I have a pack ID in the Customer Shipment Entry that has been marked as Shipped…
I need to change the Our Ship Qty field but can’t. Is there a way to do this that I’m missing?
According to your screenshot the shipment is invoiced so you can’t make any changes to it unless that invoice gets walked back first, then you would have to ‘unship’ the pack before you can edit it.
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When you say “walked back” do you mean using a cancellation invoice? Do those allow you to un-ship something?
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I think you would have to delete the invoice, that’s how we fix our oopsie whoopsies here anyway.
All gross I know. The correct answer is have your pack id data be accurate and don’t mark it shipped until the driver is leaving with it on the truck but getting people to do the right thing all the time is hard if you don’t own the company.
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If the invoice is posted though… what is your team doing to “walk it back”?
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Don’t know, don’t want to know.
I just know this sort of thing happens here and we ‘fix’ it.
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@ShawnLeenerts, search cancellation invoices on here, and maybe try it in your test environment.
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@ShawnLeenerts, maybe @JasonMcD can clarify if cancellation invoices do indeed allow you to un-ship something after it was invoiced on a posted invoice: Correction Invoice - #2 by JasonMcD
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Yes, you need a Cancellation invoice. That will unlock the shipment to where you can un-mark the shipped checkbox. Using a regular credit memo to “cancel” the invoice will not let you walk the shipment back.
You’ll then need to go to Actions > Open to reopen the pack since it’ll be in a Closed status. Once you do that, you can update the pack, re-ship, and re-invoice.
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Huge Tyler, glad someone confirmed it explicitly. All the posts on here were more “theory”… it was hard to get a definitive statement. I do also like to heed comments by Jose Gomez about when to allow this and when not to… If a truck left with shipping paperwork that was based on the pack… do you run the risk of “erasing history” that made that paperwork and/or that original invoice, etc.
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Came to say the same thing - cancellation invoice. That’s how we fix shipping mistakes once invoiced.
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Yeah a few years ago, a former coworker stumbled into that whole idea of cancellation invoices that free up shipped shipments. I still think it’s crazy.
Then you can delete the shipment, which seems like so bad of an idea, since the transactions now reference a non-existent shipment.
But you do what you gotta do and blame it on the system.
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There were some issues with cancellation invoices where if you had deposits on them they would not credit back to the sales order correctly. I believe this was fixed around 10.2.600
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