Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article, I covered picking and shipping a sales order using the advanced warehouse functionality.

At the start of that article I noted that there are two methods to creating a pick:

1. In a push fashion, where you use the Create Pick action in the Warehouse Shipment page. Select the lines to be picked and prepare the picks by specifying, for example, which bins to take from and place in, and how many units to handle. Bins can be predefined for the warehouse location or resource.
2. In a pull fashion, where you use the Release action in the Warehouse Shipment page to make the items available for picking. Then, on the Pick Worksheet page, warehouse employees can use the Get Warehouse Documents action to pull their assigned picks.

In the previous article, I covered the first method using “push” to create the pick; I’ll cover the second method in this article.

As in the previous article, you need to create the warehouse shipment, but instead of clicking the Create Pick… action, you need to release the shipment using the Release » release action, so the status changes from Open to Released:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

It is not possible to create a warehouse pick document by itself; warehouse picks can only be created from a warehouse shipment:

1. In a push fashion, where you use the Create Pick action in the Warehouse Shipment page. Select the lines to be picked and prepare the picks by specifying, for example, which bins to take from and place in, and how many units to handle. Bins can be predefined for the warehouse location or resource.
2. In a pull fashion, where you use the Release action in the Warehouse Shipment page to make the items available for picking. Then, on the Pick Worksheet page, warehouse employees can use the Get Warehouse Documents action to pull their assigned picks.

In this post, I will be covering the first method outlined above; I’ll cover the second method in a future article.

The start of the pick/shipment process is very similar to the warehouse shipment process I covered a couple of articles ago, where a warehouse shipment is created as the first step:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

The first level of the advanced warehousing functionality, is to require both a warehouse pick and a warehouse shipment. There are two toggles on the location card which need to be enabled. When you create a location, on the Warehouse fasttab, you need to toggle the Require Shipment and Require Pick options to the on position:

Receiving goods in this way, allows you to pick and ship multiple orders at the same time, instead of one-by-one. In the next article of this series, I’ll step through the process of picking and shipping items into the new YELLOW location, shown above, using a pick and a shipment.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

We’ve so far taken a look at inventory picks and required shipments being processed separately. The next level of warehousing moves out of the basic warehousing which we’ve seen so far, into advanced warehousing by combining picks with shipments.

The shipments are the same, but the picks are warehousing picks rather than the inventory ones we looked at in the earlier article.

This configuration of requiring picks and shipments is generally used by larger businesses who require more controls in the warehouse. While in the coming articles, I will just be showing the process using a location, it is commonly used in combination with the use of bins. The only difference between using bins and not, is that in the pick and shipment process, bins will (generally based on setup) default and be changed if necessary.