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Use directed put-away and pick warehouses with projects

Enabled for Public preview General availability
Users, automatically - Oct 1, 2024

Business value

Businesses can use warehouse activities with projects to keep inventory organized and maintain an effective flow through the warehouse.

Feature details

This feature continues our multi-release effort to ensure that project management features benefit from the rich warehouse capabilities in Business Central. Now, you can use locations that are configured for directed flows with projects.

Businesses pick items before they consume them in different ways. The process depends on how the warehouse is configured. When you want to specify 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 use locations where the Directed Put-Away and Pick toggle is turned on.

To create or register a pick document, use the Create warehouse pick action. This action is available when:

  • 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 field is Warehouse Pick (mandatory), which is available when you select Directed Pick and Put-away.

You can also create warehouse picks by using a pick worksheet. The pick worksheet helps you organize pick information before you create warehouse pick instructions. You need to enter a value in the 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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Additional resources

Flows to project management in advanced warehouse configurations (docs)