This program is valid for both Inbound and Outbound delivery schedules depending on from where you access this panel. This panel displays delivery schedules either received from customers or sent to suppliers through DI. A delivery schedule can either contain a net forecast, a gross forecast, or both.
The panel displays all inbound delivery schedules which have not been retrieved (updated) to the Delivery schedule file yet. If you are working with outbound delivery schedules, the panel displays all schedules which have not yet been sent from the Delivery schedule file.
Inbound delivery schedules
From here, you can both retrieve a schedule and create a sales order from a schedule. If you only retrieve the schedule without creating a sales order, you can maintain the schedule after retrieving it by using the Work with inbound delivery schedules menu item.
Net forecast
Delivery schedules with net forecast, contains information about the quantities of the items to dispatch to the customer, including dispatch dates. Your company, as the supplier, should follow the schedule and deliver the goods required.
Gross forecast
Delivery schedules with gross forecast, contains information about the current stock situation for items at the customer’s warehouse, including a minimum and maximum stock level. Your company, as the supplier, should monitor the stock situation and dispatch goods when needed. The term used for this is VMI, Vendor Management Inventory.
Note: A gross forecast delivery schedule can also contain information about net forecasts, i.e. what, and when, to dispatch a certain quantity.
Outbound delivery schedules
From here, you send a delivery schedule. You can maintain the schedule after sending it by using the Work with outbound delivery schedules menu item.
Net forecast
Delivery schedules with net forecast, contain information about the quantities of the items that your supplier should dispatch to you, including dispatch dates.
Gross forecast
Delivery schedules with gross forecast, contain information about your current stock situation, including a minimum and maximum stock level, as well as the sales forecast. Then, your supplier may calculate how much and when to send you the items.
Options
| Items | Select this option for the Inbound schedule for which you want to see the item list. |
| Item/whs | Select this option for the Outbound delivery schedule for which you want to see a list in item/warehouse sequence. |
| Retrieve | Select this option to retrieve a record. Note: This option is only displayed when working with Inbound delivery schedules. |
Function keys
Selection fields
- Customer no
- This field is only displayed when working with Inbound delivery schedules. Displays the customer who sent the Inbound delivery schedule.
- Supplier no
- This field is only displayed when working with Outbound delivery schedules. Displays the supplier to whom the Outbound delivery schedule will be sent.
- Delivery schedule no
- If you are working with an outbound delivery schedule, indicates its number.
- Name
- Displays the name of the customer or the supplier.
- Conn method
- Subtype
- Displays the DI document subtype defined for the type of document. The type of document for delivery schedules is called DELFOR. The DI document subtype for delivery schedules is defined in the DI documents table.
- Crt date
- Displays when the delivery schedule was received/sent. Delivery schedules can be received/sent by using the Receive DI documents or Send DI documents menu items.
- Crt tim
- Displays the point of time when the delivery schedule was received/sent.
- Err code
- Indicates if the delivery schedule in DI contains any errors.
Work with DI database, Inbound/Outbound DI DELFOR, Header (DIR82004)
This panel displays detailed information about the delivery schedule received from the customer or sent to the supplier.
- Customer number
- This field is only displayed when working with Inbound delivery schedules. Displays the customer who sent the Inbound delivery schedule.
- Supplier number
- This field is only displayed when working with Outbound delivery schedules. Displays the supplier number and name to whom the Outbound delivery schedule will be sent.
- Delivery schedule no
- If you are working with an Outbound delivery schedule, indicates its number.
- Connection method
- Method subtype
- Displays the method subtype used when transferring this type of document, for example EDIFACT. The type of document for delivery schedules is called DELFOR. All valid method subtypes for delivery schedules are defined in the DI documents table.
- Document subtype
- Displays the DI document subtype defined for the type of document. The type of document for delivery schedules is called DELFOR. Two document subtypes are valid for delivery schedules, which are defined in the DI documents table:
Subtype Description 1 Net forecast 2 Gross forecast Net forecast
Delivery schedules with net forecast, contains information about the quantities of the items to dispatch to the customer, including dispatch dates. Your company, as the supplier, should follow the schedule and deliver the goods required.Gross forecast
Delivery schedules with gross forecast, contains information about the current stock situation for items at the customer’s warehouse, including a minimum and maximum stock level. Your company, as the supplier, should monitor the stock situation and dispatch goods when needed. The term used for this is VMI, Vendor Management Inventory.
