Check capable to promise dates for sales order items

You can view the CTP date the ATP quantity for items on a sales order.

To check capable to promise dates for sales order items

1. Open the sales order.

   To use the Made2Manage CTP functionality, you must have the Planning and Scheduling server installed and running.

   The Sales Order must have an Open status and contain at least one item, or the CTP will not be available.

   When calculating CTP dates, the requested dates must be within the schedule horizon, including the shipping buffer. If they are not, the dates cannot be calculated.

2. Click the Items tab.

3. Select the item

4. Click the ellipsis under the Action column.

5. Select Grid Actions > CTP to open the CTP window.

6. 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.

7. Verify the quantities and request date for each item selected:

   • The Order Quantity defaults from the item Quantity field on the SO Items tab, but you can change it if you need to use a different quantity.

   • The Request Date defaults from the Sales Order, but you can change it if necessary.

8. 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.

9. 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.

10. 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/Advanced Scheduling.

11. Accept or reject the CTP dates.

    • Click Accept to save the CTP dates to the Sales Order, and close the CTP window. If you changed the request date or quantity, the item will be updated on the Sales Order. The system will check the CTP Approved box on the Sales Order Items tab and the Sales Order Releases (SORELS) page.

    • Click Reject to clear all of the CTP dates. The CTP window will remain open so you can change the item selections or request dates.

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