Shipment planning is mostly a strategy on how to Use filters to get Source Documents

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

What is Shipment Planning all about?

Making shipment planning in Business Central is mostly a way of using the functionality to get the source document in the correct order. Let’s see how that could work.

This is what happens in the video

On a warehouse shipment, and in this scenario, I have no warehouse shipments, I’m going to create them now.

So I will start creating my first warehouse shipment of the day and when I use my filter to get source document functionality, I have made a strategy on three different filters, meaning the first one– when I modify this, you can see that I’ve set up I will not accept partial shipping advice coming from the source documents, only everything that we could ship Complete.

This is not a test for shipping complete, but it’s just a message for the inventory that we need to ship it complete.

Secondly, morning before 10:00, blue water, and the only thing we have modified in here is the shipping agent code Blue Water.

Maybe they live overseas so they are for some reason coming at 10 o’clock. The shipping agent is coming ten o’clock.

Therefore, we need to be done shipping and the last one will be the standard meaning the rest.

So, what I will do in the morning, I will take the first one, these shipping advices complete, run that one.

It creates whatever sales orders that has a checkmark in Complete.

Then I create a new warehouse shipment like this, go to the filter functionality and select the second one, the morning, and run that and this will be, of course, only the remaining part which is not already on a shipment.

So if it was a complete shipping advice, it might be on the first shipment and not the second one.

Likewise, when I’m creating my last shipment for today, and I select my last strategy in here and run that, it will take all the remaining stuff.

So in this way, I can say to my warehouse people, start with the first one, create pick from the first one then the second one then the third one.

And in this way, I will pick in the nice strategically order and I will do this every day and I’ve seen customers with up to 10 or even more different layers in their shipment planning strategy.