Identification of Existing, Adequate Consignments
First, Maconomy checks for existing, adequate consignments.
A consignment is considered adequate if it
- Has the same destination as the order
- Has not been closed or blocked
- Has a packing date on or after the preferred delivery date of the registration and on or after today’s date. If the action is run on an order header or a quote header, and lines have been created for the quote/order, the preferred delivery date corresponds to the Delivery Date field on the quote/order. If no lines have been created for the quote/order, the preferred delivery date corresponds to the Pref. Deliv. Date field. If the action is run on a quote line or order line, the preferred delivery date is the delivery date on the line in question.
- Has the same consignment mode as the registration (that is, the same combination of delivery mode, delivery terms, carrier, and consignment type). If one or several fields in the consignment mode on the quote or order in question are blank, those fields are ignored in the analysis of whether a consignment is adequate. If, for instance, a sales order has the delivery mode “Truck”, the delivery terms “Free of Charge”, a blank value in the Carrier field, and the consignment type “Standard”, Maconomy will select all consignments to the destination in question where the delivery mode is “Truck”, the delivery terms are “Free of Charge”, and the consignment type is “Standard”, while the carrier may have any value.
If the action is run on a quote or order header, Maconomy now checks for each of the consignments identified whether the consignment has the necessary weight and volume capacity available for the order. The capacity available on a consignment is calculated as the consignment’s weight/volume capacity minus the weight/volume of order headers (but not quotes and quote/order lines) already assigned to the consignment. The consignment thus has the necessary capacity available if the weight/volume of the order does not exceed the capacity avail- able. Please note that the weight/volume of an order depends on whether an approved packing list exists for the order in question. If an approved packing list exists for the order, but no packing slip has been created, the confirmed weight/volume from the approved packing list is used. If no packing list exists for the order, the weight/volume from the order lines are used, adding any increase percentages specified on the consignment for which capacity is being calculated.
If the action is run on a quote line or order line, Maconomy does not consider whether the consignment has the necessary capacity available.
If one or several consignments matching the above criteria exist, Maconomy picks the consignment with the earliest packing date, but the registration is not assigned to this consignment until Maconomy has checked whether a consignment with an earlier packing date can be automatically created. If no consignments match the above criteria, Maconomy checks whether a consignment can be automatically created for the registration. If several consignments matching the criteria share the earliest consignment date, Maconomy picks the consignment with the lowest consignment number.