To use Freight Management for direct deliveries

For a freight order used for direct deliveries the originating order is a purchase order, and the related order is a sales order or a service order.

Because warehouses are not involved in direct deliveries, the shipping office is selected by means of a shipping office matrix definition without a warehouse.

Freight related data is copied from the purchase order line or the related sales order or service order line to the freight order (line).

For example, the buy-from business partner information and the planned unload date is copied from the purchase order, and the sold-to business partner information and the planned load date is copied from the direct delivery sales order. If the purchase order is initiated from a service order, data such as the buy-from business partner, planned unload date, and required quantity is defaulted from the service order.

The carrier, carrier binding setting, service level, and route is defaulted from sales order or the service order, because agreements made with the customer should never be ignored. If this information is not present on the sales order or service order, this information is taken from the purchase order.

For further details on the data that is copied from the purchase order line or the related sales order line to the freight order (line), refer to the field help of the Freight Orders (fmfoc2100m000) session, the Freight Order (fmfoc2100m100) session, and the Freight Order Lines (fmfoc2101m000) session.

After a sales order of type direct delivery is created and approved, a purchase order or a purchase order advice is generated, the latter is determined by parameter settings.

Approving the purchase order causes a freight order to be generated. The freight order includes data copied from the purchase order and the related sales order.

Next, a load plan or, as the case may be, a freight order cluster is created and actualized based on the freight order. Optionally, the delivery is confirmed in Freight after a notification from the supplier that the goods are ready for shipment.

The following activity will be recording the receipt of the goods at the customer’s, which automatically registers the completion of the transport. Next, the freight invoicing procedure and financial processing are executed, which enables the freight order to be closed. Finally, the loads or freight order clusters are closed.

The following diagram outlines the direct delivery sales order - Freight Management procedure:

After a service order of type direct delivery is created and approved, a purchase order or a purchase order advice is generated, the latter is determined by parameter settings.

Approving the purchase order causes a freight order to be generated. The setting that determines that a freight order is generated is defaulted from the service order. The freight order includes data copied from the purchase order and the related sales order.

Next, a load plan or, as the case may be, a freight order cluster is created and actualized based on the freight order. Optionally, the delivery is confirmed in Freight after a notification from the supplier that the goods are ready for shipment.

The following activity will be recording the receipt of the goods at the customer’s, which automatically registers the completion of the transport. Next, the freight invoicing procedure and financial processing are executed, which enables the freight order to be closed. Finally, the loads or freight order clusters are closed.

The following diagram outlines the direct delivery service order - Freight Management procedure:

The use of incoming ASNs has some impact on the direct delivery procedure. If an ASN from the supplier with status Scheduled Manually, which indicates that the goods are ready for shipment, is recorded in LN, the freight order status is updated from Actual to Shipped.

In the Shipment Notices (whinh3100m000) session, you use the ASN to register the receipt of the goods at the customer's by means of the Receive Direct Delivery Lines option. This causes the next freight order status update, from Shipped to Completed.

If a direct delivery is initiated from a service order, freight invoicing is either handled by Freight or Service. If a direct delivery is initiated from sales, freight invoicing is performed as described in The invoicing process

Freight invoicing can take place both internally and externally.