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Work with inbound delivery schedules, Header (DIR82401)

This panel displays all inbound delivery schedules retrieved through DI or created manually.

When customers send delivery schedules using any method defined in the DI method table, the delivery schedules are retrieved, and updated on this panel, via the Work with inbound delivery schedules in DI program.

From this panel you can add a new inbound delivery schedule manually, maintain or delete existing delivery schedules. You can also create sales order(s) from the delivery schedule.

Note: Only inbound delivery schedules with type 1 (net forecast) are allowed to be added manually.

Options

Copy Select this option to create a new inbound delivery schedule based on the record you are copying.
Items Select this option to display the included items.
Update order Select this option to update an already connected order or (if missing) create a new order which will be connected to the delivery schedule.

Selection fields

Customer
Displays the customer who sent the delivery schedule.
Delivery schedule no
Upd
Indicates if the delivery schedule is updated. If set to YES, it means that at least one sales order has been created from this schedule.
Hst
Indicates if the delivery schedule is updated as history. If set to YES, it means that at least one delivery schedule has been received after this delivery schedule.
Sts
Displays the delivery schedule status.

Statuses include:

Code Description
* An asterisk is displayed if the system found any errors when the delivery schedule was retrieved. Sales orders cannot be created when the delivery schedule has this status. The error has to be corrected first. On the Header details panel (accessed by selecting the Change or Display option on this panel) the text in the Error message field states the reason of the error.
D “D” is displayed if the delivery schedule is marked for deletion. When you exit this program, the system will delete the delivery schedule. In addition, any sales order line created from the delivery schedule will also be deleted if the order line status is less than or equal to 20.

Note: The field is blank if no errors exist on any sales order, or if the schedule is not marked for deletion.

Warn
Indicates if a warning is attached to the delivery schedule.

Work with inbound delivery schedules, Header details (DIR82404)

This panel displays detailed information about the inbound delivery schedule header. If you are adding a delivery schedule manually, enter the applicable information.

Customer number
Displays the customer number of the delivery schedule. If you are adding a delivery schedule manually, enter the customer for which the schedule applies.
Delivery schedule no
If you are adding a delivery schedule manually, enter a delivery schedule number that does not already exist.
Status
Displays the delivery schedule status.

Statuses include:

Code Description
* An asterisk is displayed if the system found any errors when the delivery schedule was retrieved. Sales orders cannot be created when the delivery schedule has this status. The error has to be corrected first. The text in the Error message field on this panel, states the reason of the error.
D “D” is displayed if the delivery schedule is marked for deletion. When you exit this program, the system will delete the delivery schedule. In addition, any sales order line created from the delivery schedule will also be deleted if the order line status is less than or equal to 20.
Error message
If the Status field displays an asterisk (*), this field displays a message text, indicating the error(s) that occurred when the delivery schedule was retrieved. The message text tells you what correction to make.
Handler
Displays a code from the Signature table, indicating the handler’s reference of this inbound delivery schedule. The handler was defined when the delivery schedule was received in the Work with inbound delivery schedules in DI file. Note: When adding a delivery schedule manually, the handler defined for your user profile in Work with DC1 user profiles will be defaulted to this field.
Schedule start date
Displays the start date of the inbound delivery schedule, i.e. from when the schedule is valid. If you are adding a delivery schedule manually, this date has to be before the first dispatch date in the schedule.
Order type
Displays a code from the Sales order type table, indicating the order type to be used when creating orders from this schedule. If you are adding a delivery schedule manually, enter a valid order type from the Sales order type table. The following rules apply for the sales order type used:

  • the Invoice/Credit note field has to be set to 1 (invoice)
  • the Cash receipt field has to be set to NO
  • the BtB order type field must be blank
  • the pick list document has to be printed in batch
  • the first document to be printed, for example the sales order confirmation, has to be defined as print in Batch

Note: When adding a delivery schedule manually, the order type defined for your user profile in the Work with DC1 user profiles, will be defaulted to this field.

Schedule end date
Displays the end date of the inbound delivery schedule. If you are adding a new delivery schedule manually, enter when the last delivery should be dispatched.
Warehouse
Displays a code from the Warehouse table, indicating from which warehouse the goods should be dispatched. If you are adding a new delivery schedule manually, enter the applicable warehouse.
Firmed hor. end date
The firmed horizon end date defines that all orders with a dispatch date up to this date should be considered as confirmed, and will thus be created. In other words, they are allowed to be dispatched without any other confirmation from the customer.

