Document Assignment

Purpose

The Document Overview screen is used to assign underlying documents to a shipment. The Transportation and Distribution (TD) bulk shipment component supports inbound purchases, outbound sales, and product transfers, and is integrated with the relevant process flows. The underlying documents that can be assigned to and processed within a bulk shipment are:

Reservations
Shipping notifications
Deliveries

The following diagram shows the relationship of these documents to the bulk shipment process.

This graphic is explained in the accompanying text.

Note Note

When a document is assigned to a shipment during Scheduling, that document is blocked for use by other shipments and updates from other transactions.

End of the note.

Process Flow

You enter the document numbers in the Document Overview screen.

Alternatively, a document selection routine can be used during scheduling to find documents for assignment to a shipment. The document selection routine generates a list of documents that meet the selection criteria you specified. You can select documents from this list for assignment to the shipment.

Selecting Documents using Selection Report:

Go to the Documents Overview screen.
Place the cursor in the Document field.
Choose Select Documents .
Select the box or boxes which correspond to the documents you want to use for the shipment.
Fill in the selection criteria.
Select Execute .

After executing the document selection routine, the system returns a list of relevant documents which are not used by other shipments. From this list you can select the documents you want to use for the shipment.

You enter the document type.

The document type determines how the system processes the underlying document. When assigning documents to a shipment, it is necessary to select one of the following document types:

D - Delivery

R - Reservation

S - Shipping notification

You enter a sequence number (optional).

The document sequence number can be used to sort documents which are assigned to the shipment. If no document sequence numbers are assigned, the system displays the documents sorted by document number.

You select the document relevance.

During scheduling, documents are assigned to a shipment as load or discharge relevant. For example if you mark a document as relevant to loading, the system proposes the product and quantities from the document during the Loading Confirmation process. If you mark the document as relevant to discharge, then the product and quantities from the underlying document are proposed in the Delivery Confirmation process. At least one of the indicators must be selected when the document is assigned, or you can also select both.

Result

The tables below show how documents assigned to a shipment are processed in terms of the underlying goods movements, depending on the settings of the load and discharge relevant indicators.

Documen t	Load relevan t	Disch. relevan t	Actio n	Movements	Comments
Delivery	X	X	L	311 Delivering Plant/Storage location to Intransit Storage location
			D	601 Intransit Storage location to customer
		X	D	601 Intransit Storage location to customer
	X		-		Not allowed at scheduling
Shipping Notification	X		L	101 Goods Receipt to Intransit Plant/ Storage location
	X	X	L D	101 Goods Receipt to Intransit Plant 301 Transfer to Receiving Plant/ Storage location
		X			Not allowed at scheduling
Documen t	Load relevan t	Disch. relevan t	Actio n	Movements	Comments
Reservation	X		L	301 Delivering Plant to Intransit Plant
		X	D	301 Intransit Plant to Delivering Plant
	X	X	L D	301 Delivering Plant to Intransit Plant 301 Intransit Plant to Receiving Plant
2-step Transfer	X	X	L D	311 Delivering Plant + 641 Goods Issue 101 Goods Receipt
		X	D	641 Goods Issue to Intransit of receiving plant
	X			Not allowed

For each document assigned to the shipment, the following information is proposed:

Plant/vendor/customer (depending on the type of document)
Number of items in the document
Weight
Volume
Status of the document
Incoterms of shipment item (not proposed for reservations)

A status is displayed for each document assigned to the shipment. This status is separate from that of the shipment which is displayed in the Shipment Header .

Documents can be viewed by double-clicking on the shipment item.

Documents can be deleted from the shipment by selecting the line item and selecting Start of the navigation path Edit Next navigation step Delete End of the navigation path document.

Procedure:

Creating a Shipment