Reviewing Work Order Material Shipment Information

Use Work Order Scheduling to view the shipment status of a material on your work order. You can view the soonest the quantity of materials will be ready to ship, and information about its location in the warehouse. If you need items sooner than the available date shows, you can procure them from a vendor or have them transferred from another branch.

When the system processes a work order the location assigned on the receiving generations of the work order defaults to the picking location assigned on the outgoing material generations of that work order. The same locations are updated to the tagged sales or transfer order as the location from which to pick the material when the sales or transfer order processes.

To review material shipping, quantity, status, and location information:

Enter or open a work order.
Select the line item for which you want shipment information.
From the Step Detail menu, select Schedule to display Line Item Scheduling.
Review the following, as needed:

Field	Description
Item Description	The name of the product for which you are viewing scheduling information.
Quantities per	The unit of measure and quantity for the displayed product.
Order Quantity	The quantity of the product needed for processing.
Open Quantity	If you selected a component, this is the quantity to ship. If this is the finished product, this is the quantity not yet returned.
Ship Date	If you selected a component, this is the date it is scheduled to ship. If this is the finished product, this is the date you received it back from the vendor.
Avail Qty	If you selected a component, this is the date it is available to ship. If you selected a finished product, this is the date it is available for sale.
Ship Qty	The quantity of the product scheduled for shipment.
Status	The current order status of the selected product, such as Open, In Process, or Closed.
Ship Branch	If you selected a component, the quantity ships from this branch. If you selected the finished product, the vendor ships the quantity to this branch.

Change the Quantity Type or Location/Tag/Lot fields for line items, if needed:

Qty Type - The current stock type for the selected quantity of an item. You can change the quantity type, if needed, such as Defective or Exceptional. For example, if you received returned items, you can change the type to reflect the issue with the items, such as Defective.
Location/Tag/Lot - The warehouse location of the product and the order number to which this work order is tagged. The order number can be a sales, purchase or transfer order.

Save your changes and exit the window.

More Options for Viewing Work Order Material Shipment Information

The following options are also available from Work Order Line Item Scheduling:

To...	Use this menu option...
view inventory projections for a selected product	Inquiries > Future Ledger
review a selected product's inventory levels	Inquiries > Inventory Inquiries
review the order to which the work order is tagged	Inquiries > View Tag Order
procure the products from vendors or other branches	Edit > Procurement
review a product's sales/procurement history	Inquiries > Inventory History
attach serial numbers to the products	Edit > Serial Numbers
receive product quantities into multiple locations	Edit > Split Locations