Partial Shipments

When a customer orders more than one unit of an item but only a partial amount is shipped, you can process each shipment separately. This process is handled differently based on the Transfer Posting setting in Rental Setup.

To process partial shipments with Transfer Posting = Transfer Order

On the Shipment Transfer Order line, you assign the serial numbers to be shipped by choosing Line > Item Tracking Lines > Shipment in the Lines FastTab. The same process is used for the partial shipments.

  1. Open the existing Rental Contract or create one.
  2. On the Home menu, choose the Create Shipment Transfer Orders action.
  3. Close the message and then choose the Transfer Orders action.
  4. Open the shipment transfer order.
  5. On the Lines FastTab, enter the number of items that are being shipped in the Quantity field.
  6. If the item/machine is serial tracked:
    1. Choose Line > Item Tracking Lines > Shipment on the Lines FastTab.
    2. Select the serial number(s) manually or automatically using the Select Entries action.
    3. Choose the Close button.
  7. Turn on the Direct Transfer toggle.
  8. Ensure the Posting Date is correct.
  9. On the Home menu, choose the Post action.
  10. Close the message and go back to the Rental Contract.
  11. Notice that the Qty. to Ship field shows the number of items that have not been shipped and the Quantity Shipped shows the number that you just partially shipped.
  12. When ready to ship the remaining items completely or partially:
    1. Update the Work Date as needed.
    2. Repeat steps 3-10.

To process partial shipments with Transfer Posting = Item Journal

  1. Open the Rental Contract and enter the partial shipment quantity in the Qty. to Ship field.
  2. If the item/machine is serial tracked:
    1. Choose Line > Related Information > Item Tracking Lines on the Lines FastTab.
    2. Select the serial number(s) manually or automatically using the Select Entries action.
    3. Choose the Close button.
  3. On the Home menu, choose the Post action.
  4. A dialog page opens with the Post Shipment option selected. Choose the OK button.
  5. Notice that the Qty. to Ship field shows the number of items that have not been shipped and the Quantity Shipped shows the number that you just partially shipped.
  6. When ready to ship the remaining items:
    1. Update the Posting Date.
    2. Enter the partial shipment quantity in the Qty. to Ship field.
    3. For serial tracked items:
      1. Choose Line > Related Information > Item Tracking Lines on the Lines FastTab.
      2. On the shipped line(s), enter 0 in the Quantity (Base) field.
      3. For the next shipment, select the serial number(s) manually or automatically using the Select Entries action.
      4. Choose the Close button.
    4. On the Home menu, choose the Post action.
    5. A dialog page opens with the Post Shipment option selected. Choose the OK button.

To view partially shipped items in rental invoice

When partial shipments are posted to a Rental Contract, each partial shipment is shown on the invoice with the individual prorated price.

Example

A rental contract is created for five units of an item with a price of 100. The rental period is the month of September 2022, and the items are partially shipped as follows:

  • 9/1/2022, Qty. = 2
  • 9/12/2022, Qty. = 2
  • 9/19/2022, Qty. = 1

When the invoice is processed, there are three lines with the following prorated prices:

Rental Date Range Quantity Unit Price
9/1/2022 - 9/30/2022 2 100.00
9/12/2022 - 9/30/2022 2 63.33333
9/19/2022 - 9/30/2022 1 40.00

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