Ship Goods and Assets
Explanation
Use this activity to initiate the move of an inventory part, non inventory
part, no part or a handling unit between a site and/or a remote warehouse. Depending
on if the receiver site is within the same company or a different company, a
shipment order or distribution order will be used to administrate the move.
Ship can be used in instances where the move of goods or handling units requires
transport outside the warehouse, ie. to a different address. The functionality
enables both the shipment and receipt processes so that operations and documents
available in those processes can be utilized in the move. In comparaison, transport
task is better suited to be used in stock movement within the warehouse.
Also Work Task Assets like serial objects or materials (inventory
parts) can be moved between sites. For this, from Work Task\Returns
tab plan material returns and open the Return to Inventory and Ship
assistant. After returning the serial object or the material (inventory part),
in the third step of the assistant, select the parts to be moved and click
Ship to open the Ship Goods and Assets assistant.
Prerequisites
- If you want to ship an inventory part from a picking location, the available
quantity of the part should be greater than zero. In addition, for a handling
unit, the entire quantities of the parts must be available.
- If you want to ship an inventory part already after arrival and keep
the connection to the purchase receipt, the part should have been received
into an arrival or quality assurance location. Note that from these
locations it's only possible to move goods to a receiver in the same company.
However, for non-inventory parts and no part, you can ship after the purchase
order is received into inventory.
- The inter company scenario is not available for project inventory, configured
parts or ownerships other than Company Owned.
- To be able to ship using shipment order (intra company) the following
basic data should be set up as shipment order default values:
- Requisitioner
- Ship Via
- Delivery Terms
- Shipment Types
- To be able to ship an inventory part using distribution order (inter
company):
- internal customer and supplier needs to be configured and connected
to respective site.
- If sales part and/or supplier for purchase part is missing then
inventory part must have Unit Cost since the price will be fetched from
inventory part cost when parts are created.
System Effects
Intra company:
- A new shipment order will be created in planned state, with the selected
parts or handling units reserved against the shipment order lines.
- The quantity will be consolidated into the shipment order line based
on: part, condition code, configuration ID, ownership, owner, demand code
and reference and project activity. For example if moving ten serials, it
will be one shipment order line with the quantity 10 PCS. The reservation
will include the detailed information about the specific serials.
- When moving from location type arrival and QA, the purchase order receipt
will be added as demand code and reference on the shipment order line. The
selected parts or handling units will be excluded from the purchase order
receipt and will be added back to the purchase order receipt in the new
location once the shipment order is received.
- When moving non inventory parts or no parts from the Receipt page, a
new shipment order will be created with status Planned and the shipment
order line will have status In Progress.
Inter company:
- Distribution orders will be created per part and released. One internal
customer order and one internal purchase order will be created and released
and the parts will be reserved to corresponding customer order lines.
- If sales parts are missing in the sender site and/or purchase parts
are missing in the receiving site then they will be created automatically,
including supplier for purchase part. The price set has been fetched from
inventory part cost.