On a standard NAV Sales Order page, a user needs to fill several date-related fields while creating a Sales Order. This leads to a lot of confusion among users. It is worth noting that each date in the system has a purpose and correct use of the same can go a long way in helping organizations track their Sales Orders.
In this blog, we are going to discuss the different types of dates and their utilities.
1. Document Date
The first date types up for discussion is the Document Date. The Document Date is considered an important date field in a sales order as it forms the basis of Due Date calculation. The Due date is derived from the combination of Document Date and the Payment Terms code defined in the Customer Master. The Document Date is an editable column and can be changed at the Sales Order level.
2. Posting Date
This is the most important of the date fields defined on the Sales Order page. The Posting Date provides a basis for the payments and most of the reports in the Microsoft Dynamics NAV system are generated based on Posting Date. It is the date on which the Sales Document is registered in the system and the customer due is calculated. The Posting Date can be modified before posting the corresponding document. The Posting Date is a mandatory field, which means that the users won’t be able to post the Sales Document without this date.
3. Order Date
The Order Date is the date when the Order has been created in NAV system. By default, the value of the WORKDATE is inserted into the field while creating a Sales Order. The user can modify the date manually at the order level. The Order Date may differ from the actual date on which the order was placed with the organization. However, the date on which the order was actually entered in NAV will always be considered for further calculation.
4. Due Date
The Due Date is calculated on the Payment Terms code on the Customer Master. The customer needs to clear the payment for their outstanding invoice by this date.
5. Shipment Date
The Shipment Date is calculated on the availability of the stock and when the organization plans to ship the order. When the user enters a value in this field at the header level, the corresponding Sales Order lines are automatically updated. It is important to keep in mind that the dates on the header level are not used for planning and forecasting. The Shipment Date at the line level can be modified and should be adjusted accordingly for each line. The Expected Receipt Date of a Purchase Order has important implication with respect to the Shipment Date. Entering the value of the Shipment Date of an item line, which is earlier than the Expected Receipt Date of a Purchase Order, the system will generate a Stockout Warning.
6. Requested Delivery Date
The Requested Delivery Date is the date requested by the client to receive the order at their location. This date needs to be entered manually into the system. In case we specify the date on the Sales Order header level, NAV populates the Planned Shipment Date by subtracting Shipping Time and further subtracts Warehouse Outbound Handling Time from Planned Shipment Date to calculate the Shipment Date. If the stock is not available on this date, the system will generate a Stockout Warning.
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