Create Delivery Schedule Item Lines Manually

This document explains how you create the item lines for a new delivery schedule (DS) and also how you add new item lines to an existing delivery schedule. You do this when you have created the delivery schedule header.

The delivery schedule item lines carry information about the item, such as to which warehouse and facility the item is connected.

Outcome

The delivery schedule item lines are entered into the delivery schedule.

You use the delivery schedule item lines as a basis when entering the delivery schedule demands, such as the quantities and demand dates required by the customer, in 'Delivery Schedule. Connect Demands' (RSS102).

You can perform delivery schedule processing per item line from the delivery schedule item lines. See Processing a Delivery Schedule.

The information you enter in the delivery schedule item lines will be automatically entered in the next level in the process. For example, if you enter a customer's order number in the delivery schedule item lines, this will be entered automatically in 'Delivery Schedule. Connect Demands' (RSS102).

The delivery schedule item file (ORSITM) is updated.

The delivery schedule header file (ORSHED) is updated in terms of the highest and lowest status among the delivery schedule items lines.

Before you start

Steps listed in Create a Delivery Schedule Header Manually must be completed.

Follow these steps

  1. Start 'Delivery Schedule. Connect Items' (RSS101) by using option 11=Items in 'Delivery Schedule. Open' (RSS100).

    If you use the recommended panel sequence EF1 in 'Delivery Schedule. Open' (RSS100), 'Delivery Schedule. Connect Items' (RSS101) will start once you have created the DS header.

    Note: The panel sequence that is normally used for 'Delivery Schedule. Connect Items' (RSS101) is E1.

  2. Choose one of the following alternatives:

    • Create new delivery schedule item lines
    • Review existing delivery schedule item lines

Create new delivery schedule item lines

  1. On the (RSS101/B) panel, select sorting order 1 and indicate the customer identity in the 'Customer number' field.

    Normally the customer represents the plant to which delivery will be made, and the customer is also subordinate to the partner in the partner hierarchy. However, the customer could equal the partner if no hierarchy exist. See Enabling Customer Delivery Schedules.

    Normally the customer represents the plant to which delivery will be made, and the customer is also subordinate to the partner in the partner hierarchy. However, the customer could equal the partner if no hierarchy exist. See Enabling Customer Delivery Schedules.

  2. Specify the address number in the 'Address number' field. Press F4 to see all the addresses connected to the selected customer.

    Note: The address number is required

    In most cases the address number represents the physical dock/gate to which delivery will be made.

  3. Indicate the identity of the delivery specification. Press F4 to see all the delivery specifications connected to the selected customer and address number.

    The delivery specification is not required. You use a delivery specification when a certain item is to be delivered to two or more different final destinations that have the same address number.

  4. Enter the alternative identity of the item in the 'Alias number' field. Press F4 and choose one of the alias numbers presented. Select New. The E panel is displayed. Go to Review the data on the E panel.

    The list presented shows alias numbers based on the definitions in the '045 Check sequence - item ID' field in 'Delivery Schedule Type. Open' (RSS010).

    If an alias number is not defined, you may enter the M3 item number.

Review existing delivery schedule item lines

  1. Select one of the DS item lines.

  2. If you want to change the DS item line, choose option Open. The E panel will be displayed.

Review the data on the E panel

  1. If you are creating a new DS item line, press Enter to retrieve all of the new values for the item.

    Once the values have been retrieved, it is possible to change them.

  2. Review the values in the 'Alias number', 'Customer's order number' and 'Delivery contract number' fields.

    The customer's order number is sometimes used as a reference number (assigned by the customer) that links the DS item line to a specific agreement. It is also common to print the customer's order number as a reference on delivery and invoice documents.

    You can find a M3 agreement in 'Customer Blanket Agreement. Open' (OIS060) by using the customer's order number or delivery contract number. The rules for how this works are defined in the '200 Agreement rule' field in 'Settings – Partners' (RSS015).

  3. Review the values in the 'Alternate unit of measure', Facility, 'Warehouse', 'Delivery note reference', 'Country of origin', 'Currency', 'Item release status', 'Model/year' and 'Customer model year' fields.

    All values are retrieved from basic customer and item data. Facility is retrieved according to the definitions in the '130 Search standard facility table' field in (RSS015). Warehouse is retrieved according to the '125 Search standard warehouse' field in (RSS015).

    Review the values in the 'Delivery note reference', 'Item release status', 'Model/Year' and 'Customer's model year' fields. Usually the values in these fields are supplied by the customer and are not retrieved from M3 basic data.

    'Delivery note reference' is used to separate different delivery schedules when performing activation and creation of a net schedule. It is also used in the dispatch process and communicated back to the customer upon delivery.