- Error code
- Indicates if the delivery schedule in DI contains any errors. This field is YES if errors were found when retrieving/sending the delivery schedule from/to this program and running the action in batch. Examples of errors are:
- wrong customer number
- invalid delivery schedule start date
- invalid order type
If the Inbound delivery schedule retrieval is processed interactively, any errors will be displayed on the applicable panel for you to correct.
When, e.g., running the Inbound delivery schedule retrieval in batch two printouts are produced; one displaying the delivery schedules which are correct and one displaying the delivery schedules which are in error. On the error printout it is also defined the type of error.
- Creation date
- Displays when the delivery schedule was received/sent. Delivery schedules can be received/sent by using the Receive DI documents or Send DI documents menu items.
- Creation time
- Displays the point of time when the delivery schedule was received/sent.
- Schedule start date
- Displays the start date of the delivery schedule, i.e. from when the schedule is valid.
- Schedule end date
- Displays the end date of the delivery schedule.
- Handler
- The signature indicates the handler of the delivery schedule in your company.
- Order type
- Indicates the order type to be used when creating sales orders from this schedule, if available.
- Warehouse
- The code indicates from which warehouse the goods should be dispatched.
- Reference
- Displays the name of the contact person for this delivery schedule.
- Shipment marking
- If available, the shipment marking text describes the items on the delivery schedule. The shipment marking will be updated on the sales order header when orders are created.
- Delivery/Supp disp address no
- Displays an address number indicating to which address the goods should be sent, if stated by the customer, for Inbound delivery schedules. Note: For Outbound delivery schedules, this field will indicate the supplier’s address to where the goods will be shipped.
- Previous del sched
- Displays the number of the previous delivery schedule sent by this customer or to this supplier, if available.
- Our customer number
- This field is only displayed when working with Outbound delivery schedules. Displays the customer number stated by your company as the supplier.
Work with DI database, Inbound/Outbound DI DELFOR, Deletion (DIR82005)
DI DELFOR retrieval, Generate delivery schedules (DIR82008)
This panel is displayed if you selected the Retrieve (= Retrieve inbound delivery schedule) option on the previous panel. The panel is divided into two parts; in the upper part of the panel you enter information about the schedule and if you are creating orders, and the bottom part of the panel displays the inbound delivery schedules selected for retrieval.
You have two options from which to choose:
- retrieve the delivery schedule and update it in the Delivery schedule file. No sales orders will be created, which means that you can maintain the schedule before creating any order.
- retrieve the delivery schedule and update it in the Delivery schedule file, and also check if a sales order needs to be created. Depending on if the delivery schedule is a net forecast or a gross forecast, the system will perform the necessary controls to check if sales orders should be created.
If you run this program in batch, which means clicking OK on this panel, the system will produce one printout displaying all delivery schedules retrieved correctly and one printout displaying errors.
If you run this program interactively, which means clicking F2 on this panel, any panel containing erroneous information (or if information is missing), will be prompted for you to complete. In this case, no printout will be produced.
Creation overrides
- Handler
- Enter a code from the Signature table, indicating the handler of the delivery schedule. Note: If you leave the field blank, the system will retrieve the handler defined by the customer in this delivery schedule (if defined). If no handler is defined by the customer and you retrieve the delivery schedule in batch, it will not be updated in the Delivery schedule file. If you retrieve the delivery schedule interactively, a panel will be prompted and you have to define the handler.
- Order type
- Enter a code from the Sales order type table, indicating the order type to be used if sales orders should be created. Note: If you leave the field blank, the system will retrieve the order type defined by the customer in this delivery schedule (if defined). If no order type is defined by the customer and you retrieve the delivery schedule in batch, it will not be updated in the Delivery schedule file. If you retrieve the delivery schedule interactively, a panel will be prompted and you have to define the order type.
- Warehouse
- Optional entry. Enter a code from the Warehouse table, indicating from where the goods on the delivery schedule should be dispatched. Note: If you leave the field blank, the system will retrieve the warehouse defined by the customer in this delivery schedule (if defined). If no warehouse is defined by the customer and you retrieve the delivery schedule in batch, it will not be updated in the Delivery schedule file. If you retrieve the delivery schedule interactively, a panel will be prompted and you have to define the warehouse.
