Transportation and Delivery Scheduling
During order entry, each schedule line for an item can contain a requested delivery deadline. The goods should arrive at the customer on this date. At the order processing stage, the system can automatically schedule when the essential shipping activities such as picking, loading and transporting must be started so that the requested delivery date can be kept.
The terms used in scheduling are defined below. You must distinguish between
If you have not maintained any working times in the shipping point, the unit for the time specification is the day (workday = 24 hours) with two decimal places
If you have maintained the working times in the shipping point, the unit for the time specification is hours, minutes, and seconds.
You can also enter the factory calendar of the forwarding agent for the route when you define the transit time. This factory calendar can be different from your company's calendar. For example, the forwarding agent might operate a 6-day-week.
You may only enter the transit time in days with two decimal places, even if you have maintained the working times in the shipping point.
The following figure shows the different times that are taken into account during delivery scheduling.
The following deadlines are of importance for delivery processing:
The delivery deadline can be the customer's requested delivery deadline or the confirmed delivery date (that is, the earliest date on which you can deliver goods to the customer).
Data in the Sales Order
You will find the appropriate data in the sales order on the Item - Schedule Line - Shipping details screen. You call up this screen as follows:
Data in the Delivery
You will find important shipping data at header level in the delivery. For this purpose, choose Header® Shipment-relev.info from a header or overview screen.
The material availability date can be different for each item. For example, this could be due to large quantities or complicated packaging. You will find this date at item level. Select the item for which you want to display the material availability deadline from the initial overview screen and then choose Item ® Item details. You will find the material availability deadline in the Picking section in the Mat.avail.date field.
In the sales order, the system can determine exactly at which time goods must become available, be loaded, and sent so that they arrive at the ship-to party location on the requested delivery deadline. The two different types of scheduling that are carried out are delivery scheduling and transportation scheduling.
Delivery Scheduling - Transportation Scheduling
All activities that must be carried out before the goods can be delivered to the customer are taken into account during delivery scheduling. This includes loading, picking, and packing. Delivery scheduling determines the material availability deadline and the loading deadline.
All deadlines that are used for preparing and carrying out the transportation of goods are taken into account during transportation scheduling. This includes the transit time and the transportation lead time that you need for ordering a foreign forwarding agent or for arranging a truck from the your company's truck fleet. The goods issue deadline and the transportation scheduling deadline are determined by transportation scheduling.
For each sales document type, you can define whether a delivery scheduling and/or a transportation scheduling will be carried out.
It is possible to specify by shipping point whether the system proposes loading time and pick/pack time for delivery scheduling. To determine these times, use the following criteria:
Processing may be carried out more quickly in one shipping point than another.
Since the route is required for determining the mode of transport, a delay in processing or quicker processing can be taken into account here. Weight can be important for determining pick/pack time, the loading group from the material master record for determining the loading time.
If the route is not to be taken into account when the pick/pack time or loading time is determined, the shipping point and the weight become the only criteria used for determining the pick/pack time. The shipping point and the loading group become the criteria used for determining the loading time.
The transportation lead time and the transit time for transportation scheduling are determined using the route.
Backward scheduling is always carried out for both delivery scheduling and transportation scheduling. If backward scheduling determines a material-availability deadline or transportation-scheduling deadline that lies in the past, the system automatically carries out forward scheduling to determine a delivery deadline that can be confirmed.
The system first carries out backward scheduling from the requested delivery deadline:
Requested delivery deadline
./. minus transit time
Goods issue deadline
Goods issue deadline
./. minus loading time
Based on the loading deadline, the system determines two further dates, the transportation planning deadline and the material availability deadline.
./. minus transportation lead time
Transportation scheduling deadline
./. minus pick/pack time
Material availability deadline
The earlier of these last two dates (material availability deadline and transportation scheduling deadline) determines when a schedule line becomes due for shipping.
If backward scheduling determines a date in the past as the date on which a schedule line becomes due for shipping or if the material will not be available on the date calculated, the system automatically carries out forward scheduling to determine the earliest possible shipping deadline.
For example, starting from the current date, the system calculates the loading deadline, the goods issue deadline, and then the confirmed delivery date. It does this by adding together the shipping times mentioned above.
Rounding Rules for Data
If you have not maintained any working times, the system always rounds dates for scheduling up or down according to normal business practice. In addition to this, different buffer times can be determined for each shipping point and added to the loading time and the pick/pack time. This enables you to take into account possible delays in the shipping activities in advance.
Depending on the rounding rule you are using, the system may determine that loading scheduled according to the pick/pack time to be carried out in the afternoon will not be started until the following day. Thus, should picking and packing be held up, the truck is not kept waiting.
You can define the rounding period per shipping point in Customizing.
If you have maintained the working times, the scheduling is calculated exactly.