<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000417" xml:lang="en">
   <Header>
      <Title>Direct delivery sales orders</Title>
      <Keyword type="header" order="d1e1329557">
         <Level1>Direct delivery</Level1>
         <Level2>sales order</Level2>
      </Keyword>
   </Header>
   <ProcedureSection>
      <ProcIntro>
         <Paragraph>The following steps must be completed to
		  generate and process <Link href="/baanerp/td/glossary/glossary#DirectDelive_td" role="glossary"
                  Update="No">directly delivery</Link> sales orders:</Paragraph>
      </ProcIntro>
      <Steps>
         <Step>
            <StepTitle> 
               <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.dltp" role="manual">Delivery Type</GUIRef>
            </StepTitle>
            <List>
               <ListIntro>To create a direct delivery sales order:</ListIntro>
               <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls0594m000#tdsls094.apur" role="manual">Allow Purchase Orders</GUIRef> check box must be selected for
				the sales order type in the <GUIRef href="/baanerp/td/sls/tdsls0594m000" role="session">Sales Order Types (tdsls0594m000)</GUIRef> session.</ListItem>
               <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.dltp" role="manual">Delivery Type</GUIRef> field must be set to <GUIRef href="/baanerp/td/domains/sls.dltp#direct.delivery" role="option">Direct Delivery</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Sales Order Delivery Lines (tdsls4101m100)</GUIRef> session. <List>
                     <ListIntro>The <GUIRef href="/baanerp/td/domains/sls.dltp#direct.delivery" role="option">Direct Delivery</GUIRef> delivery type can be selected as follows in these
					 sessions:</ListIntro>
                     <ListItem>Automatically, if the ordered quantity is equal to or
					 greater than the quantity defined in the <GUIRef href="/baanerp/td/isa/tdisa0501m000#tdisa001.qidd" role="manual">Direct Delivery from Quantity</GUIRef> field in the <GUIRef href="/baanerp/td/isa/tdisa0501m000" role="session">Items - Sales (tdisa0501m000)</GUIRef> session.</ListItem>
                     <ListItem>Manually, by selecting <GUIRef href="/baanerp/td/domains/sls.dltp#direct.delivery" role="option">Direct Delivery</GUIRef>.</ListItem>
                     <ListItem>By selecting <GUIRef href="/baanerp/td/domains/sls.ssop#dir.del" role="option">Generate Direct Delivery Order</GUIRef> from the <GUIRef href="/baanerp/td/sls/tdsls4830s000" role="session">Inventory Shortage Menu (tdsls4830s000)</GUIRef> session that appears when an inventory shortage exists
					 for the item.</ListItem>
                  </List>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>To create a purchase order advice</StepTitle>
            <Paragraph>After the sales order line is approved and
			 the <GUIRef href="/baanerp/td/sls/tdsls4240m000" role="session">Generate Purchase Order Advice for Sales Order (tdsls4240m000)</GUIRef> session is
			 linked as an activity to the order type in the <GUIRef href="/baanerp/td/sls/tdsls0694m000" role="session">Sales Order Type - Activities (tdsls0694m000)</GUIRef> session, a <Link href="/baanerp/wh/glossary/glossary#000000000000025" role="glossary">purchase order advice</Link> is or must be generated for the sales order line
			 in the <Link href="/baanerp/td/sls/tdsls4240m000" role="session">Generate Purchase Order Advice for Sales Order (tdsls4240m000)</Link> session.</Paragraph>
            <Paragraph>This step is not applicable if the <GUIRef href="/baanerp/td/sls/tdsls4241m000" role="session">Generate Purchase Orders (tdsls4241m000)</GUIRef> session is linked as an activity to the order
			 type instead of the <GUIRef href="/baanerp/td/sls/tdsls4240m000" role="session">Generate Purchase Order Advice for Sales Order (tdsls4240m000)</GUIRef> session.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To create a direct delivery purchase order</StepTitle>
            <Paragraph>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.</Paragraph>
            <List>
               <ListItemHead>No purchase order advice</ListItemHead>
               <ListItem>You can generate purchase orders for direct delivery sales
				orders in the <GUIRef href="/baanerp/td/sls/tdsls4241m000" role="session">Generate Purchase Orders (tdsls4241m000)</GUIRef> session.
