This document provides an overview and instructions for implementing a new delivery and service offering solution in SAP. The solution introduces 7 standardized delivery profiles that will be assigned to customers. These profiles determine shipping dates, order consolidation, backorder handling, and minimum order rules. The profiles are populated in sales order popups to select the appropriate options. Maintaining the customer and product master data is required to fully implement the new delivery rules and conditions.

1. Nylex
Delivery / Service Offer
User Guide

2. Table of Contents
1. OVERVIEW 3
2. SOLUTION OVERVIEW 3
2.1 DELIVERY OFFERS 3
2.2 CUSTOMER MASTER ASSIGNMENT OF DELIVERY PROFILE. 4
2.3 SALES ORDER POPUP 4
2.4 SHIPPING DATES 5
2.5 ORDER CONSOLIDATION 6
2.6 BACK ORDER 6
2.7 MINIMUM ORDER 7
3. DATA MAINTENANCE 8
3.1 ASSIGNING DELIVERY PROFILES TO CUSTOMER 8
3.2 ASSIGNING BACK ORDER AND ORDER COMBINATION 8
3.3 MAINTAINING MINIMUM ORDER AND SURCHARGE CONDITIONS 8
3.4 ASSIGNING DELIVERY CALENDARS 8
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3. 1. Overview
A review of the Delivery and Service has been conducted by Nylex by David Barnes and has identified
opportunities to make the delivery and service levels more efficient and cost effective.
Current issues include multiple deliveries being made daily, when in fact it is better with all concerned to
consolidate deliveries, and have set delivery days.
The review had the following categories to improve.
• Delivery / Service Offer
Grade the 10,800 ship to customers into 1 of 7 service offerings.
This is to pop up the offering in the sales order creation with a text description and key.
• Consolidation of Orders
To hold orders by Ship To, to a specified release date.
Ability to trigger release based on other criteria, eg weight, volume
Ability to manually override releases
Ability to report on orders due for release
Ability to run reallocations before release date
Group orders into single picklist, but split to invoice
• Back Orders
Allocate stock to Back order as soon as stock available
Mass change customers default settings
• Small Orders
Impose a minimum order value
Consolidate Bunnings Orders
• Standardise Price Group for C Customers
2. Solution Overview
The Delivery offer applies to Consumer Customers using Sales Organisation 0010 to identify
sales orders that are applicable. This section describes the main components of the service
offers and how they are proposed and controlled in SAP.
2.1 Delivery Offers
The delivery offers are summarised as follows and is captured in SAP in transaction ZDLVPROF.
This transaction is where the delivery offer details are described and is used to populate the
popup information in the sales order.
Service
Offer
Date Rule Order
Consolidation
Back Order Minimum Order
01 Calendar in Cust Master Yes No No
02 Date specified Yes Per Cust
Master
No
03 By 11-00 Same Day
After 11-00 Next Day
No Per Cust
Master
$100 or $10
04 By 12-00 – Next Day No Per Cust
Master
$100 or $10
05 2 days from receipt of
order
Yes Per Cust
Master
$200 or $20
06 4 days from receipt of No No $500 or $40
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4. order
07 Not yet defined
2.2 Customer Master assignment of Delivery Profile.
It is maintained in the Customer Master.
in the following popup box
This provides the key for applying the different rules for each service offer in the sales order.
2.3 Sales Order Popup
When a sales order is entered a message popup displays. This only occurs in the sales order
creation transaction VA01.
The popup looks like this:
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5. The information bar has the offer applicable. Below are the key components of the service offer.
2.4 Shipping Dates
Shipping Dates are determined by a combination of rules associated with the delivery offers, and
ATP checks that SAP applies. In some cases the ATP check will produce a schedule line date
that is later than the requested date, but the customer required date is recorded.
Service
Offer
Date Rule Comments
01 Calendar in Cust Master A Calendar is assigned in the customer master.
Calendars that have been set up will set the schedule
line date to the next date defined by the calendar. Eg
ZT calendar has Tuesday as the delivery date, so will
set the sales order to the next Tuesday.
Calendars
Note: if a customer has a calendar, this will take
precedent if a customer is maintained for a different
service offer.
02 Date specified Uses the date specified in the EDI order, or todays
date for online orders
03 By 11-00 Same Day
After 11-00 Next Day
Automatic date setting based on the time the order is
entered.
04 By 12-00 – Next Day Automatic date setting based on the time the order is
entered.
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6. 05 2 days from receipt of order Uses Standard ATP check to propose the date.
06 4 days from receipt of order Uses a date 4 working days into future
07 Not yet defined
2.5 Order Consolidation
The popup shows the user what the order consolidation setting should be for the applicable
service offer. However it does rely on the customer master being correct. This is set in the
customer master here.
What this setting does is allow multiple sales orders to be combined into a single delivery. So if
a customer has a Tuesday delivery calendar it will combine all sales orders into this delivery.
When the delivery is invoiced, it will split the delivery into multiple invoices – one for each sales
order.
2.6 Back Order
This uses the current functionality to determine if a customer accepts backorders.
and selected in the following popup:
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7. 2.7 Minimum Order
The minimum order value applicable to some of the service offers is controlled by condition
records.
These are visible in the sales order on the pricing screen.
There are condition records maintained based on the service offer key in transaction VK11, VK12
for maintaing conditions.
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8. The scale looks like this:
The condition records for the surcharge are maintained in the same manner.
3. Data Maintenance
3.1 Assigning Delivery profiles to Customer
Use Transaction Mass on table KNA1
3.2 Assigning Back Order and Order Combination
Use Transaction Mass on table KNVV
3.3 Maintaining Minimum Order and Surcharge Conditions
Use Transaction VK11 to Create ZMIN and ZSUR. Remember to put in a scale!
3.4 Assigning Delivery Calendars
Use CATT to load from a file. A CATT is required as not all the fields were available using mass
maintenance.
Transaction SCAT
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