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Use directed put-away and pick warehouses with projects

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Users, automatically - Oct 1, 2024

Business value

Businesses can use warehouse activities with projects to help drive an effective flow through the warehouse, and to organize and maintain project-related inventory.

Feature details

As a continuation to our multi-release effort to ensure that project management features benefit from the rich warehouse capabilities in Business Central, you can now use locations configured for directed flows with projects.

Businesses pick items before they're consumed in different ways. The process depends on how their warehouse is configured. When you want to specify either a default Location Code on the Project and Project Task Lines Subform pages, or enter a Location Code on Project Planning Lines, you can now also use locations where the Directed Put-Away and Pick toggle is turned on.

To create or register a pick document, you can use the Create warehouse pick action under the following conditions:

  • The Status of the project is Open.
  • The Line Type of the project planning line is Budget or Both Budget and Billable.
  • The Type of the project planning line is Item.
  • The Project Consump. Whse. Handling is Warehouse Pick (mandatory) , which is now available when Directed Pick and Put-away is selected.

You can also create warehouse picks using a pick worksheet. The pick worksheet lets you organize pick information before you create warehouse pick instructions. You'll need to fill in the a To-Project Bin Code field on the Location Card page.

Limitations

You can't use the Project No. and Project Task No. fields in the purchase order together with locations where the Directed Put-Away and Pick toggle is turned on. You must post receipts and consumption separately with the fully directed warehouse flow.

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