How to use Logistics in Purchase Orders

Logistics for Drink-IT  •  Article  •  4/2/2024  • 
  • Purchase Orders inherits the logistic information from the buy-from vendor no. or the Order Address but can be updated on the document.
  • You can find it on the LOGISTICS FastTab. This information is used in route planning.
  • When the route has been setup with a default value, the order inherits it from the route, for the following fields:
    • Location
    • Shipment Method
    • Expected Receipt Date

If in the route Shipment day is set, the expected receipt date will be calculated based on, first date found from workdate.. The Expected Receipt date, updates the field in the purchase lines. So set it only if all lines in your order are expected to arrive on the same date.

There is a check on the Receipt Date. You may not change the Receipt 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.

The valid receipt dates for a vendor and route are determined by the Source Routes configured on the vendor card or order address. The source route defines the Shipment Day and Cut-off No. of Days that apply to this vendor. When you set a route on the order, the expected receipt date is calculated from the first matching shipment day on or after the work date. If the vendor has no source route for the selected route, the date is calculated directly from the route's Shipment day setting. Ensure that source routes are configured correctly on the vendor before creating purchase orders — see Setting up logistic information for a vendor.

  • 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

When posting the receipt for an order they are updated from the route planning no into the Purchase header, so the posted Receipt 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 Weight, Volume as defined in Drink-IT Foundation Setup.
    • The order totals IN for Weight, Volume 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 purchase order based on the route and the expected receive 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).

  • Select the Search icon , enter Purchase Order, and then choose the related link.

  • On the action bar, select New.
  • Fill in the fields as necessary to create a purchase order. Hover over a field to read the tooltip.
  • On the Logistics FastTab, the fields are inherit from the route.
  • Release the purchase order, on the action bar, select Release > Release.
  • After Release the Route Planning No. field specifies the route planned no. where the purchase order is linked to.