Pick-up sheets

A pick-up sheet is a list of items that a carrier must pick-up at the supplier’s site for transport in one shipment to the customer on a specific day. A pick-up sheet is identified by a specific reference number, called the shipment reference, which originates from the customer. This shipment reference is used to identify pick-up sheets, shipments, and payments. Usually, the shipment exactly covers the pick-up sheet requirements, but the required goods on the pick-up sheet are spread among different sales schedules.

You can only use pick-up sheets if the following check boxes are selected in the Sales Contract Line Logistical Data (tdsls3102m000) session for the sales contract to which the sales schedule is linked:

Sales schedule requirements are grouped in pick-up sheets based on the following common characteristics:

  • Sold-to Business Partner
  • Ship-to Business Partner
  • Shipment Reference
  • Carrier/LSP
  • Start Date
  • End Date

The following are applicable to a pick-up sheet:

  • Over-deliveries are not allowed.
  • Shortages must be communicated to the customer as soon as possible.
  • The contract that is linked to a sales schedule determines whether or not a sales schedule can contain requirements for pick-up sheets.
  • Because pick-up sheets must be regarded as firmly settled, they cannot be automatically updated or automatically adjusted. Until approval, only manual changes are allowed.
Pick-up sheet procedure

The main pick-up sheet procedure consists of the following steps:

Step 1. To create and update sales releases
Step 2. To create and update pick-up sheets

Sales releases of the Pick-up Sheet type can be manually processed into referenced sales schedules of the Shipping Schedule type in the Process Sales Releases (tdsls3208m000) session, or can be automatically processed. This depends on the setting of the Automaticallly Process Sales Schedule Releases check box in the Sold-to Business Partner (tccom4110s000) session.

If sales schedules are created for pick-up sheets, the following is executed:

  • The Referenced Schedule and Linked to Pick-up Sheets check boxes are selected for the sales schedule in the Sales Schedules (tdsls3111m000) session.
  • Pick-up sheet header information is entered in the Pick-up Sheets (tdsls3107m100) session, which contains business partner, carrier, and reference data.
  • Pick-up sheet line information is entered in the Pick-up Sheet - Lines (tdsls3107m200) session, which contains item, quantity, and date data. A pick-up sheet line refers to a sales schedule line. Therefore, if you double-click a pick-up sheet line, the Sales Schedule - Lines (tdsls3107m000) session is started.
Step 3. To approve pick-up sheets

If you can deliver the pick-up sheet line quantities, the pick-up sheets with the Created status must be approved. Pick-up sheets are automatically approved, or must be manually approved in the Approve Pick-up Sheets (tdsls3211m200) session. This depends on the setting of the Automatically Approve Referenced Sales Schedules check box in the Schedule Terms and Conditions (tctrm1131m000) or Sales Contract Line Logistic Data (tdsls3102m000) sessions.

If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, LN creates a planned warehouse order when the pick-up sheet is approved.

Note that one pick-up sheet can be linked to multiple sales schedules and that the lines of a pick-up sheet can be sales schedule lines of different sales schedules.

If you cannot deliver the pick-up sheet line quantities, you must discuss this with your customer and manually update the required quantities on the pick-up sheet.

Step 4. To release pick-up sheets to Warehousing

Approved pick-up sheets or planned warehouse orders for pick-up sheets are automatically released to Warehousing, or manually in the Release Pick-up Sheets to Warehousing (tdsls3207m100) session. This depends on the setting of the Automatically Release Referenced Sales Schedules to Order check box in the Schedule Terms and Conditions (tctrm1131m000) session.

In Warehousing, you can convert the pick-up sheet quantities to a final transport order that is communicated to the carrier. Based on this transport order, the transport planning and routing is optimized and the carrier's copy of the pick-up sheet is created.

You can process the pick-up sheet, prepare the shipment, create the appropriate delivery documents, and transfer the goods to the staging zone. When the items are picked up, the carrier checks the staged goods on quantities, customer item code, handling units of the goods, and so on. Next, the carrier transfers the goods to the customer. Optionally, you can notify the customer about departure of the goods.

For more information, refer to Sales schedules and Warehousing.

Step 5. To receive payments

Payment, which is triggered based on the receipt of the goods, is generally executed by means of self-billing. A payment notification is sent to you and the carrier.

For more information, refer to Self billing.

Based on the Shipment Reference, you can also release a pick-up sheet or a planned warehouse order for a pick-up sheets to Invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session.

For more information, refer to Sales schedules and Invoicing.

Step 6. To process sales schedules

In the Process Delivered Sales Schedules (tdsls3223m000) session, you can process sales schedules with the Invoiced status.

For more information, refer to Processing and deleting sales schedules.

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