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How to create a Warehouse Pick from a Pick Worksheet

Outbound – Warehouse Picking
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Sune Lohse, Chief Strategy Officer

The pick worksheet in Microsoft Dynamics 365 Business Central lets you create warehouse picks from several warehouse shipments at once instead of opening each shipment individually. You open it from the menu, import the warehouse shipments using filters or by selecting them manually, and then create picks directly from the worksheet.

You decide whether to create one large pick or several separate picks, and you can keep adding lines to the same worksheet before you create the picks.

Lines with zero available quantity are skipped automatically, so no pick is created for them.

Creating warehouse picks from multiple shipments at once

If you have many warehouse shipments, entering them one at a time to create a pick takes too long. The pick worksheet solves this by letting you create many picks in one go, or bundle picks across several warehouse shipments.

This is a pull strategy: instead of pushing a pick out from a single shipment, you pull the shipments you want into the worksheet and create the picks from there.

How to import warehouse shipments into the pick worksheet

You open the pick worksheet from the menu. It includes functionality to import the warehouse documents, either with different kinds of filters or simply by selecting the shipments you want.

In a typical scenario, you might import two shipments into the worksheet. You can keep importing more and more lines onto the same worksheet before you do anything else.

Be aware that some lines may have an available quantity of zero. The system will not create a pick for those lines.

Creating one pick or several picks from the worksheet

Once the lines are in the worksheet, you create the picks directly from there. There are many filters that control what gets selected when you create the picks. You decide whether you want one big pick or several separate picks.

In the example above, the result is one pick created across two different warehouse shipments. Only the lines with available quantity are included, and the lines with zero available quantity are left out.

Q&A

What is the pick worksheet in Business Central used for?

The pick worksheet lets you create warehouse picks from multiple warehouse shipments at once. You use it when entering shipments one at a time would be too time-consuming, or when you want to bundle picks across several shipments.

Can I create one pick from several warehouse shipments?

Yes. You can import several shipments into the worksheet and create a single pick across them, or create several separate picks. Filters in the worksheet control how the picks are generated.

What happens to lines with zero available quantity?

Lines with an available quantity of zero are skipped. The system does not create a pick for those lines, so only the lines with available quantity are included in the pick.

How do I get warehouse shipments into the pick worksheet?

Open the pick worksheet from the menu and use the import functionality. You can import the warehouse documents using different filters or simply by selecting the shipments you want. You can keep adding more lines to the same worksheet before creating the picks.

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