ANY Process Demo: WMS Shipment - Prerequisites

To fully demonstrate the capabilities of the warehouse shipment process, a location without pick is required.

Execute the following steps in Microsoft Dynamics Business Central.

Add Amber location

  1. Go to the Locations page and create a new location called Amber.
  2. Open the Warehouse fast tab and check the following
    • Require Receive
    • Require Shipment
    • Bin Mandatory

New Location Amber

  1. Click on Bins and add some bins.

Bins

  1. Go to the Inventory Posting Groups page.

Inventory Posting Groups

  1. Choose the RESALE line and click Setup. Add the line for Amber as shown below.

Amber line

  1. Go to the Warehouse Employees page and add the Amber location to the user.

Warehouse Employees

Create inventory

  1. Go to the Item Journals page and add the Bin Code field using personalization.

  2. Add the following lines.

Item Location Bin Code Quantity
FF-100 AMBER A001 50
80216-T AMBER A102 60
80102-T AMBER A003 10

Item journal lines

  1. Select the line for 80216-T and click Line > Item Tracking Lines. In the new screen, add 2 lots each consisting of 30 pieces. You can use the Assign Lot No. button to use the lot numbering.

Lots

  1. Select the line with item 80102-T and click Line > Item Tracking Lines. In the new screen, add serial numbers using the Assign Serial No. button to assign serial numbers automatically. Press OK to save your changes.

Serial Nos.

  1. Post the journal lines to add the inventory.

Sales Order and Warehouse Shipment

In this demo script a Released Sales Order will be used as source document for a Warehouse Shipment. This released sales order needs to be created before the use of the WMS Shipment pre-configured process.

  1. Go to the Sales Order page and create a new sales order with customer 01454545 New Concepts Furniture. Enter location AMBER in the Shipping & Billing fast tab.

New sales order

  1. Add the following items.
Item No. Quantity
FF-100 10
80216-T (as lot controlled item) 8
80102-T (as a serial-controller item) 2

Items

  1. Release the order and click on Actions > Warehouse > Create Warehouse Shipment.

Create Warehouse Shipment

  1. The warehouse shipment should be automatically opened. Release the shipment and click on Actions > Functions > Delete Qty. To Ship to enable the lines to be handled by the WMS Shipment preconfigured process.

Warehouse Shipment

  1. Using personalization add Location Code, Zone Code and Bin Code after the description fields in the lines.

Personalized Warehouse Shipment


Run the demo process