Unchecked Delivery

Purpose

An unchecked delivery is a delivery with a reduced scope of check. This reduced scope of check refers mainly to the availability checks, but can also affect other checks.

An unchecked delivery is only created when the document to which it refers represents a shipping requirement. That is to say, there is a date on which the preceding document becomes due for shipment i.e. it has a confirmed quantity. An unchecked delivery is not created when the preceding document should only influence the requirements planning without triggering shipping (purchase requisition, quotation, forecast delivery schedule).

Characteristics of the Unchecked Delivery

  • The required functions for unchecked deliveries are available independently of the system landscape.

  • The purchase order and the unchecked delivery are kept synchronous.

  • An agreed check against allocations takes place between the profit centers.

  • The unchecked delivery uses the intra-CC transfer price for internal billing.

  • The transfer price between the two profit centers is displayed in the unchecked delivery.

If no transfer price exists:

  • The standard price is used and the system runs a report to select unchecked deliveries without transfer prices. (See this documentation .

Missing transfer prices do not necessarily lead to delays in the logistic process. In these cases, you can make subsequent changes to the unchecked delivery until the goods are issued.

  • The unchecked delivery can be cleared to planning elements (must affect MRP). [Note: The unchecked delivery in APO takes on the output node ("Reservation" of the quantity in the issuing location) of the purchase order. The topic "Clearing against independent requirements planning" will not be discussed here.]

  • The unchecked delivery contains all the technical information for shipping (goods receipt/issue slips, dangerous goods, and transport information).

  • The unchecked delivery contains the issuing and receiving profit centers.

Process Flow

Triggering the Unchecked Delivery

The unchecked delivery is triggered by the purchase order, both when you create and when you change the purchase order.

No ATP checks take place in the unchecked delivery. The ATP checks take place from the PReq in the joint APO system.

Converting Unchecked Deliveries into Deliveries

The purchase order is updated when the unchecked delivery is converted into a delivery.

Converting an unchecked delivery into a checked delivery involves performing all necessary checks that were explicitly switched off when you created the unchecked delivery, especially the availability check.

The delivery takes on either the total confirmed quantity or a confirmed partial quantity. The delivery then behaves as if you had reduced the quantity manually. The status of the purchase order is changed when the unchecked delivery is converted into a delivery. The requirements type also changes. This means that the requirement in the unchecked delivery in the issuing system is deleted, and is then replaced by the requirement from the checked delivery.

If you change the quantity when converting an unchecked delivery into a checked delivery, then the corresponding PO items receive the information that the quantity in the delivery item has changed. The purchase order then decides whether the quantity should be changed for an existing unchecked delivery, or whether a new unchecked delivery should be created. The PO decides this, for example, using the tolerance rules. The process of automatically generating a new unchecked delivery using the remaining quantity from the PO is the same as when creating it manually. The purchase order checks whether any open schedule lines exist. If this is the case, then a new unchecked delivery is created.

Updating the Purchase Order History

The unchecked delivery is not updated in the purchase order history, because every purchase order triggers an unchecked delivery and this information does not offer the user any actual advantages. This avoids unnecessary communication between the systems.

When the unchecked delivery is converted into an actual delivery and the delivery is saved, the system updates the PO history.