In calculating the delivery days, KanbanBOX follows the general rule of compliance with the supply lead time, to avoid any danger of stock out for the customer. The general rule is:
Required date = current day + Lead Time (calculated in working days)
The lead time calculation only considers the customer's working days. Saturday and Sunday are - by default - days off, unless changes to the Client's Company Calendar.
Before the closed for holidays, always align the Company Calendar on KanbanBOX. This is an indispensable function in order to not alter the calculation of deliveries based on working days. Click on the days to change the status from working days-white to closing days-gray.
The Required date is calculated when the kanban card is in the Released status, not when the card is set as Empty or Batching.
How to customize the calculation of the delivery date
The owner of the kanban loop can modify the rule of calculation of the Required Date by customizing the calendar of Delivery Days and/or the calendar of Receiving Days for each of his partners.
Partner means a generic supplier and/or customer, both internal and external. That is an internal physical department or warehouse, or an external commercial entity linked to the company's supply chain.
- Log into Masters > Partners > Partners list;
- In the Partners master, at the partner row to be modified, click the button Edit Partner;
In each partner's master data fields, set:
Receiving days, if the partner is a Customer, choosing an option from:
- Receiving in any working day;
- Receiving in fixed days of the week (check fixed days).
Delivery days, if the partner is a Supplier, choosing an option from:
- Delivery in any working days;
- Delivery in fixed days of the week (check the fixed days);
- Delivery Calendar (for personalized deliveries, for example only on the first Monday of the month).
Note: the Customer's Receiving days always have priority over the Supplier's Delivery days.
|If Delivery days for the Supplier or Receiving days for the Customer are not set
KanbanBOX calculates the Lead Time on the Customer's working days.
|If the calculated delivery date is not a business day for the Customer
KanbanBOX chooses the first following business day.
|This because if the customer is closed, he does not risk any stock out.
|If the delivery date calculated by KanbanBOX is not a business day for the Supplier
For KanbanBOX, the Customer's receiving days always have priority over the Supplier's delivery days because they determine the trend of consumption.
|The supplier can anticipate delivery or otherwise negotiate with the Customer.
|If the calculated delivery date is not a Supplier delivery day
Starting from the delivery date calculated based on the lead time, KanbanBOX identifies the first useful delivery day backward for the Supplier. The actual lead time is reduced.
|Example: if the calculated delivery date is on Wednesday, but the Supplier delivers only on Friday, KanbanBOX considers the previous Friday.
|If there is no useful date between today and the Lead Time
Since KanbanBOX can't travel back in time (yet), it chooses the Lead Time!
|In this case, evaluate a change of agreement with the Supplier, to have more frequent deliveries, or increase the Lead Time.
The Required date with Extra kanbans
With Extra kanban cards created in the Released status, the Required date has to be specified at the creation time.
During the creation of the Extra kanban, KanbanBOX suggests a Required date that respects the Lead Time inserted in the kanban loop, but it is possible to select a previuos date or a later date.
In the Extra cards, the Required date can be modified with the Negotiation module.