    'Item release status' can be used as input when performing deviation checks. If a deviation check is activated, you will be notified when the customer changes the release status of an item. See Check a Delivery Schedule for Deviations.

Review the data on the F panel

  1. Review the values in the 'Partner's ECO number', 'ECO date', 'Partner's design revision number' and 'Previous delivery schedule number' fields.

    The values in these fields are normally supplied by the customer and can be entered here to keep control of the link between the DS item line and the ECO/revision identities.

    The values in these fields are normally supplied by the customer and can be entered here to keep control of the link between the DS item line and the ECO/revision identities.

  2. Review the values in the 'Invoice recipient', 'Payer' and 'Forwarding agent' fields.

    Usually, these fields are set from basic data by M3 batch order entry when the net schedule is created. If you want any deviating values, you enter them here.

  3. Review the values in the 'Item responsible' and 'Planner' fields.

    These fields are defaulted with the values from 'Item. Open' (MMS001) and 'Item. Connect Warehouse' (MMS002). You change them here if you want any other values to be valid for the DS item line.

  4. Review the values in the 'Packaging', 'Customer's packaging identity', 'Standard quantity', 'Package reference' and 'Number of packages' fields.

    These fields contain information about how the customer requires the DS item line to be physically packed when delivered to the customer.

    The packaging, customer's packaging identity and standard quantity values are retrieved automatically from 'Item. Connect Packaging' (MMS053), if so defined in the '135 Update package information' field in (RSS015). The information will be transmitted to the customer order when the net schedule is created.

    The customer sometimes transmits the package reference and number of packages values. This information is not processed further in M3.

Review the data on the G panel

  1. Review the values in the 'Calculated start date/time', 'Calculated end date/time', 'Expiration date' and 'Customer's purchase order date' fields.

    The calculated start and end dates/times are updated according to the demands in 'Delivery Schedule. Connect Demands' (RSS102). This date range can be used to control the activation of the DS when the new DS replaces the current DS, and the date range is based on the settings in the '110 From/To date to use' field in (RSS015).

    The customer normally supplies the values for the 'Expiration date' and 'Customer's purchase order date' fields. 'Expiration date' can be used as input when performing a deviation check. In such cases, you will be notified when the customer plans to stop sending delivery schedules regarding this item.

  2. Review the values in the 'Delivery pattern' and 'Customer's delivery pattern' fields.

    Delivery pattern is automatically retrieved at validation, either from 'Customer Item. Open Info/Customer Addresses' (RSS050) or from 'Customer. Connect Addresses' (OIS002). 'Delivery pattern' is used to propose and manipulate the dates in the delivery schedule based on the definitions in the '505 Adjust to delivery pattern' field in (RSS015).

  3. Review the values in the 'Update method', 'Date type' and 'Transportation lead time' fields.

    The update method can be used in the new DS to either replace the entire current DS or only replace it inside the defined date/time range. If update method is not used, the date/time range will control the replacement.

    Date type is normally retrieved from 'Settings – Partners' (RSS015), and defines how to interpret the delivery dates in 'Delivery Schedule. Connect Demands' (RSS102).

    Depending on the values in the FDate type' and 'Transportation lead time' fields, the departure date from M3 and requested delivery date at the customer will be calculated when the delivery schedule is validated.

    Note: The information about retrieved lead time will not be displayed in the transportation lead time fields until the validation has been performed.

Review the data

  1. Review the values in the Demand overview fields.

    The (RSS101/H) panel contains summarized information based on the demands and their respective demand commitment indicators, as defined in 'Delivery Schedule. Connect Demands' (RSS102).

    All five valid demand commitment indicators are summarized and presented separately along with the total quantity.

    Note: Any changes made on the demand level will affect this panel immediately.

  2. Review the values in the 'Delivery number for reconciliation', 'Cumulative quantity reconciliation' and 'Reconciliation overview' fields.

    You can perform this activity in 'Delivery Schedule. Connect Demands' (RSS102) when all demands have been created.

    The S panel either contains the delivery number as the last known received delivery (according to the customer), or it contains the cumulative quantity for reconciliation (as stated by the customer) as the total quantity received since the start of the cumulative calculation. Additionally, calculated information regarding the current reconciliation situation is presented.

    You can enter the delivery number or the cumulative quantity, as stated by the customer, and then press F14='Confirm update' to update the DS item line.

    The usage of delivery note or cumulative reconciliation is based on the setting in the '015 Reconciliation method' field in 'Settings – Partners' (RSS015). See Reconciliation of Delivery Schedule Demands.

Related topics