Estimated Shipment Date and Quantity in ERP

Estimated Shipment Date and Quantity Based on Projected Available Balance

The projected available balance is the calculated available inventory. It takes into account how many units of the item are physically available minus quantity on sales orders plus quantity that is planned to be delivered to the warehouse (calculated based on the data in the Item Availability table).

To see the projected available balance for an item, in Microsoft Dynamics NAV click: Sales & Marketing > Inventory & Pricing > Lists > Items. Open a necessary item and at the top of the window, click: Related Information > Item > Item Availability by > Period.

Estimated Shipment Date Based on Lead Time

The estimated shipment date is calculated based on the lead time in ERP using the following formula:

Current date + Lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In Microsoft Dynamics NAV click: Sales & Marketing > Inventory & Pricing > Lists > Items. Open a product and on the Replenishment FastTab, use the Lead Time Calculation field to set the lead time for a product. You should use the standard Microsoft Dynamics NAV date formulas in the Lead Time Calculation field. For more information about date formulas in Microsoft Dynamics NAV, see How to: Enter Dates and Times on the Microsoft website.

Estimated Shipment Date and Quantity Based on Projected Available Balance

The projected available balance is the calculated available inventory. It takes into account how many units of the item are physically available minus quantity on sales orders plus quantity that is planned to be delivered to the warehouse (calculated based on the data in the Item Availability table).

To see the projected available balance inventory for an item, in Microsoft Dynamics 365 Business Central click on the search button and enter Items. Open a necessary item and click: Item > Item Availability by > Period.

Estimated Shipment Date Based on Lead Time

The estimated shipment date is calculated based on the lead time in ERP using the following formula:

Current date + Lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In Microsoft Dynamics 365 Business Central click on the search button  and enter Items. Open a product and on the Replenishment FastTab, use the Lead Time Calculation field to set the lead time for a product. You should use the standard Microsoft Dynamics 365 Business Central date formulas in the Lead Time Calculation field. For more information about date formulas in Microsoft Dynamics 365 Business Central, see Use Date Formulas on the Microsoft website.

Estimated Shipment Date and Quantity Based on ATP Inventory

ATP (available-to-promise) is the quantity of a product that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of products that might be available on a certain date to fulfill the orders customers place.

To see the ATP inventory for a product, in Microsoft Dynamics AX open a necessary product, on the Sell tab, in the Sales order section, click ATP information. Select the site and at the top of the form, click Calculate ATP.

Estimated Shipment Date Based on Sales Lead Time

The estimated shipment date is calculated based on the sales lead time in ERP using the following formula:

Current date + Sales lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the sales lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In Microsoft Dynamics AX it is possible to set up the default sales lead time, for a specific product and site.

Set Up a Default Sales Lead Time

In Microsoft Dynamics AX click: Accounts receivable > Setup > Accounts receivable parameters > Shipments. Set the value in the Sales lead time field. 

Set Up a Sales Lead Time for a Product

In Microsoft Dynamics AX click: Product information management > Common > Released products. Open a product and at the top of the window click: Manage inventory > Default order settings. On the Sales order tab, select the Override sales lead time checkbox and enter the necessary value in the Sales lead time field.

Set Up Site Specific Sales Lead Time

In Microsoft Dynamics AX click: Product information management > Common > Released products. Open a product and at the top of the window click: Manage inventory > Site specific order settings. On the Sales order tab, select the Override checkbox and enter the necessary value in the Sales lead time field.

Estimated Shipment Date and Quantity Based on ATP Inventory

ATP (available-to-promise) is the quantity of a product that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of products that might be available on a certain date to fulfill the orders customers place.

To see the ATP inventory for a product, in Microsoft Dynamics 365 for Finance and Operation open a necessary product, on the Sell tab, in the Sales order section, click ATP information. Select the site and warehouse and at the top of the form, click Recalculate ATP quantity.

Estimated Shipment Date Based on Sales Lead Time

The estimated shipment date is calculated based on the sales lead time in ERP using the following formula:

Current date + Sales lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the sales lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In Microsoft Dynamics 365 for Finance and Operations it is possible to set up the default sales lead time, for a specific product and site.

Set Up a Default Sales Lead Time

In Microsoft Dynamics 365 for Finance and Operations click: Accounts receivable > Setup > Accounts receivable parameters > Shipments. Set the value in the Sales lead time field on the Delivery control FastTab.

