Creating Delivery Orders 

Prerequisites

Before creating a delivery order, you must first have received a pick-up sheet from the customer by fax or, ideally, by Electronic Data Interchange (EDI).

You can create a delivery order only on the basis of a scheduling agreement for delivery orders. A valid scheduling agreement (type LZM) is therefore required.

Procedure

Other than entering data specific to delivery orders, you create a delivery order in the same way as a standard sales order.

  1. Create an order using sales document type TAM with reference to a scheduling agreement.

    2. A dialog box appears.

  2. Enter data to find the related scheduling agreement.

    3. Use the customer material number in the pick-up sheet as a basis for this search, or any of the other search options. If there is more than one scheduling agreement that matches your criteria, simply choose the appropriate one from the selection list.

  3. Specify the pick-up date and times.

    4. If you do not use EDI, enter the pick-up date and times manually from the pick-up sheet. These date and times are of central importance in the delivery order. You cannot continue processing until you have entered this information.

    If you wish to enter a pick-up date or times different from those in the pick-up sheet, or change the date or times proposed by the system from the IDoc, you must inform the forwarding agent.

  4. Choose Enter.

    5. The system copies data from the dialog box into the delivery order entry screen. It also copies the material and customer material from the scheduling agreement.

  5. In the purchase order number field, enter the pick-up sheet number.

    6. In this way, you associate the delivery order with the pick-up sheet. This helps keep the document flow transparent when dealing with an external document such as the pick-up sheet. You can, for example, display the delivery order and this pick-up sheet number (as the purchase order number) in the scheduling agreement.

  6. Enter the quantity requested by the customer in the pick-up sheet.
  7. Enter additional information, as required.

All data required for delivery order processing is in the pick-up sheet. You may want to enter additional data, however, for information purposes. Scroll right in the item overview to enter a sequence number or receiving point, for example.

To enter an additional material, choose Sales document ® Create with reference to scheduling agreement again.

Items cannot be deleted once you have saved the delivery order. This is to ensure that the original customer requirements sent by EDI are not changed. If you accidentally enter an item that you later do not want, simply reject it.