Connect to Shipment

Explanation

This activity is used to connect source lines to shipments. Source lines are connected to the shipments by right-clicking and clicking Connect to Shipment in the Shipment/Available Source Lines tab or in the Source Lines Available for Shipments window. In the Shipment/Available Source Lines tab, you can view the available source lines that have the same receiver, delivery address, ship-via, delivery terms and shipment type as the current shipment header. Then you can connect the available source lines to that specific shipment. In the Source Lines Available for Shipments window, you can view all available source lines regardless of receiver, delivery address, ship-via, delivery terms etc, and then you can connect these available source lines to shipments. In the first place each line is connected to an existing appropriate shipment (e.g., where the shipment status, receiver, ship-via, delivery address is correct), otherwise a new shipment is created and the line is connected to that shipment. The quantity of a source line can be connected to several shipments in parallel.This can be used to handle a limited transport capacity, a backorder situation where you want to prepare the next delivery in advance, a customer requiring a certain delivery schedule etc.

Optionally you can define consolidation rules in the shipment type to be used when source lines are connected automatically to shipments. The following consolidation parameters are available: source ref 1, planned ship date, planned delivery date, route, forwarder, reference ID, dock code, sub dock code and to location. So for instance by adding planned ship date and route as consolidation parameters, only source lines with the same planned ship date and route will be consolidated automatically into the same shipment. The consolidation rules are not considered when you manually connect a source line to a specific shipment in the Shipment/Available source Lines tab. Once this is done, above parameters in the source lines are overridden by the shipment header values.

For customer orders, the lines are available for shipment connection when they are in the in the Released, Reserved, Picked or Partially Delivered status and have a remaining quantity that is still to be delivered.

Once you have connected the required source lines to shipments, they will be available as a shipment line on the shipments. From this point you can perform all the necessary shipment activities.

Prerequisites

To connect to an existing shipment:

The shipment must be in the Preliminary status to connect the lines. Note: If required, you can reverse a shipment from the Complete status to the Preliminary status, but not from the Closed status to the Preliminary status.
The shipment type, receiver, ship-via and delivery terms of the source line must be that same as the shipment.
The delivery address of the source line must be the same as the shipment. It is not enough to have the same delivery address ID; all address information must be the same.

To connect to a new shipment:

Any of the three prerequisites above is not fulfilled.
The line is connected by using the Source Lines Available for Shipments window.

For Customer Order Lines:

The supply code for customer order lines must not be Purch Order Dir, Int Purch Dir, Not Decided or Service Order.
The order line must be in the Released, Reserved, Picked or Partially Delivered status. Picked Customer Order Lines must be in a shipment location.
There must be a remaining quantity that is still to be delivered for the customer order line i.e. what is already delivered and what is already connected for delivery on shipments must be less than the ordered quantity.
There must not be any quantity not connected to any shipment on a pick list not pick reported yet.
The order line must not be included on any customer load list.
The order must not be about to be delivered with a pre-ship delivery note.
There must not be any partially delivered order lines with a connected freight charge not invoiced.

System Effects

A shipment line is created or updated, depending on the existance of a source line previously connected to the shipment.
For source lines previously connected to the current shipment, the remaining quantity to be delivered will be added to the existing shipment line.
For source lines previously not connected to the current shipment, the source line is connected to the shipment as a new shipment line including all remaining quantity to be delivered.
If the quantity you connect to the shipment is already reserved, the reservation is transferred from the source line to the shipment line.
On the source line, the remaining quantity that can be delivered via shipment is updated accordingly.
When using the Source Lines Available for Shipments window, the source line is connected to a new shipment if there is no existing connectable shipment.
When manually connecting multiple source lines to an empty shipment, the consolidation parameters, i.e. planned ship date, planned delivery date, route, forwarder, reference ID, dock code, sub dock code and to location, will get a value in the shipment if all source lines you connect have a common value, unless a value is entered previously in the shipment. So if you for instance manually connect lines with the same route, this route will be saved in the header of the shipment, if the route does not have a value previously. However, once a value is set, it will not be affected by new source lines connected.

Window

Shipment
Source Lines Available for Shipments

Related Window Descriptions

Shipment
Shipment/Available Source Lines
Source Lines Available for Shipments

Procedure

To connect to a specific shipment:

Open the Shipment window and search for a shipment.
Click the Available Source Lines tab to view all the available source lines with remaining quantity not yet connected to any shipment.
Mark the source lines you want to connect to the shipment. Right-click on the marked source lines and then click Connect to Shipment. The source lines will then be removed from the Available Source Lines tab and displayed on the Shipment Lines tab.

To connect multiple source lines to shipments:

Open the Source Lines Available for Shipments window and search for source lines.
Mark the source lines you want to connect to shipments. Right-click on the marked source lines and then click Connect to Shipment. The source lines will then appear as shipment lines on each shipment. The created shipment lines can be viewed by clicking OK to the message that appears.

Note: Alternatively, for customer orders you can also automatically connect order lines to an existing or new shipment when an order is released or when the pick list is created. However, this is only possible if the order line has the Shipment Creation option set to At Order Release or At Pick List Creation which is defaulted from the shipment type of the order line. Any consolidation rules defined in the shipment type is considered when order lines are connected automatically to shipments. When automatically connecting to an existing shipment, automatic connection of more order lines cannot be blocked for this shipment.