The users can manage the outbound orders under the Orders --> Outbound orders tab in the Serialized Logistics application.


An outbound order is a logical grouping of multiple deliveries. An order organizes the activities in the warehouse through the linked deliveries.


The outbound orders can be one of the following types:

  • Internal orders (Stock Transfer Orders)*
  • External orders (Purchase Orders)

*Not supported end-to-end


Parts of an order


An order consists of three parts as described in the table below:


Order partDescription
Settings

Collects the master data of the order:

  • Order ID
  • Order type
  • Source and destination details
  • Different dates and deadline
  • The operator who executes the order in the warehouse
  • Tolerance values for underdelivery and overdelivery (if any)


Besides the settings, a status is also associated with the order.


The order takes one of the following statuses:

  • Open
  • In shipping
  • Paused shipping
  • Shipped
Line items

Represents the products to be shipped.


Each line item represents one product. For each line item, you specify the product data, the target quantity to be shipped with the unit of measurement, and optionally you can also provide sales parameters.


Status is also associated with the line item:

  • Open
  • In shipping
  • Completed
Deliveries

The operator can execute the order under a delivery in the warehouse. Actually, when the operator executes an order, they scan for line items and they always complete the line items under a delivery.


An order can have multiple deliveries at the same time.

  • The first delivery can be created for the order while creating the order in the Admin UI, through API, or by processing an IDOC Delvry that is received from SAP ICH/uploaded on an SAP ICH channel.
  • Further deliveries can be added to the order by processing IDOC Delvry files. Each IDOC Delvry describes a new delivery and can specify the route that delivery belongs to. If an IDOC Delvry specifies a route, you must register all the possible routes under the Site management > Routes tab in advance.


The delivery has an ID, a status, and optionally a route. The delivery takes one of the following statuses:

  • Open
  • In shipping
  • Shipped
  • In picking validation
  • Picking validated


Statuses and status transitions


An outbound external order can be executed in one of the following ways:

  • By performing a group of actions in the mobile application (validating picking/packing to order/packing an order) and in the Admin UI (validating picking for a one-case delivery/releasing a validated picking).
  • By shipping items in the mobile application.


Based on the type of execution, different statuses, and status transitions are applicable.


The following diagram illustrates the parts of an outbound external order and the status transitions when performing the following actions:

  • Validating picking in the mobile application.
  • Packing to an order (Packing - orders) in the mobile application.
  • Packing an order in the mobile application.
  • Validating picking for a one-case delivery in the Admin UI.
  • Releasing a validated picking in the Admin UI.



The following diagram illustrates the parts of an outbound external order and the status transitions when shipping items in the mobile application:


IMPORTANT: To ship items in the mobile application, the order can contain one delivery only. When shipping in the mobile application, multiple deliveries are not supported.



List of Procedures


Creating an Outbound Order


You can create an outbound order in one of the following ways:

  • Through API.
  • Through Admin UI.
  • By sending an IDOC Delvry from SAP ICH to Movilitas.Cloud (SAP ICH channel is required).
  • By uploading an IDOC Delvry on the SAP ICH channel (SAP ICH channel is required).


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders and the Create new outbound order form.


Note: When viewing the details of an order, you can open the Create new outbound order form by clicking Add new +.


Example:



2. Fill in the form as described in the table below. The required fields are marked with an asterisk (*) in the form.


FieldAction
Order IDEnter the order ID. Free-form text field.
Order typeSelect the order type:
  • Internal
  • External
Delivery IDEnter the delivery ID. By default, the delivery ID is prefilled and it takes the order ID as the value.

After saving the order, the Delivery ID field disappears and all the related data are displayed under the Deliveries tab.

ClientFor an outbound external order, select the client that receives the products of the order. The application displays a prefiltered list in the drop-down but you can search for a previously registered client by entering an expression in the search field. Only applicable to outbound external orders.
Delivery addressAfter selecting the client for an outbound external order, select the delivery address for the client.

