The following describes how to retrieve a delivery schedule sent through Data Interchange (DI), for example by EDI/400. When retrieving information from the DI database, the system evaluates the information sent and, for delivery schedules, updates the Delivery schedule files in DC1. If the system finds any errors, or if information is missing, the files will not be updated but a printout will be produced informing you about the errors or what information that was missing.
- Select the Work with inbound DI DELFOR menu item.
- You access Work with DI database, Inbound DI DELFOR displaying all delivery schedules received through any Data Interchange method.
- You access Work with DI database, Inbound DI DELFOR, header:
- Document subtype
- Displays the DI document subtype defined for the type of document. The type of document for delivery schedules is called DELFOR. Two document subtypes are valid for delivery schedules, which are defined in the DI documents table:
Document subtype Description 1 = Net forecast Delivery schedules with net forecast, contain information about the quantities of the items to dispatch to the customer, including dispatch dates. Your company, as the supplier, should follow the schedule and deliver the goods required. 2 = Gross forecast Delivery schedules with gross forecast, contain information about the current stock situation for items at the customer’s warehouse, including a minimum and maximum stock level. Your company, as the supplier, should monitor the stock situation and dispatch goods when needed. The term used for this is VMI, Vendor Management Inventory. - Error code
- This field is set to NO if no errors were found when the delivery schedule was received through the Receive DI documents program. This field is set to YES if errors were found when the delivery schedule was received. Examples of errors are: Wrong customer number, Invalid delivery schedule start date, Invalid order type. If this is the case, the printout produced when receiving the schedule states the errors.
- Note: If this field displays the code for YES, this delivery schedule has to be retrieved interactively to be able to correct the errors. If you retrieve it in batch, it will not be updated in the Delivery schedule files, but will, instead, remain in the DI document file (here). Refer to step 5 below.
- Handler
- Displays the handler, requested by the customer in the delivery schedule.
- Order type
- Displays the order type to be used when creating sales orders, requested by the customer in the delivery schedule.
- Warehouse
- Displays the warehouse from which the goods should be shipped, requested by the customer in the delivery schedule.
- Highlight a record and click Retrieve
- You access the Generate delivery schedules panel.
- Handler
- Order type
- Warehouse
- Update order
- Set this field to YES if you want the system to create any order lines according to the schedule. If you set this field to NO you can work with the delivery schedule via Work with inbound delivery schedules, before creating the order lines.
- Update despite warning
- This field is only relevant if you set the Update order field to YES above and if any warning features are activated for the customer in the Business partner file, DI documents panel. When the delivery schedule is retrieved, you decide if you want sales order lines to be created despite of any warnings. If you set this field to NO, the delivery schedule will be retrieved and updated in the Delivery schedule files, but no sales order lines will be created, even if the system finds that order lines should be created. To create the sales order lines you have to update the delivery schedule by using the appropriate option in the Work with inbound delivery schedules program. However, if you set this field to YES, order lines will be created (if needed) and the corresponding warning field will be set to YES on the Work with inbound delivery schedules, Header details panel.
For the purpose of this example, the delivery schedule is sent by the customer through EDI/400.
View info
Before retrieving the delivery schedule, you can view the information sent by the customer. Do as follows:
Select a record and click Display.
For information about the other fields on the panel, refer to the Panel help.
Click OK to return to the initial panel.
If you leave the following fields blank, the system will use the information defined in the delivery schedule header (refer to step 3 above):
The following two fields are mandatory:
For information about the other fields on the panel, refer to the Panel help.
Click OK.
Tip: The retrieval of delivery schedules can also be processed interactively by clicking F2 instead of clicking OK if your user profile allows (defined in Work with DC1 user profiles).
Note: If the system found any errors when the delivery schedule was received via Receive DI documents, you have to run the retrieval of the schedule interactively to be able to correct the errors.
When the system has processed the retrieval of the delivery schedule, you can maintain it via Work with inbound delivery schedules. See Maintain a gross forecast inbound delivery schedule retrieved through DI.