Delivery planning

Delivery planning is a central function used to plan deliveries of customer orders where delivery planning is applied. This is determined with the setting Applu delivery planning on the customer or on the customer order. Read more about applying delivery planning in the topic Delivery/Shipping in the online help function for the Customer register.

The purpose of this procedure is to make it easier to plan today's and upcoming deliveries, and to print pick lists (primarily) and other documents (secondarily) before delivery. The delivery planning with it's functions is the beginning stage before the actual delivery. That is reported in a separate procedure.

Pick lists can be loaded and printed, regardless of whether or not you apply delivery planning on orders. For the list type Picking plan there is there setting called Show delivery planned orders. This is used to decide if only orders which apply delivery planning should be included in the list. You can also print pick lists order by order without delivery planning, if that way of working suits you best. In that case, use the list type Pick list by order.

When Picking plan is applied, it is possible to print multiple pick lists for an order if the quantity has been increased for an existing order row. It is also possible to print multiple pick lists if rows have been added on an order.

If Preliminary pick list is applied on the order type or on the customer, then you can also print preliminary pick lists. Preliminary pick lists can be very useful if the picking of parts takes more than one day and/or is made in several steps. When printing a preliminary pick list, the status on the customer order is set to 4 (Picking in progress), but no check is made to make sure the balance is sufficient and the customer order rows will not be cleared. In the Part register procedure, under the Planning window tab, the status is shown in bold font in italics for orders that have a preliminary pick list. You can see that the quantity has not been cleared. In the list type Picking in progress it is possible to reprint a printed preliminary pick list and you can also delete a printed preliminary pick list. A printed preliminary pick list can be turned into a regular pick list by using the list type called Release preliminary pick lists. When you release a preliminary pick list, the balance is checked and cleared, just as when you print a regular pick list.

Delivery planning means that the system will analyze the order backlog and suggest the orders that can be delivered in form of order rows ready for delivery. The horizon for the analyzed order backlog is the delivery horizon entered for each respective customer. There is also a general delivery horizon which can be entered using the system setting Delivery horizon. The delivery horizon entered for a customer or for an order are both exceptions from the general delivery horizon. Only orders that have a remaining quantity and where pick lists are not yet loaded or printed will be analyzed. The analysis is only made on order rows of type 1. Sub-rows are always considered as ready for delivery when their main row on the customer order is ready for delivery. Order rows of row type 2 are always ready for delivery. Incorporated parts in a fictitious part determine when the fictitious part is considered ready for delivery.

Pick lists that are already loaded and printed (picking is in progress) can also be reprinted or deleted. In that case, use the list type Picking in progress.

You can create loading plans for deliveries in the same way as you do in the manufacturing. In the procedure you can create a loading plan based on how many deliveries should be done per day, measured in package quantity and pick time. Weight, volume, and number of order rows are also displayed. In that case, use the list type Loading plan.

With the system settings Setup time for picking per order row and Unit time for picking per package you can enter a general time setting for picking. The times in the system settings are added to each order row and package on planned delivery date.

Please Note! If you are using the web client when picking for orders, then you should not print the list.

With the list type you determine if you want to load new pick lists, or if you wish to see picking in progress, or display the loading plan for deliveries.

Picking plan

A delivery analysis is made of the order backlog and the system will suggest the orders that can be delivered in form of customer order rows ready for delivery. By using the settings you can choose if you only wish to include orders that are using delivery analysis, suggest picking of orders ready for delivery, impose a time limit on delivery horizon, and select a person responsible for the pick lists that will be loaded. Under the Rows tab you see the delivery status for the selected orders grouped as Ready for delivery, Waiting list, Shortage list, and Unconfirmed. You will see the order rows for each selected order. You can only load pick lists for order rows that are ready for delivery. A clearance of the quantity of parts on each respective location will also be made. The Documents tab will become available when you save. You can print pick lists for the orders for which you have checked Pick in the Order rows box.

For the list type Picking plan you can also print preliminary pick lists if preliminary pick list is applied on the order type or on the customer,

Pick list by order

This list shows selected customer orders where you can choose to create a separate pick list for each selected order. Under Settings you can enter the person whose name will be shown as Printed by on the pick lists. You can also choose to show all locations, show only main rows, and update order status to 4 (Picking in progress). In the Result box you can see all the selected customer orders and mark the orders you wish to include in the printout of pick lists. In the box to the right you can also preview the pick list for each selected order.

Picking in progress

With this list type you load the pick lists that have not been delivered, that is, where the picking for order is in progress. Under the Pick lists tab you can see the picking in progress and the person that is doing the picking. If needed, you can here choose to reprint one or several of the pick lists in progress. After you save, these will then be displayed under the Reprint tab. You can also choose to delete picking on one or several pick lists. When deleting, these orders will become unplanned orders for the picking plan again. However, they will not appear as "ready for delivery" until a new delivery analysis is made and these orders are reloaded. The clearance of the parts is also deleted when you delete the picking.

Release preliminary pick lists

Here you can release the preliminary pick lists and thereby turn them into regular pick lists. When you release a preliminary pick list, the balance is checked and cleared, just as when you print a normal pick list.

Loading plan

This list type shows a loading plan for deliveries. By activating settings you can choose to only include orders ready for delivery and if you want to impose a time limit on delivery horizon. Under the List tab you will see information from the order backlog about deliveries as a loading plan for selected orders.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.