Sales
Send sales header as task
When enabled, you send a sales header as both job and task to Dime.Scheduler. You then plan the sales order instead of the individual sales lines. When disabled, you send a sales header as a job and its corresponding sales lines as tasks to Dime.Scheduler. You then plan the individual sales lines.
Send lines with sales header
When enabled, the sales lines are sent with the sales Header every time the sales Header is sent to Dime.Scheduler. Otherwise the sales lines need to be sent separately.
Default duration sales task
Sets the default length in time for a task that originates from the sales module. When the task is initially planned in Dime.Scheduler, the appointment is created with this duration. If a vertical or customer solution has the ability to calculate or specify the expected or estimated duration of a task, then this value can be sent on an individual line basis.
Send resources with sales order
Enable if you want resource lines entered on the sales document in NAV to be created as planned tasks in Dime.Scheduler when sending the sales document to Dime.Scheduler.
Create resource lines
Enable if you want resource lines to be created and updated on the sales document based on the planned tasks in Dime.Scheduler. This is different from the settings for assembly order planning where resource lines are always created or updated.
Update date
Select which date you want to be updated on the sales document based on the planned tasks in Dime.Scheduler. Selecting a date on the sales line to be updated is only applicable when Create Resource Lines is selected. The options are:
- Blank: no date is updated
- Shipment Date (H): on the sales header is updated
- Promised Delivery Date (H): on the sales header is updated
- Shipment Date (L): on the sales line is updated
- Planned Shipment Date (L): on the sales line is updated
- Planned Delivery Date (L): on the sales line is updated
Updates are validated so other dates might be updated as well.