SourceDay enables buyers and suppliers to collaborate on purchase order (PO) ship dates and due dates directly within the platform. Buyers can review supplier-proposed dates, propose new dates, and write approved changes back to their ERP.
Note: Ship date is a custom feature that requires additional integration with the buyer company's ERP system.
Before you begin
The actions available to buyers depend on your organization's Auto-Push settings.
- Auto-Push Enabled: Buyers can propose both ship dates and due dates.
-
Auto-Push Disabled: Buyers can propose ship dates and review supplier responses according to their organization's approval process.
Review auto-push → Settings
Review supplier-proposed ship date
When a supplier proposes a new ship date, the PO line is returned to the buyer for review.
- Select the PO line(s) in Supplier Proposed Changes under Needs Attention
- Open using Accept/Propose action
- Review the supplier's proposed ship date.
- Compare the current values and proposed values displayed in the collaboration window.
- Choose the appropriate action:
- Accept
- Propose a different date
- Reject
- Cancel the request
Changes are processed according to your organization's workflow and Auto-Push settings.
Step 1: Review supplier proposed changes
Suppliers propose a ship date as part of normal PO collaboration.
- This remains the primary collaboration point for suppliers.
- Buyers review proposed changes in the Needs Attention views.
Step 2: Take action (Accept or Propose)
To update ship date or due date buyers have two options:
Option A: Accept supplier ship date
- Confirm the supplier’s proposed ship date
- Review the suggested due date or
- Manually enter a new due date based on the ship date + transit time
- SourceDay will suggest a new date by adding the ERP transit time to the Propose Supplier Ship Date.
- If no transit date is available from the ERP then the suggested due date will default to the ship date for the buyer to update manually.
| With transit time | Without transit time |
Option B: Propose a new ship date
- Propose a revised ship date
- Send it to the supplier for review
- Continue collaboration until aligned
- If auto-push is enabled you can enter a revised due date at this point. When the supplier accepts then both dates will be auto-pushed to your ERP.
Step 3: Due date reflects expected arrival
Once a ship date is agreed upon:
- The PO Due Date = Ship Date + Transit Time
- This represents the true arrival date at your facility
In some configurations, this may be calculated automatically using the transit date from your ERP.
Additional clarity on due date
When the due date falls outside the expected transit date, SourceDay will give the buyer an indicator dot and additional information.
Special note about Auto-push
Auto-push disabled
- Buyer proposes new ship date
- Supplier reviews & accepts
- PO line returns to the buyer in Needs Attention
- Buyer must accept before updates are written into the ERP
Auto-push enabled
- Buyer proposes new ship date & corresponding due date
- Supplier reviews & accepts
- Due date & ship date are auto-pushed to the ERP
- Buyers can opt to overwrite the promise date when proposing new dates
- Currently this can only be done when reviewing supplier proposed changes even if the date change was buyer initiated.
Additional actions
Ship date collaboration works similarly in the Update ERP action and Split line proposals.
Frequently Asked Questions
What happens if a supplier proposes a new ship date?
The PO line is routed back to the buyer for review and action.
What happened to Adjusted Due Date?
Adjusted Due Date has been replaced with a single PO Due Date to simplify date collaboration and provide a clearer user experience.
What happened to Lead Time?
Lead Time has been renamed Transit Time. Transit Time is displayed for visibility only and is no longer automatically applied during date collaboration.