Auto Populating Ship Date and Due Dates

Auto Populating Ship Date and Due Dates


Ship Dates Can be automatically populated in VisualDLP when an Order is scheduled.   There are settings in Global Settings module that control how the ship time is set.   Higher priority means it overrides lower priority settings.   If a user wants to override the dates/times set by Scheduling, they must do so after the Order has been scheduled.

 

Ship Times are either set by the user after scheduling the order, set by default for the lab, or they may be set per Route.   A Route may have a morning and afternoon departure time.   There is a Global Setting the determines if the morning or afternoon departure time is used by default.   If the route does not have a departure time set, then the Default Shipping Time value is used.   If there is not a Lab Default Ship Time or a Route Ship Time, then the current time is added to the Ship Date field.   After the order is scheduled, the user may set the time manually and save the order.


Ship Time Settings

Setting Page

Setting  

Possible Values

Meaning

Priority

Order Data Entry

Route Departure Time

Afternoon/Morning

This determines if ship time is set to the departure times that is setup in the Route record.   Route departure times can be any valid hour of the day.  They are setup in Settings/Routes in the Order Management Module

2

Order Data Entry

Default Shipping Time

Hour and Minute of the day.

This represents the Default Time of Day that cases ship

1

 

 

 

 

 

 

 

 


Ship Date Settings

Setting Page

Setting  

Possible Values

Meaning

Scheduling Settings

Force Ship Date To Last Activity Date

Enabled/Disabled

If enabled, when the case is scheduled, the Ship Date will be set to the due date of the last activity in the schedule.    The time part of the Ship Date uses the settings described above.

Scheduling Settings

Force Due Date To Last Activity Date (If Blank)

Enabled/Disabled

If enabled, when the case is scheduled, the Due Date in the Order will be set to the due date of the last activity in the schedule.    The time part of the Ship Date uses the settings described above.  This only applies if the Due Date is blank when the case is scheduled.

 

 

 

 

 

 

 

 

 

 

 



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