Document Schedules

Once a schedule template is selected for use, the Document Schedule page opens, where the schedule is manually managed.

To enter information in the Document Schedule

  1. In the Planned Starting Date and Planned Ending Date fields, enter the planned date range for each milestone.
  2. In the first Completion % field, enter the percentage of which the milestone is completed. The next Completion % field provides a graphical representation of completion.
  3. In the Actual Starting Date and Actual Ending Date fields, enter the actual dates that the milestone was performed. When values are entered in either of these fields, the Expected Starting Date and Expected Ending Date fields are calculated based on the actual dates.
  4. On the Home menu, use:
    • the Forward and Backward actions to change the scheduling method.
    • the Show Document action to open the Sales Lines/Purchase Lines page, which shows the document to which the selected line is related. Additional information about the sales/purchase line is available and the sales/purchase document can be opened from these pages.
  5. On the Contact menu, the To-dos and Create Interact actions become available if a Contact No. is assigned to a line in the Document Schedule. Use these actions to create a connection to Marketing capabilities for that specific line.

Document Schedules in Document Lines

Fields in the sales/purchase/service quote/order lines indicate whether a document schedule exists for the line, as well as the maximum planned and expected ending dates that show the latest dates from the linked Document Schedule, which helps identify if there is a date conflict. One or all of these fields are also available in the Sales Line Details, Construction Header Details, and Service Item Line Details FactBoxes.

Document Schedule Sales/Purchase

All Document Schedules that exist for sales and purchase documents can be viewed in the Document Schedule Sales and Document Schedule Purchase pages, respectively. You can access these pages from the Operation Schedule menu on the Configure to Order Designer Engineer Role Center or an unfiltered view of all Document Schedules by entering Document Schedule in the Tell Me feature.

All functions available in the respective document orders are available in the Document Schedule Sales/Purchase pages when the Edit List action is used.


Feedback
Submit feedback for this page .