When a Sales order item (COAITEM) or all items are forwarded to a new sales order, (COA), the user can choose whether the change is caused by ‘Us’ or the 'Customer'.
The same is possible if the context menu option: 'Update confirmed delivery date on all items' is used.
If the confirmed delivery date is set automatically, or by updating directly in the field, RamBase will understand the change as it is caused by 'Us'.
'Us' or 'Customer' can be found in the Change 'Caused by' field in Sales order item (COAITEM) as shown here:
When calculating the delivery performance, the program will use the the request (REQ)/confirmed (CONF) dates from the previous sales order item (COAITEM) that has CAUSEDBY=”CUSTOMER”.
It is similar for supplier documents.
When calculating the delivery performance (DPS), the program will use the the request (REQ)/confirmed (CONF) dates from the previous Purchase order response (SOA) that has caused by: 'US'.