Planning requirements and projected shipments

Shipment planning can be affected by unexpected inventory shortages, sudden changes in customer demand, or insufficient transport capacity. To respond to such situations, you can create projected shipments for part of the ordered quantity of an outbound-order line.

For example, if the ordered quantity is 100 items X, to be delivered tomorrow, but you can only ship 30 tomorrow and the remaining 70 the day after tomorrow, you can create two projected shipments. One for 30 and one for 70 items X, and each with a different planned delivery date.

To manually create a projected shipment, create a planned shipment requirement and generate a projected shipment for the planned shipment requirement.

Manually creating projected shipments
  1. Open the outbound order line for which to create projected shipments.
  2. On the Quantities tab, click Shipment Planning to start the Outbound Order Line - Planned Shipment Requirements (whinh4183m000) session.
  3. On the toolbar, click New. A planned shipment requirement is created in the lines section of the session.

  4. In the Planned Shipment Quantity field, specify the quantity for which to create the projected shipment.

    Note: The total quantity of all planned shipment requirements created for the current outbound order line cannot exceed the ordered quantity of the outbound order line.

  5. In the Planned Delivery Date field, specify the planned delivery date for the projected shipment.
  6. Highlight the newly created planned shipment requirement.
  7. From the appropriate menu, select Generate Projected Shipments.

  8. In the Generate Projected Shipments (whinh4230m200) session, click Generate.

    The Generate Projected Shipments (whinh4230m200) session closes and in the Outbound Order Line - Planned Shipment Requirements (whinh4183m000) session, these changes are made to the planned shipment requirement:

    • The status changes to Planned.

    • In the Shipment and Shipment Line fields, the projected shipment and shipment line of the planned shipment requirement is displayed.

      The shipment or the shipment line is either created for the planned shipment requirement, or the quantity of the planned shipment requirement is added to an existing projected shipment and or more shipment lines. This depends on the availability of projected shipments whose Shipment Date Interval spans the planned delivery date of the planned shipment requirement.

Note

If overdeliveries are not allowed, a warning is displayed if the total quantity of the planned shipment requirements exceeds the ordered quantity, but creating the projected shipments is not blocked.

If multiple projected shipments are linked to an outbound order line, and the Allow Changes to Shipment check box in the Shipments (whinh4130m000) session is cleared for one of the shipments, this shipment blocks the order from item quantity changes, even if changes are allowed for the other shipments.

Cancelling planned shipment requirements

You can cancel planned shipment requirements that have a status of Created or Planned.

If you cancel a planned shipment requirement with status Planned, the projected shipment and shipment line created for the planned shipment requirement are deleted. If the quantity of the planned shipment requirement was added to an existing projected shipment line, this quantity is subtracted from the projected shipment line.

You can cancel, but not delete a planned shipment requirement.

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