Dispatch Plan

Introduction

This article explains how Dispatch Plan works in ERP One.

Dispatch Plan Grid

• The Grid will show Plan No, Plan Date, Order Details and other information as shown in the above image.
• The status will be automatically maintained by System. When the qty is invoiced, the status will be updated to Invoiced
• Once the status has changed to Invoiced you may not delete the Plan record.

Create New Dispatch Plan

• When you click [Add], from the Plan Grid you will be taken to the Create Dispatch Plan page.
• You need to specify either System Order No / PO No to get a list of pending orders as shown in the screenshot.

* You can Select a particular line to create a Dispatch Plan record. * Only orders with pending qty will be available while creating a new plan. * System will take you to the page as shown below.

You need to key in only :-

• Planned Date<
• Qty to be dispatched

• Transporter

• When you click [Save] your plan will get added to the Plan Grid.

• Any order with pending qty, which is already linked to a Dispatch Plan, will NOT be available, when you create a new plan record.
• Let us take an example. Suppose pending qty is 500 units and it is linked to an existing plan number 20. When you go to create a fresh plan, this order line will not be available for selection, as it is already planned.

Editing / Deleting Sales Orders

• You may not modify the order qty, status etc. in a sales order after it is connected to a Dispatch Plan.
• Also Deletion of sales order will not be allowed if it is connected to a Dispatch Plan.

Standard Packing

• In the Inventory Master you can capture standard packing information.
• The Dispatch Plan would make use of standard packing parameter defined in Inventory Master, to work out the number of boxes.

Pick Invoice Qty from Dispatch Plan

• While adding invoice qty, if there is any live Dispatch Plan, System will fetch details from those plans only. Pending Orders will not be scanned in this case.

• Please note the qty to be invoiced is taken from the Dispatch Plan itself. It can not be modified.

Edit / Delete Dispatch Plans

• Once a plan is saved, you may not edit it. You may, however, Delete it and create it afresh, if required.
• After a plan qty is invoiced, you can not delete the Dispatch Plan.
• Suppose you add a Plan record and also create the necessary invoice in the System. Subsequently, if you delete the invoice, the status of the Plan would be updated back as Planned.