You can select the client master data address or a delivery address (if any) from the drop-down. You can select from the addresses that were provided during client registration.
Destination warehouseFor an outbound internal order, select the destination warehouse that receives the products of the order. The application offers the previously registered warehouses for selection. Only applicable to outbound internal orders.
Order dateSelect the date of order by using the datepicker.
Expected shipping dateSelect the expected shipping date by using the datepicker.
DeadlineSelected the deadline by using the datepicker.
Source warehouseSelect the sender warehouse.
OperatorSelect the operator that must execute the order.
Allow unlimited overdelivery and underdelivery

If you want to allow an unlimited amount of delivery (shipment), keep this checkbox selected.


When this checkbox is selected, the tolerance values will not be displayed (not applicable). The default setting is "Selected".


After clearing the checkbox, an unlimited delivery is not allowed and the application displays the tolerance fields.

Underdelivery tolerance [%]

Set the underdelivery tolerance.


The operator in the warehouse must keep the target quantity with the tolerance defined here. For example, if you set 10%, the operator cannot ship less than 90% of the target quantity.


The allowed value is 0 or a value that is greater than 0. The default value is 0.

Overdelivery tolerance [%]

Set the overdelivery tolerance.


The operator in the warehouse must keep the target quantity with the tolerance defined here. For example, if you set 10%, the operator cannot ship more than 110% of the target quantity.


The allowed value is 0 or a value that is greater than 0. The default value is 0.


Example:



3. Click Create.

  • The order is created and added to the list.
  • The order tabs become active.
  • The Delivery ID field disappears and all the related data are displayed under the Deliveries tab.


4. To add line items to the order, select the Line items tab.



5. Click Add Line Item and fill in the form as described below. The required fields are marked with an asterisk (*) in the form.



FieldDescription
Line item numberEnter the line item number. The application auto-fills the field and provides "1" for the first line item. When adding a new line item, the application automatically offers a new value. You can change the line item number based on your preference but two line items cannot have the same number.
Product code schemaSelect the product code schema.
  • GTIN
  • PPN
Select productSelect a product code. The application displays a searchable drop-down with a prefiltered list of products. You can search for any product registered in the system by entering the product code or the product name in the search field.
BatchSpecify a batch for the product code (if applicable). If you don't know the batch, you can leave the field empty. In this case, the application accepts any batch that is scanned for the product.


You can select an existing batch or you can specify one inline. The application displays a searchable drop-down with a list of batches available for that product code in the system.

  • You can search for a batch of the product by entering the batch number (ID) in the search field.
  • If the entered batch is not existing, you can create the batch by clicking on the Create batch button displayed in the search drop-down.


You can clear the field by clicking on the X button on the right side of the drop-down.

QuantityEnter the quantity to be shipped. A positive number is accepted only.
Unit of measurementEnter the unit of measurement of the quantity. Free-form text field.
Sales quantityOptionally, enter the sales quantity. A positive number is accepted only.
Sales unit of measurementOptionally, enter the unit of measurement of the sales quantity. Free-form text field.


EXAMPLE 1


The following example illustrates the case when adding a line item without a batch for the selected product code:



EXAMPLE 2


The following example illustrates the case when the batch is specified inline while adding the line item:




6. Click Add in the Add line item window. The line item is added to the list.


The following example illustrates the case when the previously defined two line items are added to the order, one after the other. The first line item is expanded:



7. Add further line items as needed.


You can add multiple line items that have different or the same product data, there is no restriction. For example:

  • You have two line items with the same product code and batch but with different sales parameters.
  • You have line items with completely different product codes, batches, and other data.


Each line item added to the order is linked to the delivery also.


Next Steps


An operator can execute the outbound order in the warehouse.


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Searching for and Viewing an Outbound Order


You select the order view and check the details.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. To open the order view, select Order ID in the ID column field. The application displays the list of orders in the Outbound orders panel.


Note: The application remembers the selected view mode until the user logs out.


3. Enter the order ID in the search field, select the statuses, and/or select the order types.

  • The list of the orders is filtered based on the search criteria.
  • You can reset the filter by clicking Reset filters.


4. Select the order to view its details. The application displays the Update outbound order panel with the Settings tab.


In the following example:

  • We are filtering external orders that are in In shipping status and the search expression contains the order ID,  "OUT2307061533".
  • There is one search result that is selected. The Outbound orders panel shows the Order ID and Order status columns. The order master data (settings) are displayed.