				Select the <GUIRef href="/baanerp/td/sls/tdsls4241m000#process.dir.del" role="manual">Direct Delivery</GUIRef> check box and fill the fields in the <GUIRef href="/baanerp/td/sls/tdsls4241m000#tdpur094.drct" role="groupbox">Direct Delivery</GUIRef> group box.</ListItem>
               <ListItemHead>Existing purchase order advice</ListItemHead>
               <ListItem>If you want LN to convert the generated purchase order
				advice automatically to a purchase order, you must select the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.acao.4" role="manual">Convert Purchase Advice automatically to Purchase Order</GUIRef> check box in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session. If this check box is cleared, you
				must manually confirm and transfer the purchase order advice to a purchase
				order in the <GUIRef href="/baanerp/wh/ina/whina3211m000" role="session">Confirm Purchase Order Advice (whina3211m000)</GUIRef> session
				and the <GUIRef href="/baanerp/wh/ina/whina3212m000" role="session">Transfer Purchase Order Advice (whina3212m000)</GUIRef> session.</ListItem>
            </List>
            <Paragraph> LN uses the following fields from the <GUIRef href="/baanerp/td/pur/tdpur0100m400" role="session">Purchase Order Parameters (tdpur0100m400)</GUIRef> session to generate direct delivery
			 purchase orders:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="3">
                  <TR no="1" isLast="false">
                     <TD rowspan="1" colspan="1"> 
                        <GUIRef href="/baanerp/td/pur/tdpur0100m400#seri.dsca" role="manual">Order Series for Direct Delivery</GUIRef>
                     </TD>
                     <TD rowspan="1" colspan="1"> 
                        <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.ospd.4" role="formfield">Order Series for Direct Delivery</Link>
                     </TD>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1"> 
                        <GUIRef href="/baanerp/td/pur/tdpur0100m400#tdpur000.otpd.4" role="manual">Order Type for Direct Delivery</GUIRef>
                     </TD>
                     <TD rowspan="1" colspan="1"> 
                        <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.otpd.4" role="formfield">Order Type for Direct Delivery</Link>
                     </TD>
                  </TR>
                  <TR no="3" isLast="true">
                     <TD rowspan="1" colspan="1"> 
                        <GUIRef href="/baanerp/td/pur/tdpur0100m400#tdpur000.drdd.4" role="manual">Device for Direct Delivery Reports</GUIRef>
                     </TD>
                     <TD rowspan="1" colspan="1"> 
                        <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.drdd.4" role="formfield">Device for Direct Delivery Reports</Link>
                     </TD>
                  </TR>
               </TBODY>
            </TABLE>
            <Paragraph>After a purchase order is generated, the
			 originating sales order line receives the status <GUIRef href="" role="manual">Awaiting direct delivery</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls4510m000" role="session">Sales Order Lines Monitor (tdsls4510m000)</GUIRef> session.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To receive a direct delivery order</StepTitle>
            <Paragraph>If you use <Link href="/baanerp/tc/glossary/glossary#AdvancShippi_tc" role="glossary"
                     Update="No">advance shipping notices</Link>, receipts for items that are
			 purchased for a direct delivery sales order, are inserted in the <Link href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</Link> session as soon as you click <GUIRef href="/baanerp/wh/inh/whinh3100m000#receive.direct.delivery" role="command">Receive Direct Delivery Lines</GUIRef> in the <GUIRef href="/baanerp/wh/inh/whinh3100m000" role="session">Shipment Notices (whinh3100m000)</GUIRef> session. If you do not use advance shipment notices,
			 you must manually enter the receipts for direct delivery sales orders in the <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef> session.</Paragraph>
            <Paragraph>You cannot <Emphasis>confirm</Emphasis> receipts in the <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef> session before the
			 lot and serial set, if lots and serials must be registered, is
			 complete.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To communicate the deliveries to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>
            </StepTitle>
            <Paragraph>Run the <Link href="/baanerp/td/pur/tdpur4222m000" role="session">Update Sales / Service Order with Delivery Information (tdpur4222m000)</Link> session to communicate the
			 item, quantity, lot and serial information back to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> for final
			 receipts.</Paragraph>
            <Paragraph>For each purchase order receipt line that is
			 registered in the <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef> session, a sales
