Direct delivery sales orders

The following steps must be completed to generate and process directly delivery sales orders:

Step 1.  To create a direct delivery sales order

To create a direct delivery sales 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 Direct Delivery in the Sales Order Lines (tdsls4101m000) session or the Delivery Lines (tdsls4101m100) session.

    The Direct Delivery delivery type can be selected as follows in these sessions:

    • Automatically, if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Item - Sales (tdisa0501m000) session.
    • Manually, by selecting Direct Delivery.
    • By selecting Generate Direct Delivery Order from the Stock Shortage Menu (tdsls4830s000) session that appears when an inventory shortage exists for the item.
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 direct delivery purchase order

A purchase order must be generated for the direct delivery 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 purchase orders for direct delivery sales orders in the Generate Purchase Orders (tdsls4241m000) session. Select the Direct Delivery check box and fill the fields in the Direct Delivery group box.
  • Existing purchase order advice
    If you want LN to convert the generated purchase order advice automatically to a purchase order, you must 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) session and the Transfer Purchase Order Advice (whina3212m000) session.

LN uses the following fields from the Purchase Order Parameters (tdpur0100m400) session to generate direct delivery purchase orders:

Order Series for Direct Delivery Order Series for Direct Delivery
Order Type for Direct Delivery Order Type for Direct Delivery

 

After a purchase order is generated, the originating sales order line receives the status Awaiting direct delivery in the Sales Order Lines Monitor (tdsls4510m100) session.

Step 4. To receive a direct delivery order

If you use advance shipping notices and you click Receive Direct Delivery Lines in the Shipment Notices (whinh3100m000) session, receipts for items that are purchased for a direct delivery sales order, are inserted in the Purchase Receipts (tdpur4106m000) session. If you do not use advance shipment notices, you must manually enter the receipts for direct delivery sales orders in the Purchase Receipts (tdpur4106m000) session.

You cannot confirm receipts in the Purchase Receipts (tdpur4106m000) session before the lot and serial set, if lots and serials must be registered, is complete.

Step 5. To communicate the deliveries to Sales Control

Run the Update Sales/Service Order with Delivery Information (tdpur4222m000) session to communicate the item, quantity, lot and serial information back to Sales Control for final receipts.

For each purchase order receipt line that is registered in the Purchase Receipts (tdpur4106m000) session, a sales order delivery line is created in the Sales Order Line - Deliveries (tdsls4101m900) session and the Sales Order Actual Delivery Lines (tdsls4106m000) session.

Step 6. To send the sales invoice to the sold-to business partner

After receipts are booked in Purchase Control and communicated to Sales Control by means of the Update Sales Order with Delivery Information (tdpur4222m000) session, you can release the sales order data for invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session.

Step 7. To process a direct delivery order

Like all order types, you must process the purchase order in the Process Purchase Orders (tdpur4223m000) session and the sales order in the Process Delivered Sales Orders (tdsls4223m000) session.

Direct delivery and return orders

If you want to return items that are received for the direct delivery sales order, you must manually enter a direct delivery sales return order in the Sales Order - Lines (tdsls4100m900) session.

A direct delivery purchase return order can be generated based on the Return Order Type for Direct Deliveries field in the Purchase Order Parameters (tdpur0100m400) session.

Next, the normal procedure for the purchase order type applies.

Direct delivery and freight orders

If you want to use Freight to manage and plan your direct deliveries, you can generate freight orders for direct deliveries.

Direct delivery and backorders

After deliveries are communicated to Sales Control and less is received than ordered, a confirmed backorder is generated automatically in Purchase Control, irrespective of the setting of the Confirm Back Orders Automatically check box in the Purchase Order Parameters (tdpur0100m400) session. Whether or not you must first manually confirm the backorder in Sales Control, depends on the setting of the Confirm Back Orders Automatically check box in the Sales Order Parameters (tdsls0100s400) session.

Note
  • You can change the backorder quantity in Sales Control until receipts are executed.
  • You can also generate a freight order for a direct delivery backorder.
  • You cannot cancel a direct delivery backorder in Purchase Control.
  • You can only delete a direct delivery backorder in Purchase Control. However, the deletion is not communicated to Sales Control.

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