Cross-docking and splitting deliveries

To fulfill an existing sales order for which no inventory is available, inbound goods can be immediately taken from the receipt location to the staging location for issue. This process is called cross-docking.

Cross-docking types
  • 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:
    • 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.

Cross-docking orders

To generate cross-docking orders:

Step 1. Create a cross-docking sales order
  • Set the Delivery Type field to Cross-docking in the Sales Order Lines (tdsls4101m000), Sales Order Planned Delivery Lines (tdsls4101m100), or Sales Order Line Components (tdsls4163m000) session.

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

    • Manually, by selecting Cross-docking
    • By selecting Generate Cross-dock Order from the Inventory 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 that have the Delivery Type field set to Warehouse

The Allow Purchase Orders check box must be selected for the sales order type in the Sales Order Types (tdsls0594m000) session.

Step 2. Create a purchase order advice

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

Splitting deliveries

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

To split deliveries, click:

  • Planned Deliveries on the appropriate menu of the Sales Order Lines (tdsls4101m000) session. The Sales Order Line (tdsls4101m900) session starts in which you can enter your data.
  • Order Line Details on the appropriate menu of the Purchase Order Lines (tdpur4101m000) session. The Purchase Order Line Details (tdpur4101m200) session starts in which you can enter your data.
Splitting deliveries for cross-docking orders

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

  • Split Delivery Line in the Sales Order Planned 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 the delivery line into several deliveries. Consequently, the link between Procurement and Sales is kept.

Important!

You must make a distinction between splitting and adding a delivery line. When you add a delivery line to increase the order quantity in the Sales Order Line (tdsls4101m900), or the Purchase Order Line Details (tdpur4101m200) session, the link between the sales order and the purchase order is not kept. When 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. Therefore, 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 these fields in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session:

  • Item
  • Engineering 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, on the first sales order deliver line, you change one of the above mentioned fields, the link between the first sales order delivery line and the purchase order line is broken. The link between the second sales order delivery line and the purchase order line still exists. When the second sales order delivery line is also disconnected from the purchase order line, the link between the sales order and the purchase order is removed, which you can view in the Linked Order Line Data (tdsls4102s200) session.

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