How to use Logistics in Sales Orders

Article04/01/20242 min read

  • Sales Orders inherits the logistic information from the sell-to customer no. or the Ship-to-Address but can be updated on the document.

  • Ypu can find it on the LOGISTICS FastTab. This information is used in route planning and can be printed on delivery notes.

  • When the route has been setup with a default value, the order inherits it from the route, for the following fields:

    • Location

    • Shipment Method

    • Shipment Date

    Note

    If in the route Shipment day is set, the shipment date will be calculated based on, first date found from workdate.

    Note

    There is a check on the shipment date. You may not change the shipment
    date to a date that does not match the Shipment day of a route.
    Only for routes that do not have a value for Shipment day, you
    can select any date.

  • For routes checked with multiple order following fields remain blank in the order and uneditable as they will be set in the route planning worksheet.

    • Driver
    • Vehicle (truck, container..)
    • Shipping Agent and -service code
Note

When posting the shipment for an order they are updated from
the route planning no into the Sales header, so the posted shipment
header will contain all information.

  • For routes not checked with multiple order any of these fields can be selected or changed.
  • The Logistics FastTab shows:
    • The order totals OUT for Gross Weight1, Volume1 as defined in Drink-IT Foundation Setup.
    • The order totals IN for Gross Weight1, Volume1 as defined in Drink-IT Foundation Setup.
    • The Total Quantity pallet IN, per pallet UOM code defined on any of the items.
    • The Total Quantity pallet OUT, per pallet UOM code defined on any of the items.
  • When the order is released, automatically a route planning no. is linked to the sales order based on the route and the shipment date. When an open route planning no. already exists for that it will assign it to that, else it will first create the route planning no (automatically).
  1. Select the Search icon , enter Sales Order, and then choose the related link.
  2. On the action bar, select New.
  3. Fill in the fields as necessary to create a sales order. Hover over a field to read the tooltip.
  4. On the Logistics FastTab, the fields inherit from the route.
  5. Release the sales order, on the action bar, select Release > Release.
  6. After release, the field Route Planning No. specifies the route planned no. where the sales order is linked to.