Back

Create Warehouse Shipments directly from Sales Orders or other outbound Source Documents

Outbound – Creating Warehouse Shipments
Video 5/9
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details
Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How is a Warehouse document created directly from a Sales Order?

In Business Central, it’s possible to create warehouse documents directly from your source documents. So, for instance, like this, I have a sales order, it’s released, it’s an allocation that require shipments and from my action menu, I could create my warehouse shipment directly and it will open up from my sales order.

This is what happens in the video

So this is a push strategy that I’m actually creating the shipment directly from my sales order.

Likewise, I could push from all other outgoing documents.

So, let’s look at the example here from a purchase return order that I’ve made and it’s released.

It’s on a warehouse location and just like on the sales header, I could enter my functionality, my menus, and then create a warehouse shipment because this is an outbound document or outgoing document, it’s exactly the same functionality.

So this is a push from a warehouse shipment from a purchase return order.

Likewise, on service orders, transfer orders, etc.

408320107-CG8CQ41pwkc-ENG19120640