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      Deadlines and Lead Times
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        Deadlines and Lead Times

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          Order Due Dates and Lead Times

          Deadlines and Lead times are important tools for keeping track of how long work should take in Steelhead. This is a rundown of some basic information about them and how they are used around the program.

          Deadlines

          Sales Order (SO) deadlines and Work Order (WO) deadlines can be viewed in the respective Sales Order and Work Order data cards as demonstrated in the image below. They can be edited with the calendars that open when they are selected.
          Screenshot 2023-12-19 at 1.41.52 PM.png

          Sales Order Due Date:

          Set your due date from this spot in the Create Sales Order menu
          Screenshot 2024-10-31 at 11.18.48 AM.png

          Deadline Editing

          A SO can have multiple WOs on it and those parts on the WOs could have different deadlines, therefore when you update a SO deadline you will also have to update the WO deadline (and the other way around)

          In other words:

          • WO's can differ from SO deadline because one SO can have many WOs and each WO can have different processes
          • The only time the WO will have the same deadline as the SO is if you set the SO deadline when creating the SO in order entry

          Lead Times

          • A Process lead time is how long any specific process should last overall

            • This can be viewed in the Processes list:
              Screenshot 2023-12-19 at 2.08.51 PM.png

          • Domain default lead time and Customer default lead time are terms for how long Process lead times should last normally or most often, that is, unless someone chooses otherwise.

          • Domain default lead time is used across the whole company, and Customer default lead time is used specifically for Sales Orders from that Customer.

            • These can be viewed and edited in Domain Settings or in Customer Preferences:

          Screenshot 2023-12-19 at 2.12.20 PM.png

          Screenshot 2023-12-19 at 2.12.37 PM.png

          Quick Facts about Deadlines and Lead Times:
          • If you have a default deadline (lead time) in your domain settings the SO and WO will follow it, unless you choose a deadline at order entry of the SO.
          • If you set a deadline at order entry for an SO, the WO will follow it.
          • A WO deadline is visible on Workboards, Dashboards, and Watch Tower.
          • If you change the WO deadline on it's own after order entry, it will update everywhere.

          Questions

          What happens if you update SO Deadline after creation? (Will it update WOs on that SO?)

          Yes, updating the SO deadline will effect the WOs nested within it, except for WOs that have had their deadline set to be something different. Once a WO's deadline has been set differently it cannot be made to automatically match the SO it is in.

          What happens if you update WO deadline after creation? (Will it update SO deadline?)

          No, changing the deadline for WOs does not effect the SO they are in.

          What takes priority - Customer or Domain default lead time?

          Customer default lead time will override the domain default lead time. However the process specific lead time, if it exists, will define the work order deadline.
          For example: If the domain default lead time is 10 days, and the customer default lead time is 5 days, but the process has a lead time of 7 days, when you create a sales order for this customer the sales order deadline will be in 5 days, while the work order deadline is in 7 days.

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