Is it possible to cancel a shipment? I know I can change the Shipment
status to "Cancelled", but that doesn't trigger consequent cancellation of item issuances inventory item detail records, etc. Maybe I'm missing something obvious? The scenario is: . Customer places order . Order is packed . Customer changes mind so we need to return the items in the order to inventory Cheers, Iain -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.476 / Virus Database: 269.11.2/931 - Release Date: 1/08/2007 4:53 PM |
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This is an interesting point. I have no time to seek further tonight, anybody an idea ?
Jacques De : "Iain Fogg" <[hidden email]> > Is it possible to cancel a shipment? I know I can change the Shipment > status to "Cancelled", but that doesn't trigger consequent cancellation > of item issuances inventory item detail records, etc. Maybe I'm missing > something obvious? > > The scenario is: > > . Customer places order > . Order is packed > . Customer changes mind so we need to return the items in the order to > inventory > > Cheers, Iain |
Wow, that's a level of service I've never heard of a retailer offering. It's basically saying that we've packed and labeled your box and it's sitting on the loading dock but the carrier hasn't picked it up yet, so we'll cancel the order. We will incur the cost of unpacking and restocking the item, and because the credit card has already been charged we'll refund that and pay the transaction fee, oh, and because we've already booked the shipping with the carrier we'll cancel that for you and if the carrier charges us for that we'll pay that too. Most companies don't even track beyond packed, ie they don't flag shipments as shipped (ie picked up by the carrier), let alone go to all the trouble of pulling an order after packing. Anyway, I guess if you wanted to do this the previous two paragraphs describe more or less what you'd need to do for all of this... -David Jacques Le Roux wrote: > This is an interesting point. I have no time to seek further tonight, anybody an idea ? > > Jacques > > De : "Iain Fogg" <[hidden email]> >> Is it possible to cancel a shipment? I know I can change the Shipment >> status to "Cancelled", but that doesn't trigger consequent cancellation >> of item issuances inventory item detail records, etc. Maybe I'm missing >> something obvious? >> >> The scenario is: >> >> . Customer places order >> . Order is packed >> . Customer changes mind so we need to return the items in the order to >> inventory >> >> Cheers, Iain > |
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Thanks for comment David,
Pretty clear ! ;o) Jacques De : "David E Jones" <[hidden email]> > > Wow, that's a level of service I've never heard of a retailer offering. It's basically saying that we've packed and labeled your box and it's sitting on the loading dock but the carrier hasn't picked it up yet, so we'll cancel the order. We will incur the cost of unpacking and restocking the item, and because the credit card has already been charged we'll refund that and pay the transaction fee, oh, and because we've already booked the shipping with the carrier we'll cancel that for you and if the carrier charges us for that we'll pay that too. > > Most companies don't even track beyond packed, ie they don't flag shipments as shipped (ie picked up by the carrier), let alone go to all the trouble of pulling an order after packing. > > Anyway, I guess if you wanted to do this the previous two paragraphs describe more or less what you'd need to do for all of this... > > -David > > > Jacques Le Roux wrote: > > This is an interesting point. I have no time to seek further tonight, anybody an idea ? > > > > Jacques > > > > De : "Iain Fogg" <[hidden email]> > >> Is it possible to cancel a shipment? I know I can change the Shipment > >> status to "Cancelled", but that doesn't trigger consequent cancellation > >> of item issuances inventory item detail records, etc. Maybe I'm missing > >> something obvious? > >> > >> The scenario is: > >> > >> . Customer places order > >> . Order is packed > >> . Customer changes mind so we need to return the items in the order to > >> inventory > >> > >> Cheers, Iain > > |
Hi Ian
Are the goods actually being shipped or is this more of a retail backorder reservation arrangement? If it's the latter then I would either settle for creating a return for the order or otherwise perhaps look into finding a way to use pick lists to pick the order and not pack it until the customer comes to collect. Regards Scott On 06/08/07, Jacques Le Roux <[hidden email]> wrote: > > Thanks for comment David, > > Pretty clear ! ;o) > > Jacques > > De : "David E Jones" <[hidden email]> > > > > Wow, that's a level of service I've never heard of a retailer offering. > It's basically saying that we've packed and labeled your > box and it's sitting on the loading dock but the carrier hasn't picked it > up yet, so we'll cancel the order. We will incur the cost > of unpacking and restocking the item, and because the credit card has > already been charged we'll refund that and pay the transaction > fee, oh, and because we've already booked the shipping with the carrier > we'll cancel that for you and if the carrier charges us for > that we'll pay that too. > > > > Most companies don't even track beyond packed, ie they don't flag > shipments as shipped (ie picked up by the carrier), let