Partial Order Quantity Shipment of a Configured Item
When a customer orders a quantity of configured items, you can ship less than the total order quantity as you manufacture the items. For example, a customer might order a large quantity of personal computers. As you complete the computers, you can make multiple shipments of the personal computers until you complete the original order.
This table illustrates a typical sequence of events that you can follow to ship a partial quantity of a configured item:
Program |
Steps |
|---|---|
Sales Order Entry (P4210) |
You enter a sales order for a configured item. The system creates related work orders when the order line type is W (work order). |
Order Processing (R31410) |
You run the Order Processing program. The system attaches parts lists and routings for all related work orders. |
Work Order Inventory Issues (P31113) |
You issue parts for the work orders that are associated with a configured item, beginning at the lowest level work order. If the configured item consists of nested configured items, such as the forklift (item 6000) in the pristine data, the system uses this sequence:
|
Work Order Completions (P31114) |
The inventory is created in this step. For an order of configured items that is not shipped until the entire order quantity is completed, a scenario like the one illustrated with the forklift is typical. For a partial shipment, Work Order Completions is the first opportunity to split the sales order. When partially completing a work order for a configured item, the related sales order lines are also split through work order completions. For example, if the original quantity on the sales order for a configured item is ten, but only six are complete, the related sales order line is split into two lines with the partial quantity that is complete (ready for shipment) on one line and the rest of the quantity that is not yet complete on another line. For each order quantity of a configured item that you complete, you must assign a lot and location. When you ship partial quantities, you can assign each partial quantity of the original order to a different lot and location. Splitting the sales order from Work Order Completions does not prevent you from further splitting the sales order from Ship Confirm. |
Print Pick Slips (R42520) |
You run the Print Pick Slips program for the appropriate work orders. The system prints a pick list for warehouse workers to use when they pull the order. |
Shipment Confirmation (P4205) |
Continuing the partial completion scenario (six of ten items are completed), you might select to ship all six of the completed items; or you might select to ship only some of them. If you ship all six, the sales order displays two sets of lines for the configured item. One line is for the six items that are completed. The completed items have the original line number and a new status (next status). The completed items are also hard-committed to the lot number that was assigned to them on Work Order Completions. The other line is for the four items that are not yet completed. These items remain at the same status but have a new line number. When the sales order line is split, the new line number is the highest whole line number for the sales order, in increments of 1.00. The items do not have a lot number assigned to them. If you select the first line and ship the entire quantity (six) of completed items on that line, then that line is finished. You have completed a partial shipment. If you ship only some of the six completed items, you can use Shipment Confirmation to designate, by lot or location, which items you shipped. Just as you use Work Order Completions to designate which items are complete, you can use Shipment Confirmation to designate which of the completed items have been shipped to the customer. The sales order displays three sets of lines for the configured item:
You can continue to split the shipment as many times as necessary to meet business needs. After the sales order detail line is split, the work order line in the Work Order Master File (F4801) table is updated with the new sales order line number. This action is taken so that the work order always points to the sales order with incomplete quantity. When you ship a partial quantity of a configured item, the system maintains the relationships of the configured item's components to the parent. The components become text line types and are included in the parent configured item. These text lines do not appear on Shipment Confirmation. Miscellaneous line types, such as freight charges, also do not appear on Ship Confirm. |