How does SureShip control over picking?

How does SureShip control over picking?

Introduction


When creating Customer Orders or Transfer Orders, an expected ordered quantity is entered for each line. Overpicking and overshipment occur when the quantity of units actually picked or shipped is greater than the the ordered quantity.

For some companies, ordered quantities are not strictly enforced and such overages are accepted as a normal part of doing business. Depending on procedures, these overages may always be allowed, or they may only be allowable if they fall within a certain range.

SureShip™ allows companies to define that acceptable range in terms of a percentage of an ordered quantity, using the Overship % (Percent) Tolerance setting on the AIT Custom Parameters form. Setting a tolerance allows the system to automatically check if the total number of units to be picked or shipped against an order line is within limits, and prevent transactions that will result in unacceptably high overages.

This article describes how and when Overship Percent Tolerance is used to perform these checks.

Overpicking and overshipment is not available for Service Orders.
To turn off overpicking and overshipment checks, leave the Overship % (Percent) Tolerance setting on the  AIT Custom Parameters form blank.

Overship Percent Tolerance vs. Ship Percentage

The Overship Percent Tolerance is the percentage above an order line's original ordered quantity that is allowed to be picked or shipped against that line. The equation for calculating a line's allowable number of units that may be picked and/or shipped at any one time is:

(Qty Ordered) * (1 + (Overship Percent Tolerance)) 

In an example where the following is true:
  1. Ordered quantity on an order line is 5,000
  2. Overship Percent Tolerance is 5%
The allowable number of units that may be picked and/or shipped at any one time is: 5,000 * (1 + 5%) =  5,250

The Overship Percent Tolerance is compared against Ship Percentages, the percentage of units currently shipped, picked, or allocated against an order line with respect to its original ordered quantity. The equation for calculating a line's Ship Percentage is:

(Qty Shipped) + (Qty Allocated to Pick Lists) + (Qty Allocated to BOLs) - (Qty Returned)

(Qty Ordered)

In an example where the following is true:
  1. Ordered quantity on an order line is 5,000
  2. 4,960 were already shipped
  3. 310 were returned by the customer
  4. 690 replacement units will be allocated to a new Pick List
The Ship Percentage will be: (4,960 + 690 - 310) / 5,000 =  107%

Overage checks

Ship Percentages are periodically compared against the Overship Percent Tolerance to verify that any picking and shipping overages within allowable limits. If the following equation is true, then the check is passed and the process can continue:

(Overship Percent Tolerance) ≥ 1 - (Ship Percentage)

If the Ship Percentage is too high, then the following error message appears and the process is stopped:



In the previous example, the Ship Percent will be 107% if 690 replacement units are allocated to a new Pick List.

If the Overship Percent Tolerance is  10%, Pick List creation will be successful.

If the Overship Percent Tolerance is  5%, Pick List creation will fail.

When do overage checks occur? 

Checks are automatically performed when the following actions occur:

  1. Generating a Pick List using the SureShip Pick Workbench
  2. Generating a Pick List using the SureShip Order Pick Console
  3. Generating a BOL against Customer Order Lines using the SureShip Console
  4. Generating a BOL against Transfer Order Lines using the SureShip Console
  5. Generating a BOL against Pick Lists using the SureShip Console
  6. Finalizing a shipment from the SureShip Console

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