Examples of Setting Up Shipment Tolerances
Learn about what happens when you set up shipment tolerances for create order, revise order, and split line flows.
Create Order
You set the parameter values.
|
Parameter |
Value |
|---|---|
|
Default Value for Undershipment Tolerance |
5 |
|
Default Value for Overshipment Tolerance |
25 |
|
Source for Shipment Tolerance Values |
Item Validation Organization |
You set the values for item AS54888 in Product Information Management.
|
Parameter |
Value |
|---|---|
|
Under Shipment Tolerance |
10 |
|
Over Shipment Tolerance |
50 |
You don't set any values for item AS10000 in Product Information Management.
The Order Entry Specialist creates a new sales order in the Order Management work area and adds three items. Order Management displays a separate order line for each item.
|
Item |
Under Fulfillment Tolerance |
Over Fulfillment Tolerance |
|---|---|---|
|
AS54888 |
10 |
50 |
|
AS10000 |
5 |
25 |
The Order Entry Specialist clicks Submit, and Order Management creates sales order 12345.
Copy Order
Continuing from the create order example, assume you change the parameter values.
|
Parameter |
Value |
|---|---|
|
Default Value for Undershipment Tolerance |
0 |
|
Default Value for Overshipment Tolerance |
30 |
|
Source for Shipment Tolerance Values |
Shipment Tolerance Parameter |
The Order Entry Specialist clicks Actions > Copy.
Order Management creates a new sales order that contains the same lines as order 12345, gets your updated parameter values, and displays your updated tolerances on the order lines.
|
Item |
Under Fulfillment Tolerance |
Over Fulfillment Tolerance |
|---|---|---|
|
AS54888 |
0 |
30 |
|
AS10000 |
0 |
30 |
You set the Source for Shipment Tolerance Values to Shipment Tolerance Parameter, so Order Management doesn't get any tolerance values from Product Information Management. It gets them from the parameters for each item.
Revise Order
Instead of copying sales order 12345, assume the Order Entry Specialist clicks Actions > Create Revision, then creates a new order line for the AS20000.
Order Management creates a new sales order that contains the same lines as order 12345, and displays your updated tolerances on the order lines.
|
Item |
Under Fulfillment Tolerance |
Over Fulfillment Tolerance |
|---|---|---|
|
AS54888 |
10 |
50 |
|
AS10000 |
5 |
25 |
|
AS20000 |
0 |
30 |
Order Management doesn't revise tolerances for order lines that it copies during a revision, but it does get the latest values from the parameters for new lines that you add.
Assume the Order Entry Specialist changes the quantity for the AS10000. Order Management continues to use 0 and 30 for the tolerances. It doesn't update tolerances when you modify the quantity.
Split Fulfillment Lines
Continuing our example, assume the Order Entry Specialist sets the quantity on the AS54888 line to 15, then clicks Submit.
The under tolerance for the AS54888 is 10%, and the over tolerance is 50%. The Shipping Manager is the user for the shipment application. Shipping doesn't allow the Shipping Manager to ship less than 13 because 10% of 15 is 1.5. Shipping rounds up to the nearest whole number, so the calculation is 15 minus 2. Shipping doesn't allow the user to ship more than 23 because 50% of 15 is 7.5, so the calculation is 15 plus 8.
Order Management sends sales order 12345 to shipping. Shipping splits the AS54888 order line into more than one delivery, over ships the line, then closes it.
The AS54888 line is in status Awaiting Shipping. The Shipping Manager creates and ships three deliveries with quantities of 12, 2, and 1. Some time later, the Shipping Manager adds a quantity of 3 to the second delivery. Shipping fulfills the second delivery, cancels the third delivery, sets the FinalShipmentFlag attribute to Y, then sends the attribute to Order Management.
The Shipping Manager examines the customer order and notices it includes two lines for the AS54888. One line includes an ordered quantity of 7 and a shipped quantity of 12. The other line includes an ordered quantity of 3 and a shipped quantity of 3. Both lines are awaiting billing.
Here's a summary.
|
Delivery ID |
Requested Quantity |
Shipped Quantity |
Status |
Fulfilled |
Pending Requested Quantity or Ordered Quantity |
Description |
|---|---|---|---|---|---|---|
|
1 |
7 |
12 |
Order Management Sent Details to Invoicing |
N |
3 |
You can't ship more than 12 because two deliveries are open and they have a total quantity of three. |
|
2 |
2 |
3 |
Order Management Sent Details to Invoicing |
Y |
0 |
You met the over tolerance. |
|
3 |
1 |
- |
Canceled |
- |
- |
- |
Examples of How Shipping Handles Tolerances
Shipping sends the requested quantity in the shipment advice for each shipment or delivery.
Shipping might split a fulfillment line to help meet the requested delivery date. It uses a formula.
-
The ordered quantity on the original fulfillment line equals the requested quantity on the shipment.
-
Shipping splits the fulfillment line.
-
The ordered quantity on the new, split fulfillment line equals the total ordered quantity minus the requested quantity on the shipment.
-
When the ordered quantity on the fulfillment line equals the requested quantity on the shipment, there are no more splits.
Under Shipment in One Shipment
Assume Order Management sends a fulfillment line to shipping.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
10 |
0% |
20% |
Empty |
Awaiting Shipping |
A truck load limit or transportation planning recommendation sometimes requires a split. There's only a quantity of 8 on hand, so the shipping clerk manually splits the shipment, creates shipment S1, splits the fulfillment line into two shipment lines, and ships SL1. Shipping receives confirmation that the customer received SL1, so it cancels SL2 because the quantity of 8 on SL1 falls within the under tolerance.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
|---|---|---|---|---|
|
S1 |
SL1 |
8 |
8 |
Shipped |
|
- |
SL2 |
2 |
0 |
Canceled |
where
-
Ordered quantity is 10.
