I have now also tried upgrading from sps 9 rev 93 to sps 10 rev 100, I get the same warning and error within the log stating the delivery units are not installed. It seems to be a common issue. I checked some SAP notes about missing delivery units issue but nothing points to this specific issue in the consecutive patches as far as I have seen.
Is there a way to know which delivery unit is missing and how I can get it from the installation? Sorry it may be an easy question, not used the delivery units patching for the base packages before however i worked with the delivery units in terms of importing and activating.