Introduction
Dynamics 365 Business Central is a comprehensive business management solution that helps small to medium-sized businesses automate and streamline their processes. This Dynamics 365 Business Central training guide will walk you through generating and posting a warehouse shipment with a warehouse pick from a sales order in Dynamics 365 Business Central.
Prerequisite: Enable 'Require Shipment' and 'Require Pick' in Location Card
Before proceeding with the steps to generate and post a warehouse shipment, ensure that both the 'Require Shipment' and 'Require Pick' options are enabled under the Warehouse FastTab on the Location Card for the location being used on the sales order. These settings are required to generate the warehouse shipment and pick documents.
Step 1: Create a Sales Order
Before you can generate a warehouse shipment, you need to create a sales order. Follow these steps to create a sales order:
1.1 Open Sales Orders
Navigate to the Sales Orders page by using the search function (magnifying glass icon) and typing "Sales Orders." Select the Sales Orders link from the search results.
1.2 Create a New Sales Order
On the Sales Orders page, click on the New button to create a new sales order. A new sales order card will open.
1.3 Fill in Customer Details
In the Customer field, enter the customer name or number. The system will auto-populate the customer's details, including their address and contact information.
1.4 Add Sales Lines
Scroll down to the Sales Lines section and add the items you want to include in the sales order. Specify the quantity, unit of measure, and any other relevant details for each item.
1.5 Review the Sales Order
Review the sales order for accuracy. The application saves your entries automatically.
Step 2: Generate a Warehouse Shipment
With the sales order created, the next step is to generate a warehouse shipment.
2.1 Use the Create Warehouse Shipment Action
On the Sales Order page, use the Create Warehouse Shipment action found on the Sales Order Ribbon. This will generate a new warehouse shipment based on the sales order details.
2.2 Review the Warehouse Shipment
Review the warehouse shipment for accuracy. The application saves your entries automatically.
Step 3: Create a Warehouse Pick
After creating the warehouse shipment, the next step is to create a warehouse pick.
3.1 Use the Create Pick Action
On the Warehouse Shipment card, use the Create Pick action on the Ribbon. This action will generate the warehouse pick document.
3.2 View Pick Lines
After creating the pick, click on Pick Lines under the Shipment tab of the Ribbon to see the pick lines that were generated. From there, you can open the pick document.
3.3 Fill and Register the Pick
Open the pick document, fill the Qty. to Handle, and register the pick.
Step 4: Post the Shipment
After Qty. to Ship has been filled in automatically, select Post Shipment from the Ribbon. A confirmation dialog will appear. Confirm that you want to post the shipment by clicking on the Yes button.
4.1 Verify the Posting
After posting the shipment, you can verify it by checking the Posted Warehouse Shipments, Posted Sales Shipments, and the Registered Warehouse Pick List pages. A Posted Sales Shipment record is automatically generated upon posting the Warehouse Shipment.
Conclusion
Managing warehouse shipments efficiently is crucial for maintaining smooth operations and ensuring customer satisfaction. Dynamics 365 Business Central provides a robust platform for handling these tasks seamlessly. By following the steps outlined in this guide, you can easily generate and post a warehouse shipment with a warehouse pick from a sales order, streamlining your warehouse management process.
Feel free to explore other features and functionalities of Dynamics 365 Business Central to further enhance your business operations. Happy shipping!
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