The system will calculate the date as follows:

Schedule start date + Firmed horizon (days)

Note: This field is only allowed to be changed if the Firm horizon field for the customer’s DELFOR DI document in the Business partner file is not completed. If it is completed then this field will be displayed in output mode only. If this field is left blank, the effect will be that no orders will be created.

Reference
Displays the name of the contact person for this inbound delivery schedule. If you are adding a new delivery schedule manually, enter the applicable name.
Shipment marking
Displays the text for the shipment marking describing the items on the delivery schedule. The shipment marking will be updated on the sales order header when orders are created.
Delivery address no
Displays a valid address number from the Business partner file for the customer. If no address number is defined on the delivery schedule, the address defined as default dispatch address in the Business partner file will be used for the orders created.
Previous del. sched
Displays the number of the previous delivery schedule for this customer, if stated by the customer.
Order property
Warning, total chg %
Indicates 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. The percentage allowed can be defined in either:

  • Business partner file, in the Warn. limit %, total field on the DI documents panel, for the customer.

    or

  • DIS control file, in the Warn. limit %, total field

The warning limit percentage defined in the Business partner file will override the warning limit percentage defined in DIS control file.

Creation date
Displays when this delivery schedule was created.
Warning, chg % line
Indicates if there are 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. The warning limit percentage can be defined in either:

  • Business partner file, the Warn. limit %, line field on the DI documents panel, for the customer.

    or

  • DIS control file, in the Warn. limit %, line field

The warning limit percentage defined in the Business partner file will override the warning limit percentage defined in the DIS control file.

Creation time
Displays the point of time when this delivery schedule was created.
Warning, not deliv
Indicates if there are any line on the last delivery schedule, which has not been dispatched yet. If YES, this means that at least one sales order line created from a previous delivery schedule exists, for which the following apply:

  • status is 40 or lower
  • dispatch time is earlier than the Schedule start date on this delivery schedule
Manually created
Indicates if this delivery schedule was created manually, i.e. not received through DI.
Warning, last deliv
Indicates 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.
History
Indicates if the delivery schedule is updated as history. If set to YES, it means that at least one delivery schedule has been received after this delivery schedule. In the No of history gener field in DIS control file you define how many history delivery schedules that should be kept in the system.
Warning, item miss
Indicates if there were any items on the previous delivery schedule which are not included in this delivery schedule. Note: This check is only done if it is activated for the customer, i.e. if the Warning, item missing field in the Business partner file is set to YES.
Net/gross
Displays 1 (net forecast) or 2 (gross forecast), indicating the type of delivery schedule.

Net forecast
Delivery schedules with net forecast, contains information about the quantities of the items to dispatch, including dispatch dates. Both the quantity to deliver and when to deliver is stated by the customer. You 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. In addition, the customer gives information about the sales forecast in the future. When the delivery schedule is retrieved via the Work with delivery schedules in DI menu item, the system will process the figures in the delivery schedule and create sales order lines in needed. You as the supplier is responsible of calculating the quantity to be delivered and when to deliver. The general term of this handling is VMI, Vendor Management Inventory.

For example:

Calculating new actual inventory

The following figures are defined:

  • Minimum inventory = 20
  • Maximum inventory = 40
  • Actual inventory = 28
Sales forecast date In warehouse On customer order “New” actual inventory Comments/Action
2012-05-19 28 7 21 (28-7) Minimum inventory = 20, no delivery to customer.
2012-05-26 21 8 13 (21-8) New actual inventory under minimum inventory level. Create order line with qty 27 (40-13) to get New actual inventory 40 (27+13).
2012-06-03 40 10 30 (40-10) Minimum inventory = 20, no delivery to customer.
2012-06-10 30 8 22 (30-8) Minimum inventory = 20, no delivery to customer.
2012-06-17 22 7 15 (22-7) New actual inventory under minimum inventory level. Create order line with qty 25 (40-15) to get New actual inventory 40 (25+15).

Note: All figures, i.e. Minimum inventory, Maximum inventory, Actual inventory and the Sales forecasts are defined by the customer.

Warning, new item
Indicates if there are any items on this delivery schedule which were not included in the previous delivery schedule. If set to YES then the new item will be displayed in the delivery schedule without any quantity to deliver.

Work with inbound delivery schedules, Deletion (DIR82405)

Note: You are not allowed to delete an inbound delivery schedule if it is updated as history. Delivery schedules which are updated as history will be removed automatically. The No of history gener field in DIS control file will determine how many history delivery schedules that should be kept in the system.

Note: When a delivery schedule is deleted, any orders created from the schedule will be deleted if the order line status is less than or equal to 20.