This is what happens in the video
In Business Central, you can generate a waybill manually when you need to register a shipment that the system has not created automatically. The process takes place in the waybill list, where you create a new waybill, fill in the mandatory fields, and add the relevant shipment details before sending it to your shipping agent.
The mandatory fields are shipping agent code and shipping agent service. You can also specify the transport method, such as a truck, set the pickup date, and add information about which packages are part of the shipment.
Creating a waybill manually in Business Central
Business Central lets you create a waybill by hand whenever you need one outside the automatic flow. To do this, go to the waybill list and press New. This opens a blank waybill where you enter the information you have available.
Filling in the mandatory fields
Every waybill requires two mandatory fields before you can proceed:
- Shipping agent code – the agent handling the shipment.
- Shipping agent service – the specific service you are using with that agent.
Once these are filled in, the waybill has the core details it needs.
Adding transport method, pickup date, and packages
Beyond the mandatory fields, you can add details that describe the shipment more precisely. You can choose the transport method you know you will be using, for example a truck. You can also set the pickup date, such as next Friday, so the agent knows when to collect the goods.
In addition, you can specify which packages are part of the shipment. This ties the physical items to the waybill and gives you a complete picture of what is being shipped.
Completing and sending the waybill
After you have entered the available information, the waybill is ready to receive any additional details and be sent to the shipping agent. From there, the agent takes over the practical handling of the shipment.
Q&A
How do you create a waybill manually in Business Central?
Go to the waybill list and press New. Then fill in the information you have, including the mandatory fields, and the waybill is ready to be sent to your shipping agent.
Which fields are mandatory when creating a waybill?
The mandatory fields are shipping agent code and shipping agent service. You must fill in both before you can proceed.
What additional information can you add to a waybill?
You can add the transport method, such as a truck, set the pickup date, and specify which packages are part of the shipment.
What happens after you complete a waybill?
Once the waybill is ready, it can receive additional information and be sent to the shipping agent, who then handles the shipment.
