The orders to be delivered with the distribution order are specified using Filter option located at the bottom of the distribution order window. The filter options are as follows:
Filter | Value |
|---|---|
Order Date | Start / End |
Delivery Date | Start / End |
Order Slip Number | Group / Range |
Slip Aux. Code | Group / Range |
Slip Authorization Code | Group / Range |
Project Code | Group / Range |
Transaction Aux. Code | Group / Range |
Route Code | Group / Range |
Route Description | Group / Range |
Material Code | Group / Range |
Material Description | Group / Range |
Material Aux. Code 1-5 | Group / Range |
Material Authorization Code | Group / Range |
Material Group Code | Group / Range |
Variant Code | Group / Range |
Variant Description | Group / Range |
Variant Authorization Code | Group / Range |
Variant Aux. Code | Group / Range |
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
AR/AP Aux. Code 1-5 | Group / Range |
| AR/AP Trading Group | Group / Range |
AR/AP Auth. Code | Group / Range |
Salesperson Code | Group / Range |
District Code | Group / Range |
Shipment Quantity | Round Down / Do Not Round |
Department | Defined departments |
Division | Defined divisions |
Plant | Defined plants |
Warehouse | Defined warehouses |
Transfer Type | By AR/AP / By Delivery Date / By Distribution Route |
Payment Type | Without Prepayment / Prepayment |
Affects Collateral Risk | Yes / No |
| Use Material Filters In Query | Yes / No |
| Serial / Lot Transactions Will Be Generated Automatically | Yes / No |
Determining the Transfer Type
The orders' transferring type is determined by "Transfer Type" filter line. This filter contains the following options:
- By Delivery Date
- By AR/AP
- By Distribution Route
In the event of selecting "By Distribution Route" option, it should not be forgotten to select route from route code and description fields.
a. The order transactions complying with the filters are transferred into the distribution order lines by being sorted from the earliest to the latest. The transactions matching the filter conditions are identified as deliverable by the application, and the deliverable column of these transactions is automatically checked in the distribution order lines.
b. When the order transactions are transferred, the information recorded in the maximum customer limit and allocation rate (%) fields, inventory control status and the possibility of partial delivery for campaign lines are processed. The transactions that can not pass this control are listed in the Distribution Order lines, but are not checked as deliverable.
c. If a campaign is applied to a material transaction, and the partially deliverable option of this campaign definition is checked as "No", the material can not be partially distributed. If the material for which partially deliverable option is selected as "No" is connected to other material orders for the campaign, and if its inventory level is not sufficient, the other materials will not be delivered either even if they meet the delivery conditions, since the partial delivery is not allowed. This situation is processed in every stage of order transaction filtering. Such transactions are not checked as deliverable in the distribution order lines. If inventory levels are sufficient, all materials are checked as deliverable since the campaign can not be divided even if some of the connected materials do not match the filters.
d. Since the route code and district code are used together for filtering the order transactions, the delivery address must be present among the route definitions specified as filter criteria and be compliant with the district filter in order to deliver the order.
However, if the route code and salesperson code are used together, the salespersons displayed in the route lines are not processed. The salespersons in route lines are processed when the salesperson filter is not used.
e. Allocation rate (%) is used to control the order transactions. The weight, volume and grade information of the delivery vehicle is recorded in the vehicle definition. The size information of ordered materials is specified in the unit set definition. The loaded weight and volume information is calculated by finding the weight and volume totals in the dimension totals of each order transaction including the promotions. The weight of each order transaction matching the filters and the distribution vehicle capacity are processed, and their ratio is compared with the allocation rate. The allocation rate control is performed by converting all transactions to the weight unit specified in the vehicle record. The orders exceeding the allocation rate are not transferred into the distribution order. If the vehicle record does not specify a weight capacity, the allocation rate is not controlled.
When the orders are transferred into the lines of the distribution order, the number of delivery addresses specified in the maximum customer limit field is processed. The delivery addresses specified in the order slip details and the addresses specified in the sales route are processed, and the appropriate order transactions are transferred into the distribution order lines.
Only the delivery quantity can be changed in the lines generated by the application. However, these lines can be deleted, and new lines can be inserted. If a campaign is connected to a lines with type field selected as promotion, this line can not be deleted independently. The main line that the lines are connected to must be deleted. When the main line is deleted, all the connected promotion lines and main lines are deleted.
f. If the inventory level of any material at a given date is zero or negative, the order transaction of that material is not transferred into the distribution order.