Remove/Modify/Reassign Shipment Lines

Explanation

This activity is used to change the content of the shipment by either removing, modifying or reassigning the quantity of a shipment line. There are several situations where it may be necessary to remove a shipment line or adjust the quantity of a shipment line. The person responsible for the shipment may realize the need for removal, modification or addition of a line at any stage in the process, including just before loading the truck. Therefore, it is imperative that it is possible, as long as the lines are not delivered. If required, the quantity of an order line can be connected to several shipments in parallel in order 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.

When reassigning a shipment line quantity, this is disconnected from current shipment and connected to a new shipment, an existing shipment, or the customer order. If desired you can reassign the reserved and picked quantities of the shipment line to the destination.

Prerequisites

General:

• The shipment must not have been delivered.

To remove shipment lines:

• There must not be any pick list lines for the shipment line that are not yet pick reported.

To modify the quantity of shipment lines:

• For inventory parts, the new quantity must be equal to or greater than the reserved quantity of the shipment line.
• The quantity can only be increased with the remaining quantity that is still to be delivered for the customer order line i.e. ordered quantity minus what is already delivered and what is already connected for delivery on shipments.

To reassign the quantity of the shipment lines:

• 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.
• A reserved quantity that is pick listed but not pick reported yet cannot be reassigned. The pick list must be reported first.
• For package parts, it is only possible to reassign a complete package and only as long as the package has not been delivered incompletely previously.
• If a picked quantity is reassigned, the original pick list ID remains with the picking history. Please note that this may cause confusion as the pick list can appear as though it was required for the new shipment, whereas actually, it was required for the older shipment prior to the move.

System Effects

General:

• If a handling unit structure has already been automatically generated or manually created, then when you change, remove or reassign the connected lines the handling unit structure might need to be reviewed. Note: Transport documents must be reprinted after the handling unit structure is altered.
• For the same reason the shipment will be turned back from the Complete to the Preliminary state when you change, remove or reassign the shipment line. The reason is to indicate that your handling unit structure and documents must be reviewed before delivery.
• On the customer order line, the remaining quantity that can be delivered via a shipment is updated accordingly.

When shipment lines are removed:

• The reserved quantity of the shipment line will still be reserved after the removal of the shipment line. The reservation is transferred from the shipment line back to the customer order line.
• If shipment inventory is used and you remove a shipment line, any picked quantities remain as picked in the shipment inventory. The goods are still physically in the shipment inventory, and are therefore considered as picked and the reservations of the picked goods are transferred from the shipment line back to the customer order.
• If shipment inventory is not used and you remove a shipment line, any picked quantities are returned back to the inventory locations where they were picked and all reservations are removed.

When the quantity of shipment lines are modified:

• If the quantity is increased and there exists a reservation for this quantity on the customer order line, the reservation is transferred to the shipment line.

When the quantity of the shipment lines are reassigned:

• 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 quantity included in the reassignment will be disconnected from the shipment line of current shipment. If reassigned to another shipment the quantity is connected to the destination shipment otherwise reassigned to the customer order line.
• The reserved and picked quantities included in the reassignment will no longer be reserved on current shipment line.
• Depending on whether or not you select to release the reservations, the reserved and picked quantities you include in the reassignment will be released or reserved at the destination i.e. another shipment or the customer order line. Parts that are picked and placed in the shipment inventory will always be reassigned to the destination, since these parts have to be handled in the shipment inventory.

Window

Shipment
Shipment Lines
Reassign Shipment Connected Quantity
Reassign Shipment Connected Quantity for Package Parts

Related Window Descriptions

Shipment
Shipment/Shipment Lines
Shipment Lines
Reassign Shipment Connected Quantity
Reassign Shipment Connected Quantity for Package Parts

Procedure

To remove shipment lines:

1. Click the Shipment Lines tab to view all the order lines and quantities connected to the shipment.
2. Mark the order lines you want to remove from the shipment, and click Remove on the toolbar.
3. Save the changes. 

To modify the quantity of shipment lines:

1. Click the Shipment Lines tab or open the Shipment Lines window to view all the order lines and quantities connected to the shipment.
2. Change the value in the Connected Sales Qty field as desired.
3. Save the changes.

To reassign the quantity of non package part shipment lines:

1. Open the Reassign Shipment Connected Quantity window. Note that this window is also available via the Reassign Connected Quantity option in the Shipment Lines window and the Shipment/Shipment Lines tab.
2. Retrieve the shipment line for which you want to reassign any shipment connected quantity, by using the Populate or Query function.
3. In the Destination group box, select if you want to reassign the quantity back to the customer order line, to an existing shipment or to a new shipment.
4. If you reassign to an existing shipment, enter the shipment ID or select one from the List of Values in the Shipment ID field.
5. In the Release Reservations check box, decide whether or not the reservations should be released at the destination.
6. In the Quantities group box, specify the not reserved quantity you want to reassign in the Not Reserved Qty/To Reassign field. Alternatively, select the Reassign All check box to include the entire not reserved quantity.
7. If all reserved and picked quantities should be included in the reassignment, click the Reassign All check box for the reserved quantity.
8. If the entire shipment line quantity should be included in the reassignment, click the Reassign All check box for the total quantity.
9. If less reserved and picked quantities should be included, this has to be specified on the Single tab and the Pallet tab. In these tabs you can either include the entire reservation by selecting the Reassign All check box or enter the desired quantity in the Qty to Reassign field.
10. Save the changes.

To reassign the quantity of package part shipment lines:

1. Open the Reassign Shipment Connected Quantity for Package Parts window. Note that this window is also available via the Reassign Connected Quantity option in the Shipment Lines window and the Shipment/Shipment Lines tab.
2. Retrieve the shipment line for which you want to reassign any shipment connected quantity, by using the Populate or Query function.
3. In the Destination group box, select if you want to reassign the quantity back to the customer order line, to an existing shipment or to a new shipment.
4. If you reassign to an existing shipment, enter the shipment ID or select one from the List of Values in the Shipment ID field.
5. In the Release Reservations check box, decide whether or not the reservations should be released at the destination.
6. In the Quantities group box, specify the not reserved quantity you want to reassign in the Not Reserved Qty/To Reassign field. Alternatively, select the Reassign All check box to include the entire not reserved quantity.
7. Specify the reserved quantity you want to reassign in the Reserved Qty/To Reassign field. Alternatively, select the Reassign All check box to include the entire reserved quantity.
8. If the entire shipment line quantity should be included in the reassignment, click the Reassign All check box for the total quantity.
9. In the lower part of the window, the component quantity needed to reassign complete packages must be specified. Depending on if you reassign reserved packages or not reserved packages, different kinds of component quantities must be included, based on the quantity per assembly for the component. The components are represented as one record for the quantity not reserved, and one record for each reservation. If possible, the component quantity is decided automatically when the header information is entered. Otherwise, you can either include the entire quantity by selecting the Reassign All check box, or enter the required quantity in the Qty to Reassign field to get a complete package.
10. Save the changes.