Handle Parts in Shipment Inventory

Explanation

When picked parts 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.

When 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 order 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 review the handling unit structure, print new shipment documents and labels due to the changes, remove the order line from the shipment, reserve and pick other parts etc.

Prerequisites

• A customer order line or shipment line must have been picked or partially picked.
• If handled in the order flow, an order type that uses shipment inventory must be used for the customer order. The Use Shipment Inventory check box in the Order Picking area in the Customer Order/Delivery Information tab must be selected.
• If handled in the shipment flow, a shipment type that uses shipment inventory must be used for the shipment or a default shipment location must be entered on the shipment.
• To create pre-ship delivery notes, the Use Two-stage Picking check box must be selected in the Customer Order/Delivery Information tab.

System Effects

• When parts 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

Handle Orders in Shipment Inventory

Related Window Descriptions

Handle Customer Orders in Shipment Inventory
Return Parts from Shipment Inventory
Scrap Parts in Shipment Inventory
Move Parts 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 Handle Orders in Shipment Inventory window, by right-clicking and then clicking Shipment Inventory both on the shipment header and the shipment line level.

Return parts from shipment inventory:

1. On the Handle Orders in Shipment Inventory window, right click and then click Return Parts; this opens Return Parts from Shipment Inventory.
2. Enter the quantity you want to return in the Quantity to Return field.
3. 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.
4. Save when completed.
5. 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:

1. On the Handle Orders in Shipment Inventory window, right click and then click Scrap Parts; this opens Scrap Parts in Shipment Inventory.
2. Enter the quantity you want to scrap in the Qty to Scrap field.
3. Enter the scrapping cause either by using the short code or by using the List of Values.
4. Save when completed.
5. 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:

1. On the Handle Orders in Shipment Inventory window, right click and then click Move Parts; this opens Move Parts Between Shipment Inventories.
2. Enter the quantity you want to move in the Qty To Move field.
3. 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.
4. Save when completed.
5. 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:

1. Open the Handle Orders in Shipment Inventory window and select the desired order line.
2. 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.