Manage delivery schedules – Purchase

In this procedure you create, handle, and print/send delivery schedules containing planned delivery dates and quantities for actual purchase orders, purchase order suggestions, and manufacturing order suggestions (with subcontracts). The delivery schedules are created per supplier.

The actual purchase orders in the delivery schedules are loaded from released purchase order suggestions and subcontract purchase orders. All purchase order suggestions that have a delivery date within the lead time or within the next few days, should be checked and released to generate actual purchase orders before you print any delivery schedules in this procedure. You can verify and release these purchase order suggestions in the Purchase order suggestion procedure.

You create purchase order suggestions during requirements planning in the procedures Requirement calculation and Net requirement calculationClosed You use the net requirement calculation to perform requirements planning based on the customer order backlog, as well as any existing sales forecasts.. The purchase order suggestions are created for the supplier that is set as default for a part. You create supplier links under the Purchase tab in the Part register procedure.

You can manually change supplier on a part's purchase order suggestion in the Purchase order suggestion procedure. This way, you can select in which supplier's delivery schedule the purchases should be displayed.

You can send delivery schedules to the supplier via e-mail. You enter the receiver of delivery schedules via e-mail in the Communication box in the Supplier register procedure. The delivery schedule is sent as an attached PDF file. When sending delivery schedules via e-mail it is also possible to attach the delivery schedule as an XML file. This is used for Monitor-to-Monitor. Read more about this below.

Delivery schedules for subcontract

A delivery schedule for subcontract consists of two sources of information: Manufacturing order suggestion and Purchase order of the Subcontract type. Manufacturing order suggestions will be shown as forecasted requirements while purchase orders for subcontractors will be shown as fixed requirements in the resulting delivery schedule.

Draft and create delivery schedules

In this list type you can create drafts and create new delivery schedules as well as print/send them to your suppliers.

Existing delivery schedules

In this list type you load existing delivery schedules to print or send again to your supplier.

If you have suppliers who also use Monitor ERP, you can send delivery schedules as attached XML files if you send the delivery schedule as a PDF file via e-mail. The setting for this is configured under the button Attach XML file in the Supplier register procedure. The supplier will then import the delivery schedule from their desktop component called Inbox for Monitor-to-Monitor and will automatically create a new sales forecast. The XML file contains all data and is the basis for the supplier's sales forecast. Read more about Monitor-to-Monitor.

Please note! The delivery schedule will, when sent as an XML file, only contain purchase order suggestions.

You can export delivery schedules and send to suppliers via EDIClosed EDI is the acronym of Electronic Data Interchange. EDI is about exchanging electronic business documents with your business partners, e.g. customers and suppliers. The EDI concept can be wide and a bit unclear, and can many times be used about all types of documents which are sent electronically, even if it might be PDF files sent via e-mail or publishing business documents on a website. What we refer to as EDI – and what is traditionally meant by EDI – is structured business documents following given standards, electronically sent or received and which are compiled and interpreted automatically and that is integrated with the customer's/supplier's ERP system.. To be able to use this feature you have to configure EDI settings and add the suppliers in an EDI behavior. Export of delivery schedule via EDI is an option purchased separately.

If there are multiple supplier links for the same supplier on a part, the part will be grouped by the supplier's part number from each supplier link in the printout of the delivery schedule. On the document you will see this grouping under the headings Order, Most recent deliveries, or Forecast.