Consolidating schedule lines on planned warehouse orders

If planned warehouse orders are used, you can consolidate sales schedule lines by quantity or by date.

Consolidation by quantity means that multiple schedule lines are combined into one planned warehouse order. The planned warehouse order's ordered quantity is a grouped quantity and the same planned warehouse order is linked to various schedule lines.

Consolidation by date means that shipments for scheduled items are consolidated into pre-defined delivery moments on planned warehouse orders.

Master data

In the Sales Contract Line Logistic Data (tdsls3102m000) session, these consolidation fields must be specified:

Consolidating requirements by quantity

Consolidation by quantity enables you to combine multiple schedule lines of a specific sales schedule into one planned warehouse order.

In the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session, schedule lines are combined in the same planned warehouse order if the sales schedule line fields are the same, except for these fields, which can differ:

  • Dates
  • Quantities
  • Reference
  • Customer Schedule Number
  • Packaging Reference A
  • Packaging Reference B
  • Additional Field, provided the Ignore Additional Information during Consolidation check box is selected

If schedule lines differ in, for example, price information or sales unit, they cannot be consolidated. In this case, multiple planned warehouse orders can be created for the same shipment reference.

Note
  • Referenced schedule lines can be consolidated into one planned warehouse order only if they have the same shipment reference.
  • If the Schedule Line Text check box is selected for a sales schedule line, this schedule line cannot be consolidated by quantity.

These are applicable for consolidation by quantity:

  • Information from the first schedule line linked to the planned warehouse order is taken as the basis for consolidation. This means that information from other schedule lines can be lost.
  • If consolidation results change over time because of new information on incoming schedule revisions, unexpected underdelivery or overdelivery situations can happen with the unexpected creation of planned warehouse orders.
Note

A warning message is displayed if new schedule revisions or updates lead to unexpected (over)deliveries. This enables you to manually intervene in the shipment process, if desired.

Example

For schedule SCH0001, the first revision contains the following data:

Schedule lineOrdered QuantityDelivery Point
1015001
2035001

 

Schedule lines 10 and 20 are consolidated into one planned warehouse order (SCH0001) with an ordered quantity of 50.

The second schedule revision contains the following data:

Schedule lineOrdered QuantityDelivery Point
1017001
2037002

 

Because of the changed delivery point, these schedule lines can no longer be consolidated by quantity into one planned warehouse order.

Depending on the (planned) warehouse order's status, the following are applicable:

  • Update allowed
    The quantity of the existing planned warehouse order for delivery point 001 is reduced and set to 17.
  • The quantity of the first planned warehouse order link is reduced and its revision is updated and the second planned warehouse order link is deleted.
  • A second planned warehouse order and a link is created for the second schedule line.
  • Update not allowed
    The first planned warehouse order for delivery point 001 is processed in Warehousing.
  • The quantity of the first new schedule line for delivery point 001 is ignored; only the revision on the planned warehouse order link is updated.
  • For the second schedule line, a new planned warehouse order and planned warehouse order link are created. The end result is an overdelivery.
Consolidating requirements by date

Consolidation by date enables you to change the delivery moments for scheduled items into fixed delivery moments on planned warehouse orders.

During sales schedule approval, the following dates in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session can be changed into one of the delivery moments defined in the pattern:

As a result, planned warehouse orders have dates that are in accordance with the desired delivery moments as specified in the Delivery Pattern field of the Sales Contract Line Logistic Data (tdsls3102m000) session.

Manual consolidation options

Although automatic consolidation of schedule lines drastically reduces the number of planned warehouse orders, you may still consider the number of planned warehouse orders too high.

To further reduce or to control the number of planned warehouse orders, you can manually specify consolidation options during or after schedule approval. For existing or new planned warehouse orders, you can consolidate schedule line requirements for a specific requirement start date, including past requirements, into one planned warehouse order.

You can use the Approve Sales Schedules (tdsls3211m000) and Approve Pick-up Sheets (tdsls3211m200) sessions to specify consolidations options during approval.

You can use the Consolidate Planned Warehouse Orders (tdsls3220m000) and Consolidate Planned Warehouse Orders (Pick-up Sheets) (tdsls3220m100) sessions to specify consolidations options after schedule approval.

You can specify these consolidation options:

Ignore Delivery Pattern-
Move Past RequirementsNew Requirement Start Date
Move Non-Pattern RequirementsNew Requirement Start Date
Combine Planned Warehouse OrdersNew Requirement Start Date
Original Requirement Start Date FromOriginal Requirement Start Date To

 

Example

Delivery pattern: ship on Wednesday 7 November, 11.00 am

Today: 1 November

Schedule lineQuantityStart dateRequirement
13Wednesday 31 October, 7.00 ampast
25Monday 5 November, 7.00 amnonpattern
32Wednesday 7 November, 11.00 ampattern

 

Depending on your settings, one planned warehouse order can be created with a quantity of 10, for example, for Monday 5 November, 11.00 am.

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