Create Despatch Orders

Security Note: You need the Allow the user to create despatch orders and Allow the user to maintain despatch orders security rights in the Contracts domain security rights group for this activity. If creating despatch orders via a shipment, you also need the Allow the user to maintain despatch orders on shipments security right in the Shipments domain security rights group.

Activity Steps

1. Open the Despatch Order Explorer.

   Note: You can also create despatch orders (DOs) via the:

   • Despatch Orders node of a Sales Contract or Purchase Contract
   • Despatch Orders tab of a Quota node in a sales or purchase contract
   • Despatch Orders sub-tab of the Marketing tab of a Shipment
   • Despatch Orders tab of a Lot Despatch

   If creating DOs via a contract, the context menu item is Create Despatch Orders and steps 2–4 below are simplified.

2. Right-click and select New from the menu.

   The Contract Explorer displays as a dialog box. See Find Sales or Purchase Contracts for descriptions of the search criteria.

3. Search for and select the required contract product.
4. Click OK.

   The Create Despatch Orders screen displays.

5. Complete the following fields as required.
   • Start Date—Planned despatch date for the first DO. If the offset is zero days, this date applies to all DOs.
   • Number of Despatch Orders—Number of DOs to create at once.
   • Offset—Period of time between the DO dates.
   • Offset Unit—Select from Days, Weeks and Months.
   • Quantity—Amount of material to be despatched in each DO.
   • Unit—Unit of measure for the quantity. Select from the Mass units defined in the Unit Conversion Editor.
   • Quota—Select from the quotas in the contract product. Set to the current quota if creating DOs from a Quota node.
   • Planned Loading Location—Select from the locations defined on the Supply Chain panel of the Solution Explorer. Default: The Contractual Source of the quota, if specified.
   • Planned Unloading Location—Default: The Contractual Destination of the quota, if specified.
   • Package Type—Select from the package types defined on the Supply Chain panel of the Solution Explorer. For package types with limited Allowed Products, only the package types that are applicable to the contract product display.
   • Ignore For Hedging—Whether to ignore the DOs for hedging. If checked, the DOs will not be displayed when searching for DOs to hedge.
   • Nominated Product—If Allowed Nominations are specified for the contract product, select from the contract product and allowed nominations. If Allowed Nominations are not specified for the contract product, the nominated product can only be the product of the contract product.
6. Click Create.

   A message displays the status of the DO creation.

7. Click OK.
8. Click Save.

   Note: If the Despatch Order status definition exists, the despatch orders are assigned the initial status. This status definition controls whether the despatch orders are editable and selectable. See Status Definitions.