Warehouse Shipment Window

Article
09/25/2015

Specifies the lines that you are preparing for shipment to a customer, to a vendor, or to another location. When you post a warehouse shipment, at the same time you also post the related outbound source document, such as a sales, outbound transfer, or service order.

The following table shows how you can create warehouse shipment documents from outbound source documents.

Source Document	Action
Sales order line (also when assembled to order) Outbound transfer order line Purchase return order line	Choose Release, and then choose Create Whse. Shipment.

Service order	Choose Release to Ship, and then choose Create Whse Shipment. For more information, see How to: Prepare Service Line Items for Warehouse Handling.

The Warehouse Shipment window is available only if the location is set up to require shipment processing.

The location may also be set up to require pick processing. In this case, you retrieve the lines for shipment from a source document and relay them to the pick function in the warehouse. For more information, see How to: Pick Items with Warehouse Picks.

Your location may be set up to require receive and put-away processing in addition to bins. In this case, you can see immediately, when you retrieve the lines of the source document, whether there are items available in the cross-dock bin. This is particularly helpful for back orders and special orders because you can see that the items have arrived and then create a pick. For more information, see How to: Cross-Dock Items.

When items on warehouse shipment lines have been picked, the Qty. to Ship field on the line is updated with the picked quantity, and the Document Status field on the header is updated.

Note

The Qty. to Ship on warehouse shipment lines is not updated automatically when the shipment is for assemble-to-order quantities. On these lines, the Assemble to Order field is selected. For more information, see the “Handling Assemble-to-Order Items in Warehouse Shipments” section in this topic.

Handling Assemble-to-Order Items in Warehouse Shipments

In assemble-to-order scenarios, the Qty. to Ship field on warehouse shipment lines is used to record how many units are assembled. The specified quantity is then posted as assembly output when the warehouse shipment is posted.

For other warehouse shipment lines, the value in the Qty. to Ship field is zero from the start.

When workers in charge of assembly finish assembling parts or all of the assemble-to-order quantity, they record it in the Qty. to Ship field on the warehouse shipment line and then choose Post Shipment. The result is that the corresponding assembly output is posted, including the component consumption. A sales shipment for the quantity is posted for the sales order.

From the assembly order, you can choose Asm.-to-Order Whse. Shpt. Line to access the warehouse shipment line. This is convenient for workers who do not typically use the Warehouse Shipment window.

After the warehouse shipment is posted, various fields on the sales order line are updated to show progress in the warehouse. The following fields are also updated to show how many assemble-to-order quantities remain to be assembled and shipped:

Note

In combination scenarios, in which a part of the quantity must first be assembled and another must be shipped from inventory, two warehouse shipment lines are created. One is for the assemble-to-order quantity, and one is for the inventory quantity. In that case, the assemble-to-order quantity is handled as described in this topic, and the inventory quantity is handled as any other regular warehouse shipment line. For more information about combination scenarios, see Assemble to Order or Assemble to Stock.

Picking for warehouse shipment of assemble-to-order items follows the same steps as for regular warehouse picks from inventory. However, the number of pick lines per quantity to ship may be many-to-one because the warehouse pick is for assembly components, not for the assembly item. For more information, see How to: Pick Items for Warehouse Shipment.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

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Warehouse Shipment Window

Handling Assemble-to-Order Items in Warehouse Shipments

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