Reassign Handling Unit

Explanation

This activity is used to reassign a handling unit from one shipment to another new or an existing shipment. There are several situations where it may be necessary to reassign a handling unit, for example to handle a limited transport capacity, a backorder situation where you want to prepare the next delivery in advance, a customer requiring a certain delivery schedule etc. The person responsible for the shipment may realize that a handling unit must be reassigned at any stage in the process, including just before loading the truck. Therefore, it is possible, as long as the shipment is not delivered.

When reassigning a handling unit, the shipment line quantities attached to the handling unit, are connected to the other shipment. As an option the reserved and picked quantities attached to the handling unit can either be released or reassigned to the other shipment. If the parts are picked and placed in the shipment inventory they will not be released when reassigning a handling unit.

Prerequisites

• The shipment must not have been delivered
• A handling unit must have been created.
• When reassigning to an existing shipment, the customer ID, delivery address, ship-via, delivery terms, and shipment type must be the same on both shipments.
• There must not be any attached reservations pick listed, and not pick reported yet.
• There must not be any package part attached to the handling unit.

System Effects

As a result of this activity:

• The structure of the handling unit is reassigned from current shipment to the other shipment.
• When reassigning to a new shipment, a new shipment is created and will get the following values from current shipment: customer ID, delivery address, ship-via, delivery terms, shipment type, planned ship date, forwarder and route.
• The shipment line quantities attached to the handling unit will be disconnected from the shipment lines of current shipment and connected to the destination shipment.
• If there is not enough reserved or picked quantity attached to the handling unit in order to carry out the reassignment, reservations are attached automatically to the handling unit if possible. If not, it is possible that you get an error message about this.
• If there are more available shipment line reservations that can be attached to the handling unit you get a message where you can decide if this should be done before reassigning the handling unit.
• The reserved and picked quantities attached to the handling unit will no longer be reserved on current shipment.
• Depending on whether or not you select to release the reservations, the reservations attached to the handling unit are reassigned to the destination shipment or released. Parts that are picked and placed in the shipment inventory will always be reassigned to the destination shipment, since these parts have to be handled in the shipment inventory.
• Both current and destination shipment will be turned back to the Preliminary status if they have the Complete status when reassigning a handling unit. The reason is to indicate that your handling unit structure and documents must be reviewed before delivery.

Note that the reassignment is done for the handling unit including its sub-nodes i.e. when referring to handling unit above it includes the sub-nodes as well.

Window

Shipment

Related Window Descriptions

Shipment
Shipment/Handling Unit Structure
Shipment/Reassign Handling Unit

Procedure

1. Open the Shipment window.
2. Query for a specific shipment ID.
3. Click the Handling Unit Structure tab to view the handling unit structure details.
4. Expand to find the handling unit you intend to reassign.
5. Right-click and click Reassign Handling Unit to open the Reassign Handling Unit dialog box.
6. In the Destination group box, select if you want to reassign the handling unit to a new or existing shipment. If you reassign to an existing shipment, enter the shipment ID or select one from the List of Values in the Shipment ID field.
7. In the Release Reservations check box, decide whether or not the reservations should be released at the destination shipment.
8. Click OK.