Reassign Handling Unit
Explanation
This activity is used to reassign one or multiple handling units 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 or loading is not finished.
When reassigning handling units, the shipment line quantities attached to the handling units, are connected to
the other shipment. As an option the reserved and picked quantities attached to the handling units 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 receiver ID, receiver 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. Handling units where the package part
component is packed can be reassigned.
- The loading must not be finished.
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: receiver ID, receiver address, ship-via, delivery terms, shipment type, planned ship date, planned
delivery 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 reassigned 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 all its sub-nodes i.e. when referring to
handling unit above it includes the sub-nodes as well.