Delivery Schedules

This screen is used to manually set-up or amend Delivery Schedules.  It should be borne in mind that the MRP Engine will automatically set-up and/or amend delivery schedules to meet its own requirements, so the manual delivery scheduler is provided in order that you can set-up schedules or call-offs where required outside of the MRP process.

It should also be remembered that delivery schedules, manually created or auto-generated, can only be set-up where a) the supplier for any material items is checked on the Business Contact form as accepting scheduled purchase orders, and b) where the scheduled item check-box has been set on the Resource Record form for the materials in question.

The Merlin Navigator works in a different way on this screen.  Apart from the Backwards/Forwards navigation buttons, only the Edit and Revert buttons are active (The Print button will also be active if a  schedule is attached to the viewed order.)   Clicking Edit switches on the Call-Off Editor, and clicking Revert switches it off again.

As with most Merlin screens, find and select select from the list tabs until you have drilled down to the required item.  In this case, clicking an item on the Order List tab will take you to the Order Detail tab for the PO you have clicked:

If any schedules or call-offs already exist for the currently viewed PO, the View Schedules tab will be active, and clicking it will display the full schedule for this item:

On the Create Call-Off tab you will see only the Call-Off Schedule for the item selected in the Part No. dropdown combo (if any).  To see all of the items on this schedule,
click the View Schedules tab.

To create or amend a schedule/call-off item, click the Create Call-off tab.

To create a scheduled item, click the Edit Record button, select the Part Number of the item from the drop-down, enter the delivery date in the Delivery field, and set the quantity to be scheduled or called-off in the Quantity field.  To save the call off, click the ENTER button, or to abandon it click ABORT.  When you have fished setting call-off dates, and saved or aborted as appropriate, click the Revert Button to leave editing mode.  This will not undo any call-offs (please see below how to change an entry).

When you select a Part No., the grid will display the current schedule for this item.  You will be allowed only one call-off per item on any given date, and you will not be permitted to schedule more items for delivery than appear on the Purchase Order.  Nor will you be permitted to create a call-off for a date that precedes "today".

Amending Schedules

To amend a scheduled item, click the Create Call-off tab, click the Edit Record button, and select the Part No. from the drop-down.  the schedule for this item will be displayed in the grid.

Visually locate the item you wish to amend, then note and enter the Delivery Date listed into the Delivery field.  Now amend the Quantity figure, and click the ENTER button (or ABORT to cancel the change).  When done, click the Revert button to leave editing mode, which will not undo your changes.

To change a delivery date, first find the line in question and edit the entry as above, setting the Quantity to zero.  Click ENTER.  Now set-up a new delivery call-off for the same Part No., entering the new date and called-off quantity.

To cancel a line, edit as above setting the Quantity to zero.

Printing Schedules

Click the Print button to generate the Delivery Schedule for your supplier, and repeat the process for any other Purchase Orders that require schedules.  The Print button will be active only if a schedule is attached to (has been created for) the Purchase Order you are viewing.

To generate a revised Call-Off Schedule, simply edit the existing schedule as directed above, and then print it.

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