Shipments: creating a milestone

You can create a milestone.

About this task

To create a milestone:

Procedure

  1. In the Monitoring window, choose the Milestones tab.
  2. From the Milestones list, choose the Create New icon. The Milestone Details window displays.
  3. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  4. Choose the Save icon.
    Table 1. Milestone details
    Field Description
    Date Type Enter the name of the milestone being created.
    Note: You cannot use date types you have created on the date type tab. You must create a unique name for the milestone.
    Description Enter a brief description of the milestone.
    Requested Select this field to indicate if the milestone represents a date requested by a Buyer, user, etc.
    Expected Select this field to indicate if the milestone represents a date the system expects or has calculated something to occur.
    Actual This field is not applicable for milestones.
    Milestone Statuses You can add statuses to associate with the milestone by selecting the Create New icon and entering information in the applicable fields.
    Note: This tab can only be accessed once the Primary Info tab has been filled out and saved.
    Date Type The date type if any associated with the milestone.
    Status Select the status you want use to indicate the milestone has been reached.
    Level Select Order to indicate this status must be reached at the order header level.

    Select Order Line to indicate that this status must be reached at the order line level.

    Select Order Release to indicate that this status must be reached at the order release level.

    Quantity Type Select Initial to indicate that the milestone is met when any quantity at the above selected level moves into the status.

    Select Complete to indicate that the milestone is met when all quantity at the above selected level moves into the status.