- Order property
Creation rules
- Update order
- Indicate if the system should create a sales order from the delivery schedule. Depending on if the delivery schedule is a net forecast or a gross forecast, the system will perform the necessary controls to check if a sales order should be created.
- Update despite warn
- If the Update order field is set to YES, indicate if sales orders should be created (if required) even if the system finds that a warning flag is activated. The following warning flags can be activated when the delivery schedule is retrieved from this file:
Warning, last delivery
This warning flag is activated if one of the following applies for at least one line on the delivery schedule:- The transport note number (stated by the customer) for any of the last three dispatches, does not correspond to any transport note number updated in DC1 for this customer.
- The dispatch date (stated by the customer) for any of the last three dispatches, does not correspond to any dispatch date updated in DC1 for this customer.
- The quantity (stated by the customer) for any of the last three dispatches, does not correspond to any quantity updated as dispatched in DC1.
Warning, total change %
This warning flag is activated if the total quantity on this delivery schedule has been changed with more than the percentage allowed, compared with the total quantity on the previous delivery schedule received from this customer.Warning, change % line
This warning flag is activated if there is any line on this delivery schedule for which the quantity has been changed with more than the percentage allowed, compared with the same line on the previous delivery schedule received from this customer.
Work with DI database, Inbound/Outbound DI DELFOR, Item/Whs (DIR82011)
This panel displays the item/warehouses that are associated with delivery schedules. These schedules may be either Inbound or Outbound, depending on from where you access this panel.
Options
Function keys
| Shift info | Click Shift info to toggle the view of the sub-file lines, to display either the Item name or Item description. |
Selection fields
- Customer number
- Displays the customer who sent the delivery schedule, for Inbound delivery schedules.
- Supplier number
- Displays the supplier name and number, to whom the delivery schedule will be sent, for Outbound delivery schedules.
- Delivery schedule number
- Displays the delivery schedule number for the record you are currently working with.
- Item
- This column displays the items that are connected to this delivery schedule. If you click Shift info, this column will then display the items description. Note: For inbound DI DELFOR, only one item per delivery address is allowed, i.e. no multiple occurrences at this level are allowed for an item. However, the outbound DI DELFOR allows the creation of multiple items to be received in different warehouses in order to be sent to the applicable supplier.
- Whs
- This column displays the warehouses that are connected to this delivery schedule.
Work with DI database, Inbound/Outbound DI DELFOR, Item/Whs (DIR82014)
This panel displays the details that pertain to the item/warehouses that are associated with delivery schedules. These schedules may be either Inbound or Outbound, depending on from where you access this panel.
- Customer number
- Displays the customer who sent the delivery schedule, for Inbound delivery schedules.
- Supplier number
- Displays the supplier name and number, to whom the delivery schedule will be sent, for Outbound delivery schedules.
- Delivery schedule no
- Displays the delivery schedule number for the record you are currently working with.
- Item
- Displays the item code for the record you are working with, along with a description displayed in the line below.
- Customer item
- This field is only displayed for Inbound delivery schedules. Displays the customer item code for the record you are working with.
- Supplier item
- This field is only displayed for Outbound delivery schedules. Displays the supplier item code for the record you are working with.
- EAN item
- Displays the EAN item code for the record you are currently working with.
- Customer year forec
- This field is only displayed for Inbound delivery schedules. Displays the total forecasted stock amount expected to be supplied to customers, for this item, over a one year period.
- Year forecast
- This field is only displayed for Outbound delivery schedules. Displays the total forecasted stock amount expected to be received for this item, over a one year period.
- Not delivered
- This field is only displayed for Inbound delivery schedules. Displays the total stock amount that has not as yet been delivered to customers.
- Not received
- This field is only displayed for Outbound delivery schedules. Displays the total stock amount that has not as yet been received from suppliers.
- Minimum inventory
- Displays the amount that has been defined as the minimum quantity that this item’s stock level may be.
- Maximum inventory
- Displays the amount that has been defined as the maximum quantity that this items stock level may be.
- Actual inventory
- Displays the current amount of stock, for this item, that we currently hold.