alone go > to all the trouble of pulling an order after packing. > > > > Anyway, I guess if you wanted to do this the previous two paragraphs > describe more or less what you'd need to do for all of > this... > > > > -David > > > > > > Jacques Le Roux wrote: > > > This is an interesting point. I have no time to seek further tonight, > anybody an idea ? > > > > > > Jacques > > > > > > De : "Iain Fogg" <[hidden email]> > > >> Is it possible to cancel a shipment? I know I can change the Shipment > > >> status to "Cancelled", but that doesn't trigger consequent > cancellation > > >> of item issuances inventory item detail records, etc. Maybe I'm > missing > > >> something obvious? > > >> > > >> The scenario is: > > >> > > >> . Customer places order > > >> . Order is packed > > >> . Customer changes mind so we need to return the items in the order > to > > >> inventory > > >> > > >> Cheers, Iain > > > > > |
In reply to this post by David E Jones
David and Jacques,
Thanks for the responses. >> Wow, that's a level of service I've never heard of a retailer offering. That is precisely a service level we do offer (on a case-by-case basis). It builds customer loyalty, and if cancelled items are easily resold to other customers - no big deal. We obviously don't do this all the time. >>It's basically saying that we've packed and labeled your box and it's sitting on the loading dock but the carrier hasn't picked it up yet, so we'll cancel the order. Yep, except the reality is that the order is sitting in a paper bag with a note written on it, and 99% of such orders are collected by the customer (ie, no shipping). >> We will incur the cost of unpacking and restocking the item, A paper bag doesn't cost much, and walking the item over to a shelf is no big deal :-) >> and because the credit card has already been charged we'll refund that and pay the transaction fee, Not usually the case for us. Except in unusual situations, we don't require customers to pre-pay (see earlier note about customer loyalty). >> oh, and because we've already booked the shipping with the carrier we'll cancel that for you and if the carrier charges us for that we'll pay that too. Not an issue in our case. As you can see, this highlights the fact that our workflows and practices _in this scenario_ are somewhat different to those assumed in your reply. Perhaps the most important assumption in your walk-through is that the shipment we are talking about is in the PACKED state (invoices generated, etc), but is there any reason why a shipment in, say, the CREATED state should not be cancellable (including un-issuing items)? In our typical scenario, we won't change the shipment's status to PACKED until the customer walks in to collect. The OOTB UI let's us delete items from packages, delete packages, cancel the shipment, etc, but it won't let us cancel an item issuance - any idea if there is a good reason for that, or is it just that no-one's thought it was needed before? If we had this ability, our workflow is easily supported (provided we don't PACK the shipment, but leave it CREATED). Cheers, Iain David E Jones wrote: > > Wow, that's a level of service I've never heard of a retailer > offering. It's basically saying that we've packed and labeled your box > and it's sitting on the loading dock but the carrier hasn't picked it > up yet, so we'll cancel the order. We will incur the cost of unpacking > and restocking the item, and because the credit card has already been > charged we'll refund that and pay the transaction fee, oh, and because > we've already booked the shipping with the carrier we'll cancel that > for you and if the carrier charges us for that we'll pay that too. > > Most companies don't even track beyond packed, ie they don't flag > shipments as shipped (ie picked up by the carrier), let alone go to > all the trouble of pulling an order after packing. > > Anyway, I guess if you wanted to do this the previous two paragraphs > describe more or less what you'd need to do for all of this... > > -David > > > Jacques Le Roux wrote: >> This is an interesting point. I have no time to seek further tonight, >> anybody an idea ? >> >> Jacques >> >> De : "Iain Fogg" <[hidden email]> >>> Is it possible to cancel a shipment? I know I can change the >>> Shipment status to "Cancelled", but that doesn't trigger consequent >>> cancellation of item issuances inventory item detail records, etc. >>> Maybe I'm missing something obvious? >>> >>> The scenario is: >>> >>> . Customer places order >>> . Order is packed >>> . Customer changes mind so we need to return the items in the order >>> to inventory >>> >>> Cheers, Iain >> > > -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.476 / Virus Database: 269.11.6/938 - Release Date: 5/08/2007 4:16 PM |
In reply to this post by Scott Gray
Scott,
