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. It is also
possible to add more parts and quantity to an existing shipment order with the same sender and receiver.
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 site. 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 either planned or released state, depending on the Create in
Released Status option. The selected parts or handling units are 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 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.