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 Collective Processing of Documents due for Delivery

Use

Operations (sales orders or purchase orders, for instance) are analyzed and delivered (transferred) for delivery creation according to their planned delivery-creation dates. The analysis gives you an overview of the work required. You can still make manual changes to the planned outbound delivery situation by using the selected delivery list (also called the shipping due date index or shipping due list). This may be used for the following operations:

  • Manual selection of documents to be delivered from a larger delivery list

  • Manual assignment of actual quantities to be delivered to delivery planning

  • In the introductory phase of setting automated outbound delivery creation

Collective delivery of multiple documents in one step may be especially helpful in the following situations:

  • If outbound delivery creation occurs regularly in the background. You can create rules for worklist creation in a user role for this delivery and work on the worklist regularly.

  • If the length of time needed between creating the transaction and actual outbound delivery (picking, shipment completion) is longer than the time it takes for picking and scheduling.

  • If multiple orders are to be combined into one delivery for a certain ship-to party.

Integration

Delivery of documents via collective processing is integrated into the following logistics chains:

  • Sales order→Outbound delivery→Picking→Shipment→Billing

  • Purchase order→Outbound delivery→Picking→Shipment→Billing/internal settlement

Prerequisites

Operations that are planned for outbound deliveries (deliveries with a delivery list) are taken into consideration. This is currently the case for sales orders and purchase orders (stock transport orders and purchase order returns items). Taking sales orders as an example, the following criteria must be met:

  • Quantity must be confirmed by the availability check of the material in the order

  • Corresponding conditions for writing the delivery list must also be met

Range of Functions

As you process the delivery list, you can select documents due for delivery according to certain criteria and either

  • Deliver them immediately in the background, or

  • Display them

You can preconfigure the display and processing formats by using user-specific and role-specific delivery scenarios .

You can manually process the operations you display. For instance, you can:

  • Deliver the selected operations

  • Select manually, using your own judgement

  • Sort and filter

  • Total the weights and volumes

  • Display existing (open) deliveries for sales orders

  • Go from the fast display to the document display and change the quantity to be delivered, if necessary

  • Review the deliveries that have been created (view the delivery creation log)

  • Go to document processing (sales order, purchase order, delivery)

  • Delete deliveries

There are two different ways to process documents:

  • Index processing

  • Item processing

Index processing

In index processing, documents that have at least one of the items due for delivery matching the criteria are selected and these documents and all of their items (regardless of if they meet the item criteria) are then delivered. This is the most efficient way to deliver planned deliveries to the customer on time.

You can use this processing form by making a list category setting ( Index list ) in the user role.

Note Note

If you would like a summary of all documents due for delivery, yet want to delivery only those items that meet the item criteria, use the Selected items (= X) setting in the function code profile for delivery creation.

End of the note.

Item processing

In item processing (list category = item list or schedule line list), only those items that meet the selection criteria are processed. Item processing is meant to be used for manual processing of the delivery list. You must check the consistency of all the items. Pay special attention to delivery groups, bills of material and material substitutions.

Functions during delivery:

  • The system combines orders when several operations are delivered simultaneously.

  • The system makes several attempts to deliver documents that are blocked by other users.

  • Additionally, the same determinations and checks take place as those during delivery of a sales order in the foreground (storage location determination, route determination, availability check, for example).

Activities

Choose the selection criteria for the delivery scenario you would like to use.

If you want the list to be displayed or created certain way, change your user role specifications.