Deliver Order with Differences
Explanation
Use the Deliver Customer Order
with Differences page when the quantity of parts to be delivered
is less than the quantity stated on the pick list and reported as picked. Note
that it is not possible to deliver more than the quantity reported as picked.
Note that for catch unit enabled parts, it is required to specify the catch
quantity delivered. This applies when you try to deliver less than the full
quantity picked. Once delivered, the actual calculated conversion factor would
be used for the price on the order line.
This page consists of two tabs, one for inventory parts and one for non-inventory
parts.
You can deliver both customer orders with inventory parts and non-inventory
parts. Inventory parts can be delivered as soon as they are reported as picked.
Non-inventory parts with a delivery date beyond the system date (today's date)
need to be reserved via the reservation batch in the
Create Customer
Order Reservations page before they can be delivered. However, non-inventory
parts with a delivery date of the system date (today's date) or before
can be delivered directly after the release is done.
When the customer order is considered as delivered with deviation, it acquires
the Partially Delivered status. The status can vary depending on
the order type. For delivering the remaining inventory parts, you have to reserve
them, then create and print a new pick list. For non-inventory parts, just reload
for the order and deliver the remaining parts. When all the parts on the customer
order are delivered, the status is updated to Delivered. If the remaining
parts should not be delivered, close the order by enabling the Close
option and then save.
When the customer order is delivered, any customer warranties from the customer
order lines with serial tracked parts will be stored in the
Part Serial
page. Valid periods will be calculated for all the customer warranties in the
entire serial structure in the
Part Serial
page.
You can deliver separate order lines with deviations in the
Deliver Customer
Order Line with Differences page.
If sales overhead costs are registered for the part, these overhead costs
are calculated at delivery based on the cost of the parts delivered and the
order line quantity.
Prerequisites
- The customer orders with inventory parts must have been reserved and
reported as picked, i.e., the order must be in the Picked status.
- The customer orders with non-inventory parts must have been reserved
using the reservation batch in the
Create
Customer Order Reservations page, assuming the delivery date
is beyond today's date.
- The customer order line must not be connected to any shipment.
- Customer orders with non-inventory parts having a delivery date of today
or before must have been released.
- If you want to use multiple units of measure(UoM) when entering
the quantities to deliver, the inventory part must have been connected to
an input UoM group, and the Sales Usage Allowed option on one or
more of the input UoMs (belonging to that input UoM group) must have been
enabled.
System Effects
- The customer order will be considered as sent/delivered to the customer
and the quantity deviates according to the quantity originally ordered.
The customer order acquires the Partially Delivered status. The status
can vary depending on the order type. When all the parts on the customer
order are delivered, the status is updated to Delivered , and then
you will not be able enter any new lines.
- When delivering a serial tracked part, customer warranties defined on
the customer order line are stored in the
Part Serial
page. If customer warranties already exist in the
Part Serial
page, they will be merged with the ones defined on the customer order line.
The warranties on the customer order line are the valid ones if the same
warranty type exists both in the
Part Serial
page and on the customer order line.
- When delivering a customer order line with a serial tracked part, a
calculation of the valid customer warranty period takes place. The delivery
date and the external transport lead time are used, and all the customer
warranty types with time-based warranty conditions in the entire serial
structure in the
Part Serial
page are given a valid from and valid to date. These dates are calculated
using the minimum and maximum values defined for the different warranty
conditions. If the valid to and valid from dates already have values, they
are not recalculated since they come from supplier warranties that have
been converted to customer warranties. The valid from and valid to attributes
are stored in the part serial structure for later transfer to IFS/Service
Management.
- If the parameter Customer Order Connection is set for a supplier
warranty type with time-based warranty conditions in the serial structure
in the Part Serial
page, the calculation of the valid period also takes place for the supplier
warranty with time-based warranty conditions.
- After delivering a part or the entire customer order line, you cannot
update the warranties on the customer order line.
- Reservations for the undelivered parts are dropped. Note that for parts
that are placed in a shipment inventory location, reservations will remain
and must instead be manually handled via the Handle Orders in Shipment
Inventory page.
- If the Close option is enabled, the order is closed.
- If delivered parts have connected charge lines of pack size charge type,
the charge will be recalculated based on the delivered number of parts and
this will be included as the charge amount in the customer invoice.
- When partially delivering an inventory part order line using delay cost
of sold goods to delivery confirmation, the cost of sale will not be recognized
at the time of shipment. Two new transactions are created: DELCONF-OU (M3/M1),
DELCONF-IN (M1/M3). When partially delivering a non-inventory part order
line using delay cost of sold goods to delivery confirmation, transactions
are not created when the parts are delivered.
- If sales overhead costs are registered for the part, separate cost of
goods sold (COGS) bookings are created: SALES-OH (Debit M194 - cost of goods
sold, sales overhead, credit M190 - sales overhead)