You use this program to generate a report identifying changes that need to be made to the live sales order quantities and/or dates to meet the planning within the snapshot files.
The program compares information residing within the snapshot files to information residing within the live files and reports on the differences. The latest requirements calculation date is printed on each report.
| Field | Description |
|---|---|
| Changes to include | |
| Date | Select this to only report on date changes. |
| Quantity | Select this to only report on quantity changes. |
| Both | Select this to report on changes to both dates and quantities. |
| Print only where suggested date after original date | Select this to only select sales order lines where the
snapshot date is later than the live date. If you do not select this option, then all sales order lines for which the suggested and the planned dates differ are included. You can only access this field if you enabled the option: Date at the Changes to include field. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
The Sales Order Actions program compares all changes made to the "snapshot" in terms of Sales orders to the live Sales Order files. Therefore if you take a new snapshot and do not make any changes to sales orders, the report will be blank. The planning indicated within the snapshot files is generated by the Requirements Calculation program.
The following information is included in the report:
Current quantity
This is calculated as the ship quantity plus backorder quantity on the live sales order line.
Suggested quantity
This is calculated as the ship quantity plus backorder quantity on the snapshot sales order line.
Current ship date
This is taken from the live sales order header, or in the case of scheduled orders, the live sales order line.
Suggested ship date
This is taken from the snapshot sales order header, or in the case of a scheduled order, the snapshot sales order line.