Ship Order Lines in Shipment Sets

Ship order lines together so they all ship and arrive on the same date.

A shipment set is a set of order lines that Order Management ships together as one group. All of these lines ship and arrive on the same date, although they might ship across more than one package, depending on packing requirements.

For example, assume your sales orders often include a desktop computer, monitor, mouse, and keyboard. You can ship them together in a shipment set.
Use a shipment set when your customer must receive all the order lines in a shipment set in the same shipment but can receive other order lines separately or as part of another shipment set.
Use a shipment set instead of the Ship Lines Together option when you must specify shipping on only some of the order lines, or you need to group lines into sets.
Use a shipment set to reduce shipping charges. It usually costs less to ship fewer packages.
You can create more than one shipment set for a single sales order.
You can create a shipment set on a single order line.

General Guidelines

Make sure each line in your shipment set uses the same value for.
- The source you use for the item, such as Warehouse, Supplier, and Supplier Site
- Requested Ship Date and Scheduled Ship Date
- Shipping Method and Shipment Priority
If you need different values for these attributes, then create more than one shipment set and group your lines into each set according to the lines that can use the same attribute values.
You can add an order line to a shipment set only when you add the line to the order. For example, you can't submit the order, revise the order, then add the line to the set.
Don't add a return order line to a shipment set.
Don't add lines to the same shipment set when you fulfill them through different fulfillment flows. For example, don't add order line 1 when you fulfill it through a drop shipment that a drop ship supplier supplies, and order line 2 through on-hand inventory that's available in the warehouse in back-to-back fulfillment.

Substitute

You can't move an order line from one shipment set to another shipment set.
If Order Management already shipped the order line, then you can't remove the line from the shipment set.
You can substitute a standard item, but you can't substitute a configured item or kit.
You can substitute the required components of an assemble-to-order item, but not the optional ones.
Use the Check Availability action to substitute an item that's part of a shipment set. Don't use the Substitute Item action. For details, see Fix Problems and Improve Performance.
Don't substitute an item in a drop ship flow. Assume you want to substitute the AS55000 desktop computer for the AS54888 desktop computer. Instead of substituting these items, cancel the order line that has the AS54888, which also cancels the purchase order for the AS54888. Create a new order line that has the AS55000, which creates a new purchase order for the AS55000.

Partial Shipment

Partial shipment happens when Order Management can fulfill only part of the quantity because all of the quantity isn't available in inventory. Assume quantity is 10 on an order line, Order Management ships 4, and places 6 on backorder.

Order Management ships the backordered quantity when it becomes available in inventory.
You can cancel the entire quantity that Order Management hasn't shipped.
You can't update an attribute on a fulfillment line that Order Management has only partially shipped.

You can't cancel only part of the quantity. You can cancel the entire 6. You can't cancel part of the backorder, such as 3.
You can't update any line in the shipment set that Order Management hasn't shipped.
If Order Management already shipped even one line of the shipment set, then you can't add another line to the set.
If Order Management ships only some of the lines or only part of a line in the shipment set, then it might remove the lines it hasn't shipped from the set. You can fulfill or cancel the removed line, but you can't do an action on it, such as Edit, Unschedule, Unreserve, and so on.

Revise

You can't use Create Order Revision to add an existing order line to a new or existing shipment set. For example, you can't move shipment set n from order x to order y. You must create a new shipment set in order y.
If you revise a line that's part of a shipment set, then Order Management revises all lines in the set. The shipment set applies only to attributes Warehouse, Shipping Method, Requested Ship Date, or Requested Arrival Date. For example, if you change the Shipping Method to Second Day Air on a line in a set, then Order Management changes the method to Second Day Air on all other lines in the set.
Order Management processes the revision on all lines so it can estimate the scheduled ship date according to the quantity you changed.
If Order Management already shipped at least one line in the set, then you can't add a line to the set when you revise a sales order.
If you cancel all lines in a set, then you can't add a new line to the set. Instead, add your line to a different shipment set.
You can't add lines and remove lines in a shipment set at the same time. Instead, revise the sales order, remove your line in the set, then submit the order. Wait for Order Management to process the revision. Revise the order again, add your line, then submit the order.
You can't remove lines and cancel lines in a shipment set at the same time. Instead, revise the sales order, remove your line from the shipment set, then submit the order. Wait for Order Management to process the revision. Revise the order again, cancel the line, then submit the order.

Coverage

Add an order line that has a coverage item only if you're using the shipment set to group the coverage line with the line that it covers. For example, if line 1 contains the AS54888 Desktop Computer, and line 2 contains a warranty that covers the AS54888 on line 1, then its ok to include line 1 and 2 in the set. Otherwise, don't add lines that you can't ship to your shipment set, such as a service, coverage, warranty, subscription, and so on.

If an order line contains a coverage item.

You can't assign a shipment set to the line because you can't ship a coverage item.
You can't edit the shipment set attribute on the line even if you override the line.
You can't use the Update Lines action to edit or update shipment set the values on the line.

If an order line contains a coverage item, and.

You use the Ship Lines Together option, then Order Management doesn't assign the default shipment set to the coverage line.
You assign a shipment set to the line before update 20D, then you can use the Override Order Line action in the Order Management work area to update the value in the Shipment Set attribute. For details, see Override Shipment Details.