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Update Transfer Shipments

Overview

After a Warehouse Shipment (Whse Shipment) is created and processing begins in the warehouse, it is still possible to update the Transfer Order and modify the shipment before it is shipped out of the warehouse.

Updating Transfer Orders

When a Whse Shipment is created, only the quantities that have been allocated on the Transfer Order are copied to the Warehouse Shipment. However, you have the option to make further adjustments:

  • Add New Items or Increase Quantities: You can add additional items or increase the quantities on the transfer lines if needed.

  • Restrictions on Reducing Quantities: You cannot reduce the quantities on the Transfer Lines to be less than the quantities listed on the Whse Shipment Line.

Inventory Allocation

If you need to allocate additional inventory, such as after receiving new stock:

  1. Select Pending Allocation List View:

    • Use this view to allocate inventory for Transfer Orders requiring additional stock allocation.

Shipment Rules and Restrictions

  • One Shipment Per Transfer Order: By system design, only one Whse Shipment is allowed per Transfer Order.

  • Backorder Quantities: You will not be able to post the Warehouse Shipment if backorder quantities remain on the Transfer Order. These must be resolved before the shipment can be posted.

Mass Update Shipments

  1. Select the Update Shipments List View:

    • This view shows Transfer Orders that may require updates.

  2. Mass Update Shipments:

    • Select the Transfer Orders that need to be updated.

    • Click Mass Update Shipments to synchronize the changes and ensure that the Warehouse Shipment is accurately reflecting the latest details from the Transfer Order.

By following these steps, you can effectively manage and update Transfer Orders and shipments while ensuring that any changes are accurately reflected in the Warehouse Shipment before the goods are shipped.

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