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Procedure documentationScheduling Deliveries

 

You can perform general and specific delivery schedules using the Delivery Schedule Management and Delivery Schedule Confirmation windows.

For more information, see Example: General Delivery Schedule and Example: Specific Delivery Schedule.

Prerequisites

You have full authorization for Delivery Schedule Management under Sales - A/R in the Authorizations window. To open this window, from the SAP Business One, version for SAP HANA Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Authorizations Next navigation step General Authorizations End of the navigation path.

Procedure

  1. From the SAP Business One, version for SAP HANA Main Menu, choose Start of the navigation path Sales -A/R Next navigation step Delivery Schedule Management End of the navigation path.

    Alternatively, in the SAP Business One, version for SAP HANA toolbar, choose Delivery Schedule Management (Delivery Schedule Management).

    Note Note

    To open the Delivery Schedule Management window displaying the information for an item, open one of the following documents, right-click a row, and choose Delivery Schedule Management.

    Alternatively, open one of the following documents, locate your mouse cursor in an item row, and choose Delivery Schedule Management (Delivery Schedule Management):

    • Sales orders with positive quantity

    • A/R reserve invoices with positive quantity

    • A/R correction reserve invoices with positive quantity

    • Inventory transfer requests

    • Production orders

    • Purchase orders with negative quantity

    • A/P reserve invoices with negative quantity

    • A/P correction reserve invoices with negative quantity

    The Delivery Schedule Management window appears.

    End of the note.

  2. In the Item field, enter any part of the code or name of the item for which you want to schedule available to promise quantity, and select the item from the proposal list.

    Note Note

    The application displays items in the proposal list with the following priorities:

    • Highest – Fully matches the user entry to the item code or name

    • Medium – Matches the user entry to the beginning of the item code or name

    • Lowest – Matches the user entry to the middle of the item code or name

    The matching process is not case sensitive. The proposal list displays the top 10 items for you to select.

    For example, if you enter i01, the proposal list displays i01, I01, i011, I01ab, Ti01, ABi012, AI013, HI019, BHi018, acI012.

    End of the note.

    Note Note

    If you enter special characters, enter a space after the characters to display the proposal list.

    End of the note.

    Related open documents appear in the main table and are sorted by delivery dates in descending order by default.

    In the general area of the Delivery Schedule Management window, you can do the following:

    • Warehouses – Select specific warehouses to see the related documents. Warehouses are sorted by their codes in an ascending order. By default, the default warehouse of the item is selected. If the item does not have a default warehouse, the first warehouse is selected by default.

    • Inventory Status – Choose this button to open the Inventory Status (Available-to-Promise) window. For more information, see Viewing Detailed Confirmation Status.

    • In the Sort By dropdown list, select Delivery Date, BP Priority, or Document Amount to sort the documents according to the selected criteria. By default, documents are sorted in descending order. To change the sorting order, select the Ascending checkbox.

      The sorting sequence decides the sequence used when creating a delivery schedule. To perform a customized sort, see step 4.

  3. The Delivery Schedule Management window displays the following document information:

    • Document – Choose the link button to open the document window.

    • Business Partner – Choose the link button to open the Business Partner Master Data window.

    • Qty (Inv. UoM) – Displays the quantity of the item in inventory UoM.

    • Confirmed – Displays the confirmed quantity of the item including the delayed quantity in red.

    • Unconfirmed – Displays the unconfirmed quantity in red in the document.

    • Delivery Date – Displays the delivery date specified in the document.

  4. The Delivery Schedule Management window, allows you to do the following:

    • To see detailed scheduled delivery quantities and dates of a document, choose the document.

    • To perform a customized sort, choose the number before the document, in the Customize Sort Sequence field, enter a number between 1 and the total number of documents, and choose the OK button. The Sort By dropdown list displays Custom, and the Ascending checkbox is disabled. To return to the original sort, choose the Reset button beside the Sort By dropdown list.

    • To perform a general delivery schedule, choose the Preview button to open the Delivery Schedule Confirmation window.

      In the Delivery Schedule Confirmation window, review the deliveries rescheduled by the system. If you agree with the general schedule, choose the Confirm button to return to the Delivery Schedule Management window with the rescheduled deliveries displayed. If you do not agree with the general schedule, choose the Cancel button to exit the window. For more information see Example: General Delivery Schedule.

    • To perform a specific delivery schedule, drag the target document to the target area. For more information, see Example: Specific Delivery Schedule.