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 of this series on understanding inventory picks, I mentioned there was three ways in which an inventory pick could be processed:

1. Process an Inventory Pick from the Source Document
2. Process Multiple Inventory Picks Using a Batch Job
3. Process an Inventory Pick in Two Steps by Releasing the Source Document

In this article, I am going to take walk through processing inventory picks using a batch job for the BLUE location on which I enabled Require Pick.

To use the batch job for creating inventory picks, search for the Create Inventory Put-away/Pick/Movement page.

The options on this page will need to be configured to restrict which incoming documents have inventory picks created. I have opted for all (released) sales orders; click OK to create the picks or Schedule to schedule the batch job to run at a designated time:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

I published this series of articles back in July when the planned features document was published; I discovered the other day that it has been updated my Microsoft.

There appears to be four planned features which have been removed; I’ve updated them to acknowledge the removal, but I have left the articles live. The removed features are:

• Turn off indexes as a partner.
• Enhancements to Excel add-in.
• Discover report and data analysis content easily.
• Get Power BI reports for reporting and data analysis on finance, sales, and inventory.

In terms of added functionality since July, there seems to be more new added functionality than there was originally listed. Release 2023 Wave 2 is looking like it is going to be quite big, with some good new features coming.

I’m going to take a look through the coming functionality over the coming days/weeks, so watch out for the posts.

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 of this series on understanding inventory picks, I mentioned there was three ways in which an inventory pick could be processed:

1. Process an Inventory Pick from the Source Document
2. Process Multiple Inventory Picks Using a Batch Job
3. Process an Inventory Pick in Two Steps by Releasing the Source Document

In this article, I am going to take walk through the processing an inventory pick from the source document using the BLUE location on which I enabled Require Pick.

To create an inventory pick for a sales order, open the Sales Order page and click the Process » Create Inventory Put-away/Pick/Movement action:

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

In order to use inventory picks, there is only one setting which needs to be configured, but it needs to be done on a per location basis.

For this example, I am using the CRONUS USA sample company and have created a new location called RED.

To configure the require pick option, search for the Locations page and select the required location. On the Warehouse fasttab, enable the Require Pick option:

You will also need to make sure that there is a number series attached to the Inventory Picks Nos. and Posted Inventory Picks Nos. fields on the Inventory Setup card.

Bins can be used with inventory picks documents, so you can also mark the Bin Mandatory option.

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, picks are used in basic warehousing for order-by-order processing; if we were also using require shipments, then picks would be done with a warehouse picks, rather than an inventory picks. I’ll cover warehouse picks in a future article.

The inventory pick is used to pick items order by order and posts the shipment as part of this action. The order, in this context, may not be a sales order, but could also be a purchase return order or an outbound transfer order.

An inventory pick can be created in three ways:

1. Directly from the source document itself.
2. Using batch job for several source documents at the same time.
3. In two steps by first by releasing the source document to notify the warehouse that the source document is ready to pick using the Inventory Pick page.