevant data about the sales order and the work items that belong to it, and sends it over to Dime.Scheduler.

In the graph, the following entities are used:

• Sales header
• Sales lines
• Customer
• Contact
• Ship to address

The relationship between a sales header and a sales line is maintained in Dime.Scheduler where information about the sales header is captured on the Job level whereas sales lines are mapped to a Task record. When a sales order has multiple lines, those lines will be linked to the same job in Dime.Scheduler. Subsequently, when planned in Dime.Scheduler, they will be traced back to the same sales order.

This is the default behavior. When switched off, the Send Sales Header as Task field allows you to ignore the sales lines and map the sales header to a task. Instead of a 1:N relationship, this feature flag enforces a 1:1 relationship. With this option, it's also possible to send resources as appointments to Dime.Scheduler, given that the Send resource with order setup flag is switched on. Otherwise, and if the Send Lines with Sales Header is enabled, the behavior as described above will be applied.

When you send the sales order to Dime.Scheduler, said tasks are created.

There's more global setup available to tweak the default behavior of sales headers, such as the default duration sales line that sets the default duration of an appointment when you drag the task to the planning board.

Planning sales orders

The open task grid shows the list of that work that needs to be planned in. Planning a sales item is easy: drag the task on the desired timeslot for the right resource on the planning board. And voilà, you just registered a sales order.

Behind the scenes, a resource line for the sales order is automatically created in Business Central. In other words, a record is created with information of the appointment that has just been planned in Dime.Scheduler. There is an immediate link between the resource line and appointment in Dime.Scheduler: any modification to the sales order appointment will be reflected automatically and immediately in Business Central.

This is the default behavior. This can be switched off by disabling the Create resource lines setup flag.

What's more is that you can choose which dates to update when an appointment is scheduled:

• Shipment date (Header)
• Promised delivery date (Header)
• Shipment date (Line)
• Planned shipment date (Line)
• Planned delivery date (Line)

Thus, Dime.Scheduler uses standard Business Central functionality and adds visual capabilities to schedule sales orders.