Creating Delivery Orders

A delivery order (DO) consists of three parts:

• Header
• Lines
• Sequences.

Creating the Delivery Order Header

Create the DO header using the Delivery Orders form. Enter the customer and ship to information to which the lines and sequences will be linked. To add a drop ship to a delivery order, the drop ship information must be manually entered on the Consignee tab after creating the delivery order header.

NOTE: Customer and ship to values are required if you will add sequences during CO shipments. If a generic delivery order is needed, you may leave the Customer and Ship To fields blank. DO lines can be added to a generic delivery order.

Creating the Delivery Order Lines

Create the DO lines using the Delivery Order Lines form. Each line represents one container/package. It is possible to create the lines at the same time as the sequences (using the Generate Delivery Order Line Sequences form), either by entering a valid line number with each sequence or by leaving the Line field blank and letting the system generate a line number. If an invalid line number is entered, the system displays an error message.

If you have drop ship addresses specified at the order line level, you must create separate delivery orders for each customer order line that has a different drop ship specified. Customer order lines with the same drop ship can be combined into a single delivery order. Entering a delivery order header defaults in the consignee address from the customer specified on the customer order header. There is no functionality to default in the consignee address from a drop ship.

CAUTION: When adding a customer order line that has a drop ship specified that is different than the DO consignee customer information, no warning messages are generated.

If you plan to create the sequences during shipping, either specify a valid line number or leave it blank to allow the system to create a new line number. If you plan to create the sequences after the shipment (using the Generate Delivery Order Line Sequences form), then you can wait until after shipment to create the lines.

Creating the Delivery Order Line Sequences

Delivery order line sequences can be created during order shipment or after order shipment.

• During Shipping - On the Order Shipping form, for each pending shipment, enter the delivery order number and DO line number (if one exists) to which the selected shipment will be tied.

  NOTE: To assign many pending shipments at once, select Actions > Mass DO Assignment.

  When you process the pending shipments, delivery order line sequences are automatically created for each shipment for which you assigned a DO number.

• After Shipping - On the Order Shipping form, do not assign any DO or DO line numbers to the pending shipments. After you have processed the shipments, go to either the Delivery Order Line Sequences form or the Generate Delivery Order Line Sequences form to create sequences. It is possible to have every sequence on one line, one sequence per line, or any combination of sequences to lines.

Related Topics

Delivery Orders Overview

Assigning Delivery Orders to Shipments