Set Up a Sales Lead Time for a Product and Site

In Microsoft Dynamics 365 for Finance and Operations click: Product information management > Products > Released products. Open a product and at the top of the window click: Manage inventory > Default order settings. On the Sales order FastTab, enable the option Override sales lead time and enter the necessary value in the Sales lead time field. It can be set for a specific site.

Estimated Shipment Date and Quantity Based on Inventory Available to Promise

The projected balance is the calculated available inventory. It takes into account how many units of the item are physically available plus any additional quantities from purchase orders that are planned to be delivered at a specific date.

To see the projected balance for an item, in Microsoft Dynamics GP click: Inventory > Inquiry > Available to Promise.

Estimated Shipment Date Based on Lead Time

The estimated shipment date is calculated based on the lead time in ERP using the following formula:

Current date + Lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In Microsoft Dynamics GP click: Inventory > Cards > Item. Open the necessary product. In the Item Maintenance window click: Additional > Sana Commerce. Use the Lead Time field to set the lead time for a product.

Estimated Shipment Date and Quantity Based on ATP Inventory

Available-to-promise (ATP) is the quantity of an item that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of items that might be available on a certain date to fulfill the orders customers place.

To see the ATP inventory for an item, in SAP Business One open a necessary item, right-click on it, and in the context menu, select Available-to-Promise. In the Inventory Status (Available-to-Promise) window, you can see the ATP inventory of an item based on purchase orders.

Estimated Shipment Date Based on Lead Time

The estimated shipment date is calculated based on the lead time in SAP Business One using the following formula:

Current date + Lead time in ERP = Estimated shipment date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

In SAP Business One click: Inventory > Item Master Data. Open a necessary item. In the Item Maintenance window, on the Planning Data tab, use the Lead Time field to set the lead time for an item.

Estimated Shipment Date Based on Total Replenishment Lead Time or Planned Delivery Time + Quantity Based on ATP Inventory

To calculate the estimated shipment date, you can use either Total Replenishment Lead Time on the MRP3 tab of a material or Planned Delivery Time on the MRP2 tab. If both values are set, the Total Replenishment Lead Time on the MRP3 tab of the material has a higher priority.

The date is calculated using the following formula:

Current date + Total Replenishment Lead Time (MRP3) in SAP ECC = Estimated shipment date

or

Current date + Planned Delivery Time (MRP2) in SAP ECC = Estimated shipment date

For example, the current date is September 19, and the lead time set in SAP ECC is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

You can show the estimated shipment date on the product details page for a specific plant. Otherwise, it will be taken for the first available plant entry. For more information, see Default Plant.

The quantity which is shown is the ATP inventory calculated by SAP based on the purchase / production orders.

Estimated Shipment Date and Quantity Based on Purchase / Production Orders (MRP 2)

ATP (available-to-promise) is the quantity of a product that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of products that might be available on a certain date to fulfill the orders customers place.

Estimated shipment date is displayed in the Sana webstore based on the open purchase and / or production orders in SAP S/4HANA depending on the procurement type of a material. You can configure it on the MRP 2 tab of a material.

The available procurement types are:

• E: The material is produced in-house. Open production orders are considered to show the estimated shipment dates in the Sana webstore.

  SAP S/4HANA identifies the earliest completion date as the estimated shipment date. The quantity available on this date in the open production orders is used as the available quantity.

• F: The material is produced externally. Open purchase orders are considered to show the estimated shipment date and quantity in the Sana webstore.

  SAP S/4HANA selects the earliest delivery date as the estimated shipment date. The quantity available on this date in the open purchase orders is used as the available quantity.

• Blank (No procurement) or Type X (Both procurement types): Both open purchase orders and production orders are considered to show the estimated shipment date in the Sana webstore.

  SAP S/4HANA selects the earliest delivery / completion date as the estimated shipment date. The quantity available on this date, combining both open purchase orders and production orders, is used as the available quantity.

Estimated Shipment Date Based on Total Replenishment Lead Time (MRP 3)

To calculate the estimated shipment date, you can use the Total Replenishment Lead Time on the MRP3 tab of a material.

The date is calculated using the following formula:

Current date + Total Replenishment Lead Time (MRP3) in SAP S/4HANA = Estimated shipment date

For example, the current date is September 19, and the total replenishment lead time set in SAP S/4HANA is 3 days, as a result, the estimated shipment date shown on the product details page will be September 22.

You can show the estimated shipment date on the product details page for a specific plant. Otherwise, it will be taken for the first available plant entry. For more information, see Default Plant.

The quantity which is shown is the ATP inventory calculated by SAP based on the purchase / production orders.