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Packing Slip Posting considers Picked quantities regardless of shipment status

  • 1.  Packing Slip Posting considers Picked quantities regardless of shipment status

    Posted Mar 18, 2020 03:47 PM

    We are facing an issue where a sales order is processed across two shipments. One of the shipments gets updated to shipped, and the affiliated lines are picked up in our order packing slip batch job and then by order order invoice batch job.

     

    Once the second shipment is processed to Loaded status is where we are facing our issue. The inventory status of the sales order line gets updated to "picked" when a shipment is updated to loaded. When our query runs, the Loaded shipment is getting grabbed by the order packing slip batch job since the sales order already has a Shipped shipment and the inventory transaction is "picked".

     

    This is an issue only if the warehouse makes any processing issue that needs to be corrected, but I'm curious if anyone knows of a better query setting than we are using or if there is a workaround to still only include Shipped shipments under all conditions.

    Order packing slip settings:

    • Quantity parameter: Picked
    • Sales order status: Open order
    • Load status: Shipped (this is accomplished off a table join to Load details and then Load)


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    David Barahona
    Implus Corporation
    Durham NC
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Packing Slip Posting considers Picked quantities regardless of shipment status

    TOP CONTRIBUTOR
    Posted Mar 19, 2020 07:59 PM
    Hi David,

    I don't have any good ideas, other than to vote on my idea for this problem!

    https://experience.dynamics.com/ideas/idea/?ideaid=163f40be-f56d-e711-80c0-00155d7cb38d

    Guy

    ------------------------------
    Guy Terry
    Application Consultant
    Annata
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Packing Slip Posting considers Picked quantities regardless of shipment status

    Posted Mar 20, 2020 11:38 AM
    Good morning David;
    Not sure if this helps or not, but we do a lot of split shipments as well, these are the parameters we use on the packing-slip posting:

    Sales Orders.Status = Open order, Delivered
    Shipments.Shipment status = Shipped
    Shipments.Shipping confirmation date and time = !""

    Cuing off the shipment rather than the load may help.

    We have a couple of other filters, but they are there for other purposes, not likely pertinent to your scenario.

    Order lines.stopped = No
    Shipments.Planned Ship Date = (DayRange(-30,0))
    Sales orders.Order type=Sales order

    (We are on 2012R3, and using Advanced Warehouse)

    ------------------------------
    Adam Pascoe
    Bio-techne
    Minneapolis MN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Packing Slip Posting considers Picked quantities regardless of shipment status

    TOP CONTRIBUTOR
    Posted Mar 20, 2020 02:23 PM
    One other thing to consider.... If you are using Warehouse management, the expectation is that you should be posting packing slips through the Load or shipment, not through Sales and Marketing. Specific features are only available by posting the packing slip from the Load or shipment that are not available when posting a packing slip from Sales and Marketing for a sales order that was processed through Warehouse management. Since you are posting through Sales, it effectively ignore what is on the Shipment and says, yes there is additional quantity available that can be picked to this sales order and we will also ship that. My guess is that join fails because Warehouse management is intended to be processed fully through Warehouse management rather than just an update on the Sales line status.

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    Andrew Lencsak
    Solution Delivery Manager
    Arbela Technologies
    Irvine CA
    ------------------------------

    Academy - Online Interactive Learning from Experts


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