We’re running into issues trying to short ship in Acumatica when items turn out to be missing after the shipment and pick list are already created.
Here’s our Current process:
If we discover the shortage during picking:
Change Sales Order Preferences > Warehouse Management → Short Shipment Confirmation to “Allow with warning.”
Pick what’s available and click Confirm Line Quantity.
Confirm the Pick List and export Picking Details for reference.
Delete the Pick List and Shipment.
Adjust out the missing goods, update the Sales Order, and re-create the Shipment.
So even though Acumatica lets us pick short, it won’t let us ship short — when we try to confirm the shipment, we get this error:
“One or more lines have unassigned Location and/or Lot/Serial Number”
It seems Acumatica still requires every line to have a valid location and/or lot/serial assignment, even when we intentionally didn’t pick the full quantity. Since we can’t modify the shipment quantities directly, we end up deleting the shipment, fixing the Sales Order, and rebuilding everything.
Here’s what we’re trying to figure out:
What’s the best way to handle true short shipments where we want to ship what’s available and let the system backorder the rest (after the shipment has been created)?
What’s the best practice for customers who say “ship what you can and cancel what you don’t have” — can we handle that directly from the shipment, or does it always require deleting and adjusting the Sales Order first?
Best answer by plambert
I think you are missing just one or two steps. It is possible to ship an Order short, but it is not possible to ship a Shipment short. Acumatica needs all the Shipped Quantity to be accounted for before you can confirm the shipment.
I was able to recreate the error you were seeing with the following steps:
Create a Shipment for an order.
Partially pick through the Pick, Pack, and Ship screen. Neither Confirm Pick nor Confirm Shipment from this screen.
Go to the Shipment screen then try to Confirm the Shipment
The error stems from there still being open Shipped Qty on the Shipment; Shipped Qty > Picked Qty. In the case of short shipping, you need to remove the extra quantity that you realized cannot pick. This is done automatically if you have the preference of Short Shipment Confirmation set to “Allow with warning.” and you Confirm Shipment from the Pick, Pack, and Ship screen. If you are working from the Shipment directly, then you will have to adjust the Shipped Qty for the lines you’re short shipping down to what you are actually able to ship.
As for resolving the Sales Order, the Shipping Rule of the lines (which default to the Shipping Rule on the Shipping tab of the order on line creation) can be set to ‘Cancel Remainder’. With that Shipping Rule, lines will be completed once a shipment is confirmed even if the quantity is less than the Undership Threshold %. You could also use the ‘Backorder Allowed’ Shipping Rule and Undership Threshold % if you have more complicated logic, like you have to ship at least send 50% of the line before you can consider the order fulfilled.
I think you are missing just one or two steps. It is possible to ship an Order short, but it is not possible to ship a Shipment short. Acumatica needs all the Shipped Quantity to be accounted for before you can confirm the shipment.
I was able to recreate the error you were seeing with the following steps:
Create a Shipment for an order.
Partially pick through the Pick, Pack, and Ship screen. Neither Confirm Pick nor Confirm Shipment from this screen.
Go to the Shipment screen then try to Confirm the Shipment
The error stems from there still being open Shipped Qty on the Shipment; Shipped Qty > Picked Qty. In the case of short shipping, you need to remove the extra quantity that you realized cannot pick. This is done automatically if you have the preference of Short Shipment Confirmation set to “Allow with warning.” and you Confirm Shipment from the Pick, Pack, and Ship screen. If you are working from the Shipment directly, then you will have to adjust the Shipped Qty for the lines you’re short shipping down to what you are actually able to ship.
As for resolving the Sales Order, the Shipping Rule of the lines (which default to the Shipping Rule on the Shipping tab of the order on line creation) can be set to ‘Cancel Remainder’. With that Shipping Rule, lines will be completed once a shipment is confirmed even if the quantity is less than the Undership Threshold %. You could also use the ‘Backorder Allowed’ Shipping Rule and Undership Threshold % if you have more complicated logic, like you have to ship at least send 50% of the line before you can consider the order fulfilled.
