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Create or modify an inbound load

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This article explains how to create or modify an inbound load. You can use a purchase order or an inbound shipment order to create an inbound load either automatically or manually. You can also modify an existing inbound load by adding more lines or updating the quantities, for example.

For more information about how to use the inbound load process with transportation planning, see Transportation management overview.

Automatically create inbound loads for new purchase orders

To set up your system so that it automatically creates an inbound load for each new purchase order, follow these steps.

  1. Go to Warehouse management > Setup > Warehouse management parameters.
  2. On the Loads tab, set the Automatically create at purchase order entry option to Yes.

An inbound load is now automatically created each time that you create a purchase order.

Automatically create inbound loads when purchase orders are received by using the Warehouse Management mobile app

To set up your system so that it automatically creates an inbound load for purchase order lines that aren't already related to open loads, follow these steps.

  1. Go to Warehouse management > Setup > Warehouse management parameters.
  2. On the Loads tab, set the Automatically create at purchase order receiving option to Yes.

This option is valuable when, for example, you use the Load receiving completed confirmation policy for purchase orders option, but there's no process to create loads up front. Each of the registered purchase order line transactions is associated with the load ID that's created. In this way, subsequent cost update processes can be correctly matched with the actual inventory that's registered for the warehouse. For more information about inbound flows, see Warehouse handling of inbound loads for purchase and inbound shipment orders.

Automatically create inbound loads for new inbound shipment orders

To set up your system so that it automatically creates inbound loads for new inbound shipment orders, based on the source system, order type, and/or account, follow these steps.

  1. Go to Warehouse management > Setup > Source systems.

  2. On the Source systems page, you should have one record for each external system that submits inbound shipment orders to Microsoft Dynamics 365 Supply Chain Management. Follow one of these steps:

    • To add a new source system, select New on the Action Pane.
    • To edit an existing source system, select it in the list pane, and then select Edit on the Action Pane.

  3. For the new or selected source system, select the Inbound shipment order policies FastTab. The grid might have several rows to define policies for each of several order types and/or accounts. Alternatively, the grid might have just one row that applies to all order types and accounts. Use the toolbar on the FastTab to add or remove rows in the grid as required.

  4. For each row where you want to automatically create inbound loads as part of inbound shipment order message processing, set Load synchronization policy to Full synchronization.

An inbound load is now automatically created each time that you import and process an inbound shipment order for the relevant source system, order type, and account.

If you use the Warehouse management mobile app to run a receiving process against an inbound shipment order line that isn't associated with an open load, the system automatically creates a load as part of the registration process. The load ID is assigned to the related inventory transaction.

Manually create an inbound load from order lines

To manually create an inbound load, you must have at least one order line that isn't already assigned to a load.

  1. Go to Warehouse management > Loads > Inbound load planning workbench.
  2. Use the filter options at the top of the page to find the order lines that you want to assign to a load.
  3. Select the Purchase order lines or Inbound shipment order lines tab, depending on the type of order lines that you're looking for.
  4. Mark each order line that you want to assign to a load.
  5. On the Action Pane, on the Supply and demand tab, select To new load.
  6. In the Load template assignment dialog box, set the Load template ID field to the load template that you want to use.
  7. Select OK.

Create inbound loads when you import advanced shipping notices

The system automatically creates loads when you import advanced shipping notices (ASNs).