Create a New Line for a Partial Shipment

If you enter a sales order line for more than the quantity available, you may want to ship some today and the remainder on a future date. Follow this procedure to obligate a partial quantity and then create a new line for the remaining quantity.

Note
Ship partial? must be selected to create a partial shipment. Lines with the total quantity obligated or shipped cannot be split.

  1. Select the line that you want to partially ship and click Select.

  2. Click Obligate.

    1. Click Sel to obligate the quantity available.

      OR

Click Sel to release the obligation and click Sel again to obligate the quantity available.

OR

Click the available quantity, location, or control number (not Sel) and enter the quantity available in the Qty to obligate field.

    1. Click Exit.

  1. Select the same line and click Select.

  2. Click Copy/Blnkt and then Split line.

The program displays these fields:

Field Name

Displays

Copy Order-line

The order number and the line number you selected

Item no

The item on that line followed by the item's description

Ship date

The Expected ship for the selected line

Item no

The item number and description for the selected line

  1. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

New line qty

Required
11 numeric

Accept the displayed quantity or enter a different quantity to be on the new line.

If you entered a quantity less than the Minimum sales qty set in the Branch Item Maintenance (IMB) program, the program prompts: Entered quantity of [qty] is less than the minimum sales quantity of [qty] at the stocking unit of measure of [unit]; continue? Click Yes to continue or click No to change the quantity.

New line ship date

Required
10 date

Accept the displayed date or select a different date.

The displayed date is one day after the Expected ship for the line you are splitting.

New line number

Optional
3 alphanumeric

The program recommends the next unused number. Accept the displayed number or enter another number for the new line.

If you enter a line that exists, the program displays the message Line number [number] is in use and line number [number] will be used. Click OK to assign the number in the message, which is at the next unused line number.

  1. Click Proceed to split the line or click Cancel to return to the line. When you click Proceed, the program creates a new line with the number, quantity, and date you specified. Under certain conditions, approval is copied to the new line. See Background for more information. The new line is not obligated.

  2. When the new line(s) are created, the program displays a list of order lines.