Sales Inventory 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. For information on setting up and using the calendar as well as how orders are displayed and scheduled, refer to the Using the Sales Calendar page.

Status color indicators

Green - inventory is on hand based on the Sales Order scheduled date. This includes any material marked "At-Risk". Additional information on At-Risk is available via Managing At-Risk Inventory.
Yellow - inventory is not on hand but a valid plan, such as a Job, exists to have the inventory on hand by the Sales Order scheduled date.
Red - inventory is not on hand and no plan exists for creating the necessary inventory.

General form layout

Once generated, the Sales Inventory 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 Inventory 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 > Report Type of "Sales Inventory"

Sales Inventory Calendar form

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

Button	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 define the schedule of available times for a Facility, Shop Area, or Work Center.
Shop 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.

Daily Sales Calendar form

Opened via the "Schedule" button on the Sales Inventory 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.
Inventory Detail	Opens the Calendar Color Detail form, which displays all Parts included on the order(s) listed and their required and on hand amounts. This form also contains an "Availability" button, which runs basic item availability (displayed similarly to MRP) for the selected Part.
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 Ship Sales Order form, which is used to create backorders, split lots, add freight, scan parts, add packages, ship material, and print labels.
Order MRP	Shows an MRP report for the order selected filtered for the Facility specified on the Sales Order. Beginning in version 16.07.055, 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.

Field	Description
Job For	The name of the Bill-to Customer for the selected Sales Order.
Number	Displays the Sales Order Number for the selected order.
Ship Via	Search field that displays the current Ship Via as selected on the Misc 1 tab of the Sales Order, and allows the user to select a new one if necessary.
Freight	Search field that displays the current Freight Type as selected on the Misc 1 tab of the Sales Order, and allows the user to select a new one if necessary.
Scheduled	The date for which the order has been scheduled on the calendar.
Delivery Time	Indicates the time that the materials should be delivered.
Priority	Displays the Priority of the order and allows the user to assign a new Priority if necessary. Priorities start from 1 to an unlimited number with 1 being the highest priority. This feature may be configured using the "Set Priority From Sales Calendar" flag on the System > Options > Calendar 1 tab. If checked, "Priority" will be added as the first sort option to Sales calendars before the "Sales Sort 1-3" options on the same tab.
Description	The Description as specified on the Misc 1 tab of the order.