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How to import a Source document to an Inventory Put-Away

Inbound – Inventory Put-Away For Simple Locations
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Presenter: Sune Lohse, Chief Strategy Officer

If you work in a warehouse using Microsoft Dynamics 365 Business Central, you can create inventory put-aways yourself by pulling released purchase orders or other source documents into the put-away document. You do not have to wait for someone else to assign the work to you.

The source documents you can use for an inventory put-away are purchase orders, sales return orders, and transfer orders. There is a one-to-one relation between the source document and the inventory put-away, so each put-away document fetches exactly one source document.

When you create a new inventory put-away, the document is created on the location code set up on the warehouse employee that you are assigned to as a user. You can filter on source document type and source document number, or skip the filter to see the full list of open documents you can fetch.

Creating an inventory put-away from a source document in Business Central

As a warehouse employee, you can create inventory put-aways on your own. You do this by pulling released purchase orders, or other source documents, into the inventory put-away. The source documents can be purchase orders, sales return orders, or transfer orders.

To get started, you open your inventory put-away documents and create a new one. The put-away is created on the location code that is set up on the warehouse employee you are assigned to as a user. This means the system already knows which location you are working from.

Filtering and fetching the source document

From the new put-away, you can filter on source document and source document number. If you do not apply a filter, you see the complete source document list when you run the Get Source Document process. This list shows all open purchase orders, transfer orders, and sales return orders that you can fetch into the inventory put-away.

It is only possible to fetch one document into the put-away. There is a one-to-one relation between the source document and the inventory put-away. Once you select the document, the system creates the inventory put-away for you.

Q&A

Which source documents can you use to create an inventory put-away?

You can use purchase orders, sales return orders, and transfer orders as source documents for an inventory put-away in Business Central.

How many source documents can you fetch into one inventory put-away?

You can fetch only one source document per inventory put-away. There is a one-to-one relation between the source document and the put-away document.

Which location code is used when you create an inventory put-away?

The put-away is created on the location code set up on the warehouse employee that you are assigned to as a user.

How do you find the right source document to put away?

You run the Get Source Document process. You can filter on source document type and number, or leave the filter empty to see the complete list of open purchase orders, transfer orders, and sales return orders.

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