This project default specifies how to fill item shipment quantity in the case of multiple item shipments on a change order.
If this project default is set to NEW (default value), the quantity of each item shipment will be set to the new order line item quantity.
If the project default is set to KEEP, the software distinguishes between surplus and shortage quantities with respect to the item shipment quantities.
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In the case of surplus quantities, the item shipment quantities of the previous supplement are copied and remain unchanged. Moreover, an additional item shipment with a quantity of 0 is created.
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In the case of shortage quantities, the item shipment quantities of the previous supplement are copied and an additional item shipment with the changed order quantity is created.
If the project default is set to KWO0, the software distinguishes between shortage and surplus quantities with respect to the item shipment quantities, and additionally the number of item shipments is considered. If only one item shipment exists in the previous supplement, the new quantity is copied to the item shipment. If more than one item shipment exists in the previous supplement, the item shipments for the new supplement are created as follows:
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In case of surplus quantities, the item shipment quantities of the previous supplement are taken over and remain unchanged.
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In case of shortage quantities, an additional item shipment with the remaining quantity (delta between actual item shipment quantity and new order quantity) will be created.
If the project default is set to NEW2, a new item shipment will be created (supplements > 0) for increased quantities.
In case of reduced quantities, the software reduces the quantity until the quantity is consumed, starting with the newest item shipment up to the latest one. Only item shipments without MCS, IRC or release note are considered. If the quantity available for cancellation on item shipments without MCS, IRC or release note is not high enough to cover the complete negative delta quantity, the previous item shipment quantities are not changed at all. In that case manual interaction might be required to enable the agreement approval.
Additionally, if the values of Incoterm, Delivery Place, or Prom Contract are changed on Line Items tab in P.50.07, changes will be propagated to the item shipments and accordingly visible in P.70.72.
Changing incoterm and/or delivery place might cause an inconsistence between the
incoterm and delivery place of the item shipment and the assigned release note.
Additional specific features of NEW2 setting:
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If the promised contractual date is modified in higher supplements, the planned item shipment dates are recalculated.
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If the forecasted dates have not been modified by the expediter, they are updated as the planned dates.
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If the forecasted dates have been previously modified by expediting, they remain unchanged.
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If project default ZP_NEW_POS is set to T, no additional item shipments are created for increased quantities for tagged items with item rule SOT or SWT. Instead, the quantity of the existing item shipment is adjusted accordingly, if exactly one item shipment exists.
Example 1
With order supplement 0 a quantity of 10 has been ordered:
Pos Order Qty Item Shipment Qty
1 10 10
With order supplement 1 (CO) a shortage quantity of 4 has been placed:
NEW
Pos Order Qty Item Shipment Qty
1 14 14
KEEP
Pos Order Qty Item Shipment Qty
1 14 10
4
KWO0
Pos Order Qty Item Shipment Qty
1 14 14
NEW2
Pos Order Qty Item Shipment Qty
1 14 10
4
If with order supplement 1 (CO) a surplus quantity of 3 has been placed the item shipments will look like this:
NEW
Pos Order Qty Item Shipment Qty
1 7 7
KEEP
Pos Order Qty Item Shipment Qty
1 7 10
0
KWO0
Pos Order Qty Item Shipment Qty
1 7 7
NEW2
Without MCS/IRC/Release Note:
Pos Order Qty Item Shipment Qty
1 7 7
With MCS/IRC/Release Note:
Pos Order Qty Item Shipment Qty
1 7 10
Example 2 - with multiple item shipments:
With order supplement 0 a quantity of 10 has been ordered:
Pos Order Qty Item Shipment Qty
1 10 8
2
With order supplement 1 (CO) a shortage quantity of 4 has been placed:
NEW
Pos Order Qty Item Shipment Qty
1 14 14
14
KEEP
Pos Order Qty Item Shipment Qty
1 14 8
2
4
KWO0
Pos Order Qty Item Shipment Qty
1 14 8
2
4
NEW2
Pos Order Qty Item Shipment Qty
1 14 8
2
4
If with order supplement 1 (CO) a surplus quantity of 3 has been placed the item shipments will look like this:
NEW
Pos Order Qty Item Shipment Qty
1 7 7
7
KEEP
Pos Order Qty Item Shipment Qty
1 7 8
2
0
KWO0
Pos Order Qty Item Shipment Qty
1 7 8
2
NEW2
Without MCS/IRC/Release Note:
Pos Order Qty Item Shipment Qty
1 7 7
0
With MCS/IRC/Release Note:
Pos Order Qty Item Shipment Qty
1 7 8
2
Example 3 for KEEP and KWO0 in case of quantity modifications done in expediting:
With order supplement 0 a quantity of 10 has been ordered:
Pos Order Qty Item Shipment Qty (modified by expediter)
1 10 8
4
With order supplement 1 (CO) a shortage quantity of 4 has been placed:
KEEP
Pos Order Qty Item Shipment Qty
1 14 8
4
4 (= order delta)
KWO0
Pos Order Qty Item Shipment Qty
1 14 8
4
2 (= item shipment delta compared to order quantity)
If, in the case of KEEP, item shipments have been created superfluously (for example because lines have been split and the original order line item remains unchanged in the end) they will be deleted when approving the order. But only item shipments that have a quantity of 0 and that cannot be found on the previous supplement are candidates for such a deletion.
Regardless of the setting of this project default, nearly all cases require a manual adjustment of the item shipment quantity - either before approving the order or by expediting.
The handling of PO supplements is not affected by this project default. That is, in case of PO supplements exactly one item shipment is created for each order line item and the quantity of order line item and item shipment are identical.
This project default is also used when approving an agreement. If ZP_ISH_QTY is set to KEEP or KWO0 and the agreement to be approved is a change order, all changes that have occurred during the time between the creation of the CO and its approval are taken over to the CO (because expediting information is of a higher priority).
If ZP_ISH_QTY is set to KEEP, it depends on the quantity change to which item shipments changes of incoterm, delivery place and promised contract date are taken over. If the quantity has changed, modifications of contractual data are only taken over to the newly created item shipment. If the quantity has not changed, the modifications are taken over to all item shipments without release note. (The newly created one will be deleted anyway when approving the agreement.) In all other cases (ZP_ISH_QTY <> KEEP), changes of contractual data are taken over to all item shipments.
Additionally, the setting of ZP_ISH_QTY project default influences the data display on P.70.72 Expediting Details.
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If ZP_ISH_QTY is set to NEW, the supplement fields for agreement and engineering requisition show the highest supplement and the quantity fields the values of these highest supplements. This means, in this case they will contain the same values for all item shipments of one order line item if multiple item shipments have been created.
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If the ZP_ISH_QTY is set to KEEP or KWO0, the supplement fields contain that supplement with that an item shipment has been created for the first time. The quantity fields show the values related to this first supplement. If several requisition supplements are associated with the same order supplement, the highest supplement number is displayed and the quantities with respect to requisition line items are totaled up.
With respect to the display of requisition and agreement supplement numbers, this project default is also used for all following downstream screens such as P.70.74 Packages, PT.20.01 Traffic Tree, or C.40.01 Information by Commodity.
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Module(s) affected by this setting: C200901, C200904, C300302, C4001, P3002, P3004, P5007, P7072, P7074, PT2001, PT2021, PT3003, PT3004, OPI1001
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Default value: NEW
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List of Values: KEEP, KWO0, NEW, NEW2