Release Calendar is a tool that is used to release purchase orders at a specific date and time, based on the defined frequency.
In some industries (for example pharmacy), there is a need to provide the items to the customers in a very short time, even if the store does not have the item in stock. In that case, if the purchase order is sent to the supplier before a certain time, the order can be delivered on the same day. Here, the Release Calendar functionality steps in to help to schedule the automatic release of purchase orders.
To enable this feature, a Release Calendar should be linked to a location and a vendor, therefore the functionality can also be used for warehouse locations, not only for stores.
The setup of this functionality consists of several steps:
- General setup.
- Enabling the vendors and locations for release calendars.
- Defining the calendars.
- Linking the calendars to vendors and locations and creating the release actions.
- Setting up the Scheduler jobs that process the release actions and clean up the logs.
Tasks
The following table describes a sequence of tasks with links to the articles that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
| Set up Release Calendar Exclude Groups. | How to: Set Up Release Calendar Exclude Groups |
| Enable the vendors and locations for Release Calendars. | How to: Enable Vendors and Locations for Release Calendars |
| Set up Release Calendars. | How to: Set Up Release Calendars |
| Link Release Calendars to vendors and locations. | How to: Link Release Calendars to Vendors and Locations |
| Process the actions to release the order documents. | How to: Process the Actions to Release the Order Documents |
| Review and clean up the logs. | How to: Review and Clean Up the Logs |
See also
Create Purchase and Transfer Orders