Integration Freight Order Control and Sales
To identify and choose the appropriate means of transportation, freight orders can be generated from sales orders that are manually created, generated, or that originate from a converted sales quotation.
If a freight order is created from a sales order, the progress of the shipment and loads can be exchanged and information can be shared between Freight Order Control and Sales.
Sales quotation settings
To enable the generation of freight orders from sales orders that originate from a converted sales quotation, and to provide the necessary freight related information when the quotation is converted to a sales order, specify these fields in the Sales Quotation Lines (tdsls1501m000) session:
- Select the Gen. Freight Orders check box
- Enter a service level in the Freight Service Level field if you want the same service level to be used in the freight order as in the sales order.
- Select the Carrier Binding check box if you want the same carrier to be used in the freight order as in the sales order.
- Enter a date in the Planned Delivery Date field. This date can be considered as the planned load date.
- Enter a date in the Planned Receipt Date field.
Freight orders cannot be generated from quotations, but only from sales orders. In the Sales Quotation Lines (tdsls1501m000) session, you specify all freight-related data to provide the necessary information when the confirmed quotation is converted to a sales order in the Process Sales Quotations (tdsls1200m000) session.
Sales order settings
To enable the generation of freight orders from sales orders, these settings must be applied in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session:
- Select the Generate Freight Order from Sales check box.
- Select the Carrier Binding check box if you want the same carrier to be used in the freight order as in the sales order.
- Enter a service level in the Freight Service Level field if you want the same service level to be used in the freight order as in the sales order.
- Enter a date in the Planned Delivery Date field. This date can be considered as the planned load date.
- Enter a date in the Planned Receipt Date field.
Freight orders generated for sales orders are of the single-shipment type if:
- The sales order type of the sales order is associated with a warehousing order type for which the Single Order per Shipment check box is selected.
- The Single Shipment Order check box is selected for the freight order type associated with the sales order.
- The Single Order per Shipment check box is selected for the default warehousing order type of the sales order.
Generating freight orders from sales orders
If the Generate Freight Order from Sales check box is selected in the Items - Sales Business Partner (tdisa0510m000) session and a sales order is generated for the item – sales business partner combination, after approval, LN checks whether Generate Freight Orders (tdsls4222m000) is linked as an activity to the order type in the Sales Order Type - Activities (tdsls0560m000) session to determine the freight order generation method. The freight order can be manually or automatically generated for the sales order.
After a freight order is generated from a sales order (delivery) line, the status of the freight order is Expected. The information that goes to the freight order includes only shipping related data, such as customer-requested date, addresses, shipping constraints, carrier, route, delivery terms, and planning responsibility. The original sales order number, position, and sequence number can be referenced in the freight order line. The calculated freight costs can be returned to the sales order (delivery) line.
When a load plan is created for the freight order, the status of the freight order is Planned. The load plan can be made actual only in Freight and the status of the freight order can be Actual after the sales order (delivery) line is released to Warehousing. On the appropriate menu of the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session, you can click:
- , to start the Freight Order Line Status Overview (fmfoc2601m000) session. In this session, you can view freight details, such as information about shipments and loads, the used carrier, the dates on which the shipments will be executed, and the quantities to be shipped.
- , to start the Linked Order Line Data (tdsls4102s200) session, in which you can view linked freight orders.
- You cannot create freight orders for retrobilled orders, or cost orders as these order types require no shipment.
- If you want to modify, block, delete, or cancel a sales order and linked freight order, the status of the corresponding freight order must be Expected, Planned, or Actual.
Due to the type of transport, or the availability of the carrier, the Planned Receipt Date can differ from the date as specified on the sales order (delivery) line. In the Sales Orders (tdsls4100m000) session, you can click Printing and then Orders with Deviation in the Shipment Dates to start the Print Orders with Deviating Shipment Dates (fmlbd3450m000) session. With this session, you can generate a difference report listing all orders for which the original dates differ from those in the load plan of Freight.