Pick-up sheets

A pick-up sheet is a list of items that a carrier must pick-up at the supplier’s location for transport, in a single shipment to the customer, on a specific day. The sheet is identified by a specific reference number, called the shipment reference, which is created by the customer. This reference number is used to identify pick-up sheets, shipments, and payments. Usually, the shipment data lists the pick-up sheet requirements, but the required goods on the pick-up sheet are spread among different sales schedules.

Sales schedule requirements are grouped in pick-up sheets based on these characteristics:

  • Sold-to Business Partner
  • Ship-to Business Partner
  • Shipment Reference
  • Carrier/LSP
  • Start Date
  • End Date

These conditions are applicable for a pick-up sheet:

  • Overdeliveries are not allowed.
  • The contract that is linked to a sales schedule is used to determine if a sales schedule can include requirements for pick-up sheets.
  • Pick-up sheets are regarded as firmly settled, therefore, the sheets cannot be automatically updated or modified. However, you can manually modify the unapproved pick-up sheets.

The pick-up sheet procedure includes these steps:

  1. Specifying master data for pick-up sheets

    You can use pick-up sheets for the sales contract to which the sales schedule is linked, if these check boxes are selected in the Sales Contract Line Logistic Data (tdsls3102m000) session:

    • Referenced Schedule
    • Use Shipment Reference
    • Use Pick-up Sheet
  2. Creating and updating sales releases

    A pick-up sheet can be received or specified using these sessions:

    • Sales Releases Overview (tdsls3512m000)
    • Sales Release Lines - Pick-up Sheet (tdsls3109m000)
    • Sales Release Line Details - Pick-up Sheet (tdsls3116m100)
  3. Creating and updating pick-up sheets

    Sales releases of the type Pick-up Sheet can be manually processed to referenced sales schedules of the type Shipping Schedule using the Process Sales Releases (tdsls3208m000) session, or can be automatically processed. This is based on the setting of the Automatically Process Sales Schedule Releases check box in the Ship-to Business Partner by Site (tccom2111m000), Ship-to Business Partner (tccom4111s000), or Sold-to Business Partner (tccom4110s000) session.

    After sales schedules are created for pick-up sheets:

    • The Referenced Schedule and Linked to Pick-up Sheets check boxes are selected for the sales schedule in the Sales Schedules (tdsls3111m000) session.
    • Pick-up sheet header information is available in the Pick-up Sheets (tdsls3107m100) session, which contains business partner, carrier, and reference data.
    • Pick-up sheet line information is available in the Pick-up Sheet (tdsls3107m200) session, which contains data of the item, quantity, and date. A pick-up sheet line refers to a sales schedule line. Double-click a pick-up sheet line to view the line data in the Sales Schedule Lines (tdsls3107m000) session.

    When you receive an update of the schedule, the Schedules linked to Pick-up Sheets check box in the Schedule Terms and Conditions (tctrm1131m000) session is used to determine the process to update the schedule.

    • If this check box is selected, a sales schedule revision number is created.
    • If this check box is cleared, the sales schedule is updated. The sales schedule line updates are saved as revisions in the Sales Release Line Details - Pick-up Sheet (tdsls3116m100) session.
  4. Approving pick-up sheets

    To deliver the pick-up sheet line quantities, the pick-up sheets with the status Created must be approved. The pick-up sheets are automatically approved or can be manually approved using the Approve Pick-up Sheets (tdsls3211m200) session. This depends on the setting of the Approve Referenced Sales Schedules check box in the Schedule Terms and Conditions (tctrm1131m000) or Sales Contract Line Logistic Data (tdsls3102m000) sessions.

    If the Use Contracts for Schedules check box is selected in the Sales Schedule Parameters (tdsls0100s500) session, a planned warehouse order is created when the pick-up sheet is approved.

    Note: A pick-up sheet can be linked to multiple sales schedules and the related lines can include sales schedule line data of different sales schedules.

    For more information, refer to:

    • Approving sales schedules
    • Planned warehouse orders
  5. Releasing pick-up sheets to Warehousing

    Approved pick-up sheets or planned warehouse orders for pick-up sheets are released to Warehousing. You can also manually release these sheets, using the Release Pick-up Sheets to Warehousing (tdsls3207m100) session. This depends on the setting of the Release Referenced Sales Schedules to Order check box in the Schedule Terms and Conditions (tctrm1131m000) session.

    In Warehousing, you can convert the pick-up sheet quantities to a final transport order that is communicated to the carrier. Based on this transport order, the transport planning and routing is optimized and a copy of the pick-up sheet is created for the carrier.

    You can also process the pick-up sheet, prepare the shipment, create the appropriate delivery documents, and transfer the goods to the staging zone. When the items are picked up for transport, the carrier verifies the quantities, customer item codes, and handling units of the staged goods and transfers the goods to the customer. Optionally, you can notify the customer of the dispatch of the goods.

    If the goods can only be partially delivered, a backorder can be created.

    For more information, refer to Sales schedules and Warehousing.

  6. Receiving payments

    Payment, which is triggered based on the receipt of the goods, is generally executed using self-billing. A payment notification is sent to you and the carrier.

    For more information, refer to Self billing.

    Based on the Shipment Reference, you can also release a pick-up sheet or a planned warehouse order for a pick-up sheet to Invoicing, using the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session.

    For more information, refer to Sales schedules and Invoicing .

  7. Processing sales schedules

    In the Process Delivered Sales Schedules (tdsls3223m000) session, you can process sales schedules with the status Invoiced.

    For more information, refer to Processing and deleting sales schedules.

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