Contract deliveries using delivery schemes

A delivery scheme is a list of time-phased deliveries based on a sales contract. To specify the time-phased deliveries, you need sales contract delivery lines that are converted to sales orders. A delivery scheme is a simplified schedule that is used to generate sales orders in time.

Example
Contract lineSales contract delivery lineQuantitySales order lineQuantity
100 pieces (pcs)01/1220 pcsSOL1 01/1220 pcs
08/1225 pcsSOL2 08/0225 pcs
15/1240 pcsSOL3 15/1240 pcs
22/1215 pcsSOL4 22/1215 pcs

 

To specify contract deliveries using a delivery scheme:

Step 1. Create a sales contract and a sales contract line

Create a sales contract in the Sales Contracts (tdsls3500m000) session and a sales contract line in the Sales Contract Lines (tdsls3501m000) session.

Step 2. Create a delivery scheme

Click Delivery Scheme on the appropriate menu of the Sales Contract Lines (tdsls3501m000) session. As a result, the Sales Contract Delivery Lines (tdsls3104m000) session starts, in which you can specify the dates on which delivery must take place and the quantities to be delivered on the specified dates.

Step 3. Activate the contract line

Activate the contract line in the Sales Contract Lines (tdsls3501m000) session.

You cannot activate a contract line if:

  • The delivery scheme includes planned delivery dates that are outside the contract line's effectivity period
  • The total delivery scheme quantity is more than the contract line's agreed quantity

If the contract line cannot be activated, you can click Check Delivery Scheme in the Sales Contract Delivery Lines (tdsls3104m000) session to check the delivery scheme and adapt it. Alternatively, you can also change the contract line.

Step 4. Generate sales orders for the planned deliveries

If you select a sales contract delivery line and you click Generate Sales Order on the appropriate menu of the Delivery Contract (tdpur3104m000) session, a sales order (line) is generated from the selected delivery line.

If you do not select a specific sales contract delivery line and you click Generate Sales Order, the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session is started in which you can generate sales order (lines) for a range of sales contract delivery lines.

You can generate sales orders for the planned deliveries only if the status of the sales contract and the sales contract line are Active.