Yep, it's a retail BO reservation situation. Things'd be easily handled if we could UNISSUE items from a shipment - not sure why that capability isn't available since you can manipulate just about everything else on a shipment (eg, packages). Obviously, there could be some contraint on this service, like it is only possible if the shipment is still in the CREATED or (maybe) PICKED state. Being able to unissue items would also be extremely useful for those situations where you accidently issue PO items but realise you made a mistake - this happens maybe one a month for us. I have looked at picklists and I think these are possibly a better solution, but we need to spend some time cleaning up our sales orders before we can make proper use of this (don't ask!) Cheers, Iain Scott Gray wrote: > Hi Ian > > Are the goods actually being shipped or is this more of a retail backorder > reservation arrangement? If it's the latter then I would either settle for > creating a return for the order or otherwise perhaps look into finding a way > to use pick lists to pick the order and not pack it until the customer comes > to collect. > > Regards > Scott > > On 06/08/07, Jacques Le Roux <[hidden email]> wrote: > >> Thanks for comment David, >> >> Pretty clear ! ;o) >> >> Jacques >> >> De : "David E Jones" <[hidden email]> >> >>> Wow, that's a level of service I've never heard of a retailer offering. >>> >> It's basically saying that we've packed and labeled your >> box and it's sitting on the loading dock but the carrier hasn't picked it >> up yet, so we'll cancel the order. We will incur the cost >> of unpacking and restocking the item, and because the credit card has >> already been charged we'll refund that and pay the transaction >> fee, oh, and because we've already booked the shipping with the carrier >> we'll cancel that for you and if the carrier charges us for >> that we'll pay that too. >> >>> Most companies don't even track beyond packed, ie they don't flag >>> >> shipments as shipped (ie picked up by the carrier), let alone go >> to all the trouble of pulling an order after packing. >> >>> Anyway, I guess if you wanted to do this the previous two paragraphs >>> >> describe more or less what you'd need to do for all of >> this... >> >>> -David >>> >>> >>> Jacques Le Roux wrote: >>> >>>> This is an interesting point. I have no time to seek further tonight, >>>> >> anybody an idea ? >> >>>> Jacques >>>> >>>> De : "Iain Fogg" <[hidden email]> >>>> >>>>> Is it possible to cancel a shipment? I know I can change the Shipment >>>>> status to "Cancelled", but that doesn't trigger consequent >>>>> >> cancellation >> >>>>> of item issuances inventory item detail records, etc. Maybe I'm >>>>> >> missing >> >>>>> something obvious? >>>>> >>>>> The scenario is: >>>>> >>>>> . Customer places order >>>>> . Order is packed >>>>> . Customer changes mind so we need to return the items in the order >>>>> >> to >> >>>>> inventory >>>>> >>>>> Cheers, Iain >>>>> >> > > > ------------------------------------------------------------------------ > > No virus found in this incoming message. > Checked by AVG Free Edition. > Version: 7.5.476 / Virus Database: 269.11.6/938 - Release Date: 5/08/2007 4:16 PM > -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.476 / Virus Database: 269.11.6/938 - Release Date: 5/08/2007 4:16 PM |
In reply to this post by Iain Fogg
iain wrote: > As you can see, this highlights the fact that our workflows and > practices _in this scenario_ are somewhat different to those assumed in > your reply. Yeah, very different. On a side note not totally relevant to this thread: that would have been helpful information in getting your question answered in a more helpful way. -David |
David,
You're absolutely right. As I was digesting your reply it dawned on me that a critical point I didn't make was that the shipments I'm talking about aren't even in the PACKED state yet. Cheers, Iain David E Jones wrote: > > > iain wrote: >> As you can see, this highlights the fact that our workflows and >> practices _in this scenario_ are somewhat different to those assumed >> in your reply. > > Yeah, very different. On a side note not totally relevant to this > thread: that would have been helpful information in getting your > question answered in a more helpful way. > > -David > > > -- No virus found in this outgoing message. Checked by AVG Free Edition. Version: 7.5.476 / Virus Database: 269.11.8/940 - Release Date: 6/08/2007 4:53 PM |
Iain,
in my opinion, adding the ability to cancel an item issuance (for a non packed shipment) would be useful and not too difficult to implement; the only thing to consider (maybe) is that if, when the item issuance is created, an accounting transaction is sent to the general ledger (e.g. by the Opentaps' financial component) we will have to void it with another transaction. However, you can probably do what you are describing also using the "shipment plan" screen of the shipment: from ther you can assign order items to shipment items without issuing product from warehouse. there are no issuances involved and so you can cancel the shipment items (but I've not tested this process). And when you are ready to actually ship the items to the customer, from the shipment->shipment plan screen you can just issue them with one click. Just my two cents, Jacopo Iain Fogg wrote: > David, > > You're absolutely right. As I was digesting your reply it dawned on me > that a critical point I didn't make was that the shipments I'm talking > about aren't even in the PACKED state yet. > > Cheers, Iain > > David E Jones wrote: >> >> >> iain wrote: >>> As you can see, this highlights the fact that our workflows and >>> practices _in this scenario_ are somewhat different to those assumed >>> in your reply. >> >> Yeah, very different. On a side note not totally relevant to this >> thread: that would have been helpful information in getting your >> question answered in a more helpful way. >> >> -David >> >> >> > > > |
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