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 Combining Sales Document Items for Delivery

The complete delivery and delivery group functions enable you to combine some or all of the items in a sales order so that they are delivered to the customer together for the same date. The system automatically determines the earliest delivery date possible for the group of items In extreme cases, all the items in a document) and adjusts the schedule lines accordingly. Relevant requirements records are automatically changed or re-generated.

Complete Deliveries

To combine all items in a sales document for delivery, you can set the complete delivery indicator. The indicator can be proposed automatically from the customer master record or you can set it manually in the sales document.

Note Note

If the complete delivery indicator is set for a sales order, the system automatically creates a delivery group that consists of all items in the sales order. The system takes the latest delivery date among the items and applies it to the whole delivery group.

End of the note.

Setting the Indicator Manually

You can set the complete delivery indicator manually during sales order processing in the Shipping tab page in the header overview so that all the document items are completely delivered.

Proposal From Customer Master Record

If you set the complete delivery indicator in the shipping screen of a customer master record, the system automatically proposes the indicator in the sales documents you create for that customer. You can change the indicator manually in the document.

Delivery Groups

If you want to combine a number of items in a sales document so that they are delivered together, you can create a delivery group, as illustrated in the following graphic:

When you create a delivery group, you should be aware that:

  • An item cannot be included in a delivery group if the item

– has more than one order quantity

– has no confirmed quantity

  • If an item has more than one schedule line with confirmed quantities (for example, after an availability check with the delivery proposal option) the system displays the date of the latest schedule line in the delivery group overview screen.

When forming delivery groups, the system deletes the earlier schedule lines and copies their confirmed quantities into the latest schedule line.

Creating a Delivery Group

To create a delivery group in a sales document, proceed as follows:

  1. Choose the Shipping tab page from the overview screen.

  2. For each of the items that you want to combine into a delivery group, enter the same number in the Delivery group field.

  3. For example, if you want to combine three items into a delivery group, you enter 1 in the Delivery group field for each item. You can create additional delivery groups by using different numbers.

  4. Choose Enter or Save to save your data.

The delivery groups are created. The system creates the schedule line date for each delivery group and copies it to the sales document.

Note Note

A delivery group consists of at least one item in a sales document and can, in the case of complete delivery, consist of all items.

End of the note.

Changing Delivery Groups

In the Delivery Group overview, you can expand or reduce delivery groups and also change the schedule line date of the delivery groups.

  • You can extend a delivery group by entering the delivery group number in the Delivery group field for the document item that you want to add to a delivery group.

  • You can remove an item from a delivery group by deleting the delivery group number for that item.

  • You can manually change the schedule line date that the system proposes for a delivery group to a later date and if necessary, the system redetermines shipping and transportation dates. However, you can only change the date to a later date.

Removing Delivery Groups

You can undo a delivery group by deleting the delivery group numbers for every item in the group.

If you delete a delivery group or deactivate the complete delivery indicator, the system tries to recreate the original schedule lines for the individual order items. In the case of items whose original quantity could not be confirmed, the system carries out a new availability check.

Displaying Delivery Groups

For each item that belongs to a delivery group in a sales document, you can display the delivery group number.

To display this information, choose the Shipping tab page from the overview screen.