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When are Outbound Warehouse Requests created and maintained?

Outbound – Overview
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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

In Business Central warehouse management, the warehouse request is the link that connects a sales order to the warehouse activities behind it. On the outbound side, the request is created when you release the sales order, and it stays in place throughout the entire shipping process until the order is posted. Understanding how this request behaves helps you avoid confusion when you delete picks or shipments and start over.

The warehouse request exists from the moment you release the order until you post the warehouse shipment. Even if you delete the warehouse pick or the warehouse shipment along the way, the request remains. This means the connection between the sales order and the warehouse work is never lost during the process.

If you reopen and change a sales order and then release it again, Business Central deletes the existing request and creates a new one. So the request always reflects the current state of the released order.

How the warehouse request is created and deleted on the outbound side

On the outbound side, the warehouse request is created when you release the order document. At that point the request comes into existence, and you can carry out all the warehouse activities that follow: creating picks, registering them, and preparing the shipment.

When you are finished and post the warehouse shipment, the sales order is posted as well. Posting the order is what deletes the warehouse request. So the request lives for exactly as long as the order is open and in progress.

What happens when you delete a pick or shipment

During the shipping process you might delete a warehouse pick because you want to start over, or delete a warehouse shipment because you want to bundle several sales orders together into a new shipment, or for any other reason. In all of these cases the warehouse request still exists. Deleting the pick or shipment does not break the link back to the sales order.

This is what makes the request useful. It maintains the relation between the sales order and the warehouse activities, no matter how many times you rebuild the picks or shipments in between.

What happens when you reopen and re-release a sales order

If you reopen a sales order, change it, and release it again, Business Central deletes the existing request and creates a new one when you release. The new request reflects the updated order. So you always have a clean, current link between the order and the warehouse work, rather than a stale request left over from before your changes.

Why the warehouse request matters

The warehouse request is the mechanism that keeps the sales order and the warehouse activities tied together. As long as you understand that the request is created on release and deleted on posting, and that it survives deleting picks and shipments in between, you can work freely with your warehouse documents without losing track of which order they belong to.

Q&A

When is the outbound warehouse request created?

The warehouse request is created when you release the sales order document. From that point you can carry out the warehouse activities such as picking and shipping.

When is the warehouse request deleted?

The request is deleted when you post the warehouse shipment, which also posts the sales order. It exists for the whole period the order is open and in progress.

Does deleting a warehouse pick or shipment remove the request?

No. If you delete a pick to start over, or delete a shipment to bundle several sales orders together, the warehouse request still exists and keeps the link to the sales order intact.

What happens to the request if I reopen and re-release a sales order?

Business Central deletes the existing request and creates a new one when you release the order again. The new request reflects your changes to the order.

What role does the warehouse request play overall?

The warehouse request maintains the relation between the sales order and the warehouse activities, so the two stay connected throughout the shipping process.

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