Newly Determining the Availability of the Sales Order

Use

After completing the production, the system notifies sales person responsible (partner role ZM/VE) via a work item in his inbox that the sales order can be dispatched now. So he can decide in real-time whether the product is to be sent to the customer directly or at a later date. In this demo, we assume that the sales person converses with the customer and thus is informed that the gasoline tanks are to be delivered as soon as possible. To determine the most recent shipping date, the sales person executes an availability check and confirms (or modifies) the newly calculated date. After that the shipment can take place.

Prerequisites

Log on to the IDES system with the user WF-SD-2 and the password WELCOME (Sales person Torbe Lindgren of sales organization Frankfurt, responsible for customer 1900 Speed & Partner).

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Office ® Workplace

    Transaction Code

    SBWP

    The Business Workplace of <your name> screen appears.

  2. Choose Inbox ® Workflow ® Grouped According to Task ® Customer Order: Check Availability
  3. In the list select the line Cust. order ### can be delivered, containing the sales order number from this example.
  4. Choose .
  5. On the Change Standard Order ###: Overview screen, select the first order item and choose .
  6. On the Change Standard Order ###: Item Data screen, choose the Schedule lines tab page.
  7. Select the schedule line that contains a confirmed quantity and choose .

    8. You can now see the planned delivery date and the tab page Shipping shows the formerly planned material staging date and the transportation planning date. You see that the material staging has been planned in accordance to the former order finish date of the production order.

  8. To determine the shipping dates based on the new availability situation, choose .

    9. The Change Standard Order ###: Item Data screen appears.

    Change DlvDateForGrp,to the current date.

  9. Select the item and choose .

    10. The system now checks the availability of the necessary materials taking into consideration the confirmed actual dates of the respective production order.

    After the availability check has been completed, you can see that the system created a second schedule line and that the delivery can be dispatched earlier than planned.

  10. Choose .
  11. To check the new material staging date, select the schedule line with the confirmed quantity on the Change Standard Order XXXX: Item data screen and choose .
  12. On the Shipping tab page you can see the new dates. The shipping point is 1000 in plant 1000 (Hamburg).
  13. Set the Transport.plan.date. to the current date. The shipping point is 1000 in plant 1000 (Hamburg).
  14. Choose , in order to trigger off the shipment and confirm possible warnings.
  15. In the dialog box, choose Completing processing of step.
  16. Choose .
  17. Log off from the system.