Delivering planned warehouse orders

When deliveries are executed for a planned warehouse order with the Released to Warehousing or Partially Delivered status, a record is inserted in the Sales Schedule Actual Delivery Lines (tdsls3140m000) session. The planned warehouse order, warehouse order link(s), and schedule line(s) are updated with the delivery information.

Note

For referenced schedules, a reference distribution is available below the actual delivery line in the Sales Schedule Actual Delivery Line Reference Distribution (tdsls3542m000) session.

Overdeliveries

If more is delivered than originally ordered and multiple schedule lines are linked to one planned warehouse order, an overdelivery is registered on the last planned warehouse order link and related schedule line.

If the total shipped amount exceeds the originally ordered, total schedule amount, the business partner balance is adjusted.

Example

Schedule line	Ordered Quantity
10	10
20	30

Schedule lines 10 and 20 are consolidated into one planned warehouse order with an original ordered quantity of 40.

If a quantity of 50 is delivered, the following are applicable:

A delivered quantity of 10 is registered on planned warehouse order link for schedule line 1
A delivered quantity of 40 is registered on planned warehouse order link for schedule line 2

Underdeliveries

If, due to inventory shortages, original ordered quantities cannot be shipped for planned warehouse orders, the following fields in the Sales Contract Line Logistic Data (tdsls3102m000) session determine how the shortage is handled:

Shipping Constraint

Ship Line Complete
The planned warehouse order must be delivered as a whole. Lack of inventory results in the postponement of shipment of the planned warehouse order.
Ship Line & Cancel
The available inventory is shipped. If sufficient inventory exists, this results in a complete shipment. Lack of inventory results in cancellation of the planned warehouse order for the remaining quantity.
None
No shipping constraint applies. You can define the Ship & Carry Forward field.

Ship & Carry Forward

No
Lack of item inventory results in a backorder for the planned warehouse order.
Carry Forward or Cancel
The remaining required quantity is transferred to the earliest next planned warehouse order that can be updated for the same schedule. If the next planned warehouse order can no longer be updated, a new planned warehouse order is created for the remaining required quantity. This new planned warehouse order is linked to the original planned warehouse order.
If no next planned warehouse order can be found, the remaining required quantity for the planned warehouse order is canceled. Therefore, the Canceled Quantity is filled in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session.
Carry Forward or Create Backorder
The remaining required quantity is transferred to the earliest next planned warehouse order that can be updated for the same schedule. If the next planned warehouse order can no longer be updated, a new planned warehouse order is created for the remaining required quantity. This new planned warehouse order is linked to the original planned warehouse order.
If no next planned warehouse order can be found, lack of item inventory results in a backorder for the planned warehouse order.

Note

Backorders cannot be created or inventory shortages cannot be carried forward if planned warehouse orders are created for:

Pick-up sheets
Sequence shipping schedules
Referenced schedules linked to a warehousing order for which the Unique Shipment Reference per Shipment check box is selected in the Warehousing Order Types (whinh0110m000) session.
Referenced schedules with consolidated references.

For these schedules, the remaining required quantity for the planned warehouse order is canceled.

Ship & Carry Forward set to No

If a final shipment is received from Warehousing and the delivered quantity is less than the original ordered quantity for the planned backorder, a new planned warehouse order is created for the original planned warehouse order in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session.

The following apply to this new planned warehouse order:

The Backorder (Y/N) check box is selected.
The Status is Planned.
The Parent Warehouse Order Line and Parent Order Warehouse Order Line Sequence fields are filled to refer to the original planned warehouse order.
The Requirement Start Date and Planned Receipt Date are defaulted from the original planned warehouse order.
This planned warehouse order is automatically released to Warehousing if the Automatically Release Backorders for Referenced Schedules or Automatically Release Backorders for Non-Referenced Schedules check boxes are selected in the Schedule Terms and Conditions (tctrm1131m000) session.

Ship & Carry Forward set to Carry Forward or Cancel or Carry Forward or Create Backorder

If a final shipment is received from Warehousing and the delivered quantity is less than the original ordered quantity for the planned warehouse order, the following steps are completed:

The remaining required quantity is transferred to the earliest next planned warehouse order that can be updated for the same schedule.
The Ordered Quantity and Carry Forward Quantity are updated in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session. Also the Parent Warehouse Order Line and Parent Order Warehouse Order Line Sequence fields are filled to refer to the original planned warehouse order. The Ordered Quantity of the planned warehouse order link(s) and the related schedule line(s) are not updated. Shipping the next warehouse order is handled as an over-delivery. This means that the last planned warehouse order link and last schedule line are updated with a delivered quantity higher than originally ordered.
If the next planned warehouse order can no longer be updated, a new planned warehouse order is created for the remaining required quantity. This new planned warehouse order is linked to the original planned warehouse order and the last schedule line.
The Ordered Quantity is the remaining required quantity of the original planned warehouse order.
If no next planned warehouse order can be found, and the Ship & Carry Forward field is set to:
- Carry Forward or Cancel, the remaining required quantity for the planned warehouse order is canceled. The Canceled Quantity is filled in the Sales Schedule Planned Warehouse Orders (tdsls3520m000) session.
- Carry Forward or Create Backorder, a new planned warehouse order is created for the remaining required quantity. This new planned warehouse order is linked to the original planned warehouse order.