Deliver Lines with Differences

Explanation

Use the Deliver Customer Order Line with Differences window when the quantity of parts to be delivered is less than the quantity stated on the pick list and reported as picked. Note that you cannot deliver more than the quantity reported as picked. You can deliver entire orders with deviation in the Deliver Customer Order with Differences window.

This window is only for delivery of lines with deviation on an order. The other order lines, without deviation, should be delivered from the Deliver Customer Order Lines window.

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.

You can deliver both the customer order lines with inventory parts and non-inventory parts. The lower part of the window has two tabs, one for single handled inventory parts and one for pallet handled 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 using the reservation batch in the Create Customer Order Reservations window 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 with deviation, it acquires the Partially Delivered status. For delivering the remaining inventory parts, you must reserve them and then create and print a new pick list. For non-inventory parts, just reload the order and deliver the remaining parts. The customer order header receives the Partially Delivered status until all the order 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 window. Valid periods will be calculated for all the customer warranties in the entire serial structure in the Part Serial window.

When you are delivering an order line with differences, you can choose to close the order line. Close an order line when it has been partially delivered and you do not intend to do a final delivery. If the order line is closed, it will acquire the Delivered status, although the delivered quantity is less than the originally ordered.

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 stored sales 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 window, assuming the delivery date is after the system date (today) .
The customer order line must not be connected to any shipment.
Customer order lines with non-inventory parts with a delivery date of the system date (today) or before need to be 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 Customer Usage Allowed check box on one or more input UoMs (belonging to that input UoM group) must have been selected.

System Effects

The customer order line will be considered as sent/delivered to the customer and the quantity delivered is less than originally ordered. The customer order line acquires the Partially Delivered status. The customer order header receives the Partially Delivered status until all the order 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 window. If customer warranties already exist in the Part Serial window, 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 window 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 the time based warranty conditions in the entire serial structure in the Part Serial window 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 Customer Order Connection parameter is set for a supplier warranty type with time based warranty conditions in the serial structure in the Part Serial window, the calculation of the valid period takes place for the supplier warranty with time based warranty conditions as well.

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 window.

If you have selected the Closed check box for an order line, the order line will acquire the Delivered status although the delivered quantity is less than originally ordered, in other words, the order line is not considered as partially delivered.

In case the order has several order lines, the other lines are still in the Picked status (valid for inventory parts). Deliver these in the Deliver Customer Order Lines window.

When partially delivering an inventory part order line using the 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).

Window

Deliver Customer Order Line with Differences

Related Window Descriptions

Deliver Customer Order Line with Differences
Deliver Customer Order Line with Differences/Single
Deliver Customer Order Line with Differences/Pallet
Deliver Non-Inventory Parts with Differences
Input UoM Parameters

Procedure

Deliver single handled inventory parts:

Populate or query for the appropriate customer order. Then retrieve the desired order line by using the Order No list.
On the Single tab, change the value in the Inv Qty to Deliver field for the proper line. Note: If the Input UoM Group check box in the Deliver Customer Order Line with Differences window is selected, then it is possible for you to enter the quantities of picked parts, in the input unit other than the inventory unit of measure. You can select an input UoM from the Input UoM list. You must then enter the parameters either in the Input Qty field, or in the Input UoM Parameters window.
Optionally, you can close the order line by selecting the Close check box in the order header.
Right-click and then click Deliver with differences. A message informs you that the customer order line will be delivered with differences. Confirm by clicking OK.
For delivering the remaining parts on partially delivered lines, reserve the parts. Then, create and print a new pick list. You can then deliver the remaining parts.

Deliver pallet handled inventory parts:

Populate or query for the appropriate customer order. Then display the desired order line by using the Order No list.
In the Pallet tab, you can choose not to deliver a pallet by clearing the check box in the Deliver field for the specific pallet.
Optionally, you can close the order line by selecting the Close check box in the order header.
Right-click and then click Deliver with Differences. A message informs you that the customer order line will be delivered with differences. Confirm by clicking OK.
For delivering the remaining parts on partially delivered lines, reserve the parts. Then, create and print a new pick list. You can then deliver the remaining parts.

Deliver non-inventory parts:

Search for the customer orders you want by using the Populate or Query feature in the upper part of the window. Use the Order No list to alternate between the orders. Note that customer order lines with non-inventory parts are not visible in any tab.
Right-click and then click Deliver with Differences, a dialog box opens. The default value in the Qty to Deliver field is the same as the quantity originally ordered. Enter the quantity you will deliver. Optionally, you can close the order line by selecting the Close check box. Confirm by clicking OK.
For customer orders with partially delivered lines, you can deliver those lines at a later occasion.