Explaining the Concept and Structure of a Delivery Document

Objectives

After completing this lesson, you will be able to:
  • Describe the application areas where deliveries are used
  • Display a delivery document

Logistics Execution – The Goods Receipt and Goods Issue Processes

Note

See the following video to learn more about the goods receipt and goods issue processes in Logistics Execution in SAP S/4HANA:

Note

SAP Extended Warehouse Management (EWM) functions are also available in the core SAP S/4HANA system (as SAP S/4HANA Embedded EWM). While legacy Warehouse Management (WM) functions remain available, future development will take place only for SAP EWM, which will eventually replace legacy WM entirely. A lean version of legacy WM is also available under the name of Stock Room Management.

When working with deliveries, warehouse management activities, such as creating and confirming a warehouse order, are completed before a change is made to the stock level in inventory management. A goods receipt or goods issue posting always relates to a delivery.

Note

The warehouse order is the document used to execute all material movements in the warehouse.

Delivery Documents in Shipping Activities

Deliveries can be used in many types of processes. Examples are: an outbound delivery for a sales order, a replenishment delivery for a stock transport order, a delivery for a subcontract order to provision materials, a supplier returns delivery for a purchase order, an inbound delivery for a purchase order, and a delivery for a project.

If you use additional processes for buying and selling, you may also need to perform shipping activities such as picking, packing, and printing of documentation. You can also use delivery documents to manage these processes. The different business processes are modeled using different types of delivery document.

For example, if you want to transfer stock from one plant to another, the ordering plant creates a purchase order on the supplying plant. The supplying plant then creates a delivery document with reference to this purchase order. The delivery forms the basis for picking, issuing output, and posting goods issue.

Goods Receipt Process

An inbound delivery can be created for a purchase order. A warehouse order can be created based on this inbound delivery. The goods receipt can be posted with reference to the inbound delivery.

You can create inbound deliveries for one complete purchase order, partial quantities of purchase order items, or for a combination of several purchase orders.

The inbound delivery then serves as the basis for further activities, such as packing, placing in storage, creating the warehouse order, and posting the goods receipt.

Overview of the Shipping Process

Note

See the following video to learn more about the shipping process in SAP S/4HANA:

How to Use Delivery Documents Within a Sales and Distribution Process

How to Use Delivery Documents in Sales and Distribution with the SAP Fiori Launchpad

Explain the Relevance of Shipping

Answer the following questions:

  1. Which activities can you complete within shipping processing?

    Answer:

    The following activities can be completed within shipping processing:

    • Monitoring the deadlines of reference documents due for shipping
    • Creating and processing outbound deliveries
    • Monitoring the capacity situation in the warehouse
    • Providing support for picking
    • Packing
    • Printing and distributing shipping documents
    • Processing the goods issue
    • Controlling
  2. What is the role of a delivery document in shipping processing?

    Answer:

    A delivery document plays the following role in shipping processing: a delivery document forms the basis for all the activities in shipping processing and is used in various business transactions. The status settings in the document provide information about the progress of various steps within the shipping process.

  3. In the sales and distribution process, you usually create an outbound delivery document with reference to a sales order. In which other scenarios might you want to use a delivery document in shipping processing?

    Answer:

    In shipping processing, you can use a delivery document in the following scenarios:

    • Replenishment delivery for stock transport orders
    • Delivery for subcontract orders
    • Vendor returns
    • Inbound delivery for purchase orders
    • Delivery from project

The Structure of a Delivery Document

A delivery document consists of a header, with header details, and a number of items, with item details.

A delivery document consists of a header and a number of items. The header contains data that applies to the entire document. This means that, for example, the ship-to party, shipping point and route are clearly displayed in the header for each outbound delivery. The individual items contain information about the materials that are to be delivered.

The information in the delivery document is displayed on different screens. The overview screen displays selected header and item data. The data is grouped according to activity on tabs. This means that all the important data appears on one screen. You can access the other screens to display detailed information at both the header and item levels. This information is grouped into processes on tabs.

At the header level, this information includes data related to processing, picking, loading, shipment, foreign trade/customs, texts, partners, output, package monitoring, and conditions. At the item level, the detailed screen displays similar tabs with information about the items.

Differentiation Between Delivery and Shipment Documents (or TM Freight Orders)

Note

See the following video to learn more about the difference between an outbound delivery and a shipment or TM freight order:

Display a Delivery Document

Create, Pick, and Goods Issue an Outbound Delivery

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