1. Using Order Management
  2. Examine Shipment Tolerances on Order Lines

Examine Shipment Tolerances on Order Lines

Your order administrator sets up default values for shipment tolerances. You can't change them, but you can view them.

The shipment tolerance attributes on the order line come predefined as hidden. You must display them.

  1. Create a sales order and add an order line.

  2. On the order lines tab, click View > Columns, then add a check mark to the attributes.

    • Over Fulfillment Tolerance

    • Under Fulfillment Tolerance

  3. Notice the values that these attributes contain on the order line.

    If you don't see the attributes when you click View > Columns, or if the tolerance values aren't correct, then contact your order administrator.

  4. Click Shipment Details, click View > Columns, then add a check mark to the attributes.

Note

  • The value in a tolerance attribute represents a percent. It doesn't represent a quantity. For example, if the Quantity attribute contains 10, and if Over Fulfillment Tolerance contains 10, then Over Fulfillment Tolerance represents 10% of 10, which is 1. So, shipping can ship up to a quantity of 11 because 10 plus 1 is 11.

  • Tolerances are specific for each item or, depending on how your order administrator sets them up, for each business unit.

  • If you copy a sales order, then Order Management doesn't copy tolerances from the sales order. It gets the default values that your order administrator set up. The values in the copied order and the default values will be the same most of the time.

  • If you split an order line, then Order Management copies tolerances from the line you split to the new line.

  • Order Management doesn't update pricing during shipping, so the sales order doesn't update the order line total according to shipped quantity. If an overshipment or undershipment happens, then the order line total is different from the line total on the invoice.

  • Order Management doesn't do credit check during shipping, so an overshipment or undershipment on an order line affects the overall credit limit when compared to the authorized credit limit.

Limitations

You can't.

  • Change tolerance values when you revise an order.

  • Use tolerances with a configured item, kit, or item that doesn't ship, such as a subscription or warranty. If your order administrator enables shipment tolerances, then Order Management sets tolerance values to zero for these items, and you can't change the value.

  • Associate a coverage item with a covered item line that has shipment tolerances.

  • Use tolerances in a drop-ship flow, return material authorization, transfer order, return transfer order, return to supplier, or outside processing.

Covered Items

If the order line includes a covered item, and if it has shipment tolerances, then you can't add another order line that adds coverage to the covered item. Assume you add an order line for the Lumber item, and your order administrator set up Lumber so the order line automatically adds 10% under tolerance and 10% over tolerance. You can't add another order line that covers Lumber, such as insurance.

Shipment Set

You can add an order line that has tolerances to a shipment set.

The shipment set can include more than one order line that has tolerances.

The tolerances can be different for each line in the set.

Return Orders

If you create a return that references the original sales order, and if the original sales order includes shipment tolerances, then Order Management uses the fulfilled quantity or shipped quantity on the original order line instead of the ordered quantity when it calculates the quantity you can return.

Order Management sets the tolerance attributes to zero on each return line.

Adjusting Price for Some Returns

You can do a manual price adjustment to correct the amount on the return line for some returns.

You can return an item that has tolerances, but if you over shipped the order line on the original sales order, and if your order administrator sets a parameter named Quantity to Invoice for Overshipment to Ordered Quantity, then returning more than the ordered quantity might cause the returnable amount on the return line to be greater than the invoiced amount on the original order line.

Assume the original order line has a quantity of 100, each priced at $10. You over ship a quantity of 110, but you bill your customer for only 100, which is the ordered quantity. The total bill is quantity 100 multiplied by price of 10 equals $1,000. You create a return for the order line, your customer wants to return the entire quantity of 110, so you will send a total credit of $1,100 to your customer, which is 110 multiplied by 10. You will be returning $100 more than the billed amount, which is only $1,000. To correct the amount, do a manual price adjustment of $100 on the return line.