Triggering Delivery Creation

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.

The graphic reflects the end-to-end business process from order creation to freight order settlement and highlights, that between the action to perform subcontracting and the execution and monitoring of the freight order the trigger for the delivery creation is required. This delivery creation requires a distinction between an outbound or and inbound delivery as described in the following text.

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.

Diagram representing the document flow for delivery creation, emphasizing the fact, that initially freight units are linked directly to the order document (in the document flow) and after delivery creation, the delivery document is inserted between the freight unit and the order document (in the document flow). The same is shown for sales orders, purchase orders and stock transport orders.

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.

Simulation

Watch the simulation Create Outbound Delivery to learn more about the system-related activities.

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