5. Select the Line items tab to view the line items of the outbound order. You can expand a line item to view more details.

  • Line item number (#)
  • Product code
  • Status
  • Target quantity
  • Unit of measurement
  • Actions (Edit and Delete)


If unlimited overdelivery and underdelivery are allowed, the application explicitly indicates it.


The following example continues the previously selected order. The selected order has four line items.



6. Select the Deliveries tab to view the list of deliveries.

  • You can view the status of each delivery.
  • If a route is specified for the delivery, you can verify the route name. Otherwise, the route name field is empty. 
    • It is only applicable when the delivery is created by receiving an IDOC Delvry from SAP ICH.
    • The IDOC Delvry specifies the route, and the application links the delivery to the route while creating the delivery.
    • As a prerequisite, you must register all the routes under the Site management > Routes tab.
  • You can view the line items belonging to each delivery with the actual status.
  • For each delivery, you can verify the expected versus the shipped quantity per line item.
  • After clicking on a line item of a delivery, the application shows the included labels (trade items) for that line item in a paginated view (10 items per page).


The following example continues the previously selected order:

  • The order contains five deliveries. The order is a logical grouping of the deliveries.
  • The users are working on multiple deliveries in parallel for the same order.
  • Each delivery is linked to a route so the deliveries were created by receiving IDOC Delvry files from SAP ICH.
  • The first delivery, which is shipped, is expanded.



After clicking on the first line item ("Medrol") in the above example, the application displays the details of four trade items:

  • Each trade item contains three child trade items (Quantity: 4x3=12).
  • Each trade item is aggregated into multi-level containers (Parent SSCCs).
  • The product code of the listed trade items is different from the product code of the line item. The difference is the first and the last digit of the product code. The included child trade items have the product code of the line item.



After expanding the first item, the application shows the hierarchy of the parent containers (Parent SSCCs):



7. Select the History tab to view the status changes of the order.


The following example continues the previously selected order.



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Searching for and Viewing a Delivery


You select the delivery view and check the details.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. To open the delivery view, select Delivery ID in the ID column field. The application displays the list of deliveries in the Outbound deliveries panel.


Note: The application remembers the selected view mode until the user logs out.


3. Enter the delivery ID in the search field and/or apply filters:

  • Status changed (with datepicker) - It filters all deliveries that have a change in status on the selected day. By setting this filter, the Export Deliveries button becomes active. For more information, see Exporting the Deliveries of the Selected Day.
  • Status
  • Order type

After providing the search expression and applying filters:

  • The list of deliveries is filtered based on the search criteria.
  • You can reset the filter by clicking Reset filters.


4. Select the delivery to view the order details. The application displays the Update outbound order panel with the Settings tab.


In the following example:

  • All deliveries with "MULTIDEL" in the delivery ID that have a change in status on the selected day are listed. In this case, there are five deliveries in different statuses. The Outbound deliveries panel shows the Delivery ID and Delivery status columns. 
  • The first delivery "MULTIDEL070601" is selected. The application displays the master data (settings) of the order that contains the selected delivery.
  • From this view, we don't know yet whether all the listed deliveries belong to the same order.



5. Select the Line items tab to view the line items of the outbound order the selected delivery belongs to. You can expand a line item to view more details.

  • Line item number (#)
  • Product code
  • Status
  • Target quantity
  • Unit of measurement
  • Actions (Edit and Delete)


If unlimited overdelivery and underdelivery are allowed, the application explicitly indicates it.


The following example continues the previously selected delivery. The order of the delivery has four line items.



6. Select the Deliveries tab to view the list of deliveries that belong to the order.

  • You can view the status of each delivery.
  • If a route is specified for the delivery, you can verify the route name. Otherwise, the route name field is empty. 
    • It is only applicable when the delivery is created by receiving an IDOC Delvry from SAP ICH.
    • The IDOC Delvry specifies the route, and the application links the delivery to the route while creating the delivery.
    • As a prerequisite, you must register all the routes under the Site management > Routes tab.
  • You can view the line items belonging to each delivery with the actual status.
  • For each delivery, you can verify the expected versus the shipped quantity per line item.
  • After clicking on a line item of a delivery, the application shows the included labels (trade items) for that line item in a paginated view (10 items per page).


