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.

With a location enabled for requiring receive, we can now the shipment of goods from the warehouse.

There are two methods for using warehouse shipment:

1. Push, which is where a warehouse shipment is created for a single sales order (or other document bringing stock in, such as a purchase return) from the Create Whse. Shipment action on the Sales Order card.
2. Pull, which is where a warehouse shipment is created from the Warehouse Shipments page. This would typically be used when you are shipping goods to a customer from multiple orders.

In this post, I will be stepping through the second of the above methods, but you end up in the same window when you use the action mentioned in the first.

To create a warehouse shipment, search for Warehouse Shipments and click the New button.

Tab from the No. field and select the location for which goods are being shipped and set the Posting Date:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… 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.

In the last article, I covered SHIPPING items on a PO without a specific receipt requirement; this would generally be used by organisations with smaller warehouses or stockrooms and does not need any configuration on a location.

The next level up in the basic warehousing functionality, is to require a warehouse shipment. There is one toggle which needs to be enabled for a location to require warehouse shipments. When you create a location, on the Warehouse fasttab, you need to toggle the Require Shipment option to the on position:

Receiving goods in this way, allows you to receive 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 receiving items into the new location PINK location shown above.

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 this article, I’m going to take a look at how shipments can be entered via the source document. Shipping goods in this way, is done when there is no specific requirement for warehouse processing. This is usually only used by companies operating smaller warehouses or stock rooms.

This configuration is not even part of the basic warehouse functionality as there is nothing on the location which needs to be configured.

When you ships items on a sales order in this default configuration, shipping is as simple as opening the Sales Order page and entering a the quantity of stock being shipped in the Qty. to Ship field; it will default to the remaining amount so you only need to change this if you are shipping less than the remaining amount.

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source 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.

As I mentioned in this article on the different levels of inventory and warehouse management, warehouse shipments are used in basic warehousing for consolidated shipping of multiple orders.

However, goods can also be shipped on a sales order without requiring a warehouse shipment, by performing a shipment of goods on the order line (this also posts a pick, unless Require Pick is enabled).

In the next article of this series, I’ll show how to record a shipment at the order line level, before configuring and demonstrating the warehouse shipment in subsequent articles.

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.

With the location configured to use the put-away worksheet and the put-away worksheet template created, we are now able to put-away received items using the put-away worksheet.

Once the goods have been booked in through the warehouse receipt, search for and open the Put-away Worksheets page; select the put-away worksheet template in the Name field.

Click the Process » Get Warehouse Documents… below the header fields:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet”

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.

As with other worksheets, before you can use them, you need need to create a worksheet template. To create the template for the put-away worksheet, search for and open the Warehouse Worksheet Templates list page.

Make sure the cursor is on the PUT-AWAY line and click the Related » Template » Names action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template”

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 top level of the advanced warehousing functionality, is to use the put-away worksheet, which requires both the require warehouse receipt and require warehouse put-away to be enabled. With the other settings, there are three toggles on the location card which need to be enabled to use the put-away worksheet. When you create a location, on the Warehouse fasttab, you need to toggle the Require Receive, Require Put-away and Use Put-away Worksheet options to the on position (the third option is disabled unless the first two are toggled on):

Receiving goods in this way, allows you to receive and plan the put-aways for multiple orders at the same time, instead of one-by-one. In the next couple of articles in this series, I’ll create a put-away worksheet template and then step through the process of using the put-away worksheet at the new WHITE location.

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.

Over the last few posts of this series, I’ve taken a look at the receipt and put-away processes in Business Central, how they are enabled and how they are processed, and, in the last post, on how the process works when both are enabled.

The processes covered so far are for when processing put-away instructions for individual orders or groups of orders where the put-aways are handled one by one. There is functionality in Business Central to facilitate planning put-aways for multiple receipts, which will allow warehouses to operate more efficiently.

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 processing of receiving and putting away stock is the same using receipts and put-aways as just doing a warehouse receipt up to the point of posting the receipt; as part of the posting process, a put-away activity is created:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away 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 receipt and a warehouse put-away. 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 Receive and Require Put-away options to the on position:

Receiving goods in this way, allows you to receive and put-away 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 receiving items into the new GREEN location, shown above, using a receipt and a put-away.