Create a Delivery Schedule Header Manually

This document explains how you create a delivery schedule header manually. Delivery schedule (DS) headers are created manually when they are not automatically entered into the system via M3 EDI Solution.

You create a delivery schedule header when you start registering a new delivery schedule, whether it is for the first time or in order to replace an existing delivery schedule.

A common way of replacing an existing delivery schedule is to copy it and then update the information that has changed in the new delivery schedule.


The delivery schedule header with a unique internal DS number is created.

You use the delivery schedule header as a basis when registering item lines in 'Delivery Schedule. Connect Items' (RSS101), which is the next mandatory step when creating a delivery schedule.

You can use the delivery schedule header to get a quick overview of different business partners' delivery schedules.

You perform delivery schedule processing for the entire delivery schedule at once from the delivery schedule header. Refer to Processing a Delivery Schedule for more information.

For example, if you register a customer's order number in the header, it will be automatically entered in the subsequent levels. In this case, the customer's order number will be entered automatically both on the item level and the demand level; that is, in 'Delivery Schedule. Connect Items' (RSS101) and in 'Delivery Schedule. Connect Demands' (RSS102).

The delivery schedule header file (ORSHED) is updated.

Before you start

The starting conditions listed in Create Delivery Schedule Demands Manually must be met.

Follow these steps

  1. Start 'Delivery Schedule. Open' (RSS100/B).

  2. Open the P panel by pressing F13. Specify the opening panel.

    • If you are going to create a new DS, you must select panel A.
    • If you are going to copy or change an existing DS, you can choose either panel A or panel B.
  3. If you want to confirm every new value before the record is created, select the 'Confirm by pressing Enter' check box. Press Enter.

    The recommended panel sequence is EF1.

  4. Choose one of the following alternatives:

    • To create a new Delivery Schedule Header, fill in the Partner field on panel A by pressing F4 and then choose from the list presented. Select New, and press Enter.

      If the message type, application and access references are connected to the partner, these fields will be retrieved when the Partner field is filled in on the (RSS100/A) panel.

      Continue with Review the data.

    • To copy or change the current Delivery Schedule header, continue with the next step.

Copy or change an existing delivery schedule header

  1. Select the DS you want to copy or change from the list presented on the B panel.

    • To copy, select option Copy and the C panel will be displayed.

      On the C panel, indicate the customer's delivery schedule number.

    • To change, select option Open and the E panel will be displayed
  2. Fill in the new delivery schedule's start and finish dates. If relevant, also fill in the start and finish times.

  3. Choose whether you want to have the copy instruction activated or not. Press Enter and the E panel will be displayed.

    • If you choose to activate the copy instruction, you will probably have to change some of the customer demands in 'Delivery Schedule. Connect Demands' (RSS102) later on.
    • If you choose not to activate the copy instruction, the customer demands in 'Delivery Schedule. Connect Demands' (RSS102) will be empty.

Review the data

Choose from these alternatives:

Review the data on the E panel

  1. Review the value in the 'Date changed' field.

    Specify the date when the DS was created or changed, according to the DS that the customer has sent.

  2. Review the value in the 'Delivery schedule' field. Press Enter.

    By entering the customer's delivery schedule number, it will be easier for you to know to which internal delivery schedule number it is connected.

Review the data on the F panel

  1. Review the values for when the DS is to start and finish. Specify the dates and possible times for the customer demands.

    The start date and time indicate when the new DS will start replacing the current DS, and that the finish date and time indicate when it will stop replacing it.

    These dates and times will be of great importance when you activate the DS and create a net schedule later on in the process.

    See Activate a Delivery Schedule.

    See Create a Net Schedule.

    The calculated start and end dates/times are updated according to the demands in 'Delivery Schedule. Connect Demands' (RSS102). This date range, or the date range you entered, can be used to control the activation when the new DS replaces the current DS.

  2. Review the values in the 'Update method' and 'Date type' fields.

    The values entered in these fields will be defaulted on the item level.

    'Update method' can be used in the new DS to either replace the entire current DS, or only replace it inside the defined date/time range. If an update method is not used, the date/time range will control the replacement.

    'Date type' is normally retrieved from 'Settings - Partners' (RSS015) and defines how to interpret the delivery dates in 'Delivery Schedule. Connect Demands' (RSS102).

  3. Review the values in the 'Invoice recipient', Payer and 'Forwarding agent' fields.

    Usually, these fields are set from basic data by M3 batch order entry when the net schedule is created. If you want to use any deviating values, you enter them here.

  4. Review the values in the 'Customer's order number' and 'Delivery contract number' fields.

    The customer's order number is sometimes used as a reference number assigned by the customer who links the DS item line to a specific agreement. It is common to print the customer's order number as a reference on delivery and invoice documents.

    You can find a M3 agreement in 'Customer Blanket Agreement. Open' (OIS060) by using the customer's order number or the delivery contract number. The rules for how this work are defined in the '200 Agreement rule' field in 'Settings - Partners' (RSS015).

    The values entered in the 'Customer's order number' and 'Delivery contract number' fields will be defaulted on the item level, if the same values apply to all item lines in the current DS.

Review the data on the G panel

Review the values in the 'Release frequency' and 'Document number' fields.

Neither of these fields affect any DS functionality, but can be used for informational purposes.

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