Handle Parts or Handling Units in Shipment Inventory
Explanation
When picked parts or handling units are located in a shipment inventory, it is
possible to return, scrap, or move them. Note that for catch unit enabled parts,
you must specify the catch quantity to
return, scrap, or move. This applies when trying to return, scrap, or move
less than the full quantity of the inventory part in a specific location.
Note that any change made to a handling unit structure on a shipment will be
reflected for the handling unit structure in shipment inventory as well - the
handling unit structure on shipment and in shipment inventory are kept in sync
with each other. There will be inventory transactions created reflecting these
changes.
For customer orders working with two-stage picking, if pre-ship delivery notes exist for parts and there is a change in part
quantities, they need to be re-created and re-printed as the previous ones will
be set to invalid. You can also create pre-ship delivery notes
for specific orders that do not have delivery notes connected yet.
When source lines connected to shipments are
handled in shipment inventory, actions must be taken on the shipment to get the
desired outcome. You might need to print new shipment
documents and labels due to the changes, remove the
source line from the
shipment, reserve and pick other parts etc.
Prerequisites
- A source line or shipment line with parts
packed into handling units on the shipment or in inventory must have been
picked.
- For customer orders handled in the order flow, an order type that uses shipment inventory must be used. The Use Shipment Inventory check box
in the Order Picking area in the
Customer Order/Delivery
Information
tab must be selected.
- To create pre-ship delivery notes, the Use Two-stage Picking check box
must be selected in the
Customer Order/Delivery
Information tab.
- If handled in the shipment flow, the
use of shipment inventory is mandatory. Depending on setup the user could
change the suggested shipment location at the time of picking.
System Effects
- When parts or handling units are returned from shipment inventory, scrapped in
shipment inventory, or moved between shipment inventories,
inventory transactions and postings are automatically created.
- If the parts had a pre-ship delivery note
connected, the delivery note will be set to invalid and cannot be delivered.
It needs to be re-created with the correct quantities.
Window
Inventory Parts in Shipment Inventory
Handling
Units in Shipment Inventory
Related Window Descriptions
Inventory Parts in Shipment Inventory
Handling Units in Shipment Inventory
Return Parts
from Shipment Inventory
Scrap Parts in
Shipment Inventory
Move Parts Between
Shipment Inventories
Return
Handling Unit from Shipment Inventory
Scrap Handling Unit in Shipment Inventory
Move Handling Unit Between Shipment
Inventories
Create Pre-Ship Delivery Notes
Shipment
Shipment/Shipment Lines
Shipment Lines
Shipments | Consolidated Shipment/Connected Shipments
Procedure
When shipment is used you can reach the
Inventory Parts in Shipment Inventory
or
Handling Units in Shipment Inventory
windows, by right-clicking and then clicking Shipment Inventory both on
the shipment header and the shipment line level.
From Inventory
Parts in Shipment Inventory window:
Return parts from shipment inventory:
- On the
Inventory Parts in Shipment Inventory window,
right click and then click Return Parts; this opens
Return
Parts from Shipment Inventory.
- Enter the quantity you want to return in the Quantity to Return
field.
- Specify the inventory location where the parts will be returned. A
default location is proposed, but it is possible to change either by using the short code
or by using the List of Values.
- Save when completed.
- If the parts had a pre-ship delivery note
connected, a message will appear stating that the delivery note has been set
to invalid and prompting you to re-create and print a new one. If you want
to re-create a new one, click Yes. The new delivery note number will
be displayed on the Delivery Note No field.
Scrap parts in shipment inventory:
- On the
Inventory Parts in Shipment Inventory window,
right click and then click Scrap Parts; this opens
Scrap
Parts in Shipment Inventory.
- Enter the quantity you want to scrap in the Qty to Scrap field.
- Enter the scrapping cause either by using the short code or by
using the List of Values.
- Save when completed.
- If the parts had a pre-ship delivery note
connected, a message will appear stating that the delivery note has been set
to invalid and prompting you to re-create and print a new one. If you want
to re-create a new one, click Yes. The new delivery note number will
be displayed on the Delivery Note No field.
Move parts between shipment inventories:
- On the
Inventory Parts in Shipment Inventory window,
right click and then click Move Parts; this opens
Move
Parts Between Shipment Inventories.
- Enter the quantity you want to move in the Qty To Move field.
- Specify the shipment inventory to which the parts will be moved. A
default location is proposed, but it is possible to change either by using the short code
or by using the List of Values.
- Save when completed.
- If the parts had a pre-ship delivery note
connected, a message will appear stating that the delivery note has been set
to invalid and prompting you to re-create and print a new one. If you want
to re-create a new one, click Yes. The new delivery note number will
be displayed on the Delivery Note No field.
Create and print pre-ship delivery note for a specific order:
- Open the Inventory
Parts in Shipment
Inventory window and select the desired order line.
- Right-click and then click
Create and Print
Pre-Ship Delivery Note. The delivery note number will be displayed on
the Delivery Note No field.
From Handling Units in Shipment Inventory window:
Return handling units from shipment inventory:
- Select the handling units to be returned from shipment inventory.
- Right click and then click Return; this opens the
Return
Handling Unit dialog.
- Enter the location to which you want to return the handling unit.
- Save when completed.
Scrap handling units in shipment inventory:
- Select the handling units to be scrapped from shipment inventory.
- Right click and then click Scrap; this opens the
Scrap
Handling Unit dialog.
- Enter the scrapping cause either by using the short code or by
using the List of Values.
- Save when completed.
Move handling units between shipment inventories:
- Select the handling units to be moved to another shipment inventory
location.
- Right click and then click Move; this opens the
Move
Handling Unit dialog.
- Enter the shipment inventory location to which you want to return the
handling unit.
- Save when completed.