Delivery Patterns in Sales

A delivery pattern can be used to calculate the planned delivery date for a sales order to ensure that the ordered goods are delivered to a customer's address when the customer is available.

Note

You can use delivery patterns for sales order lines only if the Extended Inventory Check check box is selected in the Sales Order Parameters (tdsls0100s400) session.

To use delivery patterns for sales order lines:

  • Define the delivery patterns in the Delivery Patterns (tdisa0121m000) session. You can select a pattern from the Patterns (tcccp0690m000) session.
  • Define the delivery pattern scenarios in the Delivery Patterns Scenarios (tdisa0120m000) session, for a combination of a Site, Warehouse, Item, Sold-to BP and Ship-to BP. Infor LN considers these scenarios to select a delivery pattern for a sales order.
  • Select the Use Delivery Patterns check box in the Sales Order Type (tdsls0694m000) session to use the delivery patterns for the selected Sales Order Type.

Infor LN uses this search priority, based on the maintenance scenarios, to determine the delivery pattern for sales orders, sales order lines and the related components:

Search PrioritySiteWarehouseSold-to BPShip-to BPItem
1YesYesYesYesYes
2YesYesYesYesNo
3YesYesNoNoNo

 

Infor LN considers the Horizon of Delivery Moments specified in the Delivery Patterns (tdisa0121m000) session, for the delivery pattern, to determine a delivery pattern moment that is applicable for the sales order line. If the warehouse is closed on the first determined delivery moment, Infor LN considers the next delivery moment in the specified Horizon of Delivery Moments.

Delivery patterns for sales orders

A delivery pattern can be applied to a sales order the only if:

  • The Use Delivery Patterns check box is selected in the Sales Order Type (tdsls0694m000) for the Sales Order Type linked to the sales order.
  • The Extended Inventory Check check box is selected in the Sales Settings by Site (tdsls0511m000) session for the Site linked to the sales order.

To determine a delivery pattern applicable for sales order, Infor LN considers only the delivery pattern scenarios for which the item is not specified. The delivery pattern determined for the sales order is only used as a default for the sales order line and is not considered to calculate the planned delivery date.

Delivery patterns for sales order lines and line components

A delivery pattern can be applied to a sales order line and a sales order line component, only if:

  • The Use Delivery Patterns check box is selected in the Sales Order Type (tdsls0694m000) for the Sales Order Type linked to the related sales order.
  • The Extended Inventory Check check box is selected in the Sales Settings by Site (tdsls0511m000) session for the Site linked to the related sales order.
  • The Generate Freight Order from Sales check box is cleared in the Sales Order Lines (tdsls4101m000) session.
  • Inventory checking is applicable.

The delivery pattern for sales order line and line component is determined based on the delivery pattern scenarios. If a delivery pattern exists, the pattern is defaulted on the sales order line/line component. Else, the delivery pattern linked to the related sales order is defaulted on the sales order line/line component.

The delivery pattern is applicable when the Order Promising Status field is set to Accepted in the Sales Order Lines (tdsls4101m000) session.

If the delivery pattern is changed after the Order Promising Status field is set to Accepted, the inventory recheck is executed again to determine the planned delivery date and identify the delivery pattern.

When a delivery pattern is linked to a sales order or line:

  • You can select the Delivery Pattern check box in the Sales Order - Lines - Synchronization (tdsls0280m000) session to synchronize the sales order data with the sales order line.
  • The delivery pattern can also be copied to the sales order, sales order line or sales order line component that is created by copying an existing sales order, sales order line or a sales order line component. You can add the delivery pattern in the Header Exceptions and Line Exceptions linked to the Copy Template in the Copy Sales Order (tdsls4201s000) and set the Copy Action for the delivery pattern to Retrieve Default, Prompt or Copy From...
  • The delivery pattern for a back order is defaulted from the sales order line.
  • History is logged for the delivery pattern changes on the Sales Order, Sales Order Line and Sales Order Line Components.

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