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 a source
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 shipment receiver 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 source object. If desired you can reassign the reserved and picked
quantities of the shipment line to the destination.
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. When the number of packages to reassign
is entered in the header, if possible, the component quantity is decided automatically in the lower table. For
instance, this is not possible if the package is partly reserved and you want to move a not reserved package. Then
you might need to include some reserved component quantity, in addition, to get a complete package. Another
instance where you are unable to reassign is when the loading is finished.
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 source
line i.e. source 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, sender, sender address, receiver, receiver 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.
- The loading must not be finished.
- For customer order 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 Complete to 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 source 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 source 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 source
object.
- 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 source 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: sender, sender address, receiver, receiver 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 source 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. 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.
When editing and reassigning customer schedule lines:
- When the shipment line quantity is changed, the changes will be updated in the sales quantity of the customer
order line. The connectable quantity of the customer order line will be zero in the Customer Order Lines page.
The available lines will get updated accordingly and the date sequence will be considered here.
- When the shipment line is deleted, the customer order line will get cancelled. The available lines will get
updated accordingly and the date sequence will be considered here.
- When the shipment line is reassigned partially or fully to a different shipment, the sales quantity of the
customer order line will remain unchanged.