Over Delivery / Under Delivery
This function steers the over- and under deliveries in sales and purchases. The possible over/under delivery tolerances are stored in the Delivery Tolerances page. Items can be assigned a preset tolerance that is transferred to the lines during order entry. Each deviation is stored in the Delivery Tolerance Entries page for each item.
This function is available for deliveries using the sales order and the warehouse shipment or the purchase order and warehouse receipt.
Note
If order quantities change during shipping and receiving due to delivery tolerances, the quantities in blanket orders and reservations are not automatically changed.
Setup
The Delivery Tolerances page is accessed using Tell Me. Choose the 
icon, enter Delivery Tolerances, and then choose the related link.
The fields are described in the following table.
| Field | Description |
|---|---|
| Code | Unique identifier for delivery tolerance. |
| Description | Description of the delivery tolerance. |
| Overdelivery Tolerance % | Maximum % of over delivery allowed. |
| Underdelivery Tolerance % | Maximum % of under delivery allowed. |
| Change Quantity | Determines whether a change of quantity is to be made automatically or with a confirmation. |
| Calculate New Price | Determines whether a price in a sales or purchase document is to be recalculated for under- or over deliveries. The options are No, On Underdelivery, On Overdelivery, and Always. For more information, see Delivery Tolerances and Prices. |
| Overdelivery Relational Quantity / Underdelivery Relational Qty. | Define whether the allowed quantity is calculated based on the original quantity or the outstanding quantity of a document line. For more information, see Relational Quantity Fields. |
Delivery tolerances for sales and purchases are assigned to items on different FastTabs: purchases on the Replenishment FastTab and sales on the Prices & Sales FastTab.
Relational Quantity Fields
Over- and underdelivery allows you to ship/receive the higher quantity that is allowed with the overdelivery tolerance or less than the original quantity that is allowed in the under tolerance. In both cases, the quantity will be set to the shipped/received quantity, which allows you to close the order on posting because it is completely shipped/received and invoiced.
The Overdelivery Relational Quantity and Underdelivery Relational Qty. fields determine what the allowed quantity is calculated on. The options are:
- Quantity – over- and under delivery tolerances are always the same regardless of how many partial shipments are made.
For example, if the sales line quantity is 100 and the delivery tolerance is 10%, there is no difference in how many partial shipments are made as long as you stay between the range of 90 and 110. The allowed over- or underdelivery is always 10 and if you ship 90 or more, the tolerance quantities are used and the quantity will be changed to the shipped quantity so there is no outstanding quantity. - Outstanding Quantity – the allowed quantity for overdelivery and the quantity for underdelivery that will reduce the original quantity to close the order line will always be reduced based on the partial shipment quantity.
For example, if the sales line quantity is 100 and the delivery tolerance is 10%, and a partial shipment of 50 is posted, the tolerance is changed to the outstanding quantity of 50. Therefore, the acceptable range of tolerance for the next shipment is between 45 and 55.
Overdelivery Relational Quantity Example
There is a sales line with quantity = 100 and outstanding quantity = 30 and the delivery tolerance code used in the sales line has an overdelivery tolerance of 10%:
- If the Overdelivery Relational Quantity field is set to Quantity, the maximum quantity for the sales line is 110 and you can ship/invoice an additional 40.
- If the Overdelivery Relational Quantity field is set to Outstanding Quantity, the current maximum quantity for the sales line is 103 and you can ship/invoice an additional 33. This quantity decreases with each partial shipment.
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