Introduction
Dynamics 365 Business Central is a comprehensive business management solution that helps small to medium-sized businesses automate and streamline their processes. One of the critical functionalities it offers is the ability to manage warehouse shipments efficiently. This Dynamics 365 Business Central training blog post will guide you through the step-by-step process of generating and posting a warehouse shipment from a sales order in Dynamics 365 Business Central.
Prerequisite: Enable 'Require Shipment' on Location Card
Before proceeding with the steps to generate and post a warehouse shipment, ensure that the 'Require Shipment' option is enabled under the Warehouse FastTab on the Location Card for the location being used on the sales order. This setting is required to generate the warehouse shipment document. Note that these instructions are for configurations where 'Require Shipment' is enabled but 'Require Pick' is not.
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: Post the Warehouse Shipment
After generating the warehouse shipment, the final step is to post it. Follow these steps:
3.1 Fill in Quantity to Ship
On the Warehouse Shipment card, either use the Autofill Qty. to Ship action or manually type in the value(s) for Qty. to Ship on the Warehouse Shipment Lines.
3.2 Post the Shipment
After the Qty. to Ship has been filled in, 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.
3.3 Verify the Posting
After posting the shipment, you can verify it by checking the Posted Warehouse Shipments and Posted Sales Shipments 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 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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