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:
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.
From the Line Item menu, select Lot Item Status to display the Lot Item Status window.
From the File menu, select Material Detail to display the Lot Item Material Detail window.
From Edit menu, select Change Shipment, and select New from the list.
At the Select a new date prompt, enter the date and press Enter to return to the Lot Item Material Detail window. The system refreshes the window.
Do either of the following, as needed:
Enter materials for the new ship date.
Schedule quantities of existing materials for the new ship date.
Note: After you save the ship date generation, you can change or cancel it only on the order's Sales Order Entry Status window.
To schedule material quantities for multiple ship dates:
From Edit menu, select Change Shipment, 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 then from the Edit menu, select Detail Scheduling to display the Lot Item Detail Scheduling window.
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 |
Unit Price | Displays the price the customer pays per unit, if specified. |
Unit Cost | Displays the cost the vendor charges per unit, if specified. |
Ordered Quantity | Displays total quantity of material ordered. |
Shipped Quantity | Displays the total quantity scheduled to ship. |
Unscheduled Quantity | Displays the total remaining quantity you need to schedule to ship. |
Ship Date | Displays the date the material shipped. |
Invoice # | Displays the invoice identification number if the generation has already been invoiced. Otherwise, the system displays the word Open. |
Verify that the total in the Shipped Quantity field equals the total in the Ordered Quantity field.
Note: You can change the ordered quantity on the Lot Item Material Detail window only.
From the File menu, select Exit to return to the Lot Item Material Detail window.
To view only what is scheduled for a particular ship date, from the Edit menu, select Change Shipment to display a selection list.
Select the ship date from the list and press Enter to display only those materials and quantities.
See Also:
Lot Item Order Entry Workflow