Outbound warehouse processes

Path: Business functionality > Warehouse management > Outbound warehouse processes · tier official · system warehouse · narrative reviewed (checked by Opus)

Overview

This section describes how items leave the warehouse. It starts with an overview of outbound picking and shipping, which lays out four methods that range from basic order-by-order handling to advanced setups that separate picks from shipments. The method you use depends on how the location is configured, for example whether it requires pick, shipment, or bin management.

For basic setups, the inventory pick pages and the basic walkthrough (method B) show how to record and post picking and shipping in one step per order. For advanced setups, the Ship items page covers warehouse shipments and the Pick items for warehouse shipment page covers warehouse pick documents and the pick worksheet. Cross-Dock Items and Find Your Warehouse Assignments are supporting topics for specific needs.

Start with the outbound process overview to choose a method. Then go to the page that matches your configuration: inventory picks for basic setups, or warehouse shipments and warehouse picks for advanced ones.

Key points

• Outbound processes cover sales orders, transfer orders, purchase returns and service orders, with four methods from basic to advanced.
• Inventory picks record and post picking and shipping from the Inventory Pick page when a location requires pick but not shipment processing.
• Inventory picks can be created from source documents or by batch job, and the Split line action and assemble-to-order handling are supported.
• Warehouse shipments can be created in push or pull fashion, using Get Source Documents or filters, and Create Pick starts the picking.
• Warehouse picks in advanced setups can be made manually or from the pick worksheet, with sorting and consolidation options and bin ranking.
• Cross-docking uses cross-dock bins and zones, with Use Cross-Docking, Calculate Cross-Dock and Cross-Dock Due Date Calc. fields. Cross-docked items are picked first.
• Warehouse assignments can be found from item cards or from the put-away, pick and movement pages, filtered by location and assigned user ID.
• A basic walkthrough shows method B: bin setup, warehouse release, inventory picks and shipment posting.

Learn pages

• Cross-Dock Items: Learn how to receive and ship items without putting them in storage.
• Find Your Warehouse Assignments: This topic explains how to find the warehouse assignments assigned to you on the Item Card page when instructions have been created for you.
• How to pick items with inventory picks: Learn how to use inventory picks to record and post picking and shipping info for source documents.
• Outbound warehouse process overview: This article describes the outbound warehouse workflow.
• Pick items for warehouse shipment: Learn about using warehouse pick documents to create and process pick information prior to posting a warehouse shipment.
• Picking and Shipping in Basic Warehouse Configurations: This article describes various levels of complexity in picking and shipping processes.
• Ship items: This article describes how to ship items from your warehouse.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #10127 [Extensibility Request] issue 30379: enable grouped pick printing (code change): “enable grouped pick printing. Report 5754 now exposes pick headers”
• #10277 Slice 554749: Inventory put-away/pick support for subcontracting purchase lines and WIP item transfers (code change): “Inventory put-away and pick functionality is now supported for subcontracting”
• #10795 [master] Discrepancy in inventory picks when the quantity exceeds the available inventory. (code change): “Fixed a calculation error in inventory pick creation that was incorrectly dropping shortage lines”
• #11238 [29.X]- The Available to Take logic is incorrect or inaccurate in the Pick Worksheet as it includes Ship and Receive bin inventory (code change): “Available to Take logic in the Pick Worksheet was inflated”
• #11511 [29.x]Bug 647991 Assembly-to-Order Item Incorrectly Blocks Shipment of Unrelated Sales Order Line (code change): “posting an inventory pick for a non-ATO sales line could fail when an unrelated ATO line”
• #11669 Fix reserved-lot re-picking after warehouse reclassification (code change): “A sales line can now re-pick its reserved lot after”
• #9297 [Main]- Error The Bin Content does not exist.Not able to post an Inventory Pick for Assemble to Order (code change): “Fixed a bug preventing posting of inventory picks for assemble-to-order items”
• #9333 [Main]-Bin content Block Movement does not prevent outbound posting for negative adjustments and sales orders (code change): “Bin content blocks are now checked during sales order posting to restrict movements”
• #9451 [Extensibility Request] issue 30292: add temporary Warehouse Activity Line parameter to OnBeforeCreateWhseActivHeader (code change): “allowing subscribers to inspect pick lines before a warehouse activity header is created”
• #9532 [Master]Error when creating a Pick “Nothing to handle. The quantity to be picked is in bin W-09-0002, which is not set up for picking.” (code change): “Fixes warehouse pick creation by checking all ship-type bins for picked-not-shipped quantities”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 15 “Location List” · captioned “Locations” · on Table 14 “Location”
• Page 5703 “Location Card” · on Table 14 “Location”
• Page 5768 “Warehouse Receipt” · on Table 7316 “Warehouse Receipt Header”
• Page 7302 “Bins” · on Table 7354 “Bin”
• Page 7332 “Warehouse Receipts” · on Table 7316 “Warehouse Receipt Header”
• Page 7335 “Warehouse Shipment” · on Table 7320 “Warehouse Shipment Header”
• Page 7337 “Posted Whse. Shipment” · on Table 7322 “Posted Whse. Shipment Header”
• Page 7339 “Warehouse Shipment List” · captioned “Warehouse Shipments” · on Table 7320 “Warehouse Shipment Header”
• Page 7340 “Posted Whse. Shipment List” · captioned “Posted Warehouse Shipments” · on Table 7322 “Posted Whse. Shipment Header”
• Page 7341 “Whse. Shipment Lines” · on Table 7321 “Warehouse Shipment Line”
• Page 7362 “Posted Whse. Shipment Lines” · on Table 7323 “Posted Whse. Shipment Line”
• Page 9000 “Whse. WMS Role Center” · captioned “Shipping and Receiving - Warehouse Management System”
• Page 9008 “Whse. Basic Role Center” · captioned “Inventory Manager”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.