Updating planned warehouse orders

If a planned warehouse order exists for a schedule line, the schedule line can be updated by processing new sales releases.

For the following sales schedules, processing a sales release gives the following results:

  • Non-referenced schedules
  • Referenced shipping schedules
    A new sales schedule revision number if the Schedule Revisions for Referenced Shipping Schedules check box is selected in the Schedule Terms and Conditions (tctrm1131m000) session.
  • An updated schedule line if the Schedule Revisions for Referenced Shipping Schedules check box is cleared in the Schedule Terms and Conditions (tctrm1131m000) session.
  • Sequence Shipping Schedules
    A new sales schedule revision number if the Schedule Revisions for Sequence Shipping Schedules check box is selected in the Schedule Terms and Conditions (tctrm1131m000) session and all release lines of a specific release have the same item, sales office, ship-to business partner, and customer order number.
  • An updated schedule line if the Schedule Revisions for Sequence Shipping Schedules check box is cleared in the Schedule Terms and Conditions (tctrm1131m000) session.
Updating (planned) warehouse orders

When approving new schedule line revisions or schedule line updates, LN searches for existing planned warehouse orders with a status other than Finalized or Canceled.

Planned warehouse orders are selected based on the following data:

  • Non-referenced Shipment Based schedules
    Schedule, Schedule Type and Requirement Start Date from the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
  • Non-referenced Delivery Based schedules
    Schedule, Schedule Type and Requirement Planned Receipt Date from the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
  • Referenced schedules
    Shipment Reference, Customer Schedule Number and Reference from the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session for the same schedule and schedule type.
  • Pick-up sheets
    Sold-to Business Partner, Ship-to Business Partner and Shipment Reference from the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session for the same schedule and schedule type.

The last planned warehouse order is selected first for updating the quantity and other information. If no existing planned warehouse orders can be updated, new planned warehouse orders can be created.

The following parameters control the planned warehouse order update and creation:

Existing planned warehouse order can be updated

After approval, schedule line updates or new schedule line revisions are handled as follows:

  • The planned warehouse order is updated in the Sales Schedule Planned Warehouse Orders (tdsls3520m000)
  • The existing planned warehouse order link is updated in the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
  • The warehouse order, if available, is updated in the Outbound Order Lines (whinh2120m000) session.
Note

Approving schedule lines with zero quantities sets the Status of the planned warehouse order and the linked warehouse order to Canceled. Planned warehouse orders are also canceled when new revisions for non-referenced schedules do no longer match with the existing Requirement Start Date for Shipment Based schedules and the Planned Receipt Date for Delivery Based schedules.

Existing planned warehouse order cannot be updated - creation of new planned warehouse order is allowed

After approval, schedule line updates or new schedule line revisions are handled as follows:

  • Schedules with revisions
    The existing planned warehouse order cannot be updated, but the Schedule Revision is updated in the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session for the existing planned warehouse order link. As a result, the existing planned warehouse order is linked to the latest revision.
  • A new planned warehouse order is created in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session with an Ordered Quantity that reflects the difference between the new original ordered quantity and the old original ordered quantity.
  • A new link is created between the new planned warehouse order and the new sales schedule line revision in the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
  • Schedules without revisions
    The existing planned warehouse order and the revision for the existing planned warehouse order link cannot be updated.
  • A new planned warehouse order is created in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session with an Ordered Quantity that reflects the difference between the new original ordered quantity and the old original ordered quantity.
  • A new link is created for the new planned warehouse order with the same sales schedule line revision as the previous planned warehouse order (revision 1) in the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session.
Note

If, for sequence shipping schedules with revisions, a planned warehouse orders cannot be updated, it is not allowed to create a new planned warehouse order for the complete or remaining quantity. You must take manual action, for example, by updating the shipping sequence information in the Shipping Sequence (whinh4520m000) session.

LN gives a message when schedule revisions/updates cannot update the warehousing process and unexpected or undesired deliveries will take place. If desired, you can manually intervene in the shipment process.

Simulating the update of planned warehouse orders

Before a sales schedule (revision) is approved, you can first simulate the schedule approval to view the expected updates to the existing planned warehouse orders. This enables you to understand the changes and to, for example, manually intervene or not approve this sales schedule (revision) and wait for the next changed schedule (revision).

Dependent on the type of schedule, you can simulate the sales schedule approval as follows:

  • By selecting the Simulate Approval check box in the Approve Sales Schedules (tdsls3211m000) and Approve Pick-up Sheets (tdsls3211m200) sessions.
  • By clicking Simulate Approval on the appropriate menu of the Sales Schedule - Lines (tdsls3611m000), Sales Schedules (tdsls3111m000), and Pick-up Sheets (tdsls3107m100) sessions.
  • By selecting the Simulate Approval check box in the Process Sales Releases (tdsls3208m000) session for referenced schedules without revisions.
Open planned warehouse orders

If a sales release is converted into a new sales schedule revision, LN assumes that the same number of sales schedule lines (requirements) are communicated as on the previous revision. However, it can occur that a specific sales schedule line is no longer communicated on the new sales schedule revision. As a result, the planned warehouse order linked to this old sales schedule line stays 'open'.

If this 'open' planned warehouse order still allows updates, the Ordered Quantity of this planned warehouse order is reduced with the sales schedule line's Ordered Quantity from the Sales Schedule Planned Warehouse Order Links (tdsls3521m000) session for the previous revision. When the quantity of the planned warehouse order becomes zero, its status is set to Canceled.

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