Integration freight order control and sales control

To identify and choose the appropriate means of transportation during order entry, a link is built between Freight Order Control and Sales Control. If Sales Control is responsible for creating the freight order, the progress of the shipment and loads can be exchanged and information can be shared between Freight Order Control and Sales Control.

In Sales Control, freight orders can be generated from sales orders that originate from a converted sales quotation, or directly from sales orders.

Settings for generating freight orders from sales orders that originate from a converted sales quotation

To enable the generation of freight orders from sales orders that originate from a converted sales quotation, and to provide the necessary freight related information when the quotation is converted into a sales order, define the following fields in the Sales Quotation Lines (tdsls1501m000) session:

  • Select the Generate Freight Orders check box.
  • Enter a service level in the Freight Service Level field if you want the same service level to be used in the freight order as in the sales order.
  • Select the Carrier Binding check box if you want the the same carrier to be used in the freight order as in the sales order.
  • Enter a date in the Planned Delivery Date field. If Sales Control is responsible for transportation, you must consider this date as the planned load date.
  • Enter a date in the Planned Receipt Date field.
Note

After the Planned Delivery Date is entered on the sales quotation line, Freight determines if the transportation lead time is sufficient to deliver the goods in time. If not, a signal is sent back to the quotation line and the user must either change the Planned Receipt Date, or select another carrier.

Freight orders cannot be generated from quotations, but only from sales orders. In the Sales Quotation Lines (tdsls1501m000) session, you define all freight related data to provide the necessary information when the confirmed quotation is converted into a sales order in the Process Sales Quotations (tdsls1200m000) session.

Settings for generating freight orders from sales orders

To generate freight orders from sales orders that are manually created or generated by LN, the following settings must be applied in the Sales Order Lines (tdsls4101m000) session, or the Delivery Lines (tdsls4101m100) session:

  • Select the Generate Freight Order from Sales check box.
  • Select the Carrier Binding check box if you want the same carrier to be used in the freight order as in the sales order.
  • Enter a service level in the Freight Service Level field if you want the same service level to be used in the freight order as in the sales order.
  • Enter a date in the Planned Delivery Date field. If Sales Control is responsible for transportation, you must consider this date as the planned load date.
  • Enter a date in the Planned Receipt Date field.
Note

Freight orders generated for sales orders are of type single-shipment if:

  • The sales order type of the sales order is associated with a warehousing order type for which the Single Order per Shipment check box is selected.
  • The Single Shipment Order check box is selected for the freight order type associated with the sales order.
  • The Single Order per Shipment check box is selected for the default warehousing order type of the sales order.
To generate freight orders from sales orders

The Generate Freight Order from Sales check box in the Item - Sales Business Partner (tdisa0510m000) initially determines whether freight orders must be generated for a specific combination of item and sold-to business partner. You can, however, always determine not to generate, or to generate a freight order for an individual sales order (delivery) line by clearing or selecting the Generate Freight Order from Sales check box on the sales order (delivery) line. In the Sales Order Type - Activities (tdsls0560m000) session, you can define how freight orders are generated.

The following possibilities exist:

  • Generate Freight Orders (tdsls4222m000) is linked as an activity to the sales order type and the Automatic check box is selected. As a result, LN automatically generates a freight order for the sales order.
  • Generate Freight Orders (tdsls4222m000) is linked as an activity to the sales order type and the Automatic check box is cleared. As a result, you must manually generate a freight order for the sales order in the Generate Freight Orders (tdsls4222m000) session.
  • Generate Freight Orders (tdsls4222m000) is not linked as an activity to the sales order type. You can manually generate a freight order for the sales order in the Generate Freight Orders (tdsls4222m000) session.
Note
  • If no record exists for an item - business partner combination in the Item - Sales Business Partner (tdisa0510m000) session, LN checks the Sales Order Type - Activities (tdsls0560m000) session to find out whether freight orders must be generated, and how the freight orders must be generated (either manually, or automatically). If freight orders must be generated for the order type, LN automatically selects the Generate Freight Order from Sales check box in the Sales Order Lines (tdsls4101m000) session/ Delivery Lines (tdsls4101m100) session. You can, again, still clear the check box in the Sales Order Lines (tdsls4101m000) session/ Delivery Lines (tdsls4101m100) session.
  • If Generate Freight Orders (tdsls4222m000) is linked as an activity to the order type in the Sales Order Type - Activities (tdsls0560m000) session and a sales order is generated, the activity Generate Freight Orders is linked to the sales order (delivery) line in the Sales Order Line Status (tdsls4534s000) session. In addition, in the Sales Order Line Status (tdsls4534s000) session, you can view the activity's execution mode and status. However, if you decide to clear the Generate Freight Order from Sales check box on the sales order (delivery) line, LN removes the activity Generate Freight Orders from the Sales Order Line Status (tdsls4534s000) session.
Functional explanation of the integration between Freight Order Control and Sales Control

If a freight order is generated from a sales order (delivery) line, the freight order has the status Expected. The information that goes to the freight order only contains shipping related data, such as customer-requested date, addresses, shipping constraints, carrier, route, delivery terms, and planning responsibility. The original sales order number, position, and sequence number can be referenced in the freight order line. The calculated freight costs can be returned to the sales order (delivery) line.

If a load plan is created for the freight order, the freight order has the status Planned. The load plan can only be made actual in Freight and the freight order can receive the status Actual when the sales order (delivery) line is released to Warehousing. On the appropriate menu of the Sales Order Lines (tdsls4101m000) session, or the Delivery Lines (tdsls4101m100) session, you can click:

  • Freight Details, to start the Freight Details (fmlbd3552m000) session, or the Freight Details (fmfoc3501m000) session. Which of these sessions is started, depends on the status of the freight order and whether the freight order belongs to a load plan or a cluster. In these sessions, you can view freight details, such as information about shipments and loads, the used carrier, the dates that the shipments will be executed, and the quantities to be shipped.
  • Linked Information, to start the Linked Order Line Data (tdsls4102s200) session, in which you can view linked freight orders.
Note
  • You cannot create freight orders for retrobilled orders, or cost orders as these order types require no shipment.
  • If you want to modify, block, delete, or cancel a sales order and linked freight order, the status of the corresponding freight order must be Expected, Planned, or Actual.

Due to the type of transport, or the availability of the carrier, the Planned Receipt Date can differ from the date as entered on the sales order (delivery) line. If you click the Printing button in the Sales Orders (tdsls4100m000) session and choose Orders with Deviation in the Shipment Dates, the Print Orders with Deviating Shipment Dates (fmlbd3450m000) session starts. In this session, you can generate a difference report which shows an overview of all orders for which the dates from the origin are not the same as those in the load plan of Freight.

Related topics