| Direct delivery sales orders |  |
| The following steps must be completed to generate and process directly delivery sales orders: Step 1. Delivery Type To create a direct delivery sales order: The Allow Purchase Orders check box must be selected for the sales order type in the Sales Order Types (tdsls0594m000) session. The Delivery Type field must be set to Direct Delivery in the Sales Order Lines (tdsls4101m000) session or the Sales Order Delivery Lines (tdsls4101m100) session. The Direct Delivery delivery type can be selected as follows in these sessions: Automatically, if the ordered quantity is equal to or greater than the quantity defined in the Direct Delivery from Quantity field in the Items - Sales (tdisa0501m000) session. Manually, by selecting Direct Delivery. By selecting Generate Direct Delivery Order from the Inventory Shortage Menu (tdsls4830s000) session that appears when an inventory shortage exists for the item. Step 2. To create a purchase order advice After the sales order line is approved and the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session is linked as an activity to the order type in the Sales Order Type - Activities (tdsls0694m000) session, a purchase order advice is or must be generated for the sales order line in the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session. This step is not applicable if the Generate Purchase Orders (tdsls4241m000) session is linked as an activity to the order type instead of the Generate Purchase Order Advice for Sales Order (tdsls4240m000) session. Step 3. To create a direct delivery purchase order A purchase order must be generated for the direct delivery sales order. How the purchase order is generated, depends on whether or not a purchase order advice already exists for the sales order line. No purchase order advice You can generate purchase orders for direct delivery sales orders in the Generate Purchase Orders (tdsls4241m000) session. Select the Direct Delivery check box and fill the fields in the Direct Delivery group box. Existing purchase order advice If you want ERP LN to convert the generated purchase order advice automatically to a purchase order, you must select the Convert Purchase Advice automatically to Purchase Order check box in the Sales Order Parameters (tdsls0100s400) session. If this check box is cleared, you must manually confirm and transfer the purchase order advice to a purchase order in the Confirm Purchase Order Advice (whina3211m000) session and the Transfer Purchase Order Advice (whina3212m000) session. ERP LN uses the following fields from the Purchase Order Parameters (tdpur0100m400) session to generate direct delivery purchase orders:
Order Series for Direct Delivery | Order Series for Direct Delivery
Order Type for Direct Delivery | Order Type for Direct Delivery
Device for Direct Delivery Reports | Device for Direct Delivery Reports
After a purchase order is generated, the originating sales order line receives the status Awaiting direct delivery in the Sales Order Lines Monitor (tdsls4510m000) session. Step 4. To receive a direct delivery order If you use advance shipping notices, receipts for items that are purchased for a direct delivery sales order, are inserted in the Purchase Receipts (tdpur4106m000) session as soon as you click Receive Direct Delivery Lines in the Shipment Notices (whinh3100m000) session. If you do not use advance shipment notices, you must manually enter the receipts for direct delivery sales orders in the Purchase Receipts (tdpur4106m000) session. You cannot confirm receipts in the Purchase Receipts (tdpur4106m000) session before the lot and serial set, if lots and serials must be registered, is complete. Step 5. To communicate the deliveries to Sales Control Run the Update Sales / Service Order with Delivery Information (tdpur4222m000) session to communicate the item, quantity, lot and serial information back to Sales Control for final receipts. For each purchase order receipt line that is registered in the Purchase Receipts (tdpur4106m000) session, a sales order delivery line is created in the Sales Order Line - Deliveries (tdsls4101m900) session and the Sales Order Actual Delivery Lines (tdsls4106m000) session. Step 6. To send the sales invoice to the sold-to business partner After receipts are booked in Purchase Control and communicated to Sales Control by means of the Update Sales / Service Order with Delivery Information (tdpur4222m000) session, you can release the sales order data for invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. Step 7. To process a direct delivery order Like all order types, you must process the purchase order in the Process Delivered Purchase Orders (tdpur4223m000) session and the sales order in the Process Delivered Sales Orders (tdsls4223m000) session. Direct delivery and return orders If you want to return items that are received for the direct delivery sales order, you must manually enter a direct delivery sales return order in the Sales Order - Lines (tdsls4100m900) session. A direct delivery purchase return order can be generated based on the Return Order Type for Direct Deliveries field in the Purchase Order Parameters (tdpur0100m400) session. Next, the normal procedure for the purchase order type applies. Direct delivery and freight orders If you want to use use Freight Management to manage and plan your direct deliveries, you can generate freight orders for direct deliveries. For more information, refer to To generate freight orders for direct delivery sales orders. Direct delivery and back orders After deliveries are communicated to Sales Control and less is received than ordered, a confirmed back order is generated automatically in Purchase Control, irrespective of the setting of the Confirm Back Orders automatically check box in the Purchase Order Parameters (tdpur0100m400) session. Whether or not you must first manually confirm the back order in Sales Control, depends on the setting of the Confirm Back Orders automatically check box in the Sales Order Parameters (tdsls0100s400) session. Note You can change the back order quantity in Sales Control until receipts are executed. You can also generate a freight order for a direct delivery back order. You cannot cancel a direct delivery back order in Purchase Control. You can only delete a direct delivery back order in Purchase Control. However, the deletion is not communicated to Sales Control. Related topics Direct delivery Flexible sales order processing Purchase return orders To generate freight orders for direct delivery sales orders To define default tax codes |