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Create a Shipping Record and associate it to the demand that is to be fulfilled (Sales Order).
On the Shipping Record, list the material that is intended to be used ( Shipping Record Line Items ) to fulfill the specified demands ( Sales Order Line Items ). This will reserve the specified inventory.
When the Shipping Record is drafted, the specified demands are no longer Short the quantities expressed on the Shipping Record. Those quantities will show as Quantity Reserved on the specified demands.
The Draft Shipping Record is a plan of action to be taken.
Use the Draft Shipping Record as a pick list to collect the material from stock.
Send material out the door and add a Time Completed to the Shipping Record.
Adding a Time Completed to the Shipping Record triggers the removal from inventory of the material listed on the Shipping Record.
Adding a Time Completed to the Shipping Record will mark the date on which the specified demands ( Sales Order Line Items ) have been fulfilled. The quantities expressed on the Shipping Record will show as Quantity Fulfilled on the specified demands.
The Completed Shipping Record is a historical record of action taken.
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