The following example continues the previously selected delivery:

  • The deliveries filtered on the left side and the deliveries of the order on the right side match. The order is a logical grouping of the deliveries.
  • The users are working on multiple deliveries in parallel for the same order.
  • Each delivery is linked to a route so the deliveries were created by receiving IDOC Delvry files from SAP ICH.
  • The first delivery, which is shipped, is expanded.



After clicking on the second line item ("Asacol HD") in the above example, the application displays the details of four trade items:

  • Each trade item contains three child trade items (Quantity: 4x3=12).
  • Each trade item is aggregated into multi-level containers (Parent SSCCs).
  • The product code of the listed trade items is different from the product code of the line item. The difference is the first and the last digit of the product code. The included child trade items have the product code of the line item.



After expanding the first item, the application shows the hierarchy of the parent containers (Parent SSCCs):



7. Select the History tab to view the status changes of the order.


The following example continues the previously selected order.



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Updating an Outbound Order


If the order is in Open status, you can update the order settings (master data) as well as the line items. You can add line items, edit the existing line items, and delete line items at the order level. As the line items are linked to the delivery, the delivery is adjusted when adding a line item to or removing a line item from the order.


Once the order is in In shipping or Paused shipping status, you cannot edit the master data (settings) of an order but you can manage the line items.


When updating an outbound order, avoid any change that is not in line with the data in an external system. Especially, when the order was created through API or by sending an IDOC Delvry from SAP ICH.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. Find and select the order you want to update. The application displays the Update outbound order panel with the Settings tab.


3. Modify the order settings as needed.


4. Select the Line items tab and manage the line items of the order as needed.


Operation on Line ItemDescription
AddClick Add Line Item, fill in the form as described below, and click Add. The required fields are marked with an asterisk (*) in the form.

FieldDescription
Line item numberEnter the line item number. The application auto-fills the field and provides "1" for the first line item. When adding a new line item, the application automatically offers a new value. You can change the line item number based on your preference but two line items cannot have the same number.
Product code schemaSelect the product code schema.
  • GTIN
  • PPN
Select productSelect a product code. The application displays a searchable drop-down with a prefiltered list of products. You can search for any product registered in the system by entering the product code or the product name in the search field.
BatchSpecify a batch for the product code (if applicable). If you don't know the batch, you can leave the field empty. In this case, the application accepts any batch that is scanned for the product.


You can select an existing batch or you can specify one inline. The application displays a searchable drop-down with a list of batches available for that product code in the system.

  • You can search for a batch of the product by entering the batch number (ID) in the search field.
  • If the entered batch is not existing, you can create the batch by clicking on the Create batch button displayed in the search drop-down.


You can clear the field by clicking on the X button on the right side of the drop-down.

QuantityEnter the quantity to be shipped. A positive number is accepted only.
Unit of measurementEnter the unit of measurement of the quantity. Free-form text field.
Sales quantityOptionally, enter the sales quantity. A positive number is accepted only.
Sales unit of measurementOptionally, enter the unit of measurement of the sales quantity. Free-form text field.

EXAMPLE 1

The following example illustrates the case when adding a line item that has a product with an existing batch:



EXAMPLE 2


The following example illustrates the case when the batch is specified inline while adding the line item:




You can add multiple line items that have different or the same product data, there is no restriction. For example:

  • You have two line items with the same product code and batch but with different sales parameters.
  • You have line items with completely different product codes, batches, and other data.
EditClick on the edit icon, modify the parameters in the opened form as described above, and click Save.
DeleteClick on the delete icon.

Note: The application does not request confirmation but it immediately removes the line item from the list.

Example:



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Validating Picking for a One-Case Delivery


An authorized user can validate a one-case delivery in the Admin UI when the following conditions are met:

  • The delivery is in In picking validation status.
  • Its case (SSCC) was validated during the Validate picking action in the mobile application.
  • The scanned quantity does not meet the expected quantity.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. In delivery view mode, find the delivery you want to validate. For the potential deliveries in In picking validation status, the application displays a checkmark icon (Validate button) in the Action column.


