Managing Pick-up Deliveries for Transportation Orders

This document describes what a pick-up delivery is and how it works in the context of transportation planning in M3 BE.

A pick-up delivery can be created based on a transportation order workflow, where 'Additional Delivery Information. Open' (MWS495) is used to specify delivery information for the external delivery. The purpose here is to create a transportation planning entity in M3 BE to be able to plan the transport of a vehicle from the M3 BE warehouse to either the departure address, or the delivery address of the transportation order.

A pick-up delivery can also be created based on a customer return, so the transportation vehicle can be planned at the warehouse to be at the customer site at the correct date and time to pick up goods to be returned to the warehouse.

Limitations

One limitation is that a pick-up delivery can only contain one transportation order line. The transportation order number and order line number can be found on the pick-up delivery in fields ‘Order number’ (OQRIDN) and ‘Delivery consolidation - field 1’ (OQDCC1).

Outcome

A transportation order line is a customer order line with a transportation item entered against a specific warehouse. The warehouse address information is the starting point of the pick-up delivery. Even if the transportation order will incorporate a transportation of goods from point A to point B, the pick-up delivery is managing the planning of when the vehicle must leave the warehouse to be at point A in time to start the transportation towards point B, or to be at point B in time.

The confirmation that the pick-up delivery has started is mandatory to report freight for the external delivery in 'Inbound and Outbound Deliveries. Open' (MWS490).

Before you start

Since the entering of a transportation order line is the first step of creating a pick-up delivery, a requirement of transport goods or a vehicle from one place to another must exist.

The dispatch policy to be used for pick-up deliveries is entered in 'Settings - TPL Standard Values' (CRS728).

If this field is left blank, the functionality for pick-up deliveries is not activated for transportation orders. The dispatch policy to be used must have parameter 540='Delivery consolidation field 1' set to value &PUDL in 'Dispatch Policy. Open' (MWS010).

The parameter 590_'Pick-up delivery type' in (MWS010) is used as a default value in 'Additional Delivery Information. Open' (MWS495) during creation of the transportation order.

The following values are possible:

Other mandatory parameters needed to run the pick-up delivery functionality for a transportation order are:

Description

A pick-up delivery is created based on address information from both the M3 BE warehouse on the transportation order line and the entered additional delivery address information. Information from the M3 BE warehouse controls the starting point of the pick-up delivery. The parameter ‘Pick-up delivery type’ will then control which address information on the transportation order, departure- or delivery address, that will be used as the end-point.

If the departure address information is used as end-point for the pick-up delivery, the date and time entered in the departure date/time fields will be used as requested delivery date/time when performing a route preselection and retrieval.

If the delivery address information is used as end-point for the pick-up delivery, the date and time entered in the delivery date/time fields will be used as requested delivery date/time when performing route preselection and retrieval. In this scenario, the departure address information for the transportation order will always be the same as for the pick-up delivery, which is the address information for the sending warehouse.

The result of the route retrieval will be a confirmed pick-up date/time (in the time zone of the end-point) and departure date/time at warehouse (when the vehicle is planned to leave the warehouse expressed in warehouse time zone). The used route, route departure and delivery method will also be retrieved according to route retrieval.

One limitation is that a pick-up delivery can only contain one transportation order line. The transportation order number and order line number can be found on the pick-up delivery in fields ‘Order number’ (OQRIDN) and ‘Delivery consolidation value 1’ (OQDCC1).

The entity of a pick-up delivery is stored in table MHDISH (Deliveries) with the key columns ‘Direction’ (INOU)=1 (Outbound), ‘Reference order category’ (RORC)=3 (Customer order), and ‘Delivery consolidation field 1’=&PUDL.

