Manage Shipments and Pick Slips That Include Shipment Tolerances

You use different work areas to manage shipments and pick slips that include shipment tolerances.

Manage Shipments

1. Sign in with the privileges that you need to manage shipments.

   Here are some predefined job roles that have these privileges.

   • Warehouse Manager

   • Shipping Manager

   • Warehouse Operator

   • Shipping Agent

   This topic uses predefined job roles. You must create your own job roles, depending on your security requirements. For details, see Privileges That You Need to Implement Order Management.

2. Go to the Inventory Management work area.

3. On the Inventory Management page, click Shipments > Show Tasks > Shipments > Manage Shipment Lines.

4. On the Manage Shipment Lines page, search for your sales order.

5. In the search results, click View > Columns, then add a check mark to each attribute.

   Attribute	Description
   Requested Quantity	Requested quantity from the sales order.
   Maximum Undershipment Percentage	Maximum percent under the requested quantity that you can ship and still consider the line fulfilled. For example, if the requested quantity is 100, and if Maximum Undershipment Percent is 10, then you can ship 90 and consider the line fulfilled. If you ship 89, then it isn't fulfilled.
   Maximum Overshipment Percentage	Maximum percent over the requested quantity that you can ship and still consider the line fulfilled. For example, if the requested quantity is 100, and the Maximum Overshipment Percent is 10, then you can ship 110 and consider the line fulfilled. Shipping doesn't allow you to ship 111.
   Shipped Quantity	Quantity that Shipping actually shipped.

6. Examine the values.

Manage Pick Slips

1. On the Inventory Management page, click Shipments > Show Tasks > Shipments > Confirm Pick Slips.

2. On the Confirm Pick Slips page, search for your pick slip.

3. In the search results, click the link in the Pick Slip column.

4. On the Confirm Pick Slip page, examine the attributes.

   Attribute	Description
   Requested Quantity	Displays the requested quantity from the sales order.
   Picked Quantity	Enter the quantity you actually picked.
   Source Subinventory	Select the subinventory you used to pick the quantity.
   Maximum Picked Quantity	Displays the maximum quantity you can pick according to the overshipment tolerance. For example, if the requested quantity is 100, and if Maximum Overshipment Percent is 10, then you can pick a maximum quantity of 110. Shipping doesn't allow you to pick 111. If necessary, use View > Columns to display this attribute.

Note

• Shipping allocates material up to the ordered quantity, but you can pick more than the allocated quantity. To close a shipment, Shipping evaluates your tolerance settings on the line, then cancels any remaining lines that aren't manifested, confirmed, or shipped.

• For a shipment set, if each line in the set meets the tolerance behavior, then you can pick and ship the lines together. If under tolerance applies, and if the quantity of the lines that Shipping shipped is less than the order quantity, and if the quantity on the shipped lines also meet the under tolerance quantity, then Shipping assumes the shipment meets the shipment set criteria and considers that shipping for the shipment set is done.

• If you or shipping stages more quantity than the tolerance requires, then you must manually move the material back to storage.

• If you or shipping stages more quantity than the tolerance requires, and if automatic packing splits the line and creates a new line, and if the requested quantity exceeds the staged quantity on the new line, then you must manually pack the line.

• If shipping automatically stages lines, then you can use the split line action to create another line and ship more quantity.