Deliver Lines
Explanation
Use the Deliver Customer
Order Lines page when you want to deliver a separate order line.
Complete orders are delivered in the
Deliver Customer Orders
page.
You can deliver both customer order lines 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 after the system date (today's date)
need to be reserved using 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) or before can be delivered
directly after the release is done.
When the customer order line is considered as delivered, it acquires the
Delivered status. The customer order header receives the Partially
Delivered status until all the lines are completely delivered. In that case,
the status is updated to Delivered. The status can vary, depending on
the order type.
When the customer order line is delivered, any customer warranties from the
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.
In this page, you cannot change the number of parts to be delivered. However,
you can also deliver an order line with deviation from this page by using
Deliver with Differences in the Operations menu. In case the quantity of
parts to be delivered is less than stated on the pick list and reported as picked,
the delivery information should be entered in the
Deliver Customer Order with Differences
page or 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 order lines with inventory parts must have been reserved
and reported as picked, i.e., the order must be in the Picked status
.
- The customer order lines with non-inventory parts must have been reserved
using the reservation batch in the
Create
Customer Order Reservations page, assuming the delivery date
is after the system date (today's date).
- Customer order lines with non-inventory parts with a delivery date of
the system date (today) or before need to be released.
- The customer order line must not be connected to any shipment.
System Effects
- The customer order line will be considered as sent/delivered to the
customer. The customer order line acquires the Delivered status.
The customer order header receives the Partially Delivered
status until all the lines are completely delivered. In that case, the status
is updated to Delivered. The status can vary, depending on the order
type.
- When delivering a serial tracked part, any 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 are 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 the 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 Customer Order Connection parameter is set for a supplier
warranty type with time based warranty conditions somewhere in the serial
structure in the
Part Serial
page, the calculation of the valid period takes place for the supplier warranty
with time based warranty conditions as well.
- After delivering a part of or the entire customer order line, it is
not possible to update the warranties on the customer order line.
- 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
will not be 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).