Scheduling Lot Item Materials for Multiple Shipments

When you enter a lot item, by default, all of the materials you add to it are scheduled to ship on the same date. However, most lot items are shipped over a period of time, in multiple shipments. You need to specify, item by item, what quantity to send in a particular shipment. For example, if you need a total of 250 overhead lighting fixtures for a building, but you only need 50 of them shipped per week, you can split the total quantity into 5 separate shipments so that the customer receives the lighting fixtures as they are needed.

As you change the shipment quantities to meet your customer's delivery needs, the system moves the quantities onto separate order generations. When you finish, the total shipped quantity must match the total ordered quantity.

This topic includes information about:

Creating ship dates
Scheduling materials for shipment

To add a shipment date:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open a sales order that includes a lot item.
Select the lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Use the Material Detail hot key to display the Lot Item Material Detail screen.
Use the Change Shipment hot key and select New from the list.
At the Enter New Ship Date prompt, enter the date and press Enter to return to the Lot Item Material Detail screen. The screen clears.
Do either of the following, as needed:

Press Esc to save your changes and return to the Lot Item Status screen.

Note: After you save the ship date generation, you can change or cancel it only on the order's Sales Order Entry Status screen.

To schedule material quantities for multiple ship dates:

Add shipment dates, as needed.
Use the Change Shipment hot key to display a selection list.
Select All Detail from the list and press Enter to display all materials on the lot item order.
Select a material and use the Sched hot key to display the Lot Item Mat'l Detail Scheduling screen.
In the Ship Qty column, do one of the following for each shipment:

To...	Do this...
transfer the entire quantity to a new ship date	type 0 (zero) next to the date on which the quantity is scheduled to ship, and enter the total quantity for the new ship date.
transfer a partial quantity to a new ship date	subtract the quantity from the date on which the quantity is scheduled to ship and add it to the new ship date.

Review the following totals, as needed:

Field	Description
Invoice #	If the generation has already been invoiced, the invoice identification number displays; otherwise, the word Open displays.
Ordered Qty	Total quantity of material ordered.
Shipped Qty	Total quantity scheduled to ship.
Unscheduled	Total remaining quantity you need to schedule to ship.
Unit Price	The price the customer pays per unit, if specified.
Unit Cost	The cost the vendor charges per unit, if specified.

Verify that the total in the Shipped Qty field equals the total in the Ordered Qty field.

Note: You can change the ordered quantity on the Lot Item Material Detail screen only.

Press Esc to return to the Lot Item Material Detail screen.
To view only what is scheduled for a particular ship date, use the Change Shipment hot key to display a selection list.
Select the ship date from the list and press Enter to display only those materials and quantities.