Use this function to display delivery lines for goods shipped from one or all sites on one, or between a range of dates.

You can inquire by company and site, product and customer, project and type of delivery. You can filter the results by the category and type of delivery, the delivery status and the status of the invoice. 

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CSF' determines the way in which you enter information, and how information is displayed and printed.

The Delivery lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.

Header

Selection

Use this section to filter or select deliveries:

  • Start date. The default Start date is the first date of the month two months before the current month but can be amended.
  • End date. The default End date is the last date of the current month but can be amended.

The search, therefore, covers a 3 month period, by default.

Category and delivery type, Status, Invoicing

You can filter the results by the category and type of delivery, the delivery status and the status of the invoice using the Category and delivery type, Status and Invoicing sections.

You can use the Criteria action to enhance the selection criteria applied.

Selection

Company (field CPY)

This field is used to specify the company code.
The company is automatically loaded with the company of the user's default storage site. It remains modifiable.
SEEINFO It is possible to display the deliveries of all the companies by leaving this field blank. In this case, the site field is automatically left blank.
Ship site (field STOFCY)

This field is used to indicate the shipping site.
This site is automatically loaded with the user's default storage site.
SEEINFO When this field is left blank, the inquiry concerns all the deliveries of the company.
Product (field ITMREF)

This field contains the reference identifying the product.
Customer (field BPCORD)

This field is used to enter the code identifying the customer.
SEEINFO When no customer is specified, the inquiry will concern all the customeers of the folder.
From project (field PJTDEB)

Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".
Start date (field DLVDATDEB)

These two fields are used to define the date ranges.
These ranges are used to filter the deliveries with a delivery date included within this time interval.
They are initialized by default in the following manner:

  • the end date is initialized with the current date postponed to the last day of the month,
  • the start date is initialized with the first day of the month coming from the current date minus two months.
End date (field DLVDATFIN)

Category and delivery type

Normal (field LNDN)

Enable this check box to select the deliveries of the Normal category.
You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPNOR)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Loan (field LNDO)

Select this check box to select the deliveries of the Loan category.
These deliveries are intended to be returned before a specific date. In some cases, they can be invoiced when the planned return date is exceeded.

You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPLND)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Subcontract (field SCO)

Enable this check box to select the deliveries of the Subcontract category.
These deliveries cannot be invoiced.

You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPSCO)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Nonbillable (field NONINV)

Enable this check box to select the deliveries of the Nonbillable category.
You can apply an additional filter on this category by selecting a Delivery type.


Delivery type (field DLVTYPNIN)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.

Status

Validated (field CFMFLGO)

The validated deliveries - that is to say the deliveries already taken from stock (the goods are considered shipped) - are selected when this box is checked.

Not validated (field CFMFLGN)

The deliveries not validated - that is to say the deliveries being prepared - are selected when this box is checked.
SEEINFO The system submits the deliveries with both statuses by default.

Invoicing

Invoiced (field INVFLGO)

The invoiced deliveries are selected when this box is checked.

Not invoiced (field INVFLGN)

The non-invoiced deliveries are selected when this box is checked.

Tab Search results

This section displays all delivery lines that meet the defined selection criteria. The delivery date, returned quantities, shipping details and 'bill-to' customer for each line is included.

The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CSF'.

Grid

Delivery no. (field SDHNUM)
Customer (field BPCORD)
Bill-to customer (field BPCINV)
Pay-by (field BPCPYR)
Group customer (field BPCGRU)
Project (field PJT)

This field displays the associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
Sales rep 1 (field REP1)
Sales rep 2 (field REP2)
Delivery address (field BPAADD)
Ship date (field SHIDAT)
Delivery date (field DLVDAT)
Delivery mode (field MDL)
Product (field ITMREF)
Delivery LT in days (field DAYLTI)
Major version (field ECCVALMAJ)

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.

   
Minor version (field ECCVALMIN)

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.
Delivered quantity (field QTY)
Return quantity (field RTNQTY)
Sales unit (field SAU)
Currency (field CUR)
Net price - tax (field NETPRINOT)
Net price + tax (field NETPRIATI)
Order no. (field SOHNUM)
Work order no. (field MFGNUM)
Sales site (field SALFCY)
Ship site (field STOFCY)
Tax rule (field VACBPR)
Payment term (field PTE)
Settlement discount (field DEP)
Description (field ITMDES)
Margin (field PFM)
Cost price (field CPRPRI)
Line type (field LINTYP)
Carrier (field BPTNUM)
Delivery type (field SDHTYP)
Return status (field RTNSTA)
Delivery

Click Delivery from the Actions icon to view the delivery details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Customer order

Click Customer order from the Actions icon to view the order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Sales journal traceability

Click Sales journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this delivery line.

Specific actions

Click the Search action to load the table (grid) with delivery lines that meet the entered selection criteria.

The maximum number of lines displayed is defined in the Inquiry screens function for code 'CSF'.

Click the Criteria action to access additional selection and display criteria. You can filter the delivery lines to be processed by delivery number and analysis group, and modify the sort order.

Return status. Use this block to filter by delivery lines that were returned or are partially returned, or are not yet returned, for example, to search for loan deliveries not yet returned.

Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.

 Please see the Inquiry screens documentation.

You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action.

Selection

Active memo (field MEMO)
Company (field CPY)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
Shipment site (field STOFCY)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
Product (field ITMREF)
Customer (field BPCORD)
From delivery no. (field SDHNUMDEB)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
To delivery no. (field SDHNUMFIN)
From project (field PJTDEB)

Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".
Start date (field DLVDATDEB)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
End date (field DLVDATFIN)
field TSICOD
field TSCCOD

Category and delivery type

Normal (field LNDN)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
Delivery type (field DLVTYPNOR)
Loan (field LNDO)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
Delivery type (field DLVTYPLND)
Subcontract (field SCO)
Delivery type (field DLVTYPSCO)
Nonbillable (field NONINV)
Delivery type (field DLVTYPNIN)

Status

Validated (field CFMFLGO)

This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

Selection criteria:

- Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

- Customer : The inquiry can concern all the customers or a specific customer.

- Delivery number ranges.

- Date range:

- The category of delivery to inquire: Regular delivery, loan delivery.

- Delivery status to be consulted: Validated delivery, non validated delivery.

- Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

- Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

Display criteria:

- Order display order in the grid by number or by date.

- A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.
Not validated (field CFMFLGN)

Invoicing

Invoiced (field INVFLGO)
Not invoiced (field INVFLGN)

Return status

Returned (field RTNFLGO)
Not returned (field RTNFLGN)

Display

Screen code (field ECRAN)
Sort order (field TRI)

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation