Delivery schedules Functionalities in Dynamics 365 for sales, purchase and Quotations

Delivery schedules allow you to track order line quantity when you are using multiple deliveries for a single sales order, sales quotation, or purchase order.

Use a delivery schedule when the total quantity on an order or quotation line must be delivered in multiple shipments. Individual shipments are represented by delivery lines. Two or more delivery lines make up one delivery schedule. The delivery lines can have different delivery dates, quantities, modes of delivery, and storage dimensions, such as site and warehouse.

Total order (original order line)	600
Requested delivery schedule	100 per Month
Requested time frame for delivery	6 month, on the first day of each month

For Example: 

Create a new sales order

In this scenario, the customer requests delivery of 600 in batches of 100 over a period of six weeks.To keep track of the delivery requirements, you create a delivery schedule. 

On the delivery schedule page, you create six separate delivery lines. Each delivery line contains 100 and indicates the delivery date for those 100. In this case, each line is offset on the first of the week for six consecutive weeks.

When you create a delivery schedule, the type of the original order line is automatically changed to Order line with multiple deliveries. A line of this type is referred to as a commercial line and is marked by an icon. The delivery line is marked by a different icon. If you change a quantity on a delivery line, the commercial line is updated to the total quantity of the delivery schedule. If a trade agreement has defined a total discount for the order, the delivery schedule ensures that your order is eligible for the total order discount, even when the order is split into separate deliveries.

Orders that have a delivery schedule are processed against the delivery lines. Processing includes the posting of packing slips, product receipts, and invoicing.

Document printouts of orders and quotations that have a delivery schedule show only the delivery lines. They don’t show the original lines (commercial lines).

Happy DAXing

Tarak