Deliveries

If the sales order delivery processing feature is turned on for the Order Management business unit, the system will automatically group sales order schedule demand into deliveries. The grouping is configured for each Inventory business unit to define which sales order demand attributes must match to be grouped in the same delivery. This way, at order entry time, you can view the number of shipments that you might have for the order. Based on the deliveries created, you can then calculate freight charges for each shipment individually and accumulate the freight charges for each shipment to obtain the order total freight charges. If you are integrating with a third party freight system, you can also use the freight shopping feature in order entry to choose different carrier IDs for the sales order shipment schedules and regroup the schedules into new deliveries for the most efficient freight options. Deliveries also enable you to use weight and volume pricing to offer discounts and surcharges if the shipment weighs out or cubes out. You can use deliveries for both sales orders and quotes.

See PeopleSoft Supply Chain Management Common Information: Setting Up Delivery Management.

See .Understanding Internal Freight Calculations

These fields must be the same to group schedules into the same delivery:

  • Inventory business unit.

  • Scheduled shipment date.

  • Document reference number.

In addition to the two required fields, you can further define deliveries by selecting other attributes on the Inventory Definition - Business Unit Options: Delivery Management Definition page.

For example, you might group order schedules that have the same ship via code, freight terms, and ship-to customer into one logical shipment. If the inventory is available for these items, they are shipped together.

You can have different delivery definitions for each PeopleSoft Inventory business unit.

Note:

For weight and volume pricing, include the ship via code in the delivery definition. The ship via code determines minimum and maximum weight or volume limits. These limits are automatically managed at order entry time.

Note:

If you override the ship-to address during order entry, the system creates a new delivery only if any of the fields are different: State, Country, and Primary Address - Ship To.

The delivery ID is assigned when the order schedule is created or modified. The Order Management business unit processing option selected on the Order Entry Features page determines whether you use deliveries and whether you want deliveries to be assigned when you change the field or save the page. If you elect to have deliveries assigned when you change the field, you can modify the delivery if you changed any of the required or optional fields that were used to group the delivery on the Delivery Management Definition page.

Note:

Deliveries are available only for open schedules. Non-inventory order schedules or direct-shipped schedules are excluded.

During order entry, you can view shipping information for the delivery on the Deliveries page, and you can see the schedules that make up the delivery on the Schedules on Delivery page.

Ship Via Weight and Volume Test for Deliveries

If you include the ship via code field as part of the delivery definition, the system looks at the ship via to see if the delivery cubes or weighs out. The cube and weight dimensions are stored on the Ship Via page. The system checks both the volume and weight for the delivery against the minimum and maximum dimensions on the ship via to see if the shipment weight and cube fall within the specified parameters.

If the new order schedule causes the delivery to violate the cube or weight limits for the shipping method, the system automatically places the new schedule on a new delivery. If the new schedule as a whole violates the shipping method cube or weight limits, the system displays a warning message to the CSR when the order is saved. The CSR should then change the shipping method for the schedule or break the order line into multiple schedules so that the system can create separate deliveries.

To cube or weigh out, the delivery has to fall within the minimum and maximum values defined for the volume or weight.

If the delivery falls within:

  • The volume dimensions but not within the weight dimensions, then the system uses the volume to determine weight and volume pricing.

  • The weight dimensions but not the volume dimensions, then the system uses the weight to determine weight and volume pricing.

  • Both the volume and weight dimensions, then the system uses the first price rule in the weight and volume arbitration plan.

All weight and volume price adjustments for the deliveries will be summed together and added to the total order adjustments at the order header level.

The example demonstrates how the system uses weight for weight and volume pricing:

  • You have an order with five lines and one delivery.

  • The delivery contains schedules one through five.

  • A truck or container load is equal to 35,000 to 40,000 pounds or 3,500 to 4,000 cubic feet.

  • The schedule one weight is 10,000 pounds and 1,000 cubic feet.

  • The schedule two weight is 15,000 pounds and 500 cubic feet.

  • The schedule three weight is 7,000 pounds and 500 cubic feet.

  • The schedule four weight is 3,000 pounds and 100 cubic feet.

  • The schedule five weight is 5,000 pounds and 200 cubic feet.

  • The order should weigh out at 40,000 pounds and qualify for the weight and volume pricing discount.