| # Direct delivery service orders The following steps must be completed to generate and process directly delivery service orders: Step 1. Delivery Type Define a service order and link activities to the service order in the Service Order - Lines (tssoc2100m100) session. Enter a direct delivery line in the Service Order Estimated Material Costs (tssoc2120m000) session with the Delivery Type field set to Supplier Direct Delivery. At this stage the service order has the Free status. Step 2. To plan the service order Use the Run Global Service Resource Planning (tssoc2260m000) session to plan the service order. ERP Enterprise defaults the following fields from the Purchase Order Parameters (tdpur0100m400) session to the Purchase Order Direct Delivery group box in the Run Global Service Resource Planning (tssoc2260m000) session: Order Series for Direct Delivery Order Type for Direct Delivery Step 3. To generate and approve a direct delivery purchase order When the service order receives the Planned status, a direct delivery purchase order is generated automatically in the Purchase Order - Lines (tdpur4100m900) session based on the order type and series from the Purchase Order Parameters (tdpur0100m400) session. You must approve the purchase order. Step 4. To release the service order Release the service order in the Release Service Orders (tssoc2200m000) session. You cannot receive the direct delivery purchase order before the service order has the Released status. Step 5. To receive the direct delivery order If you use advance shipping notices, receipts for items that are purchased for a direct delivery service 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 service orders in the Purchase Receipts (tdpur4106m000) session. You cannot confirm receipts in the Purchase Receipts (tdpur4106m000) session before: The linked service order has the Released status. The lot and serial set, if lots and serials must be registered, is complete. Step 6. To communicate the deliveries to Service Run the Update Sales / Service Order with Delivery Information (tdpur4222m000) session to communicate the item, quantity, lot and serial information back to Service for final receipts. Step 7. To complete the service order After all goods are received and all activities are completed on the service order, you can change the service order status to Completed. Step 8. To send the invoice to the sold-to business partner After receipts are booked in Purchase Control and communicated to Service by means of the Update Sales / Service Order with Delivery Information (tdpur4222m000) session, you can invoice the service order with the Costed status. You can set the service order status to Costed in the Cost Service Orders (tssoc2290m000) session. Step 9. 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 service order in the Close Service Orders and Copy to History (tssoc2201m000) session. Direct delivery and return orders Service engineers who carry out repairs at your sold-to business partner's site, might not use all the parts that are received for the direct delivery service order. In this case, you can directly return the unused materials to the buy-from business partner or to your own warehouse by means of a direct delivery return order. After a service order is set to Completed, and the Cumulative Quantity is reduced in the Service Order Actual Material Costs (tssoc2121m000) session, use the Return Not Consumed Items Direct to Supplier check box to indicate whether you want to return the excess quantity either to your company’s warehouse or directly to the buy-from business partner. If parts must be returned to the supplier on completing the order, which you can indicate by selecting the Return Not Consumed Items Direct to Supplier check box and defining a Return Reason in the Service Order Actual Material Costs (tssoc2121m000) session, another material line is automatically generated with the Delivery Type field set to Supplier Direct Return. Next, a direct delivery return purchase order is generated automatically in the Purchase Order - Lines (tdpur4100m900) session, based on the Return Order Type for Direct Deliveries field in the Purchase Order Parameters (tdpur0100m400) session. Direct delivery and freight orders If you want to use use Freight 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 service orders. Direct delivery and back orders After a service order is set to Completed, and less is received than ordered, a confirmed back order is generated automatically irrespective of the setting of the Confirm Back Orders automatically check box in the Purchase Order Parameters (tdpur0100m400) session. Note You can change the back order quantity, delivery date, and delivery address in Service 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 must change the To be Delivered Quantity quantity to zero in the Service Order Actual Material Costs (tssoc2121m000) session. You can only delete a direct delivery back order in Purchase Control. However, the deletion is not communicated to Service. Related topics Direct delivery To generate freight orders for direct delivery service orders Back orders - automatic confirmation |