The shipment procedure for handling units

The warehousing procedures that comprise the outbound flow are grouped into two main procedures, the Outbound Procedure and the Shipment Procedure. This topic outlines the Shipment Procedure for handling units.

Step 1. Staging

At the staging location, the handling units that have the Staged status are ready to be loaded onto a truck or other vehicle.

Before loading handling units, repacking or recomposing handling unit structures can be required. Tthis depends on the packing requirements for the delivery address. For more information, refer to To maintain handling units and To set up handling units.

Step 2. Set not shipped

If an outbound handling unit with the Staged status is not shipped immediately, for example, because the loading capacity of the truck is insufficient, you can put this handling unit on hold. This is done as follows:

  1. Open the Handling Units (whwmd5130m000) session.
  2. Open the appropriate menu.
  3. Select the Execute Outbound submenu.
  4. In the Execute Outbound submenu, select Set Not Shipped. As a result, the quantity of the items of the handling unit that you put on hold appears in the Expected Not Shipped field.
Step 3. Confirm shipment

After you load the handling units, you can confirm the shipments related to the handling units to indicate that the goods are loaded and leave the warehouse.

As a result, the handling units and the outbound order lines to which the handling units are allocated obtain the Shipped status.

For information on the shipment and shipment line status, refer to topic Shipment and load status.

You may want to keep the handling unit until the customer has paid for the goods, and then set the handling units to Closed.

If the customer returns the goods by means of a sales return order, you can use the handling unit to receive the returned goods. In the Warehouse Receipt (whinh3512m000) session, you can use the Receive option on the appropriate menu to zoom to receive the handling unit. The handling unit is then set to Receipt Open.

You can also confirm the handling units that are linked to a shipment or shipment line.

Handling units are confirmed after a successful scan if the scan-to-verify process is activated or after using the Confirm option on the Execute Outbound submenu of the Handling Units (whwmd5130m000) session.

As a result, LN selects the Confirmed for Shipping check box for the handling unit. If the Confirm Shipment Lines when confirming Handling Units check box is selected in the Warehousing Order Types (whinh0110m000) session, the shipment line that contains the handling unit is also confirmed when all of the handling units are confirmed. If cleared, the linked shipment line must be manually confirmed.

Confirm shipment with Not Shipped handling units

If you confirm a shipment that includes a handling unit that could not be shipped, LN performs the following actions:

  • In the Handling Unit Process Outbound (whinh2123m000) session, the Not Shipped field shows the quantity of the items of the handling units that are not shipped.
  • The remainder of the shipment that included the handling unit is shipped and obtains the Shipped status.

  • The handling unit that could not be shipped obtains the Closed status if it contains multiple stock points. For more information, refer to Set and reset handling units to not shipped.

    Otherwise, the handling unit obtains the In Stock status and is (temporarily) stored on the staging location. You can process this handling unit as follows:

    1. Make this handling unit available for new outbound advice, so that you can ship this handling unit with the next shipment. For this purpose, select the Reset Not Shipped option on the Execute Outbound submenu on the appropriate menu of the Handling Units (whwmd5130m000) session.
    2. Move the handling unit back to the storage location because the handling unit will not be shipped after all. To move a handling unit back to the storage location in the warehouse, you can use the Return not Shipped Goods option on the appropriate menu of the Shipment Lines (whinh4131m000) session to create a transfer order for the storage location.
    3. Transfer the handling unit to another location for inspection. If the goods were damaged due to some accident, you must find out whether the goods must be written off or kept in inventory. For that purpose, you must manually create a transfer order.
    4. Remove the handling unit and its contents from inventory. If the Automatic Adjustment of Quantity Not Shipped check box is selected in the Shipment Lines (whinh4131m000) session, the handling unit is automatically deleted.
Step 4. Print shipping documents

If shipping documents are used in the outbound flow of your warehouse, the shipping documents are printed after the handling units and related shipments have obtained the Shipped status. The settings of the shipment procedures determine whether the documents are printed automatically or manually. For more information, refer to Warehousing procedures.

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