There will be some cases in which the vendor, depending on the availability of the product, will only confirm a part of the order. In this case, the system allows you to postpone the shipment. This option can be activated by going to the vendor setup. All the unconfirmed boxes can be assigned to another PO with a new date and even a different vendor. Once the vendor and date have been selected, the system will look for a PO with a "pending" status that coincides with the date and vendor chosen and will add these boxes to the pending order. If there is no "pending" order that coincides, the system will create a new order.
Only the orders with a Pending, Partially Confirmed or Canceled status can be postponed.
There are two options to postpone shipments:
To postpone a shipment, please do so as follows:
Go to the Grower > Confirm POs tab.
Use the filters in order to find the POs you would like to postpone.
Click on the drop-down menu in the Actions column for a PO line, and click on "Postpone Shipment" in order to edit the ship date or the vendor.
The system suggests the vendor, but you can edit it. Enter the ship date and click on Save. Once you save your changes the system will display the PO and Prebook (if applicable) information as you can see below:
This option allows postponing several POs at once. It works both for POs with Partially Confirmed and Pending Statuses. If the PO is partially confirmed, the system will split that PO line postponing only the items pending within it.
Go to Grower>>Confirm POs.
Use the available filters to find the POs you want to Postpone.
Go to the Actions button and select Mass Postpone.
The Mass Postpone Shipment window will open. Enter the information and click on Save.
A confirmation message will appear at the bottom right corner of the screen.
This action may take a couple of seconds, that's why a loading icon will appear under the product lines being postponed.
Postpone Shipments: Common Scenarios
Depending on the Purchase Order (PO) status and the Truck Date of the Prebook different behaviors are possible when postponing a PO.
|Scenario||What will happen?|
|The PO to postpone is already Confirmed (C) and the vendor and Ship Date are not modified.||The system will create a new PO with an Approved status.|
|The PO to postpone is Pending (P) or Approved (A) and the vendor and Ship Date are not modified.|
The system won't create a new PO. The product will be added to the existing PO, keeping its status.
|The Ship Date selected is different than the current Ship Date||The system will create a new PO with an Approved status.|
|There is not a PO for the selected Vendor and Ship Date||The system creates a new one with an Approved status.|
|There is an existing PO for the selected vendor and Ship Date|
If a PO already exists with a PA status, the system takes that PO and uses it for the new boxes. The PO keeps its PA status.
The Truck Date selected is later to the current Truck date of the Prebook associated to the PO
|A new prebook will be created (provided that the quantity of lines is greater than 1). Salespeople will be notified by email about this change.|
|The Truck Date selected is prior the current truck date of the Prebook associated to the PO||The postpone will not be carried out and the product will remain in the same prebook.|
|The Truck Date selected is the same as the current Truck Date of the Prebook associated to the PO|
The product will remain in the current PO and Prebook.
|The Truck Date selected is later to the current Truck date of the Prebook associated to the PO and there is only one product line on it.||The system will change the Truck Date of the Prebook.|
|The Ship Date selected is later to the current Ship Date of the PO and there is only one product line on it.||The system will search for any existing PO and will add the product to it. In case there is not an existing PO with the selected Ship Date, the system will create a new one.|
|The company has the setting "purchaseOrderSeparatedByPrebook" active (activated by Komet only):|
The existing Prebook will be split and a new Prebook will be generated, this will indicate that the PO and Prebook are related. However, if the Truck date of the new Prebook is before the truck date of the current Prebook, the system will not generate a new Prebook.