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 Apply delivery planning on the customer or on the customer order.

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.

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 under the Delivery rules button. 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.

When the list type Picking plan is applied, it is possible to print multiple pick lists for an order if, for example, the quantity has been changed for an existing order row. It is also possible to print multiple pick lists if order rows have been added on an order. When printing a pick list, the status of the order is set to 4 (Picking is in progress).

You can also apply preliminary pick list. This is configured for order type and customer to be used by default. These are also printed using the list type Picking plan. Preliminary pick lists are useful if you also want to create pick lists for parts with shortages (not ready for delivery). You can also use preliminary pick lists when the picking will take long time or be made in several steps. For a preliminary pick list, the status on the order will also be set to 4 (Picking is in progress). However, no check is made to make sure the balance is sufficient. And the quantity on the 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. There you can see that the quantity has not been cleared.

A printed preliminary pick list can be released and thereby turn into a regular pick list using the list type called Release preliminary pick lists. When you release a preliminary pick list, the balance is checked and the quantity is cleared, just as when using a regular pick list.

Pick lists that are already created and printed (picking is in progress) can also be reprinted or deleted. This also applies to preliminary pick lists. In that case, you use the list type Picking in progress.

Read about settings regarding applying delivery planning in the topic Delivery/Shipping in the online help function for the Customer register 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, the setting Show delivery planned orders is available. This setting is by default set to only show orders which apply delivery planning. But it is also possible to also, or to only, show orders which do not apply delivery planning.

You can also print pick lists order by order, without applying delivery planning, if that way of working suits you best. In that case, use the list type Pick listClosed A pick list is a list of parts/products which should be picked from stock for a manufacturing order or a customer order. by order. For that pick list you can choose if the order's status should be updated to 4 (Picking is in progress).

You can create loading plans for deliveries of customer order in the same way as you do for manufacturing orders. With the list type Loading plan you create a loading plan which displays how may orders and order rows to delivery per datum, measured in number of packages and pick time. You also see net weight and volume. With the system settings Setup time for picking per order row and Unit time for picking per package you enter a general time (on the loading plan) for picking to pick lists. The times in the system settings are added to each order row and package on planned delivery dates.

Please note! If you use the when picking for orders, you should not print the pick list.

The delivery planning also supports packing. Packing is a step which takes place between the delivery planning and the delivery reporting. If you wish to apply packing, there is built-in support to print packing lists and transport labels with package structure. This is done using the list types Picking plan or Picking in progress. A packing list describes in which packages the parts on the pick list is packed. A transport label with package structure can be fastened to a package/outer packaging.

The packing is always based on pick lists. These can either be preliminary pick lists or regular pick lists. For each order row that is packed in the procedure Pack for delivery, the packing process is automatically reflected in the list type Picking in progress. Gross weights, volumes, and loading meters, are also updated automatically for each package.

In the procedure Pack for delivery you are given information about the packing of a specific pick list and you can make changes to certain data and the package structure.

In the Packing rules procedure you can create packing rules and link customers or order types. The packing rules determine if and how packaging parts should be added as delivery rows when delivery reporting. Packing rules also determine if multiple delivery notes should be allowed per pick list or if this should result in a warning. You can also use packing rules to manage a check to see if packaging rows are completely missing in pick lists when delivery reporting. The result of the check can be a warning or a block for reporting the delivery.

To be able to use the packing function, all required packaging parts must first have been registered in the Part register procedure. For both packaging parts and regular parts sold, you must update shipping information and net weight. This should also be done in the part register.

With the list type you decide if you want to create new pick lists or load the ones that are in the process of picking. You can also release preliminary pick lists or look at the loading plan for picking to 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. When you have created a pick list via the Picking plan you can print the Packing listClosed A packing list describes in which packages and using which types of packaging, the parts/products have been packed for delivery. The packaging list often contains information about package number and gross as well as net weight. and Transport label – Package structure documents.

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

Picking plan – Per customer

See the list type above, but this list is grouped per 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 the quantity is cleared, just as when you create a regular pick list.

Loading plan

This list type shows a loading plan for picking to 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 find information from the order backlog regarding the number of planned deliveries of customer orders and order rows for each delivery date. The information is shown as a loading plan for the 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.