Partial shipments with Warehouse Shipments based on the 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 strongly discouraged. It can still be used to create Purchase Orders from Warehouse Shipments. Under certain conditions, however, incorrect data can be created. For example, if Drop Shipment (Whse.) is set to YES in the Sales Order and a Warehouse Shipments is created, a Purchase Order can be created in Order Planning. The Purchase Order has no reference to the Warehouse Shipment or the Sales Order. Another Purchase Order can then be created for the same Warehouse Shipments in the Purchase Requisition page.
As a result, the Warehouse Shipment are ordered twice.
Automatic reservation of stock
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 shipment.
The automatic reservation has two limitations:
-
Manual reservations are not possible
With Require Shipment=YES in the Location, reservations cannot be created manually in the Sales Order or Purchase Orders. -
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 - analogous to the Business Central Standard - no reservations are created against stock.
Central overview for Purchase Orders
The Purchase Requisition page displays all Warehouse Shipment lines, for which Purchase Orders must be created. Warehouse Shipment lines are grouped by Sales Order and sorted by Item No.
Purchase Orders must 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, Unit Cost and Vendor fields can be changed on the page. A change to Drop Shipment only affects the Warehouse Shipment line, but not the Sales line. The Unit Cost can be edited freely, but is also not written back to the Sales line. Any Vendor for which there is a Purchase Price List line can be entered. 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, 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 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 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 and the Shipping Adress 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 and the Sale 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 Sale 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 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 nor as Special Order and the Sale to Customer is empty in the Purchase Order, a new Purchase Order is created.
Only Purchase Orders that are created when the Create new Purchase Order action is executed are taken into account, Purchase Orders that were created previously 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.
Assign Vendor
If there is no Purchase Price List line for a Vendor and the item in the Warehouse Shipment line, the Vendor cannot be selected. A line in a Purchase Price List can be created with the Assign Vendor action. If there is already a line in a Purchase Price List for the item and Vendor, the Vendor is entered. If there is no such line, a line in a Purchase Price List is created with the Unit Cost from the Warehouse Shipment line.
Drop Shipment
Drop Shipments cannot be used in combination with Warehouse Shipment in Business Central Standard. In order to still be able to work with Drop Shipments, the new field Drop Shipment (Whse.) has been created. The field can be set in the Purchase Code, Sales lines and in the Purchase Requisition page. If an item with a Purchase Code with Drop Shipment (Whse.)=YES is used in a Sales line, the field of the same name in the Sales line is set to YES. The value is transferred from the Sales line to the Warehouse Shipment line (Create Warehouse Shipment (interactive)). If Drop Shipment (Warehouse Shipment) is changed in the Purchase Requisition, the change is transferred to the Warehouse Shipment line, but not to the Sales line. At the same time, changes in the Sales line are not transferred to existing Warehouse Shipment lines. Drop Shipment (Warehouse Shipment) may not be changed, if a Purchase Order has already been created, if there are Reservation Entries or if the Warehouse Shipment line has already been (partially) shipped.
In the Purchase Order lines, the Quantity and Qty. to Receive fields may not be changed if it is a Direct Shipment (Warehouse Shipment).
When the Purchase Order is posted (received), the Warehouse Shipment lines are shipped automatically.
Purchase Order
Warehouse Shipment lines, for which Purchase Purchase Orders have been created, are no longer displayed on the Purchase Requisitions page. Purchase Order lines can be deleted, quantities changed, Reservation Entries adjusted, new lines added, etc. If an Purchase Order line is deleted, the Reservation Entry is deleted at the same time and the Warehouse Shipment line is displayed again in the Purchase Requisition page. The same applies if the quantity in the Purchase Order line is reduced. The quantity in the Reservation Entry is reduced accordingly and the remaining quantity is displayed as Quantity to Purchase in the Purchase Requisition page. If, on the other hand, the quantity in the Purchase Order line is increased, there is no change in the Reservation Entry, the Purchase Requisition or the Warehouse Shipment line. The additional quantity is ordered to stock.
Drop Shipments are an exception, as they are sent directly to the customer (see above).
Receiving goods
The Commissioning document feature is not included in the initial release and will be delivered with an update.
After the goods have been received and accepted by the supplier, they should be sent to the respective customer as quickly as possible. With the Commissioning document, the items can be quickly assigned to the customers and forwarded. The document can be printed in Warehouse Shipment if required. In order to print it automatically when posting a Purchase Order (Receiving and Receiving and invoicing), Print Commissioning Document must be set to YES in Purchases & Payables Setup. If Print Commissioning Document is set to YES, a request page is opened when the Purchase Order is posted. If confirmed, the Commissioning documents are printed for all Warehouse Shipment for which goods were received with this delivery (Purchase Order).
Commissioning documents can only be printed, if exactly one Purchase Order is selected and posted. If several Purchase Orders are posted, no request page appears and the Commissioning documents will not be printed automatically.
When the Purchase Order is posted, the quantity received is set as Qty. to Ship in the relevant Warehouse Shipment lines.
The Shipment Posting Policy field on the Warehouse Setup page defines how errors are handled when posting Warehouse Shipment:
- Stop and show the first posting error displays errors as soon as they occur and cancels the posting.
- Posting errors are not processed does not display the error and cancels the posting for affected Warehouse Shipment.