Use the Deliver Customer Orders window when you want to deliver a complete order. Separate order lines are delivered in the Deliver Customer Order Lines window.
You can deliver customer orders with both inventory parts and non-inventory parts. Inventory parts can be delivered as soon as they are reported as picked. Non-inventory parts with a delivery date ahead of today's date need to be reserved using the reservation batch in the Create Customer Order Reservations window, before they can be delivered. However, non-inventory parts with a delivery date of today or before can be delivered directly after the release is done.
When the customer order is considered as delivered, it acquires the Delivered status. The status can vary depending on the order type.
When the customer order is delivered, any customer warranties from the customer order lines with the serial tracked parts will be stored in the Part Serial window. Valid periods will be calculated for all the customer warranties in the entire serial structure in the Part Serial window.
In this window, you cannot change the number of parts to be delivered.
In case the quantity of parts to be delivered is less than the quantity stated on the pick list and reported as picked, the delivery information should be entered in the Deliver Customer Order with Differences window or Deliver Customer Order Line with Differences window. However, you can also deliver a whole order with deviation from this window by right clicking and then clicking Deliver with Differences.
In shipment, the above will not apply to perform a delivery. In shipment, you can perform a delivery by right clicking the shipment header and then clicking Deliver. This is only possible if picking is reported and the shipment is already in the Complete status.
When a delivery is performed for a customer order that is connected to a sales contract, the customer order will be closed as soon as the delivery has been made and will have the Invoiced/Closed status. However, the customer order will not be invoiced and any billing that needs to be made should be done using application payments.
If sales overhead costs are registered for the part, these
overhead costs are calculated at delivery based on the cost of the parts
delivered and the order line quantity.
The entire customer order will be considered as sent or delivered to the customer. Once the customer order acquires the Delivered status, you cannot enter any new lines. The status can vary depending on the order type.
When delivering a serial tracked part, any customer warranties defined on the customer order line are stored in the Part Serial window. If customer warranties already exist in the Part Serial window, they are merged with the ones defined on the customer order line. The warranties on the customer order line are the valid ones if the same warranty type exists both in the Part Serial window and on the customer order line.
When delivering a customer order line with a serial tracked part, a calculation of the valid customer warranty period takes place. The delivery date and the external transport lead time are used, and all the customer warranty types with the time based warranty conditions in the entire serial structure in the Part Serial window are given a valid from and valid to date. These dates are calculated using the minimum and maximum values defined for the different warranty conditions. If the valid to and valid from dates already have values, they are not recalculated since they come from supplier warranties that have been converted to customer warranties. The valid from and valid to attributes are stored in the part serial structure to be transferred later to IFS/Service Management.
If the Customer Order Connection parameter is set for a supplier warranty type with the time based warranty conditions somewhere in the serial structure in the Part Serial window, the calculation of the valid period takes place for the supplier warranty with time based warranty conditions as well.
After delivering a part or the entire customer order line, you cannot update the warranties on the customer order line.
When delivering an inventory part using delay cost of sold goods to delivery confirmation, the cost of sale will not be recognized at the time of shipment. Two new transactions will be created: DELCONF-OU (M3/M1), and DELCONF-IN (M1/M3). When delivering a non-inventory part using delay cost of sold goods to delivery confirmation, a transaction will not be created when the parts are delivered.
If sales overhead costs are registered for the part, separate cost of goods sold (COGS) bookings are created: SALES-OH (Debit M194 - cost of goods sold, sales overhead, credit M190 - sales overhead).
Deliver Customer Orders
Shipment
Deliver Customer Orders
Shipment
To perform delivery in shipment: