Shipping Tolerances

Updated at February 5th, 2025

Table of Contents

Module Description Setup Setup Excess Quantity Setup Reduced quantity Functionality Excess shipping Shipping in shortage

Module Description

This feature allows, through a specific setup, to make shipments with quantities greater than those entered in the sales line or to automatically pay the order line.

The setup can be set on various levels both for customer and for item and allows the management of % tolerance for excess or defect.

Setup

To enter the setup, search for “Shipping Tolerances”:

Click on 'New':

The setup can be entered with different levels of detail:

For customer :
By filling in only the Customer No. field, the specified tolerances will be applied to all shipments relating to that customer regardless of any other parameters (Item code, Variant, categories).
By Category Warehouse Registration or Item Category:
Tolerances entered within a setup in which one of these two fields is filled in will be applied to all items belonging to them regardless of the customer in the order header.
By Item or Variant Code:
These two fields are strongly interconnected.
If you choose to fill in only the Item No., all variants associated with them will be subject to the setup tolerances.
The setup may be more specific if the Variant Code is also entered.
It is not possible to enter a tolerance setup with the Variant Code populated and the Item No. empty.

All the fields listed above can be combined with each other.

For example, you can create setups for Customer / Item / Variant code or Customer / Item category.

Setup Excess Quantity

Enable the 'Accept excess quantity' flag:

Through the “Excess mode” field you can decide the type of authorization:

Unlimited : Allows you to overship an unlimited quantity compared to the amount entered on the sales line.
Percentage : you can choose a percentage within which the system allows you to “exceed” the quantity ordered by the customer. Beyond this percentage, the shipment will be blocked.

In this case, the system will display the 'Percentage in excess' field where you can enter the tolerance percentage:

Setup Reduced quantity

Enable the 'Accept reduced quantity' flag:

Then enter the percentage within which the system should close the relevant sales line in the 'Percentage of missing quantity' field.

Functionality

Excess shipping

Considering this setup:

And the order is thus inserted:

The system will allow me to ship the first line up to a maximum of 120 pieces, while for the second line, a shipment cannot be made for a quantity greater than that entered in the order.

For example, if you populate the 'Quantity to ship' on the first line with 130 L and the second line with 26 PZ, the system will show an error:

By entering 120 L in the first line, the system will revalidate the quantity ordered with what was entered in the quantity to be shipped, reporting the original quantity of the order in the field of the same name:

The system will recalculate the line amounts based on the new quantity ordered.

In case you want to change the quantity to be shipped (provided it is within the tolerance) before recording the shipment, the original quantity will no longer be changed:

In the event that the setup is 'Unlimited', it will be possible to insert a quantity infinitely greater than that of the order line.

The setup also works on locations with an active warehouse or by using “Cumulative shipments”.

Shipping in shortage

Instead, doing a setup like this for lack tolerance:

And a sell order entered like this:

The system will not allow me to ship more than 120 PCS for the first line, in case a quantity less than 10% less than the order is shipped, the system will automatically pay for the line, setting the closed line flag.

Therefore, by entering a quantity between 90 and 99 in the quantity to be shipped, when the shipment is registered the system will activate the aforementioned flag, cancelling the outstanding quantity: