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  13. Manually create an inbound...

Manually create an inbound delivery schedule

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There is actually no reason for entering delivery schedules manually, since the Delivery Schedule function in DC1 is mainly developed for receiving the schedules through any DI method. Entering a delivery schedule manually is simply a way of entering sales order lines. However, there could be times when you need, or want, to enter a schedule manually, for example if:

  • a delivery schedule received through DI has been corrupted and therefore has to be re-entered
  • you want to use the quantities in the delivery schedule when forecasting in DC1 Inventory Control, without creating any sales order lines. For more information, see Delivery schedule forecasts in DC1 Inventory Control
  • you simply prefer this way of scheduling order lines compared to the scheduling function in the Work with sales orders program. See About scheduling sales order lines.

Prerequisites
The DI document DELFOR with document subtype 1 (net forecast) has to be activated for any DI method in the Business partner file, DI documents panel, for the customer for which you are creating the delivery schedule.

  1. Select the Work with inbound delivery schedules menu item.
  2. You access Work with inbound delivery schedules, Header. Click Add.
  3. You access Header details. Complete the following fields:
    4. Customer number
    Delivery schedule no
    Handler
    Schedule start date
    Enter the date from when the schedule is valid. This date has to be before the first dispatch date of any order line in the schedule. Refer to step 6 below.
    Order type
    Enter the order type to be used when creating sales orders from the schedule. The following must apply for the order type entered:
    • must be an order type generating an invoice (not a credit order type)
    • cannot be a cash order type
    • cannot be a BtB order type
    • if an order confirmation is to be printed, it has to be printed in batch
    • the pick list has to be printed in batch
    • transport note has to be printed
    Note: All the above stipulations are defined in the Sales order type table.
    Schedule end date
    Enter the end date of the delivery schedule. This is the date of the last dispatch on the delivery schedule.
    Firmed hor end date
    The date in this field states that all sales order lines in the schedule with a dispatch date up to this date are considered as confirmed. This means that order lines with a dispatch date up to this date will be created automatically when the entering of this schedule is completed.
    If this is a manually entered delivery schedule which is not expected to be followed up with continuously sent schedules from the customer, enter the same date as the Schedule end date.
    If you expect the customer to continue sending the delivery schedule on a regular basis, enter up to which dispatch date order lines should be created.

    Click OK.

  4. You return to the Header panel. Mark the record and click Items. Then click Add.
  5. You access Item details. Complete the following fields:
    6. Item
    Unit
    Note: If you leave this field blank, the system will automatically retrieve the default sales unit from the Item file.
    Warehouse
    Enter the warehouse from which the item should be delivered.

    Click OK.

    Note: You cannot enter an item that already exists in another active delivery schedule for this customer. However, if the delivery schedule in which the item already exists is updated as history (not active), the item can be defined on this new one.

  6. You access Quantity matrix where you define the quantity to be dispatched during the duration of the delivery schedule. Tip: Below the Week column you see the week number. If you want to view the starting date of each week, click Date. If you want to view any dispatches for the last two days of the week, click Change days. Enter the quantity to deliver in each week. Click OK.
  7. The same panel is displayed. All order lines, which should be dispatched before the firmed horizon date, have been created. Note: If the quantity is not available, the system will send you a message informing you this. However, the order line is created and updated in the Sales order files.

    8. View order lines created
    To view or update the order lines created, click Maintain order.

  8. You access Work with sales orders, Order lines. For information about how to handle sales orders, see About sales order entry. Tip: Click Shift info to view the dispatch dates of the order lines. Note: You cannot manually add or delete order lines that are created from a delivery schedule. Lines have to be added/deleted from the Quantity matrix panel (above). In addition, the quantity on an order line also has to be changed on the Quantity matrix panel – not in the Work with sales orders program. For this example, click Back to return to the delivery schedule.
  9. You return to the Quantity matrix panel. Click Back until you return to panel Header.

    10. The order lines for the delivery schedule are now created. To continue processing the sales order lines, see About sales order entry.

    If the customer sends a new delivery schedule (with the same delivery schedule number) through DI, this schedule will be updated as history when that schedule is retrieved.

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