Move several orders forward or back on the scheduler at the same time. The orders shift together by the number of days you choose, and by default they stay on your working days so a shift will not land on a weekend.
Before you start Do this from the Timeline view of the scheduler. You cannot select orders that have a Confirmed or Invoiced status. |
Bulk move orders later or earlier
Use the Move orders tool to select a group of orders and shift their dates together in one action.
- Go to Work Planning > Scheduler and open the Timeline view.
- Click Move orders.
Click Move orders to start selecting the orders you want to move. - Tick the checkbox next to each order you want to move.
Tick the checkbox beside each order to include it in the move. - Click Move orders again to open the Move orders window.
- Choose Later to push the orders forward, or Earlier to bring them back.
- In Number of days, enter how many days to move the orders.
Choose the direction and the number of days, then click Move. - Click Move.
A confirmation message shows how many orders moved. The selected orders shuffle along together by the same number of days, and any that would land on a non-working day are moved to the next working day instead.
A confirmation message appears and the orders move together, keeping to working days.
Schedule on non-working days
By default, orders move by working days only, so a shift will not land on a weekend or other non-working day even if the move would otherwise place it there. To move by actual calendar days instead, tick Schedule on non-working days.
- Select your orders and open the Move orders window, as above.
- Choose Later or Earlier and enter the Number of days.
- Tick Schedule on non-working days.
Tick Schedule on non-working days to move by actual calendar days. - Click Move.
The orders now move by actual calendar days, so a shift can land on a weekend.
With Schedule on non-working days ticked, a shift can land on the weekend.
Move orders options
| Option | What it does |
|---|---|
| Later | Pushes the selected orders forward by the number of days you enter. |
| Earlier | Brings the selected orders back by the number of days you enter. |
| Number of days | How many days to move the orders. |
| Schedule on non-working days | Moves by actual calendar days, including weekends and other non-working days. Leave this unticked to keep orders on working days only. |
Things to know
- By default, orders move by working days only, so a shift will not land on a non-working day like a weekend.
- Tick Schedule on non-working days to move by actual calendar days instead.
- All selected orders shift together by the same number of days.
- Orders with a Confirmed or Invoiced status cannot be selected or moved.
Important Any submitted timesheets on the moved orders are converted to loose timesheets so their recorded dates are preserved. |