Introduction
A delivery date alert reminds production managers several days before the delivery date, helping ensure that orders are delivered on time without delays.
This article introduces how to use Automations Pro to automatically calculate the number of days remaining until the delivery date for a production plan and update the delivery date alert in real time.
This allows relevant personnel to quickly understand the production status of orders, take timely action, and further improve production and delivery efficiency.
Solution Design
Create a Sales Order form to record detailed order information. The form should include an Order Delivery Date field.
Create a Production Plan form to schedule production for sales orders in batches. The form should include fields such as Order Delivery Date and Days Remaining Until Delivery.
Create an Automation Pro to automatically calculate and update the Days Remaining Until Delivery and Delivery Date Alert in the Production Plan form, as shown below:
Demonstration
Starting 15 days before the order delivery date, Automations Pro is triggered at 10:00 AM every day to automatically calculate and update the Days Remaining Until Delivery and Delivery Date Alert in the Production Plan form. The result is shown below:
How to Set it Up?
Step 1 Preparing two forms
This case requires the following two forms:
Sales Order: Records detailed customer order information, including the delivery date.
Production Plan: Schedules production based on sales orders and monitors information such as the delivery date, production status, days remaining until delivery, and delivery date alert.
Take the Production Plan form as an example. Configure the fields as shown below:
Step 2 Configuring Automation Pro
1. Creating an Automation Pro
Go to Extension > Automation Pro and create an Automation Pro named Automated Delivery Date Alert. Select Scheduled Trigger as the trigger type, as shown below:
2. Configuring the Trigger Node
Select the trigger node and configure it as follows so that Automations Pro is triggered every day starting 15 days before the order delivery date:
Trigger Time:
Select Trigger by Date&Time Field, and select Production Plan as the triggering form.
Set the trigger time to 10:00 AM, 15 days before Order Delivery Date.
Recurrence: Select Trigger once daily.
End Time: Set it to 2026-12-31 23:59.
Trigger Condition: Set Production Status to not equal to any of the following: Completed, Canceled, and Pending.
3. Calculating the Days Remaining Until Delivery
Use an Add Formula node to calculate the number of days remaining until the delivery date for the current production plan, that is, the difference between the current date and the order delivery date.
1) Add an Add Formula node below the trigger node and configure it as follows:
Rename the node Calculate Days Remaining Until Delivery.
Select Formula Calculation.
Click Set Formula to open the formula editor and enter the following formula:
INT(IF(Trigger Data—Delivery Date>TODAY(),DATEDIF(TODAY(),Trigger Data—Delivery Date),-DATEDIF(Trigger Data—Delivery Date,TODAY())+1))
2) Set Calculation Result to Number.
4. Calculating the Delivery Date Alert
Days Remaining Until Delivery is a key indicator of whether an order can be completed on time. A positive value indicates that the delivery date has not yet been reached, while a negative value indicates that the order is overdue.
To help relevant personnel understand the delivery status of orders at a glance, you can use an Add Formula node to convert the number of days remaining Until Delivery into clearer and more detailed delivery date alerts with visual indicators.
1) Add an Add Formula node below Calculate Days Remaining Until Delivery and configure it as follows:
Rename the node Calculate Delivery Date Alert.
Select Formula Calculation.
Click Set Formula to open the formula editor and enter the following formula:
IFS(Calculate Days Remaining Until Delivery—Days Remaining Until Delivery<0,CONCATENATE("🔴Overdue by ",TEXT(ABS(Calculate Days Remaining Until Delivery—Days Remaining Until Delivery))," days"),Calculate Days Remaining Until Delivery—Days Remaining Until Delivery<=7,CONCATENATE("🟡Due in ",TEXT(ABS(Calculate Days Remaining Until Delivery—Days Remaining Until Delivery))," days"),Calculate Days Remaining Until Delivery—Days Remaining Until Delivery>7,"🟢Normal")
2) Set Calculation Result to Text.
5. Updating the Delivery Date Alert
Use an Update Record node to write the calculated values back to the Production Plan form for easy viewing.
1) Add an Update Record node below the Calculate Delivery Date Alert node.
2) Configure the Update Record node as follows:
Rename the node Update Delivery Date Alert.
Under Update, select Record at the node, and select Trigger Data as the target node.
Add the fields to be updated and assign the following values:
Days Remaining Until Delivery = Field Value > Calculate Days Remaining Until Delivery—Days Remaining Until Delivery
Delivery Date Alert = Field Value > Calculate Delivery Date Alert—Delivery Date Alert
6. Saving and Enabling the Automation
After completing all the settings, click Save & Enable to put the Automation Pro into use.
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