Work with outbound delivery schedules

Related topics

Once your delivery schedule has been successfully created, you are able to access it and make alterations, before sending or printing. The following will cover some of these options.

Select the Work with outbound delivery schedules menu item.
On the initial panel, mark the schedule you wish to work with and click Change.
On the detail panel, the majority of the fields are output only and reflect the information that has been configured, as well as the date and time, if the schedule has been sent. The following fields on this panel can be changed:

Delivery schedule no

Displays the number that has been created to identify this schedule. If this schedule has been sent, this field will be highlighted and changes cannot be made. However, if the delivery schedule has not as yet been sent, changes can be made to this. If any changes are performed, then the value for the delivery schedule will be redefined here.

Schedule start date

Displays the start date on which the schedule will come into effect. Once the delivery schedule has been sent, this field may not be altered. However, before that time, you may enter a new start date herein. This must be a valid date that falls on a working day, and may not be a date that occurred before the Creation date. Similarly, it can therefore not be a date that falls after the Schedule end date.

Send via DI

This field is set to either YES or NO, depending on what was previously configured. If it is set to YES, the delivery schedule should be sent to the supplier via DI. If it is set to NO, you must print this delivery schedule. Note: You can change the value from a YES to NO, however, should you wish to change this value from NO to YES, you must be certain that the settings for the supplier, in the Business partner file, DI documents panel, have been set to YES for DELFOR.

Schedule end date

Displays the date on which the schedule will end. This may be changed by entering a valid working day that falls after the Schedule start date.

Paper copy

Denotes if you wish to have a hard copy of the delivery schedule printed, despite the schedule having been sent by DI. When Send via DI is set to YES, a paper copy will always be created.

Handler

Displays the person responsible for this delivery schedule. This field may be changed with any valid entry from Work with signatures. This is a mandatory field, but the person marked as responsible for the delivery schedules need not be the same person that will handle the related purchase orders.

Our customer number

In this optional field, the customer number that we have been issued by our suppliers may appear here and be used for reference by them. This can be changed if you so wish.

Supplier reference

Optional entry. Enter any reference to appear on the delivery schedule.

Shipment marking

Optional entry. Enter any shipping markings or comments to appear on the delivery schedule.

Click OK to update and return to the previous panel.
On Work with outbound delivery schedules, Headers, select the applicable delivery schedule and click Item/Whs.
You access the second-level of the schedule on Work with outbound delivery schedules, Item/warehouses. Select the item/warehouse that is connected to this schedule and click Change.
You access the Item/warehouse detail panel

Transport note: These three fields display the transport note numbers for the previous three deliveries, but may be changed.
Dispatch date: These three fields indicate the date on which the supplier dispatched the previous three deliveries, but may be changed.
Received quantity: These three fields indicate the quantity of the items that were sent by the suppliers for the previous three deliveries, but may be changed.
Minimum inventory: Displays the minimum inventory for this item/warehouse. This value is the same as safety stock. You may update this field for delivery types 2 only.
Maximum inventory: Maximum inventory stock is the sum of safety stock and economic order quantity. The value displayed here indicates this for the item/warehouse in question, for delivery types 2, only. It may be changed, but must be of a value higher than minimum.
Supplier year forecast: Displays the year’s forecast for this item/warehouse, but may be changed.
Warning new demand: Mandatory entry. Set to YES if a warning should be received in respect of a new demand being detected within firm horizon on any of the delivery schedule lines.
Warning reschedule: Mandatory entry. Set to YES if a warning should be received if a re-schedule proposal is detected anywhere for this schedule.

Click OK to update.

You return to the initial Work with outbound delivery schedules, Item/warehouses panel. Select the applicable item/warehouse and click Qty matrix.
You access the third-level of the schedule on Work with outbound delivery schedules, Quantity matrix. Click New demand to highlight those days on which a new demand has been received.

Under each of the days listed, a value may appear which will indicate the quantity that you expect to have dispatched to yourselves. This amount may be changed. Enter a new value for a week and a day of your choice and click OK. The system will indicate that the quantity has changed within firm horizon and will ask you to confirm this by clicking OK again.

Since the quantities have now changed, this will have an impact on the Purchase orders. Click Maintain order.

You access Work with purchase orders, Order lines, where you are able to see that a new order line has been created to reflect the new quantities entered in the step above. You may now work with and access your purchase order lines as you normally would. Once you have completed this, click Back on the above panel to return to Work with outbound delivery schedules, Item/warehouses.
From the panel Work with outbound delivery schedules, Item/warehouses, select the applicable record and click Maintain order.
The system will again display the Work with purchase orders, Order lines panel.

This is an alternative manner in which to access your purchase order lines from the item/warehouse section of the delivery schedule you are working with. From this panel you are able to access the lines that have been automatically created by the system, as well as those that you may have previously created yourself. Once you have completed maintenance of these, you may return to the previous panel.

Note: You may click Header if any errors occurred during the creation or update of purchase order lines during the Create outbound delivery schedule routine and only if this routine was performed in batch.

Return to Work with outbound delivery schedules, Headers.
On that panel, select the delivery schedule with which you are working and click Re-run.
You access Work with outbound delivery schedules, Re-run. You may wish to re-run a delivery schedule, in instances such as you discovering a new MRP-proposal had not been created, or if the DRP-file was not updated, which would have an impact on the forecasted requirements. This is done in much the same way as illustrated in Generate outbound delivery schedules. The delivery schedule will now be re-generated and the new details will be taken into consideration. Your outbound delivery schedule is now ready to be sent or printed.