Cross-docking and splitting deliveries

Cross-docking orders

The following steps must be completed to generate cross-docking orders:

Step 1. To create a cross-docking sales order

To create a cross-docking order:

  • The Allow Purchase Orders check box must be selected for the sales order type in the Sales Order Types (tdsls0594m000) session.
  • The Delivery Type field must be set to Cross-docking in the Sales Order Lines (tdsls4101m000), Delivery Lines (tdsls4101m100), or Sales Order Line Components (tdsls4163m000) session.

    The Cross-docking delivery type can be selected as follows in these sessions:

    • Manually, by selecting Cross-docking.
    • By selecting Generate Cross-dock Order from the Stock Shortage Menu (tdsls4830s000) session that appears when an inventory shortage exists for the item.
    • After you run the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session with the Warehouse check box selected for sales order lines with the Delivery Type field set to Warehouse.
Step 2. To create a purchase order advice

After the sales order line is approved and the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session is linked as an activity to the order type in the Sales Order Type - Activities (tdsls0694m000) session, a purchase order advice is or must be generated for the sales order line in the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session.

This step is not applicable if the Generate Purchase Orders (tdsls4241m000) session is linked as an activity to the order type instead of the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session.

Step 3. To create a cross-docking purchase order

A purchase order must be generated from the sales order. How the purchase order is generated, depends on whether or not a purchase order advice already exists for the sales order line.

  • No purchase order advice
    You can generate cross-docking orders in the Generate Purchase Orders (tdsls4241m000) session. Select the Cross-docking check box and fill the fields in the Purchase Order group box.
  • Existing purchase order advice
    To automatically convert the generated purchase order advice to a purchase order, select the Convert Purchase Advice Automatically to Purchase Order check box in the Sales Order Parameters (tdsls0100s400) session. If this check box is cleared, you must manually confirm and transfer the purchase order advice to a purchase order in the Confirm Purchase Order Advice (whina3211m000) and Transfer Purchase Order Advice (whina3212m000) sessions.
Step 4. To release the cross-docking order to Warehousing

Release the purchase order to Warehousing in the Release Purchase Orders to Warehousing (tdpur4246m000) session.

Release the sales order to Warehousing in the Release Sales Orders to Warehousing (tdsls4246m000) session.

Note
  • Static cross-docking
    Static cross-docking means that you cannot maintain the cross-docking order or order lines in Warehousing.
  • For static cross-docking, the Planned Receipt Date of the purchase order is calculated as follows: Planned Delivery Date in the Sales Orders (tdsls4100m000) session + Cross-dock Lead Time in the Warehouse - Item (whwmd2110s000) session.
  • Dynamic cross-docking
    With dynamic cross-docking, you can do the following:
    • Create cross-docking orders and order lines in Warehousing.
    • Change or cancel the cross-docking order and order lines at several moments during the cross-docking process in Warehousing.
    • Let LN automatically create cross-docking orders and/or cross-docking order lines in Warehousing.

Dynamic cross-docking is not further discussed in this topic. For more information, refer to Dynamic cross-docking.

Important!

If the warehouse is WMS controlled, and the Cross-docking check box is cleared for the warehouse in the WMS Integration Parameters (whwmd2105m000) session, you cannot generate cross-docking orders.

Splitting deliveries

Splitting deliveries is in fact splitting order lines. If purchase order lines or sales order lines are generated, you can split up the order lines into several delivery lines. As a result, multiple deliveries take place on one order line.

To split deliveries, click:

  • Deliveries on the appropriate menu of the Sales Order Lines (tdsls4101m000) session. As a result, the Sales Order Line - Deliveries (tdsls4101m900) session starts in which you can enter your data.
  • Order Line Details on the appropriate menu of the Purchase Order Lines (tdpur4101m000) session. As a result, the Purchase Order Line Details (tdpur4101m200) session starts in which you can enter your data.
Relation between cross-docking and splitting deliveries

If a cross-docking order exists and a split delivery is required, you can further split up a delivery line into several deliveries by selecting:

  • Split Delivery Line in the Delivery Lines (tdsls4101m100) session.
  • Split in the Purchase Order Line Details (tdpur4101m200) session.

As a result, the Split Line (tdpur4000s000) session starts in which you can split up the delivery line into several deliveries. As a result, the link between Purchase Control and Sales Control is kept.

Important!

You must make a distinction between splitting a delivery line and adding a delivery line. If you add a delivery line in the Sales Order Line - Deliveries (tdsls4101m900), or the Purchase Order Line Details (tdpur4101m200) session to increase the order quantity, the link between the sales order and the purchase order is not kept. If you split a delivery line into several deliveries in the Split Line (tdpur4000s000) session, the link between the sales order and the purchase order is kept.

For a cross-docking order several purchase order line details can be linked to one sales order line, or several sales order delivery lines can be linked to one purchase order line. As a result, if you make changes to the sales order (delivery) line, the link with the purchase order line (detail)(s) can be broken. LN breaks the link with the purchase order line (detail)(s), if you change the following fields in the Sales Order Lines (tdsls4101m000) or Delivery Lines (tdsls4101m100) session:

  • Item
  • E-Item Revision
  • Lot
  • Lot Selection
  • Warehouse
  • Effectivity Unit, provided the old and the new effectivity unit are not interchangeable.
Example

If two sales order delivery lines are linked to a purchase order line and you change one of the above mentioned fields of the first sales order delivery line, the link between the first sales order delivery line and the purchase order line is broken. However, the link between the second sales order delivery line and the purchase order line is still kept. When the second sales order delivery line is also disconnected from the purchase order line, LN removes the link between the sales order and the purchase order. As a result, in the Linked Order Line Data (tdsls4102s200) session, the link with purchase is removed.

Note
  • If you change sales order lines or purchase order lines that are linked, LN notifies you about the link between the sales order and the purchase order.
  • If you cancel or delete sales order lines or purchase order lines that are linked, the link is broken. If you cancel or delete a sales order line for which a purchase order advice exists, the purchase order advice is deleted.

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