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 Phase Delivery

Purpose

Phase delivery allows you to split shipping of a media product to retailers between several delivery dates (phases) . You can achieve high market penetration and you can keep the return quantity down by including the return quantities from one phase in the delivery quantity for the next phase.

Example Example

You print a special issue with a draw of 500000.

In the first phase , 300000 copies are delivered to all points of sale in the north of the country. Three months later, 100000 unsolds are returned.

In the second phase , the returns are delivered together with the remaining 200000 copies to all points of sale in the South.

End of the example.
Short Description

To execute phase delivery, you group the customers (retailers) who are to be supplied in each phase. You plan the delivery dates (phases) for each media issue and customer grouping in the phase model . You define the delivery quantities of the individual media issues for each retailer in the quantity plan . You generate the orders for each phase based on the specifications in the phase model and quantity plan. The return quantities from one phase are included in the outbound delivery for the next phase.

The following diagram illustrates the features of phase delivery described above using the example of two phases for the target areas North and South.

This graphic is explained in the accompanying text.

Prerequisites

  • Assignment type to geographical grouping of retailers

    The assignment types required should be defined in Customizing . IMG path:   SAP Media  Master Data  Business Partner  SAP Business Partner  Maintain Geographical Assignment Type.  

  • Geographical assignment of each retailer (in the retailer’s master record)

    The assignment of the geographical unit is classified by an assignment type in each retailer’s master record.

    You can use the assignment type to group several retailers from different geographical areas for phase delivery. This means, for example, that you can group retailers in the following ways:

    • Geographical grouping

      • Rough, for example the northern and southern parts of a sales area

      • Detailed, for example federal states, carrier routes or other geographical areas

    • Non-geographical grouping , for example city and country or other categories of your choice

  • Media issue

    The media product that is to be delivered by phase delivery must be recorded in the media product master. The media issue to be delivered must be created and must be assigned to the issue sequence for the media product.

  • Contracts for the media product

    Media products that are to be delivered by phase delivery must be assigned to the appropriate retailers in media contracts . See Addition of Media Products to Contracts .

Process Flow

The phase delivery process comprises the following steps:

  1. Creation of phase model

    You create a phase model for phase delivery of media products for a validity period for each assignment type . You record the assignment between the selected retailers and one or more media issues in the phase model.

    Note Note

    Exception : Phase models for mass subsequent deliveries created using the function Quantity Planning for Each Media Issue do not require an assignment type. If you select the subsequent delivery indicator on the initial screen for phase model processing, the assignment type on the maintenance screen for the phase model is hidden. Default values are entered automatically for the delivery date and delivery quantity for mass subsequent deliveries for a phase model when the function for creating mass subsequent deliveries is started.

    This means the following steps are only relevant for phase delivery.

    End of the note.
  2. Planning of phase dates

    You define a phase date for each target area to which a media issue in the phase model is to be delivered.

    You should normally define phase dates in such a way that outbound delivery, sales and returns processing are completed for one phase before the next phase begins.

  3. Quantity planning

    You plan the delivery quantities for each phase for the corresponding contract items for the retailers assigned.

  4. Monitoring of the phase model

    You can use the monitoring function to check whether contracts exist for the retailers in the individual phases and whether or not the corresponding delivery quantities have been planned.

  5. Creation of orders

    You create orders for phase delivery using a mass processing function. The system creates an order based on the default settings in the phase model for each planned delivery quantity.

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