On the sales lines, two new fields were added: Over-Shipment Code and Over-Shipment Quantity.
When an over-shipment is identified on the Sales Order, the user can increase the value in the Qty. to Ship field to the actual quantity shipped. The Over-Shipment Quantity field is updated to show the exceding quantity. Alternatively, the user can enter the exceding quantity in the Over-Shipment Quantity field. The Qty. to Ship field is updated to show the ordered quantity plus the exceding quantity.
Over-Shipment Code Assignment
When creating the Sales Line, no Over-Shipment Code is filled in. When validating the Qty. to Ship field on the Sales Line, if there is an over-shipment identified, the system will search for an Over-Shipment Code with the following priority order:
When an over shipment code is found, then a notification (“An over-shipment quantity is recorded on sales order”) appears.
The Over-Shipment Code is assigned to the sales line and the Over-Shipment Quantity field is filled, as well as the Quantity field is adjusted (Quantity = Original Quantity + Over-Shipment Quantity).
There are two ways to fill in the quantity to ship as overshipment:
Fill the actual Quantity to Ship in respective field on Sales Lines.
Then the Over-Shipment Quantity field is updated to show the exceding quantity.
Alternatively, it is possible to enter the exceding quantity in the Over-Shipment Quantity field.
Then the Qty. to Ship field is updated to show the ordered quantity plus the exceding quantity.
If the increase is within the specified tolerance by the assigned Over-Shipment Code, the Over-Shipment Quantity field updates to show the quantity by which the value in the Quantity field is exceeded. If the increase is over the tolerance, over-shipment is not allowed and an error message is fired, “You cannot enter more than %Calculated value of the maximum allowed quantity in base unit of measure in the Over-shipment Quantity field”. It is then possible:
to adjust Qty to Ship to meet the allowed tolerance for the over-shipment code,
to change the Over-Shipment Code on Sales Line level to assign an alternative over-shipment code (if defined) that allows to increase the allowed over-shipment tolerance.
When the over-shipment is posted then the actual quantity shipped is being posted through a Posted Sales Shipment. On the Posted Sales Shipment line, the Over-Shipment Code and Over-Shipment Quantity are also recorded (not visible by default on page. Could be added customizing page).
Important
The Ship-to Quantity field can be increased several times. However, the calculated value of the over-shipment quantity is always based on the difference with the original Quantity.
If the Ship-to Quantity is decreased, then neither the over-shipment quantity nor the over-shipment code nor the quantity fields are adjusted.
Deleting the Over-Shipment Quantity field content will reset the Quantity field to its original value.
Deleting the Over-Shipment Code field content will reset the Quantity field to its original value and the Over-Shipment Quantity field to 0.
If no Over-Shipment Code is found, then an error message appears:
When posting the Sales Shipment, the information from the fields Over-Shipment Code and Over-Shipment Quantity are inherited to the subsequent documents.
If a Sales Order line is defined with a location having “Require Shipment and Require Pick” enabled, it is not possible to edit Over Shipment Quantity and the Over Shipment Code in the Sales Order line or the Warehouse Shipment Line.
Inventory Pick
When a Location is set up with Require Pick toggle enabled (without Require Shipment being enabled) then it means that a Inventory Pick is required.
In this case the Over-Shipment Quantity and Over Shipment Code fields are still possible to fill on Sales Line. However, if the Inventory Pick document is already created, these fields will be disabled on Sales Line and are only possible to fill on Pick Document.
When a Location requires an Inventory Pick where the shipped quantity is higher than the ordered quantity, the user may directly fill-in the Over-Shipment Quantity in the Over-Shipment Code fields on the Inventory Pick Lines.
When the Over-Shipment Quantity and Over Shipment Code are adjusted in the Inventory Pick line they are directly reflected on the source sales order line.
The rules presented for the Sales Order will also apply to Warehouse Shipments, as well as the priority order for the Over-Shipment code.
Splitting Lines
On Inventory Pick it may be needed to Split Line (different lot or location/bin to pick). If an overshipment is required it should be defined before splitting the Line. Once a line is split the Over Shipment Code or Over Shipment QuanityCAN’T be adjusted. The following message would appear “Quantity must not be changed when a Warehouse Activity Line for this Sales Line exists: in Sales Line Document”.
When splitting line, the Over Shipment Quantity field will display the quantity for the total Over-Shipment quantity of the whole source sales document line.
Warehouse Shipment
When a Location is set up with Require Shipment toggle enabled then it means that a Warehouse Shipment is required.
In this case the Over-Shipment Quantity and Over Shipment Code fields are still possible to fill on Sales Line.
However, if the Warehouse Shipment document is already created, these fields will be disabled on Sales Line and are only possible to fill on Warehouse Shipment Document.
When a Location requires an Warehouse Shipment where the shipped quantity is higher than the ordered quantity, the user may directly fill-in the Over-Shipment Quantity in the Over-Shipment Code fields on the Warehouse Shipment Lines.
The rules presented for the Sales Order will also apply to Warehouse Shipments, as well as the priority order for the over-Shipment code.
When the Over-Shipment Quantity and Over Shipment Code are adjusted in the Warehouse Shipment line they’re directly reflected on the source sales order line.
Warehouse Pick
When a Location is set up with both Require Shipment and Require Pick toggles enabled then it means that a Warehouse Pick is required.
Two additional fields: Over-Shipment Quantity and Over Shipment Code will appear on the Warehouse Pick lines. These two fields are only enabled if the source document is of type Sales Order.
In this case the Over-Shipment Quantity and Over Shipment Code fields are still possible to fill on Sales Line (if no warehouse document is created) or Warehouse Shipment (if no warehouse pick is created). However, if the Warehouse Pick document is already created, these fields will be disabled on Sales Line and Warehouse Shipment and are only possible to fill on Warehouse Pick Document.
This means that:
On the Warehouse Shipment document, the additional fields Over-Shipment Quantity and Over Shipment Code are visible but are only possible to fill if no Warehouse Pick is created (they will reflect the Over-Shipment Quantity and Over-Shipment Code recorded via Warehouse Pick document).
The Warehouse Pick should be created, using the action Create Pick.
When the Over-Shipment Quantity and Over Shipment Code are adjusted in the Warehouse Pick line they’re directly reflected on the source sales order line.
The rules presented for the Sales Order will also apply to Warehouse Shipments, as well as the priority order for the over-Shipment code.
Splitting Lines
On Warehouse Pick it’s possible to Split Lines (depending on Qty. to Handle - Items can be taken or placed in more than one bin, for example, bacause the quantity in the suggested bin is insufficient to pick or move or there is not enough room to put away the required quantity).
In case of Splitted Lines, if is necessary to post Over-Shipment, the Over-shipment should be set before splitting the Line. Once a line is Split the Over Shipment can’t be adjusted.
On Warehouse Pick it may be needed to Split Line (different lot or location/bin to pick). If an overshipment is required it should be defined before splitting the Line. Once a line is split the Over Shipment Code or Over Shipment QuanityCAN’T be adjusted. The following message would appear “Quantity must not be changed when a Warehouse Activity Line for this Sales Line exists: in Sales Line Document”.
When splitting line, the Over Shipment Quantity field will display the quantity for the total Over-Shipment quantity of the whole source sales document line.
