Creating a delivery schedule manually

This document explains how you create a delivery schedule manually. Delivery schedules are created manually when they are not entered automatically by M3 EDI Solution.

If your partners have the ability, it is preferable to send delivery schedules by EDI since it requires less manual work. When EDI is not used, the delivery schedule is sent by other media, such as fax or email.

Usually, you create a new delivery schedule (DS) to replace the current one, but it is also possible to create a delivery schedule for the first time. When a DS, or a DS item line, is created for the first time, there is no connection to any previous DS in M3.

Outcome

A complete delivery schedule, which consists of a header, item lines and demands, is created.

A unique internal DS number is created and the delivery schedule is automatically validated.

Based on the level of commitment and time period of each demand, the DS is used as a demand source to a company's planning and execution processes. The DS specifies such things as what to supply and to whom, and also the range of time of the demands. Eventually, the DS will result in customer demands for planning and execution purposes.

The next mandatory step is to activate the DS. The activation is performed in 'Delivery Schedule. Open' (RSS100) or in 'Delivery Schedule. Connect Items' (RSS101).

For information on How the System Is Affected, refer to the instruction documents listed in the See Also section of this document.

Before you start

  • A partner structure according to Enabling a Partner Structure must have been defined.
  • A partner agreement according to Enabling a Partner Agreement must have been defined.
  • An item must be defined in 'Item. Open' (MMS001), 'Item. Connect Warehouse' (MMS002) and 'Item. Connect Facility' (MMS003).
  • An item alias can be defined in 'Customer. Connect Item' (OIS005) or in 'Item. Connect Alias Number' (MMS025).

Follow these steps

  1. Create Delivery Schedule Header

    Use this activity to create a new DS header or to review an existing one. This is done in 'Delivery Schedule. Open' (RSS100). Usually, you perform this activity when you have received a DS by email or fax from your partner.

    The header contains basic data that controls the overall schedule, such as the date and time range.

  2. Create Delivery Schedule Item Lines

    Use this activity to create an item line for each item stated on the DS that your partner has sent. You can either create the DS item lines for a new DS or add new item lines to an existing DS. This is done in 'Delivery Schedule. Connect Items' (RSS101).

    The delivery schedule item lines include basic item information, such as item number, item alias connection, selection of warehouse and connection to customer number, address number and possible delivery specification.

  3. Create Delivery Schedule Demands

    You use this activity to either create demands for a new DS, or to review demands in an existing DS, for each item line created in the previous step. This is done in 'Delivery Schedule. Connect Demands' (RSS102).

    The DS demand carries information such as quantities, requested demand dates and times and whether the demand is a firm demand or a forecast. Usually, the DS includes several demands with different dates, which together form the time horizon of the DS.

  4. Update Reconciliation Information

    Usually, you update the reconciliation information when all demands are created. See Reconciliation of Delivery Schedule Demands.

    When the DS demands are created, the DS item line is automatically validated. For further information on the validation step, see Delivery Schedule Validation.

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