Joint Delivery Rules

This document explains how joint delivery rules check for allocation over a group of order lines that are defined by an implied joint delivery code instead of by a joint delivery code (joint delivery code=delivery together of several different order lines within a customer order). For example, these groups of lines may contain the same style and color.

Outcome

Delivery completeness is checked via allocation, and the result is:

  1. Order lines are available for dispatch.
  2. Order lines are not available for dispatch and de-allocated.
  • The primary use for joint delivery is to ensure delivery according to customers' requirements prior to the release of the order for picking, packing and delivery to the customer.
  • Joint delivery also frees up stock for other orders, if joint delivery rules prevent shipment on the order that currently has the allocation.

The hold code on delivery lines is set according to the outcome of joint delivery tests. The hold code per delivery is stored in the delivery number (MHDISL) table.

Before you start

  • Settings for joint delivery rules must be defined. Refer to Define Settings for Joint Delivery Rules.
  • Settings for allocations must be defined depending on the selected allocation method (batch or automatic allocation).
  • If you are going to use deallocation, the allocation automatic start job in 'Auto Allocation' (MMS920) should not be running. You can stop it in (MNS050) or (MNS051).
  • The order line must be held before release of the picking list (parameter 040) in 'Dispatch Policy. Open' (MWS010).

Purpose

These rules apply, for example, to a certain style, color, size and so on, and are often used in the fashion industry

With this function, you can perform a check to see if a group of lines pass or fail for dispatch according to the joint delivery rules. These rules are user-defined and must not necessarily be for 100% allocation. Instead, each line is, for example, 60% allocated, or, in total, 80% of the group is allocated.

When

The primary use for joint delivery is to ensure delivery according to customers' requirements prior to the release of the order for picking, packing, and delivery to the customer.

How

The order lines have been allocated automatically, or in batch. The joint delivery rules check for completeness over a group of order lines.

When the system has located order lines within a group that are complete, these are released for dispatch.

The order lines within a group that are not complete are checked based on the joint delivery rules set in (CMS016, CMS017 and MWS125) and will be de-allocated or held, that is not released for dispatch.

Soft allocated lines are excluded when the joint delivery rules are run.

Workflow in M3

This workflow describes how M3 automatically selects what to be de-allocated and allocated.

  1. Test for Joint Delivery Rules

    The order lines have been allocated automatically or in batch. Ensure to check for completeness over a group of order lines. Start 'Joint delivery' (MWS180). Fill in the fields, and press Enter. Actual testing is done in (MWS181).

  2. Check Completeness of Delivery

    The system first checks the completeness of the selected orders.

  3. Order Lines Available for Dispatch

    When the system has located order lines within a group that are complete, these are released for dispatch.

  4. Find a Group of Lines to De-Allocate or Hold

    Order lines within a group that are not complete are checked based on the joint delivery rules set in (CMS016, CMS017 and MWS125).

  5. Hold or De-Allocate

    After the order lines within a group are located, the next step is to either hold the order lines with code 2 or to de-allocate the order lines. Whether the order lines should be held or de-allocated depends on the selection on the (MWS180/E) panel.

  6. Order Line Not Available for Dispatch

    The result is an order line that is available for dispatch or not. If the order line is not available for dispatch, further allocation and changes in stock can make the order line pass through the joint delivery test and become available for dispatch.