Generation of a single registered sales shipment in case several orders are accumulated in a warehouse shipment

Module Description

By default, Business Central does not allow the generation of a single posted sales shipment containing multiple sales orders.

The Origins module allows you to bypass this limit if orders can be combined according to defined criteria.

Setup

Setup Origins

The module is activated via a flag in the Origins setup in the Registration tab called “Create 1 DDT from whse. shipment.”:

Shipping groups

The split terms of sales orders within warehouse shipments can always be defined in the Origins setup.

The field is located in the Cumulative Invoices tab and is called “Shipping group code”:

When creating a shipping group, 23 default grouping criteria will be set:

Using the flowfield you can visualize these criteria.

Fields marked as “Mandatory” are required for correct invoicing and cannot be deleted.

The others, however, are additional and can be eliminated.

Using the New action you can add additional criteria:

The shipping group can also be set at the individual customer level. If this field is empty in the customer details, the shipping group present in the Origins setup will be retrieved.

Functionality

Enabling the feature displays a “Create warehouse” action on the warehouse shipment list:

In the upper section of the page you can insert filters:

• Destination Type: “”, Location (filters transfers), Customer (filters sales orders), Supplier (filters purchase return orders)
• Destination No.: You can set a filter by destination location, customer or supplier based on the selection in the previous field
• Ship to - Code: You can specify a filter for the shipping address of the sales order.
• Location Code: Filter by departure location. Here, the selection will always be among the locations that have "Request Shipment" enabled.
• From Shipment Date - To Shipment Date: Filter date range on the shipment date of the document line

In the rows section, the document rows (sales orders, transfer orders, and purchase return orders) that have outstanding quantities > 0 are visible. For each document, there is also a header row (in bold) as a grouping.

The data displayed are:

• Document type: indicates the type of document
• Document No.
• Accompanying invoice: for sales orders indicates that this includes the issuing of an
• Registration date
• Line No.
• Destination Type, Destination No. and Ship To - Code: Indicates the destination type based on the document in question, the destination code (customer, supplier, location) and any alternative address
• Origin Type and Origin No.: These are used for transfer order lines. The destination customer or supplier of the transfer order is shown.
• Location code: indicates the starting location of the document
• Nr. and description: item and its description
• Quantity: order quantity
• Quantity shipped: quantity already fulfilled
• Shipment date, promised delivery date, requested delivery date: displays the document dates, with the header dates appearing on the header line and the line dates appearing on the lines.

Using the “Selected” flag you can use it to select the documents or individual lines you want to include in the warehouse shipment.

By selecting the document header, all lines will be automatically selected.

By setting the flag and selecting OK at the bottom, warehouse shipments will be created based on the established split criteria.

The system created a warehouse shipment containing order 101599 for customer 50000, one for customer 10000 with orders 101645 and 101646, and one with transfer 1015.

Inside a warehouse there will always be only documents of the same type.