			 order delivery line is created in the <GUIRef href="/baanerp/td/sls/tdsls4101m900" role="session">Sales Order Line - Deliveries (tdsls4101m900)</GUIRef> session and the <GUIRef href="/baanerp/td/sls/tdsls4106m000" role="session">Sales Order Actual Delivery Lines (tdsls4106m000)</GUIRef> session.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To send the sales invoice to the sold-to business
			 partner</StepTitle>
            <Paragraph>After receipts are booked in <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef> and
			 communicated to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> by means of the <GUIRef href="/baanerp/td/pur/tdpur4222m000" role="session">Update Sales / Service Order with Delivery Information (tdpur4222m000)</GUIRef> session, you can release the
			 sales order data for invoicing in the <GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef> session.</Paragraph>
         </Step>
         <Step>
            <StepTitle>To process a direct delivery order</StepTitle>
            <Paragraph>Like all order types, you must process the
			 purchase order in the <GUIRef href="/baanerp/td/pur/tdpur4223m000" role="session">Process Delivered Purchase Orders (tdpur4223m000)</GUIRef> session and the sales order in the <GUIRef href="/baanerp/td/sls/tdsls4223m000" role="session">Process Delivered Sales Orders (tdsls4223m000)</GUIRef> session.</Paragraph>
         </Step>
      </Steps>
   </ProcedureSection>
   <GeneralSection>
      <SectionTitle>Direct delivery and return orders</SectionTitle>
      <Paragraph>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 <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session.</Paragraph>
      <Paragraph>A direct delivery purchase return order can be
		generated based on the <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.otdr.4" role="formfield">Return Order Type for Direct Deliveries</Link> field
		in the <GUIRef href="/baanerp/td/pur/tdpur0100m400" role="session">Purchase Order Parameters (tdpur0100m400)</GUIRef> session.</Paragraph>
      <Paragraph>Next, the normal procedure for the <Link href="/baanerp/td/glossary/glossary#000056" role="glossary">purchase order type</Link> applies.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Direct delivery and freight orders</SectionTitle>
      <Paragraph>If you want to use <GUIRef href="/baanerp/fm" role="package">Freight</GUIRef> to manage
		and plan your direct deliveries, you can generate <Link href="/baanerp/fm/glossary/glossary#000009" role="glossary" Update="No">freight orders</Link> for direct deliveries.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000416" role="manual">To generate freight orders for direct delivery sales orders</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Direct delivery and back orders</SectionTitle>
      <Paragraph>After deliveries are communicated to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> and less is
		received than ordered, a confirmed back order is generated automatically in <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>,
		irrespective of the setting of the <Link href="/baanerp/td/pur/tdpur0100m400#tdpur000.cboa.4" role="formfield">Confirm Back Orders automatically</Link> check
		box in the <GUIRef href="/baanerp/td/pur/tdpur0100m400" role="session">Purchase Order Parameters (tdpur0100m400)</GUIRef> session. Whether or not you must
		first manually confirm the back order in <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>, depends on
		the setting of the <Link href="/baanerp/td/sls/tdsls0100s400#tdsls000.cboa.4" role="formfield">Confirm Back Orders automatically</Link> check box in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session.</Paragraph>
      <Note>
         <SectionTitle> Note</SectionTitle>
         <List>
            <ListItem>You can change the back order quantity in <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> until
			 receipts are executed.</ListItem>
            <ListItem>You can also generate a <Link href="/baanerp/fm/glossary/glossary#000009" role="glossary" Update="No">freight order</Link> for a direct delivery back order.</ListItem>
            <ListItem>You cannot cancel a direct delivery back order in <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>.</ListItem>
            <ListItem>You can only delete a direct delivery back order in <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>.
			 However, the deletion is not communicated to <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>.</ListItem>
         </List>
      </Note>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle> Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000424" role="manual">Direct delivery</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000407" role="manual">Flexible sales order processing</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000008" role="manual">Purchase return orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000416" role="manual">To generate freight orders for direct delivery sales orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000316" role="manual">To define default tax codes</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>