Calendar

The easiest method of scheduling Sales Orders in Deacom is handled via either the Sales Calendar or Sales Inventory Calendar. These two calendars display a single box per Sales Order and display the order on the calendar based on the selection made in the "Date Based On" field of the Calendar Selection pre-filter (typically the "Due to Ship" date). Both calendars may be used to reserve and un-reserve material, schedule orders for shipment, ship orders, and print documents and contain the same information, but the Sales Inventory calendar uses color to display the inventory or Work Flow status of the order.

General Form Layout

Once generated, the Sales Calendar form has three main sections.

Toolbar - Contains buttons to change the view of the calendar, save changes made, print and view schedules, etc. These items are detailed in the Sales Calendar form section below.
List of Sales Orders available for scheduling - Including Sales Order number, Bill-to Company, Facility, and Priority.
- Orders display according to the "Sales Sort 1-3" pick list selections made on the Calendar 1 tab within System > Options.
- Orders may be dragged and dropped to the desired date/time.
- Double clicking an order in this section will open the detail in view mode.
Calendar area used for scheduling - Days are listed, Monday-Sunday in either a weekly or monthly layout, depending on the "View" selected.
- Listed under each date are details regarding the scheduled order dollars and available units (calculated as the "Units Per Day" value on the Calendar Selection pre-filter minus the order quantity). These values will update depending on the calendar view (for example, if the user clicks "Next Week") and when orders are dropped onto or removed from the calendar.
- Orders scheduled on the calendar will block off a portion of the day. This "block" displays up to five lines of text, dictated by the "Sales Field 1-5" pick list selections made in System > Options > Calendar 1 tab. User Calculations are available as pick list options for these fields, which can be helpful if calcs are used to display specific Part Number and Description information.
- Double clicking on a scheduled order will open the Daily Sales Calendar form, detailed in the Daily Sales Calendar form section below.

System Navigation

Sales >Calendar

Sales Calendar form

Opened via the "View" button on the Calendar Selection pre-filter when the "Report Type" is set to "Sales". The date used as the current date is displayed on the left side of the calendar.

Button/Field	Description
Previous 4 Weeks	Moves the view of the calendar to show the schedule for four weeks previous.
Previous Week	Moves the view of the calendar to show the schedule for the previous week.
Today	Moves the view of the calendar to show the schedule for the current day.
Go To	Opens a form that allows the user to jump to a particular date on the calendar. The fields are as follows: Type - Option between Date or Transaction to search by. Date - Enabled if Type = Date, user can type in or select on the calendar what date to jump to. Transaction Type - Disabled for all calendars except the Dock calendar , always set to Purchase Order otherwise. Sales Order - Enabled if Type = Transaction, search on the calendar to a particular sales order.
Next Week	Moves the view of the calendar to show the schedule for the next week.
Next 4 Weeks	Moves the view of the calendar to show the schedule for four weeks forward.
View	Switches the view of the calendar between Monthly and Weekly, which allows users to get a picture of all orders scheduled.
Save	Only available once at least one modification has been made to the schedule. If clicked, all modifications made are saved.
Undo	Reverts the previous modification made to the schedule. Only active if a change has been made to the schedule and the "Save" button has not yet been clicked.
Redo	Undoes the reverted action previously performed via the "Undo" button. Only active if clicking the "Undo" button was the last action and the "Save" button has not yet been clicked.
Undo All	Reverts the schedule back to the way it was as of the last save.
Refresh	Refreshes the data shown in the schedule.
Print	Opens the Print Schedule form, which allows users to print the schedule as is for a specified date frame. Users also have the option to include non-scheduled orders or omit them.
Schedule	Opens the Daily Sales Calendar form, which provides additional details regarding the orders displayed and the abilities to print, generate a map, reserve/un-reserve, ship the order, run MRP, etc.
Shop Schedule Basics	Opens the Availability list, which defines the schedule of available times for a Facility, Shop Area, or Work Center.
Basic Schedule Exceptions	Opens the list of Availability Exceptions, which define any availability exceptions for a Facility, Shop Area, or Work Center based on the defined Shop Schedule Basics.
Mass Move	Opens the Mass Move form, which allows the user to shift all jobs on the Calendar depending on the previous pre-filter results. Is applicable to Docks, Job Inventory, Jobs, Master Production, Sales, and Sales Inventory. Available fields are the following: Start/End Date - Select the date range for the move to take place in. Start Date is required, End Date is optional. If left empty, the End Date will be the last job available in the calendar. Days - Integer value that determines how many days the selected jobs are moved back from their original dates respectively.