3. Review the order settings, the line items of the order, the delivery details, and the order history.


The following example illustrates a one-case delivery in In picking validation status.

  • The delivery ID "MULTIDEL070603" is entered in the search field and a specific day is selected for the status change.
  • Its case (SSCC) is validated because the checkmark icon (Validate picking) is visible in the Action column.
  • The delivery belongs to an order that contains five deliveries. The selected delivery is the third one in the list and it is expanded.
  • The delivery contains two line items. For each line item, the expected quantity is 12 while the scanned quantity is 6 waiting for validation.



4. Click on the checkmark icon (Validate picking) in the Action column.



5. Confirm the action by clicking Yes in the pop-up.


The delivery goes to Picking validated status and the application shows the truck icon (Ship delivery) in the Action column.


Next Steps


Release (Ship) the delivery.


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Releasing (Shipping) a Delivery


If the delivery is in Picking validated status, the delivery is ready for shipping. An authorized user can review the delivery in the Admin UI and ship it.


The delivery is in Picking validated status due to one of the following reasons:

  • The delivery is a one-case delivery and its case is validated during the Validate picking action in the mobile application because the scanned quantity meets the expected quantity.
  • The delivery is a one-case delivery that is validated by the authorized user in the Admin UI because the scanned quantity does not meet the expected quantity. As a prerequisite, the case is validated during the Validate picking action in the mobile application.
  • The delivery is a multi-case delivery without pallets that was validated by the user in the Pack an order action in the mobile application.
  • The delivery is a pallet delivery that was constructed and validated by the user in the Pack an order action in the mobile application.


Note: In all other cases, shipping the delivery is possible in the mobile application only.



Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. In delivery view mode, find the delivery you want to ship. The delivery must be in Picking validated status.


3. Review the order settings, the line items of the order, the delivery details, and the order history.


The following example illustrates a delivery in Picking validated status.

  • The delivery ID "MULTIDEL070602" is entered in the search field and a specific day is selected for the status change.
  • The truck icon (Ship delivery) is visible in the Action column.
  • The delivery belongs to an order that contains five deliveries. The selected delivery is the second one in the list and it is expanded.
  • The delivery contains two line items. The expected quantity meets the scanned quantity.



4. Click on the truck icon (Ship delivery) in the Action column.



5. Confirm the action by clicking Yes in the pop-up.


The delivery is shipped to the client.


An EPCIS file is generated and sent to SAP ICH as a DSCSA shipping event in case of the following conditions are met:

  • An SAP ICH channel is configured for the tenant.
  • The client is located in the United States.
  • The supplier of the shipped products is registered and the SAP ICH channel is associated with this supplier.
  • The tenant acts as a 3PL for the supplier.


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Exporting the Deliveries of the Selected Day


You can export the deliveries with a status change on the selected day to a Microsoft Excel (.xlsx) file. The file lists the details of each delivery on a line item basis.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. In delivery view mode, set the Status changed filter by using the datepicker. The Export Deliveries button becomes active.


Example:



Note: If you find the Export Deliveries button inactive, you are not in the right view. Hover your mouse over the button to get some help on how to make the button active.


3. Click on Export Deliveries. The application displays a pop-up to specify the location of the file.


4. Save the file to your local computer.


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Deleting an Outbound Order


You can delete the orders that do not have scanned items. Once items have been scanned for the order, you cannot delete the order.


IMPORTANT: Deleting an order deletes all the deliveries of the order. By deleting an order, you lose all connected deliveries.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. In order view mode, find the order you want to delete.


Example:



3. Click the delete icon next to the order and confirm the deletion by clicking Yes.


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Deleting a Delivery


You can delete the deliveries that do not have scanned items:

  • Deleting a delivery does not delete the order that contains that delivery but the line item settings at the order level are adjusted.
  • Deleting a delivery does not have any impact on the order master data (settings).
  • It is possible to delete all the deliveries of an order.


Procedure


1. In the Serialized Logistics application, select the Orders --> Outbound orders tab. The application displays the list of outbound orders or deliveries, depending on the selected view.


2. In delivery view mode, find the delivery you want to delete.


Example:



3. Click the delete icon next to the delivery and confirm the deletion by clicking Yes.


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