Processing delivery and fine call-offs

Purpose

This page describes daily call-off processing in Controlled Sales Core: from blanket order and document call-off through delivery and fine call-offs to updated sales lines and downstream logistics processing. It is intended for teams that verify customer call-offs, align quantities and dates, and process released demand in dispatch control, consignment, or transport.

Business context

• Blanket order or blanket agreement: Long-running customer agreement against which recurring call-offs are processed.
• Document call-off: The business master record on the sales document. It connects customer, item, reference, plant, unloading point, contract data, and cumulative quantities.
• Delivery call-off: A new call-off state with its own call-off number, call-off date, and call-off lines. It is released before operational processing.
• Fine call-off: Detailed date and quantity demand. In daily work, these values appear as call-off lines; additionally, a separate Detailed Call Off can be created and released.
• Cumulative quantities: Quantity progression from customer and internal shipment perspective. These values control which call-off quantity is actually transferred to sales lines.

Typical roles

• Sales operations: verifies call-off data, references, and release readiness.
• Order processing: checks sales lines, dates, open quantities, and downstream documents.
• Warehouse and shipping: process released lines in dispatch control, picking, and transport.
• Key user: handles exceptions for cumulative quantities, corrections, zero settings, and rerelease.

Prerequisites

• Setup and number series are maintained.
• The blanket order or sales document is available in a processable status.
• Item, customer, reference number, plant, and unloading point are maintained correctly.
• If mandatory logic is active, cumulative received quantity is available in the call-off.
• Warehouse and shipping responsibilities are aligned across teams.

Process map

flowchart LR
  A[Review document call-off] --> B[Review fine call-off data]
  B --> C[Create delivery call-off]
  C --> D[Validate quantities and dates]
  D --> E[Release delivery call-off]
  E --> F[Update sales lines]
  F --> G[Run dispatch control]
  G --> H[Hand over downstream processes if required]
  H --> I[Continue logistics processing]

Operational flow

Field catalog for end users

Document call-off

Delivery and fine call-off

Call-off lines

Handover to downstream process

Cumulative quantities and calculation logic

Cumulative quantities prevent customer call-offs from being processed twice or too low. The decisive comparison is between customer-side quantity status, internal delivery progress, and quantities already considered.

In simplified terms, release processes call-off lines by date. For each date, the customer-side quantity status is continued by the call-off line and compared with the shipped or in-transit quantity already considered. This produces the quantity required on the sales line.

For a quick plausibility check in daily processing, the direct net comparison remains important:

Net call-off quantity = Cumulative received quantity - Cumulative delivered quantity - Quantity in transit

Example:

• Cumulative received quantity: 15,000
• Cumulative delivered quantity: 13,800
• Quantity in transit: 400

Result:

Net call-off quantity = 15,000 - 13,800 - 400 = 800

Example:

• Cumulative received quantity: 15,000
• Cumulative delivered quantity including transit: 14,600
• Call-off line for the date: 800

Calculation:

Continued customer quantity = 15,000 + 800 = 15,800
Open demand for the date = 15,800 - 14,600 = 1,200
Quantity to transfer = maximum call-off line, therefore 800

If the already considered delivery status is higher, the system reduces the quantity to transfer. If the demand is already fully covered, no additional sales quantity is created for that date.

Variants and exception scenarios

Review and documentation rules for cumulative quantities

Common error patterns

Completion checklist

1. Document call-off, reference, plant, and unloading point are unique.
2. Delivery or fine call-off contains plausible dates and quantities.
3. Cumulative received quantity, cumulative delivered quantity, and in-transit quantity are aligned.
4. Call-off number and call-off date match the latest released state.
5. Call-off status is Released.
6. Sales lines were updated or created as expected.
7. Exceptions and corrections are documented in the team process.
8. Dispatch control, consignment, or transport can continue with the released lines.

Result

• Delivery and fine call-offs are traceable from demand notification to operational processing.
• Blanket order, document call-off, sales line, and cumulative quantities stay aligned.
• Dispatch control and warehouse processing receive reliable released quantities.
• Corrections, zero settings, and rereleases are controlled and traceable.