This is what happens in the video
When you work with sales orders in Business Central, a handful of fields control what happens in the warehouse. The most important is the location code, which determines all warehouse handling for the order. The location setup decides whether you use basic or advanced warehouse processes.
The location code defaults from the sales order header to every sales order line. You set it on the Shipping FastTab, and all lines inherit it.
The shipping method code, shipping agent code, and shipping agent service code come from the customer card. You can change them on the individual sales order. These fields are useful for filtering when you create warehouse shipments.
The shipping advice field controls whether you allow partial shipments. If you set it to Complete, you can only release the sales order when everything is in stock and a full shipment is possible.
The location code controls warehouse handling on the sales order
On the sales order, the location code sits on the Shipping FastTab. By default it transfers to the sales order lines, so all lines inherit that location code. This is the core of how warehouse activities are handled.
The location setup determines everything that happens in the warehouse. How you configure the location decides which warehouse processes apply to the order.
Shipping fields used for filtering warehouse shipments
The sales order also carries the shipping method code, the shipping agent code, and the shipping agent service code. All three come from the customer card, and you can change them on the specific sales order.
These fields are useful when you create warehouse shipments, because you can filter on them to group the right orders together.
Shipping advice and the rule for complete shipments
The shipping advice field is worth checking if it is set to Complete. When it is, you can only release the sales order when everything is on stock and a full shipment is possible. If you cannot deliver the whole order, the system will not let you release it.
These are the fields on the sales order that relate to warehouse activities and that you can modify yourself.
Q&A
Where do you find the location code on a sales order?
The location code is on the Shipping FastTab of the sales order. It defaults to all the sales order lines, which inherit it.
Why does the location code matter for warehouse activities?
The location code is the core of how warehouse activities are handled. The location setup determines everything that happens in the warehouse, including which warehouse processes apply to the order.
Where do the shipping agent and shipping method fields come from?
The shipping method code, shipping agent code, and shipping agent service code all come from the customer card. You can change them on the specific sales order. They are useful for filtering when you create warehouse shipments.
What happens when shipping advice is set to Complete?
When shipping advice is set to Complete, you can only release the sales order when everything is in stock and a full shipment is possible. Partial shipments are not allowed.