Multiple Warehouse Shipment for one Sales Order

ForzaForza Member Posts: 64
Dear All Navision Expert,


Our company is currently implementing NAV 4.0 Finance and Distribution.

We have a scenario where on one Sales Order, we need to create a few Delivery Order (aka Warehouse Shipment), but using the "Create Whse. Shipment" from Sales Order and "Get Source Documents" from Warehouse Shipment always give me the full quantity of all the lines in the Sales Order. One suggestion from our NSC is that we create the Warehouse Shipment and delete those lines that we does not want to deliver. For us, this is a messy approach and still leave us with the problem where the quantity for a particular line cannot be changed.

Any expert out there encountered this scenario before? Is there any easy way to overcome this difficulty? Thank you.


From,
Tan Kuching
Everhome Furniture

Comments

  • ara3nara3n Member Posts: 9,258
    Hello
    We had a client that had similar request. We had added a new field to warehouse line called. "Fully Shipped". The user will check the flag before posting and we modified the code to delete the warehouse document after posting if the field was checked.

    We also updated the sales line quantity with "qty to ship". We added a new field called "original quantity". This was done during posting of warehouse shipment.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • ForzaForza Member Posts: 64
    No offense, but I believe that does not answer my question.

    My scenario is as follow. I want to create one Sales Order, and then two Warehouse Shipment as follow:


    SalesOrder#1:
    Line 1: ItemA, Qty-100, Qty-shipped-0
    Line 2: ItemB, Qty-100, Qty-shipped-0
    Line 3: ItemC, Qty-50, Qty-shipped-0


    WarehouseShipment#1:
    Line 1: ItemA, Qty-100
    Line 2: ItemB, Qty-50


    WarehouseShipment#2:
    Line 1: ItemB, Qty-50
    Line 2: ItemC, Qty-50


    When I post WarehouseShipment#1, SalesOrder#1 gets updated as follow.

    SalesOrder#1:
    Line 1: ItemA, Qty-100, Qty-shipped-100
    Line 2: ItemB, Qty-100, Qty-shipped-50
    Line 3: ItemC, Qty-50, Qty-shipped-0


    When I then post WarehouseShipment#2, SalesOrder#1 gets updated as follow.

    SalesOrder#1:
    Line 1: ItemA, Qty-100, Qty-shipped-100
    Line 2: ItemB, Qty-100, Qty-shipped-100
    Line 3: ItemC, Qty-50, Qty-shipped-50


    Anybody knows the procedure to create the two Warehouse Shipment?
  • David_SingletonDavid_Singleton Member Posts: 5,479
    I have seen this request a few times. Normally its when the client needs to have scheduled deliveries, say for instance they want to order and reserve the goods now, but must have them delivered at specific dates. I have implemented it two ways.

    First was to create the sales lines for the first shipment, and create whse shipment, then create the next sales lines, and then create the next shipment. This works if its not a common process, say if its just one client that needs this. But i its a daily process, then its too much manual processing. In this case, I would have your NSC modify the create Shipment process to be based on a new field so that the Shipment only has the quantities that you want.

    The problem is that to design something like this, needs knowledge of your business process, most specifically how often do you do this, how many orders a day etc. So that you can balance between cost of development and cost of user's having to do manual processing.
    David Singleton
  • ara3nara3n Member Posts: 9,258
    I agree with david. the proper way you can do this create separate sales line for every shipment, and modify the create shipment report.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • ForzaForza Member Posts: 64
    We definitely need it as a day to day basis because we are basically retailing and the customer request two delivery on different day. Or sometimes some item is not in stock where we need to schedule the delivery for those items on another day.

    Any take on how much many man days does it take to do the customization?
  • ara3nara3n Member Posts: 9,258
    1 to 2 man days with testing.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • Alex_ChowAlex_Chow Member Posts: 5,063
    The process is:
    1. Create a Warehouse Shipment (in WHM)
    2. Click on Function --> Use Filters to Get Src. Docs...
    3. Create a new filter
    4. Click on Modify
    5. Set your filters to that particular order for those particular items.

    Change the quantity to ship, then you're done.

    Hope this answers your question.
  • ForzaForza Member Posts: 64
    Alex Chow:

    The process is:
    1. Create a Warehouse Shipment (in WHM)
    2. Click on Function --> Use Filters to Get Src. Docs...
    3. Create a new filter
    4. Click on Modify
    5. Set your filters to that particular order for those particular items.
    I want to select by "per line" basis. The filter does not help in this case.

    Anyone with a better solution?
  • Alex_ChowAlex_Chow Member Posts: 5,063
    The easiest way is to modify the process so you can select per line.
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