Partial shipments with Warehouse Shipments based on a Sales Order
Partial shipments from Sales Orders are mapped using Warehouse Shipments. In order for a Warehouse Shipment to be created, a Location with Require Shipment=YES must be used.
The Create Warehouse Shipment (interactive) action opens a page for selecting items and their quantity, with which the Warehouse Shipment will be created. Sales lines with a Location with Require Shipment=NO are not displayed in the selection page. The Shipment address can be adjusted in the page header and you can specify whether the Warehouse Shipment should be opened after creation. In the lines, the Quantity to be transferred field is used to specify the quantity to be transferred to the Warehouse Shipment line. The entry is confirmed with OK and the Warehouse Shipment is created. If no quantity is entered, the item will not be transferred to the Warehouse Shipment.
The Business Central standard action Create Warehouse Shipment is moved to More Options when DYCE Managed Service Providers is installed in order to avoid confusion.
The use of Order Planning is not recommended when using DYCE Managed Service Providers. It can still be used to create Purchase Orders from Warehouse Shipments. Under certain conditions, however, incorrect data can be created.
Automatic reservation of stock levels
Quantity in stock can be reserved automatically when a Warehouse Shipment is created. The quantity to be used in the Warehouse Shipment can be adjusted before creation. Accordingly, only what is to be shipped to the customer is reserved. If the quantity in stock does not cover the requirements of the Warehouse Shipment, the quantity available is reserved and the remaining quantity can be purchased from the supplier.
If the item requires a serial number, the reservation is made without a serial number. However, the serial number must be entered before the Warehouse Shipment is shipped. This allows items to be reserved without knowing the serial number. The warehouse employee can add the serial number before shipping.
The automatic reservation has two limitations:
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Manual reservations are not possible
With Require Shipment=YES in the Location, reservations cannot be created manually in the Sales Order or Purchase Order lines. -
Items with Reserve=Always cannot be used
In Sales lines with items that use Reserve=Always, no Location with Require Shipment=YES can be entered (Sales Order or Purchase Orders).
It is still possible to delete reservations. For Drop Shipment (Whse.) - analogous to the Business Central Standard - no reservations are created against stock.
To open a Warehouse Shipment, the user must be set up as a Warehouse Employee for the corresponding location. Otherwise, Warehouse Shipments are not visible to the user.
Central overview for Purchase Orders
The Purchase Requisition page displays all Warehouse Shipment lines, for which Purchase Orders have to be created. Warehouse Shipment lines are grouped by Sales Order and sorted by Item No.
New Purchase Orders are to be created if the quantity has not yet been fully transferred to a Purchase Order or reserved against stock. The quantity to be purchased is displayed in the Quantity to Purchase field. It is calculated from the quantity in the Warehouse Shipment line minus the reserved quantity (in stock or in Purchase Orders) and already shipped quantity in the Warehouse Shipment line.
The Drop Shipment (Whse.), Unit Cost and Vendor fields can be changed on the page. A change to Drop Shipment (Whse.) only affects the Warehouse Shipment line, but not the Sales line. The Unit Cost can be edited freely, but is also not transferred back to the Sales line. Any Vendor for which there is a Purchase Price List line can be chosen. If there is no line in a Purchase Price List, the action Assign Vendor can be used to create that line.
Create Purchase Orders
The Create new Purchase Order action creates Purchase Orders for all selected lines. A reservation is created for the Warehouse Shipment lines that are transferred to a Purchase Order. The reservation maintains the link between the Purchase Order and the Sales Order. Warehouse Shipment lines with different Vendors, Drop Shipment (Whse.), different Special Bids etc. cannot be included in the same Purchase Order. The following criteria determine which Warehouse Shipment lines are created together as lines in a Purchase Order and for which Warehouse Shipment lines a new Purchase Order is created:
- If the Vendor differs, separate Purchase Orders are created.
- If Special Bid is different, separate Purchase Orders are created.
- If the Purchase Codes are different, separate Purchase Orders are created.
- If the Warehouse Shipment line is marked as Drop Shipment (Whse.) and the Ship to Customer in Warehouse Shipment differs between Purchase Order and Warehouse Shipment, separate Purchase Orders are created.
- If the Warehouse Shipment line is marked as Drop Shipment (Whse.) and the Shipping Address in the Warehouse Shipment differs between the Purchase Order and the Warehouse Shipment, separate Purchase Orders are created.
- If the Warehouse Shipment line is marked as Drop Shipment (Whse.) and the Sell to Customer in Warehouse Shipment differs between the Purchase Order and Warehouse Shipment, separate Purchase Orders are created.
- If the Sales line for the Warehouse Shipment line is marked as Special Order and the Sell to Customer in the Warehouse Shipment differs between the Purchase Order and the Warehouse Shipment, separate Purchase Orders are created.
- If the Warehouse Shipment lines are marked as Drop Shipment (Whse.) and were created from the same Sales line, a new Purchase Order is created.
- If the Sales line / Warehouse Shipment line is marked neither as Drop Shipment (Whse.) nor as Special Order and the Sell to Customer is empty in the Purchase Order, a new Purchase Order is created.
When the Licensee feature from DYCE IT-Business Toolkit is used, the existing criteria (see above) is extended with an additional condition:
- If Customer Name, Contact Name, or Email (from Sales Line) differ between Purchase Order and Sales line, a new Purchase Order is created.
Only Purchase Orders that are created by Create new Purchase Order action are taken into account, Purchase Orders that were created before are not. Once all Purchase Orders have been created, a list of the created Purchase Orders is opened.
Extend Purchase Order
The Extend Purchase Order action can be used to add a Warehouse Shipment line to an existing Purchase Order. If the Purchase Order has already been released or the criteria for creating purchase orders (see above) do not apply, no line is created in the Purchase Order.