Use filters to import Sales Orders, Purchase Return Orders, Transfer Orders or Service Orders

Outbound – Creating Warehouse Shipments
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Presenter: Sune Lohse, Chief Strategy Officer

How to assign multiple source documents to a Warehouse Shipment?

If you use a pull strategy when creating warehouse shipments, you could use filters to get source documents instead of pointing out your source documents manually. Let me show you this in an example.

This is what happens in the video

I’m making a new warehouse shipment and instead of using the functionality get source document, that’s where you point out or click out the different source documents, you can use filters to get the source document.

The point is, if you have rather many source documents and it’s difficult to overview, you can set up filter functionality to get it.

So, you can define one or many filters in here and you can set up different filter options to get those source documents.

So, this is very nice functionality to run and then use apply those filters when fetching all the source documents across source types, of course.

It could be from purchase return orders, sales orders, transfer orders, service orders, everything that is outbound of Business Central.