Exercise - Pick and ship items with serial numbers

  • 8 minutes

Warehouse Management exercises use a sandbox demo company that you need to set up to complete these exercises. The steps to set up the needed sandbox environment and demo company are documented in the Set up a demo company with complete sample data unit of the Get started with warehouse management in Dynamics 365 Business Central module.

Scenario

On April 21, 2020, you receive an order from customer 62000 (The Device Shop) for 10 units of item LSU-8 (Middletone speaker unit 8"100W).

Because this an urgent order, you decide to create the warehouse shipment directly from the released sales order and the warehouse pick from the warehouse shipment. After registering the pick, you ship the items to the customer.

Tasks

  • Create the sales order as described in the scenario and create a warehouse shipment from the sales order.

  • Create and register the warehouse pick.

  • Ship the items from the warehouse shipment.

Steps

  1. Create the sales order as described in the scenario and create a warehouse shipment from the sales order.

    1. Select the Search for page icon in the upper-right corner of the page, enter sales orders, and then select the related link. 

    2. Select New.

    3. In the Customer Name field, enter 62000.

    4. In the Posting Date field, enter 04/21/2020.

    5. In the Order Date field, enter 04/21/2020.

    6. Enter the following sales order line:

      Item LSU-8: 10 units

    7. Select Release > Release.

    8. On the Sales Order page, select Actions > Warehouse > Create Warehouse Shipment.

  2. Create and register the warehouse pick.

    1. From the warehouse shipment, select Process > Create Pick.

    2. Select OK > OK.

    3. Select the Search for page icon in the upper-right corner of the page, enter warehouse picks, and then select the related link.

    4. Select the No. field to open the Warehouse Pick document.

    5. Select Actions > Functions > Autofill Qty. to Handle.

    6. Select Process > Register Pick.

    7. Select Yes.

  3. Ship the items from the warehouse shipment.

    1. Return to the warehouse shipment for the sales order.

    2. Select Posting > Post Shipment.

    3. Select Ship and then select OK.