Handle Parts or Handling Units in Shipment Inventory

Explanation

When picked parts or handling units 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.

Note that any change made to a handling unit structure on a shipment will be reflected for the handling unit structure in shipment inventory as well - the handling unit structure on shipment and in shipment inventory are kept in sync with each other. There will be inventory transactions created reflecting these changes.

For customer orders 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 source 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 print new shipment documents and labels due to the changes, remove the source line from the shipment, reserve and pick other parts etc.

Prerequisites

• A source line or shipment line with parts packed into handling units on the shipment or in inventory must have been picked.
• For customer orders handled in the order flow, an order type that uses shipment inventory must be used. The Use Shipment Inventory check box in the Order Picking area in the Customer Order/Delivery Information tab must be selected.
• To create pre-ship delivery notes, the Use Two-stage Picking check box must be selected in the Customer Order/Delivery Information tab.
• If handled in the shipment flow, the use of shipment inventory is mandatory. Depending on setup the user could change the suggested shipment location at the time of picking.

System Effects

• When parts or handling units 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

Inventory Parts in Shipment Inventory
Handling Units in Shipment Inventory

Related Window Descriptions

Inventory Parts in Shipment Inventory
Handling Units in Shipment Inventory
Return Parts from Shipment Inventory
Scrap Parts in Shipment Inventory
Move Parts Between Shipment Inventories
Return Handling Unit from Shipment Inventory
Scrap Handling Unit in Shipment Inventory
Move Handling Unit 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 Inventory Parts in Shipment Inventory or Handling Units in Shipment Inventory windows, by right-clicking and then clicking Shipment Inventory both on the shipment header and the shipment line level.

From Inventory Parts in Shipment Inventory window:

Return parts from shipment inventory:

1. On the Inventory Parts 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 Inventory Parts 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 Inventory Parts 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 Inventory Parts 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.

From Handling Units in Shipment Inventory window:

Return handling units from shipment inventory:

1. Select the handling units to be returned from shipment inventory.
2. Right click and then click Return; this opens the Return Handling Unit dialog.
3. Enter the location to which you want to return the handling unit.
4. Save when completed.

Scrap handling units in shipment inventory:

1. Select the handling units to be scrapped from shipment inventory.
2. Right click and then click Scrap; this opens the Scrap Handling Unit dialog.
3. Enter the scrapping cause either by using the short code or by using the List of Values.
4. Save when completed.

Move handling units between shipment inventories:

1. Select the handling units to be moved to another shipment inventory location.
2. Right click and then click Move; this opens the Move Handling Unit dialog.
3. Enter the shipment inventory location to which you want to return the handling unit.
4. Save when completed.