Table of Contents

Step functions

This document describes the different step functions.

Split Document

code unit 11154866 "3PL Steps Functions Document" - Function 41

Purpose

The aim of this step function is to Split a Document (eg Receipt / Shipment). For example in case of a Partial Shipment or a Back order.

Parameters

Parameter Description
INCLDETAILLINES Optional: With this param you can include the unposted detail lines.

Copy Receipt Lines to existing Shipment (crossdock)

codeunit 11154866 "3PL Steps Functions Document" - Function 114

Purpose

In a crossdock flow a receipt is linked to a shipment, and the status function Cross-Dock update Shipment (codeunit 11154680 "3PL Status Functions" - Function 21) keeps the shipment lines in sync with the receipt: when a detail line is posted on the receipt, it is created on the shipment automatically. See Receipt Crossdock for the crossdock receipt process.

This step function links a second receipt to a shipment that already exists. The user runs the step on the receipt, picks the shipment, and the item lines of the receipt are copied to that shipment and linked to it. From then on the crossdock sync updates the shipment from this receipt as well.

Typical use: receipt A is already synced to shipment S through the crossdock flow. A second receipt B for the same customer must go out with the same shipment. Run this step on receipt B and select shipment S.

How it works

The step is configured like any other step, see Steps. It runs on a receipt (WMS document of type Receipt).

  1. Run the step on the receipt. The WMS Shipment List opens as a lookup. It shows only shipments of the receipt's Sell-to Customer No.; the parameters below can narrow the list further.
  2. Select one shipment and confirm. Cancelling the lookup ends the step without changes.
  3. Every line of type Cust. Item on the receipt that is not yet linked to a shipment is copied as a new line on the selected shipment, with the item, quantities, weights, batch and attributes of the receipt line. A line relation between the receipt line and the new shipment line is created. Receipt lines that are already linked to a shipment are skipped.
  4. The receipt is linked to the shipment on header level, if that link does not exist yet.
  5. The step ends with a message that states how many lines were added to the shipment.

After the step, the status function Cross-Dock update Shipment on the receipt updates the quantities and posted detail lines of the new shipment lines, exactly as it does for the receipt the shipment was originally created from. Lines of other receipts on the same shipment are not touched.

Parameters

Parameter Description
FILTEREXTERNAL Yes: the lookup only shows shipments with the same External Document No. as the receipt.
FILTERSHIPTO Yes: the lookup only shows shipments with the same Ship-to Address No. as the receipt.
STATUSFILTER Optional: a filter on the Status Code of the shipments in the lookup. The value is limited to 20 characters. An invalid filter expression results in an error when the step runs.
COPYDETAILLINES Yes: the quantities and the detail lines that were already posted on the receipt are synchronised to the new shipment lines immediately. No: the new shipment lines are updated when the crossdock status function runs.

Good to know

  • Receipt lines are always copied as new shipment lines (one shipment line per receipt line). They are never merged into an existing shipment line, because the crossdock sync overwrites the quantity of a linked shipment line with the quantity of one receipt line. Merging would let the second receipt overwrite the quantities of the first.
  • The step needs user interaction. When it runs in the background (for example from the job queue) it stops with an error.
  • The step can only be run on a receipt; on any other document type it stops with an error.
  • When the receipt has no item lines that are not yet linked to a shipment, the step stops with an error and nothing is changed. Running the step a second time on the same receipt therefore does not create duplicate lines or relations.
  • A shipment of another customer cannot be selected.
  • Linking the receipt to the shipment sets the Linked Document Type and Linked Document No. of the receipt to the selected shipment, in the same way as creating a shipment from a receipt does. A receipt that was linked to another document before loses that link.
  • The copy logic is available for extensions as procedure AddReceiptLinesToExistingShipment in codeunit 11154664 "WMS Document Mgt.".

See also Status functions.

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