Controlling Delivery Documents

Additional usages are set internally and used for the following functions:

• 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

This means that the system can determine a different item category for the delivery items resulting from processes where this specific functionality is used.

• You must define all delivery item categories as sales 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 SD document category 7. This is because the movement type used to post goods issue comes from the schedule line category. However, you can directly specify the movement type in Customizing for a delivery item category that has the SD document category 7 (for example, the delivery item category ELN - Inbound Delivery).

If you create deliveries without reference to an order, you must manually select the delivery type on the initial screen of the transaction Create Outbound Delivery without Order Reference.

For this delivery process (and subsequent billing), the system accesses sales document Customizing to reference a default order type, which holds the billing type to be used to bill the delivery. For this reason, you must define a default order type in the Customizing of the delivery type. A delivery without reference does not, however, reference a real sales order.

If you enter an item in the delivery without order reference, the system uses delivery item category determination to determine the item category for the item. You must ensure that there is a corresponding order item category for this delivery item category. This order item category controls whether this item is relevant for billing and which billing procedure is to be used.

To enable inventory management to be accessed by the delivery item, the system must allow schedule lines in the corresponding order item category. This enables the system to perform schedule line category determination to find the correct schedule line category. This in turn provides the correct movement type to be used when posting goods issue for the delivery item.

If you create an inbound delivery with reference to a purchase order, the purchase order items to be delivered must contain an appropriate confirmation control key. In Customizing, the confirmation control key is defined with reference to a confirmation sequence which includes a confirmation category. The confirmation category is in turn assigned to the delivery type to be used for the inbound delivery. For this delivery type, the preceding document must be defined as a purchase order.

In addition, a default order type is defined for this delivery type, because the system uses the copy control for Order Type to Delivery Type to transfer information from the purchase order to the delivery (using a data transfer routine).

In the delivery document, the system creates delivery items for the items of the purchase order. Delivery item category determination determines the item categories for these items, taking into account the delivery document type, the general item category group (from the material master) and item usage V (purchase order).

A corresponding order item category must exist for this delivery item category, so that the system can create a copying relationship between the order and delivery document at the item level. The system uses this copying relationship to provide data from the purchase order using the data transfer routine in the delivery copy control.

For the delivery item category used in an inbound delivery (for example, ELN), you maintain the movement type in the delivery item category itself. You are able to do this because these delivery item categories have a value of 7 (inbound delivery/shipping notification) in the document category field. For other item categories, you maintain the movement type in the schedule line category.