What is a Delivery Order?
Solution ID = KB-86
Goal : Ship multiple customer orders to a single customer/ship-to combination under one tracking number
Module : SLCOPO
Fact 1 : SL7.xx.xx
Fact 2 : All Versions SL6 and lower
Symptom : Delivery orders may also be invoiced under one invoice number using consolidated invoicing
Database : Progress, SQL
Fix
Allow you to ship multiple customer orders to a single customer/ship-to combination under one tracking number. In addition to shipping under one tracking number, delivery orders may also be invoiced under one invoice number using consolidated invoicing. The DO header, lines and sequences can be created either during shipping or after shipping but the DO header must exist prior to creating lines or sequences.
Delivery Orders can only be created for the customer and ship to specified
on the customer order header. Delivery Orders cannot be created for drop
ship customers and sequences on the customer order lines.
A delivery order must be invoiced using Consolidated
Invoicing.
NOTE: This feature must be used in order to generate a BOL, ASN or Pro-Forma
Invoice from SyteLine. Although you do have to do a delivery order to print a
bill of lading it is not much different than the process that you used to have
to do to print a bill of lading in older versions of SyteLine. You must enter
the DO header and the DO line. It is not necessary to enter the DO sequence.
This can be done prior to shipping, so the BOL can be printed prior to the
shipment.
It is also important to note that if the DO header and line is entered without
the DO sequence, consolidated invoicing will not occur.
The DO header can be created manually via the New button or through the
Activity + Generate DO from OE. Customer Orders can be assigned to delivery
orders either at time of shipping using Edit + Update or Mass Assign, after
shipping using either the Generate DO Line Seq activity or manually via the New
button on the DO Line Seq screen (browse the order). If person doing the shipping
is creating the Delivery Orders they will want to do the Update or Mass DO
assign from shipping but if someone else does this they will want to use the
generation activity and verify against the pick lists.
A DO Line represents an entire shipment by delivery vehicle. The DO Lines can
be entered manually prior to shipping or automatically generated at SL Shipping
or using the Generate DO Line Seq activity after shipping has occurred. You
would not want 2 CO line items referenced to the same DO line when they are
physically on different trucks or when the rate code is different. Multiple DO
Lines would be required if you have more than one truck full of goods going to
the same location.
A DO Sequence represents a CO line item that has been shipped. The DO Sequences
can be entered manually or automatically during shipping by selecting the DO
line that you want to tie the CO line to or via the Generate DO Line Seq
activity.
Below is an example of one of many procedure flows:
1. Run an Available to Ship report to determine what is ready for shipment and setup a Batch ID.2. Generate Pick Lists from shipping batch.
3. Pick the orders and assemble them on crates or pallets by customer or order number, or other.
4. Perform the shipping transaction for the batch of orders.
5. Generate the Delivery Order header using Activity + Generate DO from the DO header using the orders represented on the Pick List.
6. Determine what orders need to be consolidated under one tracking number per customer/ship-to combination and proceed to the Generate DO Line Seq activity. Once complete, the status needs to be changed to Approved.
7. Generate the DO Pro Forma Invoice if required. .
8. Generate the DO Packing Slip for the Delivery Order.
9. Generate the ASN for faxing or via EDI or Workflow if required and the Bill of Lading report.
10. Run the Consolidated Invoice Generation activity by last ship date (creates pending invoices).
11. Review the generated items in the CI Workbench (can run the Unprinted CI report to review everything awaiting invoicing).
12. Post the invoices using the Consolidated Invoicing function.
