Shipment Planning Workbench

You can use the Shipment Planning Workbench (whinh8370m000) session to generate the shipments with the Projected status in the Shipments (whinh4130m000) session, based on the outbound order lines. The workbench displays the activities linked to an outbound order line and the quantities of the items that are processed when the activities are carried out.

Note

Only the outbound order lines that have the Order origin field set to Sales Schedule or Sales in the Outbound Order Lines (whinh2120m000) session and the corresponding shipments, are displayed in this workbench.

The workbench consists of these sections:

  • Selection
  • Week View
  • Summary
  • Messages
Selection section

You can use the options in this section to filter the data that must be displayed in the workbench. These options are available:

  • Warehouse
    The items and shipments are displayed for the selected warehouses.
  • Date
    The items and shipments with the planned delivery date in the selected week are displayed. Click [...] or [...] to navigate to the previous or next week.
  • Search
    The items and shipments are displayed based on the search value you specify. The search for specified value is performed on the carrier code, business partner, item code, shipment number and so on.
  • Filter by
    The items and shipments are displayed based on the Sales Office, Sold-to BP, or the Ship-to (Warehouse or Business partner) you specify.
  • Sort By
    You can use this option to sort the items and shipments based on the Due Time, Ship-to, Item or the Carrier.
  • Hide Shipments
    If this check box is selected, only the items are displayed in the workbench.
Week view section

Use this section, to view the outbound order lines for which you can generate the shipments with the Projected status in the Shipments (whinh4130m000) session. The outbound order lines are retrieved from the Outbound Order Lines (whinh2120m000) session and displayed as the item cards in this section. You can also view the corresponding shipment lines for the outbound order lines, displayed as the shipment cards. If a shipment line is created for an outbound order line, the item card is replaced by the corresponding shipment card. Similarly, if the corresponding shipment line is removed, the shipment card is replaced with the item card. You can drag and drop an item card to a shipment card. The item is added as shipment line to the shipment if the required criteria is met.

By default, the data is displayed for the current week. However, you can select a date in the Selection section to view the data for that week.

In this section, you can view:

  • For each item: The item name, quantity, weight and the ship-to (warehouse or business partner) and carrier.
  • For each shipment: The shipment number, ship-to (warehouse or business partner), carrier, loading units (cumulative) and weight (cumulative).

Click the [...] icon to view the details of the selected item or the shipment in the Details pane.

For the selected item, the pane displays:

  • The item and the data related to the quantity of the item
  • The ship-from warehouse
  • The ship-to warehouse
  • The intermediate consignee

For the selected shipment, the pane displays:

  • The ship-from warehouse, load, weight, carrier and the planned ship date
  • The shipment lines linked to the shipment
  • Carrier Description, Carrier SCAC code
  • Intermediate Consignee

In the shipment Details pane, you can:

  • Click the Shipment# number to view the shipment details in the Shipment (whinh4630m000) session.
  • Click the Load# number of the shipment to view the load details in the Load (whinh4640m000) session.
  • You can click Remove to delete the selected shipment lines and Delete to delete the entire shipment.

  • You can click the Item linked to a shipment line to view the item inventory details. The inventory data is displayed in the bar chart and the warehouse details are displayed in a list view on the item details page. Select a bar on the chart to view available inventory:

    • On Hand
    • Blocked
    • On Order
    • Allocated
    • In Transit
    • Committed
    • Economic

    Use these options to change the view of the data that is displayed:

    • Chart
      Displays only the bar chart of the inventory levels.
    • List
      Displays a list view of the warehouse, location, and the inventory levels of the item.
    • Dual View
      Displays both, the bar chart and the list view. The data of the inventory levels in the list view changes based on the inventory level you select on the bar chart. For example, if you select Allocated the bar chart, the Allocated quantity is displayed in the grid. By default, the On Hand quantity is displayed in the grid.
    • Warehouses
      Allows you to select the warehouse for which the data is displayed.
Summary section

This section displays the summarized information about the items selected in the Week view section:

  • The number of items selected.
  • Gross Weight: The cumulative weight of the items specified for selected items.
  • Loading Units: The number of pallets or racks required to ship the selected items. The first Packaging Item defined for the Item in the Handling Unit Templates (whwmd4160m000) session is considered.

    The number of pallets are calculated based on the Loading Units value:

    • If the Loading Unit value is the range of 0.1 to 1, the number of pallets required is one.
    • If the Loading Unit value is the range of 1.1 to 2, the number of pallets required is two.
    • If the Loading Unit value is the range of 2.1 to 3, the number of pallets required is three and so on.
  • Carrier

    The name of the carrier specified for the selected items.

    The value in this field is populated only if all the selected items have the same Carrier specified. You can also specify or modify this value. If this value is not specified, the shipments are created in the Shipments (whinh4130m000) session without a value specified in this field.

  • Mode
    The transport category for the shipment(s). This value is retrieved from the Carriers/LSP (tcmcs0180s000) session.
  • Planned Ship Date
    The Planned Ship Date of the items. By default, the earliest of the dates specified for the selected items, is displayed. However, you can modify this date. Even if this field is cleared manually, the earliest of the dates specified for the selected items is considered. Note: If the earliest Planned Ship Date specified for the selected items is a date in the past, by default, the current date is considered.

You can click Create Projected Shipments to create the shipments with the Projected status in the Shipments (whinh4130m000) session.

Note

You can select the items to create the shipments with the Projected status only if the Projected Shipments check box is selected in the Warehousing Order Types (whinh0110m000) session, for the Warehousing Order Type specified for the related Order, in the Warehousing Order (whinh2100m100) session.

Messages section

This is an expandable pane which displays the messages for the errors, warnings and alerts. This pane also display a message with the shipment number, when the shipment is created successfully. The pane expands to display these messages. Click [...] to delete the messages. To minimize the pane, click the header.

General options

The general options available in the workbench are:

  • Refresh
    Reloads the shipment related data from LN.
  • User Settings
    Sets the default values based on which the shipments are displayed when you access the workbench, the next time.
  • Save Defaults
    Saves the values you set in the User Settings page. The settings are defaulted when you access the workbench the next time.
  • Clear Defaults
    Clears the default values that you set in the User Settings page.
  • Get Defaults
    Discards the unsaved changes made to the user settings and applies the last saved settings when you access the workbench, the next time.
  • About
    Displays the version of the workbench.
User Settings

On the User Setting page, you can specify these default values:

  • General
    • Warehouses: The items and shipments are displayed for the selected warehouses.
    • Hide Shipments: If this check box is selected, only the items are displayed in the Week view section and the shipments are hidden.
    • Hide Items not using Projected Shipments: If this check box is selected, the item cards related to Warehouse Order Types, for which the Projected Shipments in use check box is cleared in the Warehousing Order Types (whinh0110m000) session, are not displayed.
    • Show Intermediate Consignee Information: If this check box is selected, the code of the intermediate consignee is displayed in the item and shipment details pane.
  • Filter by

    Specify the information based on which the items and shipments are filtered:

    • Sales Office: The sales office specified for the items and shipments.
    • Sold-to BP: The sold-to BP specified for the items and shipments.
    • Ship-to: The ship-to BP or the warehouse specified for the items and shipments.
    • Intermediate Consignee: The code of the intermediate consignee.
    • Carrier: The code of the carrier.
    • Job Sequence: The sequence number of the job for which the goods are required.
  • Sort by
    You can sort the data based on the Due-Time, Ship-to Item or the Carrier specified for the items.