Define content of created warehouse documents with filters

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Enabled for Public preview General availability
Users, automatically Mar 1, 2023 Apr 1, 2023

Business value

You can provide more information for your warehouse team by defining filters on fields on source document lines when you create inventory put-away, pick, and movement documents. The additional information lets you be more specific about the actions to take in the warehouse.

Feature details

We've added more filters to the Create Inventory Put-away/Pick/Mvt batch job. In addition to the source document type and number, you can filter by location, item, job task, and production order line. The extra filters let you be more specific when you create inventory pick and put-away documents for the team in your warehouse.

You can also filter source document lines by date.

  • Purchase orders and purchase return orders: The Planned Receipt Date of the purchase line.
  • Sales orders and sales return orders: The Shipment Date of the sales line.
  • Job usage: The Planning Date of the job planning line.
  • Outbound transfer orders: The Shipment Date of the transfer line.
  • Inbound transfer orders: The Receipt Date of the transfer line.
  • Production output: The Due Date of the production order line.
  • Production consumption: The Due Date of the production order component line.
  • Assembly consumption: The Due Date of the assembly line.

Create Inventory Put-away/Pick - Location filter

Create Inventory Put-Away/Pick - additional filters

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