Connect Order Lines

Optionally you can define consolidation rules in the shipment type used when order lines are connected automatically to shipments. The following consolidation parameters are available: customer order number, planned ship date, route, forwarder, reference ID, dock code, sub dock code and to location. So for instance by adding planned ship date and route as consolidation parameters, only order lines with the same planned ship date and route will be consolidated automatically into the same shipment. The consolidation rules are not considered when you manually connect an order line to a specific shipment in the Shipment/Available Order Lines tab.

Once you have connected the required order lines to shipments, they will be available as a shipment line on the shipments. From this point you can perform all the necessary shipment activities.

Prerequisites

To connect to an existing shipment:

• The shipment must be in the Preliminary status to connect the lines. Note: If required, you can reverse a shipment from the Complete status to the Preliminary status, but not from the Closed status to the Preliminary status.
• The shipment type, deliver-to customer, ship-via and delivery terms of the order line must be that same as the shipment.
• The delivery address of the order line must be the same as the shipment. It is not enough to have the same delivery address ID; all address information must be the same.

To connect to a new shipment:

• Any of the three prerequisites above is not fulfilled.
• The line is connected by using the Order Lines Available for Shipments window.

General:

• The supply code for customer order lines must not be Purch Order Dir, Int Purch Dir, Not Decided or Service Order.
• The order line must be in the Released, Reserved, Picked or Partially Delivered status.
• There must be a remaining quantity that is still to be delivered for the customer order line i.e. what is already delivered and what is already connected for delivery on shipments must be less than the ordered quantity.
• There must not be any quantity not connected to any shipment on a pick list not pick reported yet.
• The order line must not be included on any customer load list.
• The order must not be about to be delivered with a pre-ship delivery note.
• There must not be any partially delivered order lines with a connected freight charge not invoiced.

System Effects

• A shipment line is created or updated, depending on if the order line was previously connected to the shipment.
• For order lines previously not connected to the current shipment, the order line is connected to the shipment as a new shipment line including all remaining quantity to be delivered.
• For order lines previously connected to the current shipment, the remaining quantity to be delivered will be added to the existing shipment line.
• If the quantity you connect to the shipment is already reserved, the reservation is transferred from the customer order line to the shipment line.
• On the customer order line, the remaining quantity that can be delivered via shipment is updated accordingly.
• When using the Order Lines Available for Shipments window, the order line is connected to a new shipment if there is no existing appropriate shipment.
• When manually connecting order lines to an empty shipment, the consolidation parameters, i.e. customer order number, planned ship date, route, forwarder, reference ID, dock code, sub dock code and to location, will get a value in the shipment if all order lines you connect have a common value, unless a value is entered previously in the shipment. So if you for instance manually connect lines with the same route, this route will be saved in the header of the shipment, if the route does not have a value previously.

Window

Shipment 
Order Lines Available for Shipments 

Related Window Descriptions

Shipment
Shipment/Available Order Lines
Order Lines Available for Shipments

Procedure

To connect to a specific shipment:

1. Open the Shipment window and search for a shipment.
2. Click the Available Order Lines tab to view all the available order lines with remaining quantity not yet connected to any shipment.
3. Mark the order lines you want to connect to the shipment. Right-click on the marked order lines and then click Connect to Shipment. The order lines will then be removed from the Available Order Lines tab and displayed on the Shipment Lines tab.

To connect multiple order lines to shipments:

1. Open the Order Lines Available for Shipments window and search for order lines.
2. Mark the order lines you want to connect to shipments. Right-click on the marked order lines and then click Connect to Shipment. The order lines will then appear as shipment lines on each shipment. The created shipment lines can be viewed by clicking OK to the message that appears.

Note: Alternatively, you can also automatically connect order lines to an existing or new shipment when an order is released or when the pick list is created.  However, this is only possible if the order line has the Shipment Creation option set to At Order Release or At Pick List Creation which is defaulted from the shipment type of the order line. Any consolidation rules defined in the shipment type is considered when order lines are connected automatically to shipments. When automatically connecting to an existing shipment, automatic connection of more order lines cannot be blocked for this shipment.