Planned warehouse orders

You can use planned warehouse orders to decouple schedule updates and revisions from warehouse orders and to consolidate sales schedule lines by quantity and by date.

Note
  • To use planned warehouse orders, you must select the Use Contracts for Schedules check box in the Sales Contract Parameters (tdsls0100s300) session. Planned warehouse orders are created during sales schedule approval.
  • If you are allowed to ship only full packaging material for sales schedule lines, in the Sales Contract Line Logistic Data (tdsls3102m000) session, a package definition is specified for which the Full Packages Only check box is selected in the Handling Unit Templates (whwmd4160m000) session. In this case, the ordered quantity on a planned warehouse order often is not the sum of the linked sales schedule line(s), but is adjusted to comply with the quantity specified in the package definition.
  • A many-to-many relationship can exist between warehouse orders (outbound lines) in Warehousing and schedule lines in Sales.
Creating planned warehouse orders

When a sales schedule line with the Firm or Immediate requirement type is approved, LN completes the following steps:

  1. Creates a planned warehouse order with the same number as the sales schedule in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session. For referenced schedules, a reference distribution is created below the planned warehouse order line in the Planned Warehouse Order Reference Distribution (tdsls3522m000) session.
  2. Creates a link between the planned warehouse order and the sales schedule line (revision) in the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
  3. Checks whether the sales schedule line can be consolidated by quantity. In this case, multiple schedule lines are combined into one planned warehouse order. The planned warehouse order's ordered quantity is a grouped quantity and the same planned warehouse order is linked to various schedule lines. For more information, refer to Consolidating schedule lines on planned warehouse orders.
  4. Checks whether the sales schedule line can be consolidated by date. In this case, the planned warehouse order's Requirement Start Date or Planned Receipt Date is changed into a pre-defined delivery moment, which reduces deliveries. You can also manually specify options for consolidating sales schedule lines on planned warehouse orders during and after sales schedule approval. For more information, refer to Consolidating schedule lines on planned warehouse orders.
Note

For sales schedule lines with the following characteristics, no planned warehouse orders can be created:

  • The sales schedule line is linked to a material release that does not contain the actual order. For such schedule lines, the Use Material Release for Firm Requirements check box is cleared in the Sales Contract Line Logistic Data (tdsls3102m000) session.
  • The Customer Requirement Type and Requirement Type fields have different values in the Sales Schedule Lines (tdsls3107m000) session.
Handling planned warehouse orders
Step 1. Release the planned warehouse order to Warehousing

Releasing the planned order to a real warehouse order is executed as follows:

  • Automatically, if the Automatically Release Non-referenced Sales Schedules to Order or Automatically Release Referenced Sales Schedules to Order check boxes are selected in the Schedule Terms and Conditions (tctrm1131m000) session.
  • Manually, in the Release Sales Schedules to Order (tdsls3207m000) and Release Pick-up Sheets to Warehousing (tdsls3207m100) sessions.
Step 2. Execute deliveries for the planned warehouse order

For more information, refer to Delivering planned warehouse orders.

Step 3. Release the planned warehouse order to Invoicing

Releasing to Invoicing is executed as follows:

  • By actual delivery/invoice line for the planned warehouse order in the Sales Schedule Invoice Lines (tdsls3140m200) session.
  • For a range of planned warehouse orders in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session.
Step 4. Process the planned warehouse order

If, in the Process Delivered Sales Schedules (tdsls3223m000) session, the sales schedules linked to the Invoiced planned warehouse order are processed, the planned warehouse order is also processed.

During processing, the turnover history is logged, the contract is updated, and the schedule line status is updated.

Note

You can use the Sales Schedule - Lines (tdsls3611m000) session to execute all of these steps.

Updating planned warehouse orders

When new sales releases are processed, sales schedule line updates or new schedule line revisions can lead to updates on the planned warehouse order and planned warehouse order links. How LN handles the schedule line updates or the new schedule line revisions depends on the status of the planned warehouse order and, if applicable, the status of the warehouse order.

For more information, refer to Updating planned warehouse orders.

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