Contract deliveries using delivery schemes

A delivery scheme is a list of time-phased deliveries based on a sales contract. To specify the time-phased deliveries, you need sales contract delivery lines that are converted to sales orders. A delivery scheme is a simplified schedule that is used to generate sales orders in time.

Example

Contract line Sales contract delivery line Quantity Sales order line Quantity
100 pieces (pcs) 01/12 20 pcs SOL1 01/12 20 pcs
  08/12 25 pcs SOL2 08/12 25 pcs
  15/12 40 pcs SOL3 15/12 40 pcs
  22/12 15 pcs SOL4 22/12 15 pcs

To specify contract deliveries using a delivery scheme:

  1. Create a sales contract and a sales contract line

    Create a sales contract in the Sales Contracts (tdsls3500m000) session and a sales contract line in the Sales Contract Lines (tdsls3501m000) session.

  2. Create a delivery scheme

    Click Delivery Scheme on the appropriate menu of the Sales Contract Lines (tdsls3501m000) session. As a result, the Sales Contract Delivery Lines (tdsls3104m000) session starts, in which you can specify the dates on which delivery must take place and the quantities to be delivered on the specified dates.

  3. Activate the contract line

    Activate the contract line in the Sales Contract Lines (tdsls3501m000) session.

    You cannot activate a contract line if:

    • The delivery scheme includes planned delivery dates that are outside the contract line's effectivity period
    • The total delivery scheme quantity is more than the contract line's agreed quantity

    If the contract line cannot be activated, you can click Check Delivery Scheme in the Sales Contract Delivery Lines (tdsls3104m000) session to check the delivery scheme and adapt it. Alternatively, you can also change the contract line.

  4. Generate sales orders for the planned deliveries

    If you select a sales contract delivery line and you click Generate Sales Order on the appropriate menu of the Delivery Contract (tdpur3104m000) session, a sales order (line) is generated from the selected delivery line.

    If you do not select a specific sales contract delivery line and you click Generate Sales Order, the Generate Sales Orders from Delivery Schemes (tdsls3204m000) session is started in which you can generate sales order (lines) for a range of sales contract delivery lines.

    You can generate sales orders for the planned deliveries only if the status of the sales contract and the sales contract line are Active.

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