Sales Orders

The FastTrack solution for Sales Planning lets you schedule resources against Business Central sales documents and keep dates in sync between the two systems. It gives you these key features:

• Assign multiple resources on different dates and times onto a sales document.
• When you plan resources on a sales document in Dime.Scheduler, the solution creates or updates resource lines on that 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 it to Dime.Scheduler, those resource lines can be used to create planned tasks in Dime.Scheduler, letting users pre-assign resources.

Setup

Enable sales planning solution

To turn on 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 a task from open Tasks to a resource on the planning board) is 1 hour. Enter a different value in Default Duration Sales Task to override it.

• 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 you send the document.

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

• Use Update Date to choose which date on the sales document is updated based on the planned tasks in Dime.Scheduler. Choosing a date on the sales line 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 to 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

When you create a sales order and run the send to Dime.Scheduler action, the connector gathers all relevant data about the sales order and its work items and sends it to Dime.Scheduler.

The following entities are used:

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

Dime.Scheduler maintains the relationship between a sales header and a sales line: information about the sales header is captured at the Job level, while sales lines are mapped to a Task record. When a sales order has multiple lines, those lines are linked to the same job in Dime.Scheduler. Once planned, they trace back to the same sales order.

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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, these tasks are created.

More global setup is available to tweak the default behavior of sales headers, such as default duration sales line, which sets the default duration of an appointment when you drag the task to the planning board.

Planning sales orders

The open task grid lists the work that still needs to be planned. To plan a sales item, drag the task onto the desired timeslot for the right resource on the planning board. That registers the sales order.

Behind the scenes, a resource line for the sales order is created automatically in Business Central. This record holds the information of the appointment you just planned in Dime.Scheduler. The resource line and the appointment in Dime.Scheduler stay linked: any change to the sales order appointment is reflected automatically and immediately in Business Central.

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

You can also 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.