Topic overview

The Cockpit: Distribution orders/line items application is used primarily to query distribution order line items.  The application provides you with an overview of the distribution order line items entered. You can also carry out further actions for one or more voucher line items from the application, such as the creation of delivery orders.

Definitions of terms

Distribution order

Distribution orders are used for the distribution of goods between the sites of a company or group. Like sales orders, distribution orders are used to specify the quantity and value of the goods to be delivered from one site to another.

Application description

You can use the query application Cockpit: Distribution orders/line items to get an overview of all or selected distribution order line items. In addition, further processing options are available, as the application allows you to:

• Display the voucher references chain for a single voucher line item
• Go to the Distribution orders application using the voucher number of a voucher line item to further process the voucher
• Execute application-related actions

The application consists of a query pane and a work pane.

Query pane

Query fields are stored in the query pane. As a rule, the most important query fields are already available. However, the number of query fields and their placement can vary.

The query pane is saved per view. You can determine which query fields are displayed. To do this, select the desired query fields from the list of fields. The description of the query fields can usually be found in the What’s this help.

Some query fields are documented below. If further fields are added, you will find their description in the help article of the associated application.

• Distribution order type – allows you to select one or more distribution order types as a search characteristic for the orders that contain the order line items you are searching for
• Distribution order number – allows you to use one or more numbers to restrict the distribution orders containing the order line items you are searching for
• Delivery date – allows you to enter a point in time or a period as a search characteristic for the delivery date of the order line items you are searching for
• Status – allows you to select the status of the order line items you are searching for. You can select one, several, or all of the following statuses as search characteristics:
  • General status:
    • In process
    • Released
    • Blocked
    • Completed
  • Source completion status of the delivery:
    • Not completed manually
    • Completed manually
  • Issue inventory reservation status (source):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Issue reservation status (source):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Receipt reservation status (source):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Source delivery order status:
    • No delivery order in process
    • Delivery order in process
    • Delivery order reported
  • Source delivery status:
    • Not delivered
    • Delivered in part
    • Delivered in full
  • Destination completion status of delivery:
    • Not completed manually
    • Completed manually
  • Receipt reservation status (destination):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Issue inventory reservation status (destination):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Issue reservation status (destination):
    • Disabled
    • Not reserved
    • Partially reserved
    • Completely reserved
    • Completed
  • Destination delivery order status:
    • No delivery order in process
    • Delivery order in process
    • Delivery order reported
  • Destination delivery status:
    • Not delivered
    • Delivered in part
    • Delivered in full
  • Status of inter-company billing:
    • Not cleared internally
    • Cleared internally in part
    • Cleared internally in full

• Delivery recipient – allows you to select one or more sites as a search characteristic for the delivery recipient (destination site)
• Employee responsible – allows you to enter one or more employees as a search characteristic for the Employee
• Item – allows you to enter one or more item numbers as a search characteristic for items
• Identifier – allows you to use one or more identifiers to specify  which identifiers of the item you are searching for should be included in the order line items
• Purchasing organization – allows you to select one or more organizations as a search characteristic for the purchasing organization
• Sales organization – allows you to select one or more organizations as a search characteristic for the sales organization
• Reminder date – allows you to enter a point in time or a period as a search characteristic for the reminder date of the order line items you are searching for
• Shipping date – allows you to enter a point in time or a time period as a search characteristic for the shipping date of the order line items you are searching for
• Planning data – allows you to limit the search to order line items for which specific or no planning data has been entered
• Delivery partner – allows you to select one or more sites as a search characteristic for the delivery partner (source site)
• Source warehouse – allows you to enter one or more warehouses as a search characteristic for the source warehouse according to the order line item
• Destination warehouse – allows you to enter one or more warehouses as a search characteristic for the destination warehouse according to the order line item
• Currency – allows you to use one or more currencies to specify the order currencies of the order line items you are searching for
• Creation date – allows you to specify a point in time or a period during which the purchase orders for the order line items you are looking for were entered
• Total net amount – allows you to enter one or more values as search characteristics for the net amount of the order line items
• Total net weight – allows you to enter one or more values as search characteristics for the net weight of the order line items
• Deletion marker – allows you to search for the order line items based on the deletion marker for the distribution order header:
  • Marked as deleted
  • Not marked for deletion

Work pane

A table is available in the work pane in which the queried distribution order line items are displayed. You can determine yourself which information is displayed for an order line item. To view an order line item in different ways with different information, several views can be created.

Standard view

Below you can find a description of all the main table columns in this view. If further columns are added, you will find their description in the help article of the corresponding application:

• Distribution order type – the distribution order type, together with the distribution order number and the line item number, is used to identify the distribution order line item
• Distribution order number – the distribution order number, together with the distribution order type and the line item number, is used to identify the distribution order line item
• Line item number – the line item number, together with the distribution order type and the distribution order number, is used to identify the distribution order line item
• Deletion marker – displays whether the document header has a deletion marker set for reorganization purposes
• Item – displays the identification of the item according to the order line item
• Item description – displays the item description according the order line item. For pseudo items, the item description according the order line item is displayed, which may deviate from the master data.
• Shipping date – displays the shipping date according to the order line item
• Delivery date – displays the delivery date according to the order line item
• Total net weight – displays the total net weight according to the order line item
• Total quantity – displays the total quantity according to the order line item
• Total net amount – displays the total net amount in the voucher currency according to the order line item
• Total net amount (primary currency) – displays the total net amount in the primary currency according to the order line item
• Status – displays the status of the order line item
• Delivery recipient – displays the identification of the delivery recipient (destination site) according to the distribution order
• Delivery recipient description – displays the description of the delivery recipient (destination site) according to the distribution order
• Identifier – displays an identifier of the order line item, if entered
• Identifier description – displays an identifier description of the order line item, if entered
• Reminder date – displays the reminder date according to the order line item
• Destination warehouse – displays the destination warehouse entered in the order line item

[Sub-items] button

The search for sub-items is optionally available as a detail search.

