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In Business Central, you pick and ship items using one of four methods, as described in the following table.
Method | Outbound Process | Require Pick | Require Shipment | Complexity Level (Learn more at Warehouse Management Overview) |
---|---|---|---|---|
A | Post the pick and shipment from the order line | No dedicated warehouse activity. | ||
B | Post the pick and shipment from an inventory pick document | Turned on | Basic: Order-by-order. | |
C | Post the pick and shipment from a warehouse shipment document | Turned on | Basic: Consolidated receive/ship posting for multiple orders. | |
D | Post the pick from a warehouse pick document, and post the shipment from a warehouse shipment document | Turned on | Turned on | Advanced |
Learn more at Outbound Warehouse Flow.
This article refers to method B in the table.
When your location is set up to require pick processing but not shipment processing, use the Inventory Pick page to record and post picking and shipping information for your source documents. Outbound source documents can be sales orders, purchase return orders, and outbound transfer orders.
Note
Production and assembly order component needs also represent outbound source documents. Learn more about handling production and assembly orders for internal processes at Design Details: Internal Warehouse Flows.
Although service orders are also outbound source documents, they don't support the basic, order-by-order level of complexity.
When picking and shipping sales line quantities that are assembled to the order, there are rules you must follow when you create inventory pick lines. Learn more at Handling Assemble-to-Order Items with Inventory Picks.
You can create an inventory pick in in three ways:
The inventory pick can then be created from the Inventory Pick page based on the source document.
For sales orders, purchase return orders, and outbound transfer orders, you create the warehouse request by releasing the order. Releasing the order makes the items available for picking.
After you release an order, the warehouse employee can create an inventory pick.
Choose the icon, enter Inventory Pick, and then choose the related link.
In the Bin Code field on the pick lines, the bin that the items must be picked from is suggesting per the item's default bin. You can change the bin in this page if necessary.
Perform the pick, and then enter the quantity that in the Qty. to Handle field.
If you must pick the items for a line from more than one bin, for example because the full quantity isn't in the bin, use the Split Line action on the Lines FastTab. The action creates a line for the remaining quantity to handle.
Choose the Post action.
Tip
To avoid mistakes, use the Preview Posting action to review the entries that posting will create. However, the preview won't show entries for inventory picks and put-aways that will post non-inventory lines from source documents. For example, lines that have the G/L Account type or items of the type Service.
You can also use the Inventory Pick page to pick and ship for sales where items must be assembled before they can be shipped. Learn more at Sell Items Assembled to Order.
Assemble-to-order items aren't physically in a bin until they're assembled and posted as output to a bin. Picking assemble-to-order items from a bin for shipments follows a special flow.
You can set up Business Central to automatically create an inventory movement when the inventory pick for the assembly item is created. Select the Create Movements Automatically field on the Assembly Setup page. Learn more at Set Up Basic Warehouses with Operations Areas.
Inventory pick lines for sales items are created in different ways, depending on whether none, some, or all of the sales line quantities are assembled to order. In scenarios where some of the quantity is assembled and some is picked from inventory, a minimum of two pick lines are created.
For sales where the full quantity on the sales order line is assembled to order, one inventory pick line is created for the quantity. The value in the Quantity to Assemble field is the same as the value in the Qty. to Ship field. The Assemble to Order field is selected on the line.
If an assembly output flow is set up for the location, the Bin Code field on the inventory pick line contains the value from the following fields, in the following order.
If a bin code isn't specified on the sales order line, and no assembly output flow is set up for the location, the Bin Code field on the inventory pick line is empty. The warehouse worker must open the Bin Contents page and select the bin where the assembly items are assembled.
In scenarios where a part of the quantity is assembled and another must be picked, a minimum of two pick lines are created.
Note
If items are assembled to order, the inventory pick for the linked sales order till create an inventory movement for all of the assembly components.
Warehouse Management Overview
Inventory
Setting Up Warehouse Management
Assembly Management
Walkthrough: Picking and Shipping in Basic Warehouse Configurations
Work with Business Central
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Pick and ship items in Dynamics 365 Business Central - Training
Do you want to know how to pick items from the warehouse and ship them to customers, vendors, or other locations? This module shows how you can post the pick and shipment at once with the inventory pick document or how you can process them separately with warehouse documents.
Certification
Design and configure Dynamics 365 Supply chain Management and related tools.
Documentation
Pick items for warehouse shipment - Business Central
Learn about using warehouse pick documents to create and process pick information prior to posting a warehouse shipment.
This article describes how to ship items from your warehouse.
Picking and Shipping in Basic Warehouse Configurations - Business Central
This article describes various levels of complexity in picking and shipping processes.