Shipment processings

The following processings are available for the Shipment table.

Correct stock balances

This processing is used to correct stock balances for selected rows after stock count, and update shipments and product transactions.

The processing can only be applied to records which are transferred to stock count.

After a physical count of the inventory the locked stock needs to be updated with the counted quantity. After all counted shipments are entered, the Correct stock balances processing will update the quantities on the shipments with the counted values.

Starting the processing

  1. Select the Shipment rows you want to process.
  2. In the Processing menu, select Correct stock balances.

The processing updates the Product transaction table. A record with Transaction type 4 - Adjustment/internal issue and with no value in the Order no. field is created.

Transfer

This processing is used to transfer all or parts of selected shipments to another warehouse.

It is used to transfer shipments between warehouses.
Note:
Only one combination of Product no. and Shipment no. can be transferred at a time.

Starting the processing

  1. Select the Shipment row you want to process.
  2. In the Processing menu, select Transfer.
  3. Make settings in the dialog.
Option Description
To w.house Select the destination warehouse for the transfer.
Quantity Enter the quantity, which should be transferred to the new warehouse.
Whole Shipment Select this option to transfer the whole shipment.

Transfer to stock count

This processing sets the selected posts to status During stock take

During a physical count of the inventory levels, the stock needs to be locked in the system in order to avoid transactions during the count. Using this processing locks the selected rows for any further processing.

Starting the processing

  1. Select the Shipment rows you want to process.
  2. In the Processing menu, select Transfer to stock count.
  3. Set the Value date field in the dialog to the date of the stock take.

After running the processing the following fields get automatically updated:

  • The Count date is updated with the date in the processing dialog.
  • The Count week is updated with the week of the count.
  • The Countable quantity states the expected quantity according to the Shipment table .

The records will remain locked until the Correct stock balances processing is run, or until the lock is removed manually by updating the Shipment status field.

Withdraw reservations

This processing is used to withdraw reservations that have not been picked, for selected Shipment rows. All reservations for the shipment will be withdrawn.

Note:
A reservation for a finished order cannot be withdrawn.

Starting the processing

  1. Select the shipment rows you want to process.
  2. In the Processing menu, select Withdraw reservations.

All orders with reservations for this shipment are updated.