Consolidating sales schedule lines

Infor LN 10

Schedule approval and planned warehouse order handling often result in multiple planned warehouse orders for the same item. For referenced schedules, each schedule line has a linked planned warehouse order line. In case of multiple updates or partial shipments, many planned warehouse order lines and outbound lines will be created and the same item may appear several times on a single shipment.

Infor LN 10.2.1

In the Sales Contract Line Logistic Data (tdsls3102m000) session, you can select the following new check boxes to reduce the number of planned warehouse orders:

  • Allow Consolidation of References
    Referenced schedule lines can be consolidated into one planned warehouse order for the same shipment reference. This means that referenced schedule lines can now also be consolidated by quantity.
  • Ignore Additional Information during Consolidation
    Schedule lines with different contents in their additional information fields can be consolidated into one planned warehouse order.
Packaging references

For referenced shipping schedules and sequence shipping schedules, the following packaging reference fields were added:

  • Packaging Reference A
    Refers to the distribution zone or routing code
  • Packaging Reference B
    Refers to the consumption point or point of destination

In Sales, these fields are informational. In Warehousing, these fields are used for packaging.

The Packaging Reference A and Packaging Reference B fields were added to the following sessions:

  • Sales Schedule Lines (tdsls3107m000)
  • Pick-up Sheet - Lines (tdsls3107m200)
  • Sales Release Lines - Sequence Shipping Schedule (tdsls3116m000)
  • Sales Release Line Details - Pick-up Sheet (tdsls3116m100)
  • Sales Release Line Details (tdsls3515m000)
  • Planned Warehouse Order Reference Distribution (tdsls3522m000)
  • Sales Schedule Actual Delivery Line Reference Distribution (tdsls3542m000)
  • Planned Warehouse Order Reference Distribution History (tdsls3555m000)
  • Sales Schedule Actual Delivery Line Reference Distribution History (tdsls3556m000)
Consolidating references

If the Allow Consolidation of References check box is selected, several referenced schedule lines can be combined in one planned warehouse order for the same Shipment Reference.

Schedule lines are combined in the same planned warehouse order if the sales schedule line fields are the same, except for these fields, which can differ:

  • Dates
  • Quantities
  • Reference
  • Customer Schedule Number
  • Packaging Reference A
  • Packaging Reference B
  • Additional Field, provided the Ignore Additional Information during Consolidation check box is selected

If schedule lines differ in, for example, price information or sales unit, they cannot be consolidated. In this case, multiple planned warehouse orders can be created for the same shipment reference.

When no delivery pattern or pattern moment can be found, the planned warehouse order's Requirement Start Date is filled with the date from the earliest schedule line with the applicable shipment reference. This date is used for all schedule lines with this shipment reference. When a valid delivery moment can be found, this date is used for the schedule lines with the applicable shipment reference.

No backorders can be created for planned warehouse orders with consolidated references. These orders are completely shipped or the remaining quantity is canceled.

Reference distribution

If a planned warehouse order line is linked to one or more referenced schedule lines, the references are stored in a reference distribution. If the Allow Consolidation of References check box is cleared, the reference distribution contains only one (schedule) line. If the Allow Consolidation of References check box is selected, multiple lines are available in the distribution.

A reference distribution is also available below the shipment line. The shipment line reference distribution is passed to the Sales Schedule Actual Delivery Line Reference Distribution (tdsls3542m000) session where the shipped quantities are added to the schedule lines with a matching reference. If a reference occurs more than once, the first one is fulfilled first.

You can also use the Sales Schedule Actual Delivery Line Reference Distribution (tdsls3542m000) session to specify invoice corrections.