This project default specifies how to fill the item shipment quantity in case of multiple item shipments on a change order.
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If set to NEW, the quantity of each item shipment is set to the new agreement line item quantity.
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If set to KEEP, the software distinguishes between the surplus and shortage quantities with respect to the item shipment quantities. In case of surplus quantities, the item shipment quantities of the previous supplement are copied and remain unchanged, and an additional item shipment with a quantity of 0 is created. In 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.
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If 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 following:
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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) is created.
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If set to NEW2, a new item shipment is created (supplements > 0) for increased quantities.
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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 cancelation on the 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 Promised Contract are changed on Agreement > Agreements Overview >Line Items , changes are propagated to the item shipments and accordingly visible Expediting > Item Shipment Details.
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.
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Additional specific features of NEW2 setting are:
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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 are not modified by the expediter, they are updated as the planned dates.
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If the forecasted dates are modified by expediting, they remain unchanged.
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If the 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.
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If in the case of KEEP, the item shipments are created superfluously (for example because lines have been split and the original agreement line item remains unchanged in the end) they get deleted while approving the agreement. 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 the cases require a
manual adjustment of the item shipment quantity - either before approving the agreement
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 agreement
line item and the quantity of order line item and item shipment are identical.
This project default ZP_ISH_QTY is also used while approving an agreement. Following are the details:
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If set to KEEP or KWO0 and the agreement to be approved is a change order, all the 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).
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If 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 Expediting > Expediting Details.
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If 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 contain the same values for all item shipments of one order line item if multiple item shipments are created.
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If 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 pages.
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Module(s) affected by this setting: Inquiry > Requisition Workload, Agreement > Agreements Overview > Line Items, Expediting > Item Shipment Details, Traffic, Open Procurement Interface.
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List of Values: KEEP, KWO0, NEW (default), NEW2.