Controlling Deliveries Flashcards
Delivery Type
The delivery type controls the entire delivery. You see the delivery type in the delivery header. The delivery types are used to represent the various business transactions in shipping and goods receipt processing.
Examples of delivery types
EL - Inbound delivery (shipping notification)
LB - Delivery for subcontract order
LF - Outbound delivery
LO - Delivery without reference (no sales order necessary to create a delivery)
LP - Delivery from project
RE - Returns delivery
NL - Replenishment delivery
Delivery Item Categories
The delivery item category controls how the affected delivery items are handled and processed during the shipping or goods receipt process. The control elements available provide a high degree of automatic determination and checking. You can also configure the item categories to meet the specific requirements of your system installation.
Delivery Item Category Determination
When you copy a sales order item to a delivery, the system copies the item category of the order item to the delivery item. If an order item or the schedule line assigned to it is relevant for delivery, you must define a corresponding item category for the delivery. You must do this under the same key which is used for the order item category.
How Item Category is determined
- Sales document type of the order
- Item category group
- Item category usage
- Item category of higher-level item
Order-independent items Item Category Determination
For order-independent items in the delivery (for example, packing materialno item category can be copied from a sales order. The system determines an item category for the delivery according to the assignments specified in Customizing.
Additional Usages Set Internally
- PACK for generating packing items
- CHSP for a batch split
- PSEL for product selection
- V for inbound deliveries for purchase orders and for deliveries in stock transport processes
Copying Control from OR to LF
- Which sales and distribution document types can be copied to which delivery types
- Which item categories are copied from reference documents
- Under what conditions is the data copied from the order to the outbound delivery
- Under what conditions can several orders be combined in an outbound delivery
- Which data is to be transferred
- Whether the reference needs to be recorded in the document flow
Shipping-Relevant Customizing in Sales
The customizing you set up for shipping/delivery relevance in a sales order customizing
Conditions for Shipping-Relevant Customizing Settings
- You must define all delivery item categories as item categories in Sales and Distribution. This condition applies even to the item categories that are never found in sales documents (for example, DLN or ELN).
- You must determine a schedule line category in Sales and Distribution for all delivery item categories that do not have sales document category 7. This is because the movement type comes from the schedule line category. You can directly specify the movement type in Customizing in the delivery item category that has the sales document category 7 (for example, the delivery item category ELN).
Customizing of the Outbound Delivery Without Order Reference
For the delivery process (and for the billing process that follows), the system must access the order Customizing. In the system, you have to define a default order type in the Customizing for the delivery type
When you enter an item in the delivery without order reference, the system uses item category determination to determine the item category for this item
To create a connection to inventory management for the delivery item, the system must allow schedule lines for the order item category.
Customizing of the Inbound Delivery
If you create an inbound delivery with reference to a purchase order, the system determines the delivery type of the inbound delivery from the Customizing of the confirmation category.
default order type is defined for this delivery type because you must access order Customizing for this process as well.
