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When you create a sales order in Business Central, several fields from the customer card carry over to the warehouse shipment and pick. The fields that matter for warehouse handling are all found on the Shipping tab of the customer card.
The Location Code is the most important field. It determines the default location on the sales order and thereby whether you are dealing with a full warehouse location, a simple warehouse location, or a basic location.
The Shipping Advice field controls whether you accept partial shipments. If you set it to Complete, the system locks shipments so you can only ship the full sales order at once.
The Ship-to Code is only relevant to the salesperson creating the order, not to warehouse handling, even though it is transferred to the warehouse shipment.
The Shipment Method Code, Shipping Agent, and Shipping Agent Services let you filter and bundle warehouse shipments. The Combine Shipments and Reservation fields are about invoicing and reservations, not warehouse handling.
Customer card fields relevant to warehouse handling
When you create a sales order, and from it shipments and picks, some of the fields on the customer card are transferred and become usable in the warehouse area. All of these fields are located on the Shipping tab.
Location Code determines warehouse handling
The Location Code is the most interesting field for the warehouse. It determines the default location on the sales order, and that tells you what kind of location you are working with. It could be a full warehouse location, a simple warehouse location, or a basic location that you need to handle.
The Ship-to Code, by contrast, is not very interesting from a warehouse perspective. It is only relevant to the salesperson or whoever is creating the sales order. That code is still transferred to the warehouse shipment, but it does not affect how you handle the goods.
Shipping Advice controls partial versus complete shipments
The Shipping Advice field is important because it controls whether you accept partial shipments on a sales order or only complete shipments. If it is set to Complete, the system creates a lock so that you can only ship the full sales order at once. You will not be able to ship part of the order and follow up with the rest later.
Fields for filtering and bundling warehouse shipments
The Shipment Method Code can be useful because you can filter on it when creating a warehouse shipment.
The Shipping Agent and Shipping Agent Services fields are also useful. You typically want to bundle warehouse shipments for the same shipping agent that is coming to fetch the items. You may also want to bundle according to the agent services. The Shipping Agent Services field is a subset of the Shipping Agent field, so it covers the specific services available for that particular shipping agent.
Fields that do not affect warehouse handling
Not every field on the Shipping tab matters for the warehouse. The Combine Shipments field is about invoicing, and the Reservation field is about reservations. Neither of these affects how you create warehouse documents from the outbound side.
Q&A
Which customer card fields affect warehouse handling in Business Central?
The relevant fields are all on the Shipping tab of the customer card: Location Code, Shipping Advice, Shipment Method Code, Shipping Agent, and Shipping Agent Services. The Ship-to Code is transferred but only matters to the salesperson, and Combine Shipments and Reservation are about invoicing and reservations rather than warehouse handling.
What does the Location Code on a sales order determine?
The Location Code determines the default location on the sales order, which tells you whether you are handling a full warehouse location, a simple warehouse location, or a basic location.
What happens if Shipping Advice is set to Complete?
If Shipping Advice is set to Complete, the system locks the sales order so that you can only ship the full order at once. Partial shipments are not allowed.
Why are the Shipping Agent and Shipping Agent Services fields useful for the warehouse?
They let you bundle warehouse shipments for the same shipping agent that is coming to collect the items, and you can also bundle according to the agent services. Shipping Agent Services is a subset of the Shipping Agent field and covers the specific services for that agent.