New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Use Advanced Warehouse Functionality With Minimal Complexity

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-second of the new functionality in the Application section is Use advanced warehouse functionality with minimal complexity.

You can use several features that were previously available only for locations that use directed put-away and pick, which added advanced processes, without adding unneeded complexity.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

While the complete set of warehouse features has been available in the Essential license for a long time, to use it you needed to enable directed put-away and pick for selected locations. Enabling directed put-away and picks makes advanced warehouse processes available, which might add more complexity than the business needed. In this release, we’re making various features available:

  • Zones
  • Movement worksheet
  • Calculate Bin Replenishment task
  • Bin Capacity Policy
  • Warehouse class check
  • Special equipment in warehouse documents

Zones

In warehousing, bins can be grouped in zones. Each zone can consist of one or more bins. Most properties assigned to a zone will be assigned by default to bins that are created for the zone.

Screenshot of a zone

Movement worksheet

Use movement worksheets to plan movements of inventory in your warehouse.

Routine movements are the movements you plan to replenish the bins with the fastest moving inventory. When you calculate bin replenishment, Business Central finds bins with a higher bin ranking that must be replenished from lower ranking bins and creates lines for the movements. You can decide to create movement instructions for all suggested replenishments, or you can delete some of the lines before you create instructions. You might do this if you know that your employees only have time to perform a limited number of movements before the warehouse closes for the day.

Screenshot of Bin Content
Screenshot of Calculate Bin Replenishment

Plan movements that wouldn’t usually be suggested. For example, if you want to sample random items from several bins for a quality check or move items to the Open Shop Floor Bin.

After you plan an inventory movement, or edit the suggested replenishments, you can create a movement to send the lines to a warehouse employee so they can take action. For directed put-away and pick locations, Business Central creates a Warehouse Movement document. For others, Business Central creates Inventory Movement documents (which is new).

Screenshot of Movement Worksheet

Special equipment

For locations with bins, you can specify the equipment that you want employees to use when they work with a particular zone, bin, item, or SKU. In the Special Equipment field on the Location Card, choose where Business Central should look for special equipment to be used in warehouse activities such as warehouse put-aways, picks, or movements.

Screenshot of Special Equipment

Bin capacity policy

Bin capacity policies define how Business Central handles bin capacity in cubage and weight. You can define the Max Cubage and Max weight on the bin. For item units of measure, Business Central calculates cubage based on the Length, Width, and Height fields, and the weight based on value in the Net Weight and Qty. per Unit of Measure fields on the Item Card page.

Option Description
Never Check Capacity This is the default value for locations with bins where Directed Put-away and Pick isn’t enabled. This option is similar to the original behavior, where Business Central doesn’t check capacity.
Prohibit More Than Max. Cap. If you select this option, a positive item journal, warehouse receipt, put-away, or incoming movement can’t be processed if the quantity exceeds the maximum capacity of the assigned bin.
Allow More Than Max. Capacity Business Central shows warning but allows you to register the increase.
Screenshot of Cubage exceeds capacity message

Warehouse class

You can assign a warehouse class code to a zone, bin, or item. You can turn on the Check Warehouse Classes toggle on the Location Card page for any location that uses bins. Business Central ensures that each item is stored only in bins that have the same warehouse class.

Screenshot of Warehouse class validation

Warehouse setup

We gave the Warehouse Setup page a hidden improvement. The Require Shipment, Require Receipt, Require Pick, Require Put-away toggles are removed from the page, making sure the user focuses on the important fields. The fields allow warehouse handling with a blank location, which provides fewer capabilities and less flexibility compared to a normal location. They can also become a blocker if a company decides to use multiple locations. Our recommendation is to always use a location code.

Screenshot of Warehouse Setup

The logic behind the fields is still in the product, so you can turn it back on. However, the fields will be removed in a future release.

My Opinion

There is a lot covered by this functionality announcement. An initial reading is that there is some very useful additions in the functionality; I’ll need to see if I can get the time when it is released to have a proper look through the additions.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1
Use Business Events To Notify And Trigger External Systems
Get Started With More Sample Power Automate Templates And Power Apps
New Approval Workflow Experience With Power Automate Templates
Support Dynamic Environment And Company In Power Platform Connector
Remove Modification Limits For Triggering Flows
Use Power Automate To Post Adaptive Card Or Link To Business Central Record
Adjust Exchange Rates Easily, Replace The Built-In Batch Job
Use Different General Ledger Accounts For Payables, Receivables
Avoid Document Number Errors When You Post Item Journals
Company Hub Now Lets Admins Add User-Specific Settings
Define Content Of Created Warehouse Documents With Filters
Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows
Preview Item Journals Before Posting
Review General Ledger Accounts Faster
Set Up And Sync Master Data Across Companies
Ship And Receive Non-Inventory Items On Warehouse Documents
Shopify Connector Becomes Extensible
Shopify Connector Becomes Extensible
Synchronize Returns, Refunds From Shopify
Undo Transfer Shipments
Swedish Localization Delivered As Extension
Supporting More Countries And Regions
AL Explorer And AL Home In Visual Studio Code AL Extension
Attach AL Debugger To Active Session Or Next Session
Improved Compiler Resource Handling And Faster Code Analyzers
Optimized Runtime Package Generation For Sharing
Provide Title And Custom Actions To Error Dialogs
Control Database Locking Behaviour
AL-Go For Github – Modern Devops For Partners
ISVs Can Organize A Preview For Their Appsource Apps
Experience Improved App Management Settings
Get An Improved Cloud Migration Status Overview
Include Or Exclude Tables From Cloud Migration
Transfer Environments Between Azure Ad Tenants
Non-Deductible, Partly Deductible Vat Expands Functionality
Audit File Export Eases Saf-T Compliance
Easily Find And Install Payroll Apps From Within Business Central
Modern Tooltips Are Easy To Read And Understand
Refresh Of Content To Support Modern Tooltip UI
Experience Enhanced Adaptive Cards In Teams
Configure Security Controls For Teams Cards
Add Existing Table Fields To Optimize Your Pages
Drag And Drop Files Onto The File Upload Dialog
Access Actions And Navigation Menu Efficiently With Keyboard
Get More Productivity Out Of An Optimized Action Bar On All App Pages
Get Unblocked Using Actionable Error Messages In Select Application Areas
Tailor Action Bar To Fit Your Needs On Document Lines
Copy And Paste Readable Hyperlinks
Removed Functionality
Add More Columns to Pages for Better Insight
Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders
Demo Tool and Data for Warehouse and Inventory Scenarios
Easier to Create Opening Balances for Item Tracked Inventory
Post multiple transfer orders at the same time
Set Default Dimensions on Locations, Inventory Documents and Journals
Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields
Usability Improves for Warehouse, Inventory and Tracking Areas
Use Advanced Warehouse Functionality With Minimal Complexity
Use Statistical Accounts to Collect Data for Financial Reports
Save Time With Automatic Account Codes (Sweden and Finland Only)
Country/Regional Expansion – Andorra
Define Regional Settings Per Report Using a Region Property
Extensions That Fail Pre-Upgrade Validation Get More Detailed Error Insights
Delegated Admin’s Job Queue Entries Are Run by User
Manage User Permissions Using Security Groups
Analyze, Group, and Pivot Data on List Pages Using Multiple Tabs
Allow Application and Tenant Databases to Differ in Collation
Business Central server runs on .NET 6
New telemetry events and data
Performance – OData calls are now faster
Improved Alignment of Headers in Statistics Pages

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