Check capable to promise dates for items in quotation
You can view the CTP dates and ATP quantities for items in a quotation.
To check capable to promise dates for items in a quotation
-
To use the Made2Manage CTP functionality, you must have the Planning and Scheduling server installed and running.
The quote must have a status of Open, and contain at least one item, or the CTP will not be available.
-
Click on the Items tab and then click the ellipsis under the Action column of the item you want to select.
-
Select Grid Actions > CTP to open the CTP window.
-
Select the items you want to include in the CTP calculation:
-
To include individual items, click the Select column checkbox next to each item.
-
To include all items, select the Select checkbox.
-
To remove all selections, clear the Select checkbox.
-
-
Verify the quantities and request date for each item selected:
-
The Original Quantity defaults from the Quantity field on the Quote Items tab, but you can change it if you need to use a different quantity.
-
The Request Date defaults from the Quote, but you can change it if necessary.
-
-
Select how to request the promise dates:
-
Select Request a Promise date for EACH selected item to request an individual date for each item selected.
-
Select Request a Promise date for ALL selected item to request a single date for all items selected.
-
-
Click the Calculate CTP Dates to calculate the following:
-
CTP Date – The date that you can promise your client each item requested.
-
ATP Quantity – The quantity currently available that you can promise to the customer.
-
-
Click the CTP Audit to display the Audit File report. You can review this report to see the actions taken by Planning and Scheduling. This report is similar to the one available in Advanced Planning or Advanced Scheduling.
-
Save or ignore CTP dates.
-
Click the Save CTP Dates to save the CTP date and CTP transaction date to the quote, and close the CTP window.
-
Click Reject to close the CTP window without saving the dates.
-