Changing a shipment item

Picking is the process of selecting shipment items from inventory. On some occasions, the item indicated by the pick policy is not the item you physically select from inventory. In this case, you can manually change the pick order for a specific item, and tell the system which item you actually selected from inventory.

To change a shipment item:

1. From an Express shipment or Saved shipment, on the Shipment items list, click the check box to the left of a shipment item.
2. Select Change Item.. up top. A Change Item screen appears, listing all available inventory items.
   • Confirm that the Current Pick Policy is set to the pick policy that is correct for this shipment.
   • If you need to change the pick policy, check the box next to the Override Current Policy field. Then select another policy from the drop-down.

     This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy." See Using inventory managers as pick policies.

3. Below Matching Results, you'll see inventory items for the same item number, split out by license number and location. If no lines appear, the item number does not have any more quantities in a different license number and/or location.

   Note: You can check the Show Allocated Inventory checkbox to show those inventory items that are recommended by this pick policy but already reserved for another transaction. You cannot add allocated items to your shipment; however, you can use the Inventory by Item report to track down the other operations that need this item. For example, your shipment may be high priority, and other operations should be cancelled or delayed so that you can use this particular item on your shipment.

4. Select the checkbox to the left of the new inventory item.
5. Click OK. The new inventory item replaces the old one on your shipment.

   Note: The newly selected inventory item is soft allocated to your shipment the next time you Save the shipment.

   Note: If you defined custom fields, check the shipment item on the left and select Edit... above to enter the fields. Default values are as defined under Administration>Custom Fields, in the Business Process Details section for each custom field, just as when are adding a shipment item.

   To add a shipment item:

   1. Under Shipment Items, select Add.... An Item Search screen appears.
   2. Confirm that the Current Pick Policy is set to the pick policy that is correct for this shipment.
      • If you need to change the pick policy, check the box next to the Override Current Policy field. Then select another policy from the drop-down.

        This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy." See Using inventory managers as pick policies.

        Note: If you have an Owner on the shipment, you will only see items that have that Owner (or no Owner).

   3. Only items that match the selected pick policy appear in the list.
      • If an item has quantities assigned to multiple license numbers, the quantities assigned to each license number (and the quantity not assigned to a license number, if any) appear on separate lines. Select the line with the appropriate license number for your shipment.
      • If an item has multiple serial numbers, the quantities with each serial number appear on separate lines. Select the line with the appropriate serial number for your shipment. (If the item master has Serial Control set to Closed Container or Unique, you must ship out the entire quantity with that serial number.)

        Note: You can check the Show Allocated Inventory checkbox to show those inventory items that are recommended by this pick policy but already reserved for another transaction. You cannot add allocated items to your shipment. However, you can use the Inventory by Item report to track down the other operations that need this item. For example, your shipment may be high priority, and other operations should be cancelled or delayed so that you can use this particular item on your shipment.

   4. Select your inventory items and select OK. The Item Search screen closes.

      Important: The inventory items you select are soft allocated to your shipment the next time you Save the shipment.

   5. Once you have completed adding inventory items to the shipment, under the Qty Shipped column, enter the quantity and select the unit of measure.

      Important: If you change the quantity for a shipment line, the soft allocation for that inventory item is updated the next time you Save the shipment.

      • For items that are Outbound ID Controlled or Serial Control: Unique, you can only enter 1,000 per line. To ship more of the item, create a second line.
      • Note: If you change the unit of measure, the Current unit price is updated to reflect the selected unit of measure when you save or ship the shipment. For example, if the unit price of a key ring is $1.00/ea, and you change the unit of measure to cases, you will need to save the shipment in order to see the Current unit price adjusted to reflect the price of a case. Whether you change the unit of measure or not, you can also key in an Override unit price. This is the price for the currently selected Quantity unit of measure. For example, if the $1.00 key rings are packed in cases of 24, the unit price for the case might be lower than $24.00/cs, because of a quantity discount. Your changes take effect when you save the shipment.
      • If needed, edit the measurements of the shipment item:
        • Under Cube, Dim Wt, and Pallets, you can enter the volume, dimensional weight, and pallets being shipped, respectively. By default, these values are taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, by default these values are taken from the sales order, if there is one, or the item master.)
        • The read-only values Pick Unit, Picked Cube, Picked Dim Wt, and Picked Pallets are based on the inventory item being shipped.
        • Most of the time, these two sets of measurements are identical. However, having two sets of measurements allows you to capture differences between the inventory item and the warehouse operation. For example, your Picked Cube may be 2 cubic feet, which is the volume of the actual physical good when it is picked. If you add packaging when you ship the item, it might have a Cube of 3 cubic feet. You can enter the larger cube to help calculate shipping charges.
      • If you defined custom fields, check the shipment item on the left and select Edit... above to enter the fields. Default values are as defined under Administration>Custom Fields, in the Business Process Details section for each custom field.
   6. Proceed with processing the shipment.

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