Process Overview
After the freight orders and freight bookings have been created, planned, and subcontracted, the final step before its physical execution is the creation of deliveries. To start the execution, deliveries with reference to one or more sales/purchase/stock transport orders have to be created.
In the outbound process (the outbound side of the replenishment process), the delivery must be picked in the warehouse and a goods issue can be posted. These activities are done by the shipping specialist. In the inbound process (the inbound side of the replenishment process), the quantities of the inbound delivery must be confirmed for putaway and a goods receipt must be posted. These activities are done by the receiving specialist.
Delivery Creation
There are two ways to create deliveries. The first option is to use the Create Deliveries background report to create deliveries automatically. Deliveries can be created for planned freight units only. You can schedule delivery creation jobs according to the following parameters:
- Original order
- Delivery priority
- Shipping condition
- Ship-to-party
- Shipper
- Carrier
- Source location
- Destination location
- Loading date
- Delivery date
You can specify an immediate start, or a subsequent start date and time, for a delivery creation job. You can define a recurrence pattern for the creation of deliveries specifying how often you want a delivery creation job to run. You can specify restrictions that control, for example, whether the delivery creation job runs on a non-working day.
Alternatively to the batch jobs, you can trigger the delivery creation for selected freight orders manually in the Manage Freight Orders app or for selected freight bookings in the Manage Ocean/Air Freight Bookings apps.
When the delivery is created, it is inserted into the document flow between the sales/purchase/stock transport order and the freight unit.
The delivery is the basis for any warehousing activities. The delivery is picked in the warehouse. The materials can be packed for transportation using handling unit management. Finally, the goods issue is posted.
Delivery Split, Update, and Deletion
If freight units have status Unplanned, you can trigger the deletion of the inbound, outbound, and customer returns deliveries in Logistics Execution from the Manage Freight Units app. When a delivery is deleted, the corresponding freight unit or units are adapted as follows:
For order-based scenarios:
The freight units are deleted, and new freight units are created and assigned to the order.
For delivery-based scenarios:
The freight units are deleted.
Inbound deliveries for stock transport orders:
The freight units assigned to the inbound delivery are reassigned to the outbound delivery.
When changes are made to a delivery in Logistics Execution (LE) or Warehouse Management (WM), the system checks and if relevant adapts the corresponding freight units. If a delivery is changed, split, or deleted in LE, TM adjusts the corresponding freight units accordingly. For deliveries that originate in WM, updates or deletions are reflected in TM. A split is triggered, if a warehouse clerk uses the Load or Unload Freight Orders app to record the goods loaded onto a truck at the warehouse. If not all goods in a delivery are loaded onto one truck, then a delivery split is triggered on completion of the loading activities (when the status Loading Completed is set). The goods that were not loaded are split into a new delivery.
Note
Delivery creation is obviously not required at this stage of the process, if the whole transportation process was not initiated by an order document, but freight units are created from a delivery only, for example using scope item 3BS (warehouse outbound processing). In this case, the delivery already exists from the start of the transportation process.