Daily Sales Calendar form

Opened via the "Schedule" button on the Sales Calendar form or by double clicking a scheduled Sales Order, the Daily Sales Calendar form is a critical component of the Deacom calendar functionality since it allows users to reserve and un-reserve materials to Sales Orders, modify Sales Orders, close Sales Orders, and print sales and shipping documents such as picking lists and bills of lading.

Button/Field	Description
Previous Day	Moves the view of the form to show the orders scheduled for the previous day.
Next Day	Moves the view of the form to show the orders scheduled for the next day.
Modify	Opens the detail for the selected order in modify mode.
View Detail	Opens the detail for the selected order in view mode.
Sort	Opens the Sort form, which is used to sort the order in which Sales Orders appear on the Daily Sales Calendar form. The default sort order, when the form is initially generated, in based on the Ship Via and Order Priority. In addition to using this button, users may double click on any of the column headers/titles to set the sort order. The sort order will be maintained when printing the Daily Sales Calendar form.
Print	Opens the Copies to Print form, which allows the user to print various sales and shipping Report Layouts.
Print Schedule	Opens the Print To form, which allows the user to print the current details.
Map	Opens the View Map form which generates a map with all Ship-to Companies of the listed orders. Ship-to locations will be color coded based on the Ship Vias defined on the orders (24 different color icons are included), which allows a shipping manager to ensure that the delivery schedule is optimized. Hovering over an icon in the map displays the Ship Via name, the Ship-to Company name, and the city/state of the Ship-to Company. Selecting an icon brings up the editing form for the Order. Only Sales Orders that have a Ship-to Company with a valid address and a Ship Via defined on the order will appear in the map. The form also contains "View" and "View Selection" fields. The "View" field acts as a filter for the Ship-to Companies displayed on the form. Options are: All, Bill-to Company, Sales Group, Sales Rep, Ship Via and Sales User 1-5. The "View Selection" field allows users to select a specific value based on the selection made in the "View" field. For example, if the map displays three different Ship-to Companies and two of the companies share the same Bill-to Company, the "View Selection" field will contain two different options when filtering by Bill-to Company.
Un-Reserve	Opens the De-Issue/Un-Reserve Inventory form, which allows the user to un-reserve any materials previously reserved to the order.
Reserve	Opens the Issue/Reserve Inventory form, which allows the user to reserve materials to the order.
Edit Data	Opens the Edit Calendar Job/Sale Data form, which allows the user to modify some details of the order.
Ship Order	Opens the Sales - Ship form, which is used to create backorders, split lots, add freight, scan parts, add packages, ship material, and print labels.
Ship All	If clicked, displays the Ship All form allowing users to modify the "Ship" and "Backorder" quantities, if necessary, and ship all orders contained on the Daily Sales Calendar form. The OutBound Inventory page contains information on how to perform the process. The Ship All option is only available on the Sales calendar. The "Default Shipping Qty" field, on the General 2 tab of the item master record, determines how the default shipping quantity will be set for individual orders, both when shipping a single order or multiple orders via the "Ship All" button. Items that have "Zero" set in the "Default Shipping Qty" field will not be shipped, and if the ship-to company is set to receive backorders, a backorder will be created if necessary. Items that have "Full" set in the "Default Shipping Qty" field will ship the full amount on the order. Items that have "As Reserved" set in the "Default Shipping Qty" field will only ship the amount that has been reserved to the order and the system will create backorders when necessary. If the "Print Sales Docs After Shipping" flag, on the Sales 1 tab in System > Options, is marked, the system will display the Copies to Print form allowing users to set the appropriate print parameters. If the flag is not checked, the system will ship all orders at once. Attempting to ship orders set with a ship quantity of zero will result in an unable to ship order prompt. Additional information on these type of prompts can be obtained by navigating to System > History / Performance, entering "System" in the "Type" field and "Errors" in the "Report Type" field, and hitting the view button to see a list of all errors. Sales orders may be un-shipped via Sales > Ship.
Order MRP	Shows an MRP report for the order selected filtered for the Facility specified on the Sales Order. When running order MRP with an SO MRP pre-filter that does not have a Facility selected, then the resulting MRP will be run for all active Facilities.
Date	Displays the calendar date that is currently being viewed on the form.
Display	Pick list used to display only Sales Orders that have not had any reports printed previously or all Sales Orders regardless of if reports were printed.

Edit Calendar Job/Sale Data form

Opened via the "Edit Data" button on the Daily Sales Calendar form. If the "Date Based On" and "Save Date" fields do not match, users will not be able to modify data on this form on the Sales, Sales Inventory, Job, and Job Inventory calendars.