Calculate Dates for Purchases
If you want to have items in inventory on a certain date, Business Central can automatically calculate the date on which you must order them.
The result is the date on which you can pick the items that you ordered.
If you specify a requested receipt date on a purchase order line, the calculated order date is the date on which you must place the order. The date on which the items will be available for picking displays in the Expected Receipt Date field.
If you don't specify a requested receipt date, the date you expect to receive the items is based on order date on the line.
The receipt date is also the date when the items will be available for picking.
By default, many of the date fields this article mentions are hidden on purchase order lines. If a field isn't available, you can add it by personalising the page. For more information, see Personalise Your Workspace.
Calculating with a requested receipt date
If there's a requested receipt date on the purchase order line, that date is the basis for the following calculations:
- requested receipt date - lead time calculation = order date
- requested receipt date + inbound whse. handling time + safety lead time = expected receipt date
If you specify a requested receipt date on a purchase order line, that date is assigned to new lines as you create them. You can change or remove the date on the lines.
If your process is based on backward calculation, for example, if you use the requested receipt date to get the order date, we recommend that you use date formulas that have fixed durations, such as "5D" for five days or "1W" for one week. Date formulas without fixed durations, such as "CW" for current week or CM for current month, can result in incorrect date calculations. For more information about date formulas, see Work with Calendar Dates and Times.
Calculating without a requested delivery date
If you enter a purchase order line without a requested delivery date, the Order Date field on the line shows the date in the Order Date field on the purchase order header. This date is either the date you entered or the work date. The dates are then calculated for the purchase order line, with the order date as the starting point, as follows:
- order date + lead time calculation = planned receipt date
- planned receipt date + inbound whse. handling time + safety lead time = expected receipt date
If you change the order date on the line, Business Central recalculates the other dates.
Default values for lead time calculation
Business Central uses the date formula in the Lead Time Calculation field on the purchase order line to calculate the order and expected receipt dates.
You can manually specify the date formula on lines. Otherwise, Business Central will use the formulas that are defined on the following pages in this order of priority:
- Item/Vendor Catalogue
- Item Card
- Stockkeeping Unit Card
- Vendor Card
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