Finalizing a shipment enables automatic closure of the
shipment as a result of performing all the necessary shipment activities.
Automatically performed activities when finalizing a shipment include reserve,
create a pick list, pick report, complete shipment, deliver shipment, and
optionally send dispatch advice and close shipment. You should note that
creating and generating handling unit structure, creating transport labels and
shipment documents are not activities performed automatically as part of
finalizing a shipment. Note that how the events in the shipment flow
are defined in the shipment type will not be considered when using this activity.
The reason for this is that if you use this activity you have done an active
choice to override the shipment type.
When finalizing a shipment, the shipment will assume the Closed status. The shipment being closed means that the goods have left the sender, and no further changes to the content of the shipment is allowed. The only activities allowed when a shipment is closed, is to send or resend the dispatch advice, print shipment documents and transport labels.
Finalizing the shipment can be done at any stage in the shipment flow, and is beneficial in situations when part of the shipment is handled manually. For example, the Finalize Shipment option will execute everything that can be further done with the shipment lines, based on either the sales quantity or the picked quantity.
When finalizing the shipment based on sales quantity, it implies if there are lines with a reserved or picked quantity the system will execute reservation, picking and delivery of all available quantities that have not yet been reserved and picked.
Finalizing the shipment based on picked quantity implies, if there are lines with a picked quantity the system will not execute any further reservations even if the picked quantity is less than the sales quantity and the available quantity exists. For lines with no reserved or picked quantities or only a partially reserved quantity the system will execute reservation, picking and delivery of all available quantities that have not yet been reserved.
During the finalization it is also possible to decide whether the reserved quantities should be considered. If selecting to consider reserved quantities and the finalization is based on sales quantity, the system will not execute any further reservations for lines with a reserved and/or picked quantity. If the finalization is based on picked quantity the system will not execute any further reservations for lines with a partially reserved quantity.
It is also possible to decide if order lines without reservations for inventory parts and package parts should be disconnected from the shipment. This may be useful if picking has been reported with a zero quantity, in which case the status is set back to Released or Partially Delivered. When finalizing the shipment based on picked quantity, such lines can be disconnected to avoid that reservation, picking and delivery is executed.
Shipment
Shipments
Finalize Shipment