This is what happens in the video
An inventory pick in Microsoft Dynamics 365 Business Central can be created directly from the source document. The source documents that support this are sales orders, purchase return orders, transfer orders, and service orders.
You must release the source document before you create the pick. Releasing the document creates the warehouse request. If you try to create the pick on an open, unreleased document, you get an error.
The inventory pick only applies when the location code requires pick but does not require warehouse shipment. If the location requires warehouse shipment, you use a different process.
Creating the pick from the source document is a push strategy, where the picking work is pushed out from the order rather than pulled by a warehouse worker.
Inventory Pick from the Source Document in Business Central
An inventory pick can be created directly from the source document. The documents that support this are sales orders, purchase return orders, transfer orders, and service orders. In this walkthrough, the example uses a sales order, but the same logic applies to the other outbound document types.
Releasing the Document to Create the Warehouse Request
When you open a new sales order, it starts in an open status. It has not been released. If you try to create the pick at this point, you get an error, because the document needs to be released first. Releasing the document is what creates the warehouse request.
So the first step is to release the sales order. After the order is released, the inventory pick can be created, depending on the location setup.
When the Inventory Pick Applies Based on Location Code
Whether you get an inventory pick depends on your location code. The inventory pick is the right method when the location code requires pick but does not require warehouse shipment. If your location requires warehouse shipment, you handle picking differently.
Creating the Pick from the Warehouse Menu
Once the sales order is released, go to the Warehouse menu and select Create Pick. Use the Create Pick checkmark to make sure you are creating a pick and not an inventory movement. This creates the sales order pick.
From there you can navigate into the pick directly from the sales order, or you can search for it from the inventory pick list.
Push Strategy for Outbound Handling
Creating the pick from a sales order, or from any of the other source documents, is a push strategy. The pick is pushed out from the source document for the outbound handling, rather than being initiated from the warehouse side.
Q&A
Which documents can I create an inventory pick from in Business Central?
You can create an inventory pick directly from sales orders, purchase return orders, transfer orders, and service orders.
Why do I get an error when creating an inventory pick?
You most likely have not released the source document. The document must be released first, because releasing it creates the warehouse request that the pick depends on.
When does Business Central use an inventory pick instead of a warehouse shipment?
The inventory pick applies when the location code requires pick but does not require warehouse shipment. If the location requires warehouse shipment, a different process is used.
How do I make sure I create a pick and not an inventory movement?
When you select Create Pick from the Warehouse menu, use the Create Pick checkmark. This ensures you are creating a pick rather than an inventory movement.