Handling Shipment Dates with Certificates of Analysis

  • Handling Shipment Dates with Certificates of Analysis

    Posted by Kim Dallefeld, MVP on July 19, 2017 at 7:24 pm
    • Kim Dallefeld

      Member

      July 19, 2017 at 7:24 PM

      So here’s the question.

      I have a shipment date on my sales order (based on a requested delivery date less shipping time). However, for some customers I need to backup the shipment date to allow time to obtain a third party certificate of analysis. If I change my shipping time on the customer to allow for the extra days, the shipment date is effectively updated thus providing manufacturing with good information as to when the product must be on the floor.

      The rub is that my shipping department thinks it needs to ship on the shipment date and for these orders (requiring certificates) it’s a later date….

      Any great ideas on handling this?

      ——————————
      Kim Dallefeld
      NAV Consultant
      Past NAVUG Chair
      NAVUG Programming Committee
      Ft Worth, TX
      Kim@Dallefeld.com
      ——————————

    • Ian Ray

      Member

      July 19, 2017 at 7:55 PM

      Would it be possible in this situation to create a new Variant (COA?) + Stockkeeping Unit and extend the safety lead time for the variant?

      With a variant to allow for COA, the production date would be moved up because of the additional safety lead time, but the shipment date would remain the same.

      ——————————
      Ian Ray
      Cypress Grove
      Arcata CA
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      ——————————————-

    • Mark Keener

      Member

      July 20, 2017 at 7:54 AM

      I don’t know if this is the “great idea” you requested, but what about adding a new date to the Sales Order Header that indicates when the order needs to be on the floor?  Call it “Floor Date”?

      In the cases where no COA is needed, the “Floor Date” and “Ship Date” would be the same.  If a COA is required, the “Floor Date” would be a few days ahead of the “Ship Date”.

      ——————————
      Mark Keener
      mkeener@NothingButNAV.com
      ——————————
      ——————————————-

    • Gregory Alford

      Member

      July 20, 2017 at 8:59 AM

      Can you add an operation at the end of your production order to allow for the processing of the certificate?

      ——————————
      Gregory Alford
      ERP Manager
      Tri Star Metals LLC
      Carol Stream IL
      ——————————
      ——————————————-

    • Ron Ketterling

      Member

      July 21, 2017 at 9:25 AM

      Use a version of the route to accommodate COA or no COA.

      ——————————
      Ron Ketterling
      President
      Business Automation Specialists of MN, Inc.
      Minneapolis MN
      ——————————
      ——————————————-

    Kim Dallefeld, MVP replied 7 years, 4 months ago 1 Member · 0 Replies
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