Due date types

In the Due date types application you can define a point in time and a time offset so that it is possible to set the appropriate delivery/shipping date in orders and quotations.

Due dates can be specified:

  • in the Customizing application → Sales/Purchasing function → Settings tab → Due date type field
  • on partner chart in Partners application → Customer/Supplier view → Customer data/Supplier data grouping → Due date type field – the specified due date types will be retrieved into the vouchers in which specific partners are selected.

Specified due date types are used by the Preferred date field in following vouchers:

  • sales/purchase orders
  • sales/supplier quotations
  • sales/purchasing RFQs

Value in the Preferred date field is completed, by default, with the due date type specified in the Customizing application.

Due date types application

The application consists of a query pane containing a toolbar with standard buttons and a work pane.

Query pane

In the query pane, you can select a due date type usage for which due date types with a time offset will be created in the work pane. A due date type usage is created in the Due date type usages application, where you can specify, among other things, the framework (such as Sales) for which due date types will be applied.

  • Due date type usage – due date type identification. Value in this field can be selected from the list available under the [Value assistant] button.

Work pane

In the work pane, you can add a new usage by selecting the [New] button. You can also duplicate an already existing entry via the [Duplicate] option.

If no due date type usage is selected in the query pane, then the default due date types created by the system are displayed in the work pane.

Note
It is not possible to define several due date types with the same data.

The work pane consists of the following columns:

  • Due date type – a point in time specified in this column is then presented in vouchers as preferred date. Available options are:
    • Timestamp – the current voucher date and time 00:00 are presented in a voucher
    • Date and time – date and time including the defined offset are presented in a voucher
    • Date – the current date is presented in a voucher as DD:MM:YYYY
    • Calendar week – the current calendar week is presented in a voucher
    • Month – the current month of the year is presented in a voucher
    • Quarter – the current quarter of the year is presented in a voucher
    • Year – the current year is presented in a voucher
Example
If you select Quarter in the Due date types application, then, depending on the date, the Preferred date field will present the quarter that includes the specified date.
  • Offset – each row in this column is composed of two segments. You can specify the period by which to postpone the preferred date in a voucher. In the first segment, select a numeric value using the [Value assistant] button and in the second segment, select a time unit from the list.
Hint
You can preview a due date type by hovering the mouse cursor over the field. Information about the due date type and the time offset will then be displayed.
Note
Value of the Preferred date field is retrieved from the Customizing application → Sales/Purchasing function → Due date type field and is changeable.
Note
It is not possible to delete a defined due date type that is referenced in the Partners application under the Customer/Supplier view, in the Customizing application or that has been used in a voucher.

Business entities

The following business entity is relevant for the Due date types application: com.cisag.app.general.obj.PointInTimePrecision. It is used, for example, to perform one of the following:

  • assign authorizations
  • set activity definition
  • import or export data

Authorizations

Authorizations can be assigned by means of authorization roles as well as by assignment of organizations. The authorization concept is described in the article Authorizations.

Special features

There are no special features for the Due date types application.

Authorizations for business partners

The Due date types application is not released for business partners.

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