Integration with Aptean Over Under Delivery

You can integrate the Aptean Warehouse Management System extension with the Aptean Over Under Delivery extension to enable flexibility in receiving more or less than the ordered amount. The system supports over and underdelivery for inbound receiving and outbound shipping, allowing you to receive and ship quantities that differ from the order.

When a warehouse employee receives a delivery that exceeds or falls short of the ordered quantity, the system permits the receipt and pick of the actual delivered quantity. Consequently, the system successfully processes the over or underdelivery, ensuring accurate and efficient receiving and picking operations.

Configure underdelivery and overdelivery validations

To set up default validations for warehouse receipt, follow these steps:

1. Open the Module Settings page for warehouse receipt.

2. Select the Create Default Validations action.

   The system automatically adds the Verify Underdelivery and Verify Overdelivery validators to the Module Validation page.

3. Select the Active checkbox as needed to activate a validator for performing over and underdelivery activities.

To configure the Overdelivery postback field, follow these steps:

1. Open the Module Settings page for warehouse receipt.

2. Select the Create Default PostBack Fields action.

   The system automatically adds the Overdelivery postback field to the Additional Fields page.

On the WMS Configuration page, on the Journal Setup FastTab, turn on the Confirm Underdelivery toggle to display a confirmation message during underdelivery. This toggle is available only when the Aptean Over Under Delivery extension is installed.

In Business Central

Make sure to define whether underdelivery and overdelivery are allowed for each vendor or customer, as well as the permitted percentage of underdelivery and overdelivery for each item. To learn more, see OUD setup.

Follow the steps outlined in points 1 to 8 of the In Business Central topic on creating a purchase order in BC and receiving the order in the scanner.

In the scanner

9. Open the WMS app on the device and log in to your location.

10. Select the Inbound group.

11. Select the Receipt module.
    On the Receipt screen, you can view the documents list.

12. Select the first line. This opens the item list. When an order contains the same item with multiple lines, only one line will appear on the scanner, accommodating the total quantity from each line.

13. Scan the barcode from the label starting by the item, until all information is provided to post the output. The scanner will ask for information if needed.

14. In the Qty field, enter the additional quantity or lesser quantity you want to receive.

    
    A confirmation message will appear if you are performing the receive activity with the lower quantity for underdelivery.

15. Select the item details and enter the lot and SSCC numbers.

16. Select the context menu on the item line.

17. Turn on the Underdelivery toggle.

    A confirmation message appears. The system displays the confirmation message based on the Confirm Underdelivery toggle on the WMS Configuration page.

    If the receipt variance exceeds the allowed overdelivery or underdelivery percentage defined for the item, the system displays an error.

18. Select COMPLETE.
    A dialog box opens.

19. Select Yes to finish the receipt activity. When entire quantity for an item is received, the line for this item will be removed from the list.

During receive activity, for a single item, only one lot and license plate can be used during partial picking and receiving. Multiple license plates for the same lot are not permitted. Also, the system will generate an error if you attempt to use the item with multiple lots and multiple license plates.

You can view the received quantities on the following pages:

• The Quantity Received field on the Purchase Order page.
• The Qty. (Base) field on the License Plate and Detailed Warehouse Entries pages.

The above functionality works similarly when you use the Aptean Over Under Delivery extension to execute pick activities for warehouse shipments created from the Sales Order page. Ensure the selected item, customer, and sales order are set up with the over and under delivery configurations.

You can view the shipped quantities on the following pages:

• The Qty. Shipped field on the Sales Order and Warehouse Shipment pages. Also, the Underdelivery checkbox is selected.
• The Qty. (Base) field on the Detailed Warehouse Entries page.

For overdelivery, turn off the Underdelivery toggle. This allows you to scan and receive quantities exceeding the ordered amount, within the allowed overdelivery percentage.