The corresponding fields are explained below.

• Sub-item number – displays the number of the sub-item
• Item – displays the item number for the sub-item
• Item description – displays the item description for the sub-item
• Delivery date – displays the delivery date for the sub-item
• Total quantity – displays the total quantity for the sub-item
• Status – displays the status of the sub-item

Extended view

All the main table columns in the Extended view are described below.

• Delivery partner – displays the delivery partner (source site) according to the distribution order
• Delivery partner description – displays the description of the delivery partner (source site) according to the distribution order
• Employee responsible – displays the employee responsible for the order
• Source warehouse – displays the source warehouse entered in the order line item
• Undelivered source quantity – displays the order line item quantity not delivered from the source warehouse (dispatch)
• Delivered quantity (source) – displays the order line item quantity delivered from the source warehouse
• Net amount delivered (source) – displays the net amount for the quantity delivered from the source warehouse in the voucher currency
• Net amount delivered (source primary currency) – displays the net amount for the quantity delivered from the source warehouse in the primary currency
• Issue reservation status (source) – displays the reservation status of the demand origin. This column is only visible if the Reservations function has been activated for the active OLTP client in Customizing.
• Carrier – displays the identification of the carrier according to the order header
• Carrier name – displays the name of the carrier according to the order header
• Undelivered destination quantity – displays the order line item quantity not delivered to the destination warehouse (receipt of goods)
• Quantity delivered (destination) – displays the order line item quantity delivered to the destination warehouse
• Net amount delivered (target) – displays the net amount for the quantity delivered to the destination warehouse in the voucher currency
• Net amount delivered (destination primary currency) – displays the net amount for the quantity delivered to the destination warehouse in the primary currency
• Receipt reservation status (destination) – displays the reservation status of the demand coverage. This column is only visible if the Reservations function has been activated for the active OLTP client in Customizing.
• Purchasing organization – displays the purchasing organization according to the order header
• Purchasing organization description – displays the description of the purchasing organization according to the order header
• Destination firm – displays the identification of the destination firm according to the order header
• Destination firm description – displays the description of the destination firm according to the order header

Application-related actions

The following application-related actions are available in the Cockpit: Distribution orders/line items application:

• [Generate and output pro forma invoices…]
• [Generate delivery orders with order reference…]

[Generate and output pro forma invoices…] action

For the selected distribution orders, a pro forma invoice can be created and the corresponding voucher document can be output using the action [Generate and output pro forma invoices…].

For a description of this action, see the article Distribution orders: Actions.

[Generate delivery orders with order reference…] action

For the selected distribution orders of the Delivery category, the action [Generate delivery orders with order reference…] can be used to create one or more new Delivery order business entities.

For a description of this action, see the article Distribution orders: Actions.

Customizing

Inventory Management function

The following setting in the Inventory Management function in the Customizing application is relevant for the Cockpit: Distribution orders/line items application:

• Reservations – this function must be activated for the active OLTP client to:
  • Make the Issue inventory reservation status, Issue reservation status, and Receipt reservation status options available as search characteristics in the Status field of the query pane
  • Display the issue reservation status and receipt reservation status

The Issue reservation status is only available if the Allow reservation of planned receipts setting is activated for the active OLTP client.

Business entities

The following business entity is relevant for the Cockpit: Distribution orders/line items application. The entity is used, for example, to:

• Assign authorizations
• Set up activity definitions
• Import or export data

Distribution order: com.cisag.app.multiorg.obj.DistributionOrder

The business entity belongs to the following business entity group: com.cisag.app.multiorg.OrderData

Authorizations

Authorizations can be assigned both using the authorization roles and by assigning an organization. The authorization concept can be found in the technical article Authorizations.

Special capabilities

The Cockpit: Distribution orders/line items application has the following special capabilities that apply to actions with output settings:

• Override voucher document templates
  com.cisag.app.general.OverrideDocumentOutputOptions
  With this capability, you can fundamentally change the output settings defined in the voucher document template when outputting voucher documents in the output dialog window.
• Use different e-mail sender
  com.cisag.sys.services.output.UseDifferentMailFrom
  With this ability, you can change the e-mail address of the sender when outputting voucher documents in the output dialog window.
• Use different fax sender
  com.cisag.sys.services.output.UseDifferentFaxSender
  With this ability you can change the fax number of the sender when outputting voucher documents in the output dialog window.

Organization assignments

Organizational structures are used to control which data is visible, usable, or editable. The Content-based authorizations function must be activated in the Customizing application for this purpose.

In order for a person to see the Purchase order documents query application in the user menu and be allowed to open it, they must be assigned to an organization that is integrated into one of the following organizational structures:

• Purchasing
• Sales

For a person to be able to query distribution order line items:

• One of the organizations assigned to them must be entered in the Authorizations table in the Distribution order types application
• The person must be granted capabilities for the Distribution orders business entity using an authorization role

Further information on the Authorizations table and a comprehensive overview of the content-based authorizations can be found in the Content-based authorizations article.

Special features

There are no special features for the Cockpit: Distribution orders/line items application.

Authorizations for business partners

The Cockpit: Distribution orders/line items application is not released for business partners.