How to Record a Partial Shipment in EDGEBIC

Recording a partial shipment in EDGEBIC means updating one field on a sales order line: quantity shipped. In EDGEBIC by User Solutions the line's open quantity is calculated as ordered quantity minus quantity shipped, floored at zero, and that open quantity is exactly what the planning grids treat as firm demand. So when you record what has gone out, the firm demand for the line drops by the same amount, and available-to-promise frees up. This guide walks the edit and its downstream effect.

For the full order workflow this sits inside, read how to enter and manage sales orders. For how open quantity becomes demand in the first place, see how sales orders drive demand. This is documented behavior of EDGEBIC; the task library is in the how-to hub.

Before You Start

• You need a sales order with at least one line, on a confirmed order if you want the change reflected in firm demand.
• Know the total quantity shipped to date for the line, not just this shipment. The field holds cumulative shipped, not a per-shipment increment.
• Open the sales order so its lines grid is visible.

Step 1: Open the Line for Editing

Open the sales order and find the line on its lines grid. Select the line and click Edit. The line's fields become editable: product, quantity, due date, unit price, and quantity shipped.

Step 2: Set Quantity Shipped

Set Quantity Shipped to the total number of units shipped for this line so far. This is a running total, not the size of the latest shipment. If you shipped 20 last week and 10 today, enter 30, not 10.

The value cannot be negative. EDGEBIC rejects a negative quantity shipped at save.

If more ships later, you return to the line and raise the cumulative figure again. A line for 50 units that ships 20, then 20, then 10 is recorded as quantity shipped 20, then 40, then 50 across three edits, not as three separate 20-20-10 entries. The field always holds the total delivered to date.

Step 3: Save

Click Save. EDGEBIC stores the shipped figure and recomputes the line's open quantity as ordered quantity minus quantity shipped, floored at zero.

A Worked Example

Take a confirmed line for 50 units due in two weeks, of which 30 have now shipped.

The 30 shipped units are delivered, so they stop being a commitment the plan has to protect. The remaining 20 stay as firm demand and keep pulling supply through the projection until they ship too. Record each shipment as it happens and the firm demand always mirrors exactly what you still owe the customer, never more.

What Changes When You Save

The line's open quantity drops by the amount you just shipped. Because open quantity is the firm demand the planning grids read, firm demand for the product in that line's due bucket falls by the shipped amount on the next projection refresh.

Ship 30 of an ordered 50, and:

• Open quantity goes from 50 to 20.
• Firm demand for that bucket drops from 50 to 20.
• Available-to-promise rises, because 30 units are no longer a commitment the plan must protect.

There is a promising angle to this too. Available-to-promise is driven by firm demand, so as a line's open quantity falls, the units it was reserving free up and available-to-promise rises. In practice that means recording a shipment promptly does more than tidy the demand figure: it releases capacity you can honestly commit to the next customer. A stale, unshipped-looking line holds phantom firm demand that suppresses available-to-promise and makes the product look more committed than it is.

The open quantity is a computed value, not a field you set directly. You move it only by changing the ordered quantity or the shipped quantity. For the projection columns this feeds, see how to see net requirements for a product.

One timing detail matters. The firm demand drop shows up on the next projection refresh, not the instant you save the line. So after recording a shipment, refresh the product's calendar or MPS grid before reading the new firm figure. If you read it before the refresh, you may still see the old commitment, which is a display lag rather than a failed edit.

Why the Cumulative Field Design

Holding a running total rather than per-shipment increments is a deliberate choice, and it pays off in fewer errors. Open quantity is always ordered minus shipped, a single subtraction, so there is no chain of shipment records to add up and no risk of a missed or double-counted increment drifting the balance. The line's demand contribution is derived from two numbers you can see, not from a history you have to trust. The cost is that you enter the total shipped each time rather than just today's amount, which is the one habit to build: read the current shipped figure, add what just went out, and enter the sum.

How to Check It Worked

Two checks:

1. On the line. Confirm the open quantity now reads ordered minus shipped. If you shipped 30 of 50, it should read 20.
2. On the planning grid. Open the product's inventory calendar or MPS grid, find the bucket matching the line's due date, and confirm the firm column dropped by the shipped amount. If it did not, confirm the parent order is confirmed, because only confirmed orders contribute firm demand.

Common Mistakes

• Entering the increment instead of the cumulative total. Quantity shipped is the running total shipped to date. Entering only today's shipment undercounts and leaves phantom firm demand on the line.
• Over-shipping without realizing it floors to zero. A shipped figure at or above the ordered quantity makes open quantity zero, so the line reads as fully satisfied. That is not an error, but it does remove all firm demand for the line, which surprises people who expected some to remain.
• Editing a line on a draft order and expecting demand to move. A line only contributes firm demand when its parent order is confirmed. Recording a shipment on a draft line changes the open quantity but moves nothing in the plan until the order is confirmed.
• Trying to type into open quantity. It is computed, not editable. Change ordered or shipped quantity instead.

What Comes Next

When every line on an order is fully shipped and its open quantity is zero, the order has delivered everything it owed. At that point you can move it out of the active picture: read how to close a sales order. The how-to hub links the rest of the order and planning tasks.