Steps to define new delivery type

[Former Member]

Hi ,

I want to know that,what is the complete step to define the new delivery type ,that can be use in exsiting order type to complete the sales cycle process.

Regards

Prabudh

[Former Member · Accepted solution]

Consignment Stock Processing:

Consignment Stock Processing

Purpose

Consignment goods are goods which are stored at the customer location but which are owned by the company. The customer is not obliged to pay for these goods until they remove them from consignment stock. Otherwise, the customer can usually return consignment goods that are not required.

Consignment Fill-Up: Consignment fill-up replenishes the stock at the customer site. Since the goods remain the property of the company, this process is not relevant for pricing and consequently not for invoicing either.

Create a sales order using order type KB.

Enter the required data on the customer, the consignment goods and the delivering plant.

Enter all other relevant data and save the order.

Create a delivery as the subsequent document for this sales order and, after picking has been completed successfully, post goods issue.

The underlying goods movement type is a stock transfer. This ensures that when goods issue is posted, consignment special stock is created for the customer concerned. If special stock of this kind already exists in the delivering plant for this customer, the goods are posted to this special stock.

Order type: KB (document category C: sales order)

Std. Delivery type: LF

Item category: KBN (not relevant for pricing and billing)

Schedule line category: E1 (relevant for deliveries, uses availability check, 631 (GI consignment: lending) to post the stock into a special consignment category in the delivering plants stock for that particular customer and material)

Copy control rules for the sales doc, item category, and schedule line category.

Use trans MB58 or MMBE to check the stock.

Consignment Issue: The Consignment issue enables the customer to withdraw consignment goods from the special stock that are to be used or sold.

Create a sales order using order type KE.

Enter the required data for the customer, the consignment goods and the plant to which the goods are to be returned.

Enter all other relevant data and save the order.

Create a delivery as the subsequent document for this sales order and, after picking has been completed successfully, post goods issue.

The goods are then reduced by the relevant quantity in the special stock assigned to the customer. This goods issue also reduces your total stock.

Invoice the delivery which issues the consignment goods.

Order type: KE (document category C: sales order)

Std. Delivery type: LF

Invoice: F2

Item category: KEN (relevant for pricing and deliver related billing, special stock indicator W, should determine cost too)

Schedule line category: C1 (relevant for deliveries, uses availability check, 633 (GI issue: customer consignment)

Consignment returns: proceed as follows: Consignment returns enable your customer to return goods to the consignment stock that has already been issued from it.

Create a sales order using sales order type CR.

Enter the required data on the customer and the consignment goods.

Enter all other relevant data and save the order.

Create a returns delivery for the sales order (the system automatically chooses delivery type LR). The goods issue posting cancels the goods issue posting which was carried out when the consignment goods were issued. This posting records the return of the goods to the plant where goods receipt was carried out.

Create a credit memo for the consignment return you created in Step 1.

Order type: KR (document category H: returns)

Delivery type: LR

Credit for Returns Order type: RE (delivery or order related billing)

Item category: KRN (relevant for pricing and deliver related billing, special stock indicator W

Schedule line category: D0 (relevant for deliveries, no availability check, 634

Consignment Pick-Up: The company uses consignment pick-up to take back consignment goods that are faulty or excess materials that the customer does not need. This process is not relevant for billing since the goods remain the property of the company.

It may be beneficial to have a mandatory reference such as the consignment fill-up. In addition to it copy control rules can be used to further control it. In the copy control rules indicate the document flow. As the stock is coming back into the warehouse or plant, you can specify a returns shipping point to be automatically determined. No invoice is necessary, as the goods are not changing ownership.

Create a sales order using order type KA.

Enter the required data for the customer, the consignment goods and the plant to which the goods are to be returned.

Enter all other relevant data and save the order.

Create a returns delivery for the sales order (the system automatically chooses delivery type LR). The transaction is completed by the goods issue posting which initiates a transfer posting from the customer's special stock to your plant stock.

Order type: KA (document category C: sales order)

Delivery type: LR

No invoice

Item category: KAN

Schedule line category: F1 (relevant for deliveries, availability check against the stock on the customer’s consignment, 632 (Consignment pickup)

Reward points if useful

[Former Member]

hi,

follow a simple process of using existing delivery document types.

1) goto OVLK and select the delivery document which nearly/perfectly matches your requirement. copy it with a Z name and make changes required if any.

2) In VOV8 for the order type which you want this delivery type to be picked select it.

Thanks

Sadhu Kishore

[Former Member]

<u><b>Sales Order Cycle</b></u>:-

<b>Step 1:

Sales Document Type</b>

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

<b>Sales Document Item</b>:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

<b>Schedule Line</b>:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

<b>Step 2</b>: Delivery

IMG > Logistic Execution > Shipping > Deliveries >

1. <b>Define Delivery Types</b>: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard, say LF & maintain New.

2. <b>Define Item Categories for Deliveries</b>: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. <b>Define Number Ranges for Deliveries</b>: Ensure to maintain number range.

<b>Step 3</b>:

IMG > Sales and Distribution > Billing >

1. <b>Define Billing Types</b>: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. <b>Define Number Range For Billing Documents</b>: Ensure to maintain number range.

3. <b>Maintain Copying Control For Billing Documents</b>: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

<b>Note: Ensure that Copy Control settings are done

Sales Order to Sales Order (QT --> OR): VTAA

Sales Order to Delivery (OR --> LF): VTLA

Sales Order to Billing (OR --> F1): VTFA

Delivery to Billing(LF --> F2): VTFL

Billing to Sales Order (F2 --> RE): VTAF</b>

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Rajesh Banka

Reward point if useful.

[Former Member]

Go tom t-code -

---

>OVLK OR

PATH IMG--> Logistic Execution-->Shipping-->Basic Shipping functions>Delivery--->delivery types

.

[Former Member]

hi,

if you want to create a new delivery type, go to logistic execution in IMG screen, under shipping = delivery= delivery types.

u select what u required ex- LF- standard delivery type, copy it from that and maintained in ur sales document header level under shipping tab (T.code- VoV8)

reward points if useful.

regards

KR

[former_member227476]

dear prabudh,

Go to Tcode: OVLK and copy the standard delivery type and rename it as you required. and assign the same document type in the Tcode" VOV8 in shipping tab.

reward points pls

siva

[Former Member]

Hi Prabudh,

For configuring a new delivery type, use transaction code OVLK. Here for normal sales cycle we use 'LF' which is standard. Copy the same and rename it as you like and save the same.

Then use t.code VOV8 - here we configure the new sales document type. 'OR' is standard. Select your sales document type, double click on it, go to delivery section when you scroll down. Here you assign your delivery document type. By default it will be 'LF'. Make the changes and save the same. Your job will be done.

Reward valuable points.

Regards,

Allabaqsh G. Patil

[Former Member]

Go to Transaction OVLK and create the New delivery document you required. and assign the same document type in the transaction VOV8 in shipping tab. And also maintain copy controls for your Sales document type and Delivery document type in T.code VTLA.

Hope this will be clear u doubt

<b>Reward Points if it helps</b>

Regards

[Former Member]

in OVLK

document category =J

then assign no. ranges

create no ranges for deliveries in VN01

order required= specifies whether any precedding document is required to create the delivery

storage location rule= MALA/MARE/RETA

delivery split-wh number= if we check this delivery will be split on warehouse

automatic packing= automatic packing when delivery is created

[Former Member]

hi

goto Tcode OVLK

here u can define a dellivery type