Follow these steps

The pick-up delivery with origin from a transportation order includes following steps:

Create a transportation order with pick-up functionality activated

During creation of additional address information in (MWS495), you must decide if pick-up delivery functionality should be used or not, and if used, which address to be used as end-point for the pick-up delivery. The following additional information must be entered with pick-up functionality activated:

  1. On (MWS495/E), set parameter Pick-up delivery type=1 (departure address as end-point) or 2 (Delivery address as end-point) to activate and control the pick-up functionality.
  2. If pick-up is activated, the route, route departure and delivery method must be set to be able to create a pick-up delivery. This can be done automatically by the normal route preselection, or manually by 'Route Departure. Display Alternate' (DRS146).
  3. Using warehouse address information and route settings, the system will execute a route preselection based on the address information given in (MWS495). This results in a selected route, route departure and delivery method. It also results in a calculated confirmed pick-up date and time that is the date and time when the route departure is calculated to be at the end-point of the pick-up delivery.

    On (MWS495/B), the pick-up delivery status can displayed. This status indicates where in the dispatch process the pick-up delivery is.

    00 – Not activated

    20 – Created and ready for confirm

    80 – Confirmed as started

    90 – Closed

    These different statuses are valid for pick-up deliveries originating from a transportation order.

    The pick-up delivery is automatically created at exit of (MWS495/E) if all required data has been entered.

    If the pick-up delivery functionality is activated, it is possible to change the additional delivery information, given that the pick-up delivery is not connected to a shipment or the start has not yet been confirmed.

Working with transportation orders

On (MWS495/B), the existing transportation orders can be managed. Here, the link between the external transportation delivery and the pick-up delivery can be viewed together with other pick-up specific information such as route, route departure confirmed pick-up date etc.

Related option '43' will open 'Delivery. Open Toolbox' (MWS410) for the pick-up delivery, to enable an easy access to the transportation planning entity.

Sorting order (4 – Pick-up) can be used for searching purposes, for example,. if the pick-up delivery is known and you want information about the transportation order.

When the pick-up delivery is created, the result will be a delivery created and visible in (MWS410) with delivery status 50=’Picking lists created, delivery blocked for further additions’. The transportation order will also be updated since the pick-up delivery status will be raised to 20=Created.

Working with pick-up deliveries

After creation, the pick-up delivery is managed within the outbound process. This means that it can be downloaded to an external TOI system, it can be manually connected to a shipment or it can be confirmed as started directly in (MWS410) if shipments are not used.

The main difference between a pick-up delivery and a normal outbound delivery is that a pick-up delivery is a delivery with no goods to be picked from the stock.That means that. no picking lists exist and therefore the normal confirmation process with reporting picking lists on the delivery or shipment level will not be applicable for a pick-up delivery. To confirm start of a pick-up delivery, there are options in (MWS410) and 'Shipment. Open Toolbox' (DRS100).

Infor recommends to use field ‘Delivery consolidation - field 1’ (OQDCF1) in views in ‘Delivery. Open Toolbox’ (MWS410) if pick-up functionality for transportation orders are used. Fields OQINOU=1, OQTTYP=31 and OQDCV1= &PUDL identifies a transportation order pick-up delivery.

Confirmation of a pick-up delivery represents that the actual transportation has started. This will raise the ‘Delivery status’ (PGRS) on the delivery to 90=’Closed’ and the ‘Pick-up delivery status’ (PUDS) on the additional delivery information for transportation orders is raised to 80=’Started’.

If shipments are not used, confirmation of a pick-up delivery can be done in:

Note:  The weight and volume for a pick-up delivery will not affect shipment's weight or volume since this represents the goods leaving the warehouse. Weight and volume to be picked up must be managed manually or by an external system.

If shipments are used, confirmation of a pick-up delivery can also be done in:

In (DRS100), these fields can be added to the view to display pick-up information on the shipment:

Reversing the confirmation of the pick-up delivery is allowed given that freight reporting has not been performed for the external delivery. Reverse can be done in:

When the pick-up delivery is confirmed as started, the normal transportation order flow, with freight reporting, can be executed as usual.

Close of a pick-up delivery will be performed automatically when the freight is reported for the external delivery in 'Inbound and Outbound Deliveries. Open' (MWS490).

Freight reporting of external transport delivery

To be able to start the freight reporting of a transportation order, the pick-up delivery must be confirmed as started. That means that the pick-up delivery status must be 80=’Started’ or 90=’Closed’.

Note that if the freight has been reported for the external delivery, it is no longer possible to reverse the pick-up delivery.

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