Updated: 24.07.2023

Lead Time Calculation

TRASER DMS 365 provides the users with the possibility to store lead times for specific order types at the vendor. The lead time will be used to calculate the Expected Receipt Date on the purchase order. This functionality proves valuable in scenarios where certain vendors ship from distant locations, resulting in longer delivery times.

This chapter is divided into the following sections:

Adding Lead Time for Purchase Orders to Vendors

To add a lead time for purchase orders to a vendor, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Vendors.
  • A list containing all vendors is displayed.
  • Open the vendor you would like to add a specific lead time to.
  • The vendor card of the selected vendor is displayed.
  • In the menu bar, click on Related > Vendor > Order Type Mapping for Orders.
  • The Order Type Mapping for Orders is displayed.
  • Complete the columns according to the table below.
Column Description
Vendor No. This field will be filled in by the system with the vendor number of the selected vendor.
Vendor Name This field will be filled in by the system with the vendor name of the selected vendor.
Order Type Sales Enter a service order type. If you first create a sales or service order for this order type and then a purchase order from this sales/service order with the order type listed in the next field, the lead time will be used to calculate the receipt date.
Order Type Purchase Enter a service order type. If you create a purchase order from a sales/service order with the order type written in this field, the lead time will be used to calculate the receipt date.
Reserve automatically Activate this check box if an item with the status Optional should be reserved automatically when executing the Create Purchase Orders function.
Lead Time Calculation Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date

You have successfully set up a lead time for a vendor. If you now create a Purchase Order from a Sales Order or a Purchase Order from a Service Order based on the chosen order types, the Expected Receipt Date on the purchase order will be calculated using the workdate and the lead time.

You have successfully set up a lead time for a vendor.

The next section describes how to add a lead time for purchase orders that are created via the req. worksheets to a vendor.

Adding Lead Time for Purchase Orders created via Req. Worksheets to Vendors

To add a lead time for purchase orders that are automatically created via the req. worksheets to a vendor, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Vendors.
  • A list containing all vendors is displayed.
  • Open the vendor you would like to add a specific lead time to.
  • The vendor card of the selected vendor is displayed.
  • In the menu bar, click on Related > Vendor > Order Type Mapping for Req. Worksheets.
  • The Order Type Mapping for Req. Worksheets is displayed.
  • Complete the columns according to the table below.
Column Description
Vendor No. This field will be filled in by the system with the vendor number of the selected vendor.
Vendor Name This field will be filled in by the system with the vendor name of the selected vendor.
Period Until Enter a date formula for the period the system should take into account when creating purchase orders from a req. worksheet.
Order Type Purchase Enter a service order type. If a purchase order is created via the req. worksheets with the order type written in this field, the lead time will be used to calculate the receipt date.
Reserve automatically Activate this check box if an item with the status Optional should be reserved automatically when executing the Carry Out Action Message function.
Lead Time Calculation Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date

You have successfully set up a lead time for a vendor. If a Purchase order is created via a Req. Worksheet based on the chosen order types, the Expected Receipt Date on the purchase order will be calculated using the workdate and the lead time.