Enables suppliers to provide services for automakers concerning the order to be delivered, according to the schedule requested by the customer. Thus, the following situations are possible:

• Automakers can send orders with expected products and indicate a purchase forecast to the supplier.
• The customer order can be delivered on a specific date and time as needed.
• Receives customer orders through electronic media by exchanging XML messages in order to generate the scheduled delivery automatically.
• Makes the control of future, estimated or firm sales easier, enabling you to optimize the planning of purchase of finished products or inputs for production through integration between delivery schedule and sales order.

The process starts in the automaker when this company sends an EDIFACT (Electronic Data Interchange for Administration, Commerce and Transport) message, the international standard defined by the United Nations to exchange text messages for administration, commerce and transport, which can be in the model DELFOR (Delivery Schedule) or DELJIT (Daily Schedule).

Delivery Schedule can be added manually or by exchanging electronic XML messages via TOTVS Collaboration, which is responsible for receiving the EDIFACT  message (used by automakers in the models DELJIT and DELFOR) and converting it into XML for Microsiga Protheus®.

A Delivery Schedule may have estimated items, so that the supplier can get prepared to delivery them later on a specific date and time, according to customer instructions.

When a customer partially confirms an estimated item, a new items is generated in the quantity confirmed with Firm status. Then, the item with Estimated status has its quantity subtracted from the quantity confirmed.

Example:

The customer sends a message with an estimated product in the quantity of 1000 units, creating a schedule of 1000 items of this product with Estimated status, and then sends a message confirming the 500 units. The product is split into two items with a quantity of 500 units: One item with Estimated status, and the other one with Firm status.

The Delivery Schedule generates a Sales Order without entering data again. After saving the schedule, click Generate Sales Order. The generation is manual because data electronically received do not have mandatory payment term and TIO for Sales Order, so they must be entered manually. The option Add TIO enables you to define a TIO for all items at once.

The Sales Order is generated with an item for each product on each delivery date and time. Therefore, if the Delivery Schedule has the same product on different dates, an item is generated for each delivery date of the same product. The same rule is valid for the status, generating an item for Estimated and another for Firm.

The items of Delivery Schedule may generate several items in the order, according to their status and delivery date, however, their invoicing cannot be partial.

Sales Orders generated by the Delivery Schedule with estimated items cannot be unlocked by stock to avoid allocation in the stock control, so the item is only in the product stock control as a forecast.

When the Outbound Document is generated, items can be filtered by their delivery date, making the search for items with delivery scheduled on specific dates easier, and only firm orders can be invoiced.

The tables SD0 and SDX store the header (identification of order received from the customer) and the items (data of products requested) of Scheduled Delivery, respectively.

The relationship between the fields of Delivery Schedule item table and the fields of Sales Order comprise the following information:

• Header
• Payment Term
• Product
• Quantity
• Type of Delivery (Firm/Forecast)
• Delivery Date
• Delivery Time
• TIO

Sales Order Generation as from Delivery Schedule

Delivery Schedule is associated with the Sales Order generated for possible changes and tracing of the order.

• Change: Sales Orders generated by Delivery Schedule cannot have the fields Customer, Store, Product, Quantity, Delivery Date/Time and Operation Type changed. In this case, change must be made though Delivery Schedule.

Only items not invoiced can be changed in the Delivery Schedule.

By making a change in the Delivery Schedule, the Sales Order must reflect these changes.

• Deletion: A Sales Order or an item can only be deleted by the Delivery Schedule when it is the order origin.

Only items not invoiced can be deleted from the Delivery Schedule.

By deleting the Delivery Schedule, also delete the Sales Order generated.

By deleting the Delivery Schedule items, also delete the corresponding items in the Sales Order generated.

By generating the Sales Order, update the Status field to 01 indicating that the Order was generated, according to the caption table.

Caption Table

See Also

• Sales Order
• Outbound Document