-
Under tolerance is 20%.
-
Under quantity is 10 multiplied by 20% equals 2.
-
Minimum quantity is 10 minus 2 equals 8.
Shipping sends a ship confirmation to Order Management.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
10 |
0% |
20% |
8 |
Shipped or Awaiting Billing |
What if only 5 are on hand? Shipping ships 5 and puts 5 more on backorder.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Pending Shipment Quantity |
Status |
|---|---|---|---|---|---|
|
S1 |
SL1 |
5 |
5 |
5 |
Shipped |
|
- |
SL2 |
5 |
- |
- |
Backordered |
If shipping can't fulfill SL2 before the customer receives SL1, then it splits the fulfillment line, places the 5 it hasn't shipped on FL2, and sends the results to Order Management.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
5 |
0% |
20% |
5 |
Shipped/Awaiting Billing |
|
FL2 |
5 |
- |
- |
- |
Backordered |
Over Shipment in One Shipment
Assume Order Management sends a fulfillment line to shipping.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
10 |
30% |
0% |
Empty |
Awaiting Shipping |
Shipping communicates with Global Order Promising and finds it has a quantity of 12 on hand, so it creates shipment S1 and ships the entire quantity.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
|---|---|---|---|---|
|
S1 |
SL1 |
10 |
12 |
Shipped |
where
-
Ordered quantity is 10.
-
Under tolerance is 30%.
-
Over quantity is 10 multiplied by 30% equals 3.
-
Maximum over quantity is 10 plus 3 equals 13.
-
Only 12 are available, so shipping ships what's available.
Shipping sends a ship confirmation to Order Management.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
10 |
30% |
0% |
12 |
Shipped or Awaiting Billing |
Over Shipment In More Than One Shipment
Assume Order Management sends a fulfillment line to shipping.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
10 |
30% |
0% |
Empty |
Awaiting Shipping |
Shipping communicates with Global Order Promising and finds it has a quantity of 6 on hand at warehouse A, 2 more at warehouse B, and 3 more at warehouse C, so it creates three separate shipments, S1, S2, and S3, ships S1, and sends a request to release inventory to warehouses B and C.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
Shipped On |
|---|---|---|---|---|---|
|
S1 |
SL1 |
5 |
6 |
Shipped |
Monday |
|
S2 |
SL2 |
2 |
- |
Ready to Release |
- |
|
S3 |
SL3 |
3 |
- |
Ready to Release |
- |
Shipping splits the fulfillment line into FL1 and FL2.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
5 |
30% |
0% |
6 |
Shipped |
|
FL2 |
5 |
30% |
0% |
Empty |
Awaiting Shipping |
Some time later, shipping ships S2 and updates the status for S2 to Shipped.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
Shipped On |
|---|---|---|---|---|---|
|
S1 |
SL1 |
5 |
6 |
Shipped |
Monday |
|
S2 |
SL2 |
2 |
2 |
Shipped |
Tuesday |
|
S3 |
SL3 |
3 |
- |
Ready to Release |
- |
Shipping splits FL2 into FL2 and FL3, and sets the status for FL3 to Awaiting Shipping.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
5 |
30% |
0% |
6 |
Shipped |
|
FL2 |
2 |
30% |
0% |
2 |
Shipped |
|
FL3 |
3 |
30% |
0% |
Empty |
Awaiting Shipping |
Some time later, shipping ships S3 and updates its status to Shipped, but S3 could only ship a quantity of 1, so shipping creates another shipment, S4.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
Shipped On |
|---|---|---|---|---|---|
|
S1 |
SL1 |
5 |
6 |
Shipped |
Monday |
|
S2 |
SL2 |
2 |
2 |
Shipped |
Tuesday |
|
S3 |
SL3 |
1 |
1 |
Shipped |
Wednesday |
|
S4 |
SL4 |
2 |
- |
Ready to Release or Backordered |
- |
To track the backorder, shipping creates FL4.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
5 |
30% |
0% |
6 |
Shipped |
|
FL2 |
2 |
30% |
0% |
2 |
Shipped |
|
FL3 |
1 |
30% |
0% |
1 |
Shipped |
|
FL4 |
2 |
30% |
0% |
- |
Backordered |
Some time later, shipping ships S4.
|
Shipment |
Shipment Line |
Requested Quantity |
Shipped Quantity |
Status |
Shipped On |
|---|---|---|---|---|---|
|
S1 |
SL1 |
5 |
6 |
Shipped |
Monday |
|
S2 |
SL2 |
2 |
2 |
Shipped |
Tuesday |
|
S3 |
SL3 |
1 |
1 |
Shipped |
Wednesday |
|
S4 |
SL4 |
2 |
3 |
Shipped |
Thursday |
Shipping sends an update to Order Management.
|
Fulfillment Line |
Ordered Quantity |
Over Tolerance |
Under Tolerance |
Shipped Quantity |
Status |
|---|---|---|---|---|---|
|
FL1 |
5 |
30% |
0% |
6 |
Shipped |
|
FL2 |
2 |
30% |
0% |
2 |
Shipped |
|
FL3 |
1 |
30% |
0% |
1 |
Shipped |
|
FL4 |
2 |
30% |
0% |
3 |
Shipped |
The total shipped quantity for the fulfilled sales order is 12, which is below the maximum over quantity of 13.