Scheduled Deliveries

When creating multiple deliveries, click Schedule and Cost > Planning for Scheduled Deliveries.

The action opens the Edit – Scheduled Delivery Planning for Blanket Agreement page. Information about the number of agreements and first shipment date is copied from the sales agreement header to the delivery plan.

The user defines the frequency of deliveries; days/weeks/months, in the field Period Between Deliveries. The field Multiple Deliveries Schedule serves the purpose of guaranteeing the connection between a delivery agreement line and a blanket agreement line. That can be useful e.g., if a user creates a new line in a delivery agreement (adds a product number) that doesn't have a connection to a line in the related blanket agreement. If the field is marked, then the system checks if the delivery agreement was created from a blanket agreement and if it has a confirmed connection, e.g., a value in the field Blanket Sales Agreement No. in the header. If the blanket agreement in question has been flagged as Multiple Deliveries Schedule in its header, then the system doesn't allow the creation of sales posting documents for the selected delivery agreement unless all its lines are connected to a specific line in the linked blanket sales agreement.

When the frequency has been confirmed, then the underlying lines are bolded – which indicates that all the information necessary to implement the action Create Multiple Delivery Agreements from the ribbon is present.

The information on the page is reviewed by the user and confirmed by clicking Create Multiple Delivery Agreements.

The system then creates delivery agreements and confirms that their creation was successful.

The delivery plan is updated automatically and now shows all the deliveries that are scheduled from the blanket sales agreement.

If the first product (00000001) from the blanket agreement is examined, then ten delivery agreements have been created (DA230006, DA230007, DA230008, DA230009, DA2300010, DA2300011, DA2300012, DA2300013, DA2300014, DA2300015, DA2300016) with the first shipment date on the 01.18.2023 and then every week until the 28.04.2023. The quantity of 1000 KG's is spread equally over the ten deliveries, or 100 KG's to each. The quantity to be delivered can be changed manually in individual delivery agreements.

Note: If the TI Unit of Measure Code in a blanket agreement line is different than the default code in the Item card (e.g., changed from Pack to Pallet), the system automatically calculates the Number of trade items from the blanket agreement line to the number of trade items according to the definition on the item card when the sub agreements are created, and calculates the whole number of trade items to be delivered per sub agreement, but then changes the quantity back to the number of trade items according to the unit of measurement that is defined in the item card.

This means that Quantity to be delivered is calculated in whole units from the TI Unit of Measure Code from the item card even if the blanket agreement line is defined by another unit of measure code.

Creating Part of Scheduled Delivery Agreements

The system authorizes parts of scheduled deliveries to be created. For example, if 12 deliveries are scheduled to be created from a blanket sales agreement, then 3 agreements can be created first, and a quarter of the total quantity can be allocated to those agreements, and so on depending on how many agreements are added to the delivery plan. If the quantity changes in a blanket agreement, then the system takes that into account when allocating quantity in the next allocation.