Sales Delivery Workbench (tdsls8350m000)

Use this session to view sales order line information and access delivery-related data for a specific internal sales representative. The sales order lines for the specified date range for that sales representative are displayed.

This workbench includes the following sections:

Data range
Sales order lines
Order fulfillment
Workload
Error messages

Data range

Use this section to specify the internal sales representative and the date range for the sales order lines that you want to view.

These sales order lines are displayed:

Lines that are linked to a sales order header for the internal sales representative that is specified in the Internal Sales Representative field.
Lines with a planned delivery date within the starting and ending date range.

Note

These lines do not display:

Total sales order lines
Closed sales order lines

Defaults

By default, the Start Date is one week before the current date and the End Date is the day after the current date. You can change these dates.

A default sales representative is retrieved from your Sales User Profiles (tdsls0139m000) session. If no sales representative is specified in that session, the default sales representative is retrieved from your login in the Employees - General (tccom0101m000) session.

Sales order lines

Use this section to view sales order lines.

In this section, sales representatives can:

Zoom to a sales order or sales order line by clicking the arrow behind the sales order number or position number.
View indicators that signal problems such as late orders or underdeliveries. For information about the problems, you can move the mouse pointer over the indicators.

The following table shows the list of indicators:

Indicator	Name	Explanation
	Alert indicator	Order line is blocked or includes a backorder quantity that is not confirmed. Signifies a potential backorder.
	Risk indicator	Information about delay risks is available. The icon color is used to indicate the following: Red The delivery is delayed. Yellow The risk of a delayed delivery exists. White No delay risk exists.
	Canceled indicator	Order line is canceled.
	On Time indicator	Delivery is on time.

Order fulfillment

Use this section to qualify the fulfillment of order lines per planned delivery date.

The following categories are displayed:

Delivered Late
The order line has a planned delivery date in the past and the actual delivery date is after this date.
Current Late
The order line has a planned delivery date in the past and is not completely delivered.
The order line is blocked and the expected release date is after the planned delivery date.
Lateness Risk
The order line is a potential backorder with a planned delivery date in the future.
The order line is blocked and the expected release date is before or the same as the planned delivery date.
Expected On Time
The order line is expected to be delivered on time.
Delivered On Time
The order line's actual delivery date is before or the same as the planned delivery date, and the complete quantity is delivered.

Note

For detailed information about the order lines, you can move the mouse pointer over the colored dots.

Work load

Use this section to view the sales representative's workload per sales object type. Objects with the Steady status require no action. Objects with the Action Now status require attention. You can zoom to these objects by clicking on the Action Now part. The session that is started depends on the object type.

Note

The displayed objects are related to the sales representative and date range, but not to the sales order lines as available in the sales order lines section.

Error messages

Use this section to view the error messages that have occurred for the internal sales representative.