Managing Order Key Dates

Orders by default have an Order or Creation Date, Due Date and Despatch Date. These date cover the core stages for a typical order, however sometimes additional Key Dates that an order may require action on need to be specified.

These additional Key Dates can be added in either the Order Details

or WIP > Order Details Popup views

When dates are added they will then display between the Created and Due Dates [2]

Clicking on the Calendar Icon opens the Key Date editor

Here you can Add [1] a new Blank Key Date [2] or select from a list of pre-defined favorites [3].

See the article on Key Date Favorites to learn how to create and manage favorites.

You can edit the text [1] and date [2] by clicking on them, and delete Key Dates by selecting the checkbox and clicking Delete [3].

Key dates are also shown on most Jobcards and searchable in the mobile page and visible on the Schedule Calendar if configured.