| Pick-up sheets |  |
| A pick-up sheet is a list of items to be picked-up at the supplier’s site by a specific carrier for transport to the customer on a specific day. Sales schedule requirements are grouped in pick-up sheets based on the following common characteristics: Sold-to Business Partner Ship-to Business Partner Shipment Reference Carrier/LSP Start Date End Date The following are applicable to a pick-up sheet: A pick-up sheet is identified by a specific reference number, called the shipment reference, which originates from the customer. This shipment reference is used to indentify pick-up sheets, shipments, and payments. Therefore, all business processes refer to this number. On a pick-up sheet, all items and quantities are defined that must be combined in one single shipment. Usually, the shipment exactly covers the pick-up sheet requirements. Over-deliveries are not allowed. Shortages must be communicated to the customer as soon as possible. The required goods on the pick-up sheet are spread among different sales schedules. A contract that is linked to a sales schedule, determines whether or not a sales schedule can contain requirements for pick-up sheets. Because pick-up sheets must be regarded as firmly settled, they cannot be automatically updated or automatically adjusted. Until approval, only manual changes are allowed. You can only use pick-up sheets if the following check boxes are selected in the Sales Contract Line Logistic Data (tdsls3102m000) session for the sales contract to which the sales schedule is linked: Referenced Schedule Use Shipment Reference Use Pick-up Sheet Pick-up sheet procedure The main pick-up sheet procedure consists of the following steps: Step 1. To create and update sales releases A pick-up sheet is manually entered or received by a Business Object Document (BOD) in the following sessions: Sales Releases (tdsls3512m000) Sales Release Lines - Pick-up Sheet (tdsls3109m000) Sales Release Line Details - Pick-up Sheet (tdsls3116m100) Step 2. To create and update pick-up sheets Sales releases of the Pick-up Sheet type can be manually processed into referenced sales schedules of the Shipping Schedule type in the Process Sales Releases (tdsls3208m000) session, or can be automatically processed. This depends on the setting of the Automaticallly Process Sales Schedule Releases check box in the Sold-to Business Partner (tccom4110s000) session. If sales schedules are created for pick-up sheets, the following is executed: The Reference Schedule in use and Linked to Pick-up Sheets check boxes are selected for the sales schedule in the Sales Schedules (tdsls3111m000) session. Pick-up sheet header information is entered in the Pick-up Sheets (tdsls3107m100) session, which contains business partner, carrier, and reference data. Pick-up sheet line information is entered in the Pick-up Sheet - Lines (tdsls3107m200) session, which contains item, quantity, and date data. A pick-up sheet line refers to a sales schedule line. Therefore, if you double-click a pick-up sheet line, the Sales Schedule Lines (tdsls3107m000) session is started. Step 3. To approve pick-up sheets If you can deliver the pick-up sheet line quantities, the pick-up sheets with the Created status must be approved. Pick-up sheets are automatically approved, or must be manually approved in the Approve Pick-up Sheets (tdsls3211m200) session. This depends on the setting of the Automatically Approve Referenced Sales Schedules check box in the Schedule Terms and Conditions (tctrm1131m000) or Sales Contract Line Logistic Data (tdsls3102m000) sessions. If the Use Contracts for Schedules check box is selected in the Sales Contract Parameters (tdsls0100s300) session, ERP LN creates a planned warehouse order when the pick-up sheet is approved. Note that one pick-up sheet can be linked to multiple sales schedules and that the lines of a pick-up sheet can be sales schedule lines of different sales schedules. If you cannot deliver the pick-up sheet line quantities, you must discuss this with your customer and manually update the required quantities on the pick-up sheet. For more information, refer to: To approve sales schedules Planned warehouse orders Step 4. To release pick-up sheets to Warehousing Approved pick-up sheets or planned warehouse orders for pick-up sheets are automatically released to Warehousing, or manually in the Release Pick-up Sheets to Warehousing (tdsls3207m100) session. This depends on the setting of the Automatically Release Referenced Sales Schedules to Order check box in the Schedule Terms and Conditions (tctrm1131m000) session. In Warehousing, you can convert the pick-up sheet quantities to a final transport order that is communicated to the carrier. Based on this transport order, the transport planning and routing is optimized and the carrier's copy of the pick-up sheet is created. You can process the pick-up sheet, prepare the shipment, create the appropriate delivery documents, and transfer the goods to the staging zone. When the items are picked up, the carrier checks the staged goods on quantities, customer item code, handling units of the goods, and so on. Next, the carrier transfers the goods to the customer. Optionally, you can notify the customer about departure of the goods. For more information, refer to Sales schedules and Warehouse Management. Step 5. To receive payments Payment, which is triggered based on the receipt of the goods, is generally executed by means of self-billing. A payment notification is sent to you and the carrier. For more information, refer to Self billing. Based on the Shipment Reference, you can also release a pick-up sheet or a planned warehouse order for a pick-up sheets to Invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. For more information, refer to Sales schedules and Central Invoicing. Step 6. To process sales schedules In the Process Delivered Sales Schedules (tdsls3223m000) session, you can process sales schedules with the Invoiced status. For more information, refer to To process/delete sales schedules. Related topics Sales schedule procedure |