My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.
What have others done for their clients to achieve this or this type of need, workflow customizations?
Best answer by asmith50View original
What’s the part your are strugling with?
Acumatica doesn’t allow you to have an open (unconfirmed) shipment add modify the sale order simultaneously. The client needs to create multiple open shipments at the same time. If you create one shipment it lock the SO and doesn’t allow you to create additional shipments without confirming them.
That is correct if you create the shipment from the SO screen. To create multiple shipments at the same time, you would go to the process order screen (screen ID SO501000) and create the shipment from there.
Does anyone have any experience modifying workflows to maybe add a new stage/state before confirmed which would “complete” the shipment and also unlock the SO?
Did you try doing it from the process orders screen?
Correct, you can open two shipments at the same time only if there are no open shipments on the order.
Why don’t you create both at the same time?
Weighing in on
@asmith50’s side on this. We have a customer with sales orders that have many lines. Some line items require minor configuration and/or staging. Some groups of items are picked by different teams. Some ship via different carriers (big parts via LTL and smaller via parcel carriers). Some groups are picked/staged/shipped in different warehouses.
The ability to create multiple shipments via the processing screen is of limited use in these scenarios, as it assumes everything happens at once and is driven by a single user.
We have tested using the blanket orders feature to work around this, but it adds a layer of complexity and may impact the invoicing process.
It would be very helpful to have more flexibility in the sales order / shipment workflow to support these types of use cases.
Have you considered implementing picking? Pick future shipments, stage, configure, wait for customer arranged shipping, then ship, then customs declaration (assuming your including shipper, transport charges, etc.) Not sure if this would work for your scenario, just a thought.
A similar process could be designed using transfers.
My 2 cents here...it would be great if Acumatica would add a HOLD status to shipments, and allow edits and item additions to the sales order while the open shipments are on hold status. The issue is often that an item gets received in that should be able to be added to the open shipment. The user may have already picked 17 items on that shipment and deleting the shipment and starting over is not an option. By having a hold status on the shipment, then allowing changes on the sales order, then when removing hold on the shipment you should check for any changes to items or quantities that need to be corrected because the order data has changed.
I'm just adding my vote to
it will definitely be a very useful feature for us, we come across this scenario on a daily basis .
Overall shipment process in Acumatica is in dire need of flexibility - real businesses don’t ship from a Sales Order consecutively one-by-one, and oftentimes corrections may be required for earlier shipments - which is something that Acumatica directly prevents unless you delete later (correct) shipments.
A bit late to this but we had the similar situation. Where parts of the same SO would need to be shipped out from different Warehouses based on business rules and/or availability of products.
What we did is to use the Shipments screen instead of the Sales Order screen. Here we create a new shipment, select the Warehouse applicable for the shipment and then use the Add Order function to select the specific Sales Order from the list.
This way lines applicable for that warehouse would be added to the shipment.
Touch wood, but thus far we have not seen any issues with this approach through our testing.
Happy to hear thoughts and any pitfalls or concerns around this approach.
Also this still don't give you the flexibility to have more than one shipment open for a sales order at the same time, right?