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Warehouse Insight
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- Overview
- Hardware and Software Requirements
- Business Central Object Import and Merge
- Business Central Data Configuration
- Warehouse Insight Barcode Objects
- Warehouse Insight Web Service Installation
- Android Scanner Install
- Windows Scanner Installation
- Configuring the Software
- Uninstalling the Solution
- Modified Business Central Objects
- Source Versions
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- 1. Introduction
- 2. Overview
- 3. Main Landing Page
- 4. Item Inquiry
- 5. Bin Inquiry
- 6. Advanced Inventory Count
- 7. Basic Count
- 8. Receiving
- 9. Put-Aways
- 10. Ad-Hoc Movements
- 11. Directed Movements
- 12. Picking
- 13. Shipping
- 14. Production Order Consumption
- 15. Production Order Output
- 16. Assembly Orders
- 17. License Plates
- 18. Scratchpad
- 19. Configuration
- Push Warehouse Insight Updates to Devices
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- Print From Warehouse Insight
- DataLogic Falcon WiFi Configuration
- Controlling the Beep Sound Effect on DataLogic Scanners
- Warehouse Insight with NTLM Authentication
- Configure Scanner for Business Central SaaS
- Connect Warehouse Insight Desktop Client to Business Central Cloud
- Datalogic Falcon X3 Scanner Timeout
- Clone Warehouse Insight Service for Business Central On Prem
- Configure Windows Scanner for Business Central On Prem
- Ad Hoc Move Module
- Display a Custom Image on Your Device
- Configure Scanner Settings for Memor 10/20 and Zebra
- OAuth Login Options for Warehouse Insight 2.8
- Barcode Rules
- Set Up the Windows Desktop Client for Oauth (SaaS)
- Azure Active Directory (AAD) OAuth Configuration for Warehouse Insight 2.8+
- Change Locations on the Handheld Devices
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- Add Purchase Order Comments From Your Handheld
- View Purchase Order Comments on Your Handheld
- Capture Image on Sales Order
- Attaching Documents from the Scanner
- Ship and Invoice Sales Order
- Overriding Base Application Events via Design
- Sample Offline Application
- Sample Quantity Dialog Extensions
- Factboxes
- Over-Receiving from Handhelds
- Read barcodes Configured in LS Retail into Warehouse Insight
- Add Signature Capture to Warehouse Insight
- Use the Application Wizard in Warehouse Insight
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WMS Express
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License Plating
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- Articles coming soon
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Dynamic Ship
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- Configuring Dynamic Ship in Business Central
- Data Requirements for Dynamic Ship
- Overview
- Configuring EasyPost
- Get Started with Dynamic Ship
- Dynamic Ship Permissions
- Dynamic Ship Carrier Account Configuration
- How the Dynamic Ship Carrier is linked to the Business Central Shipping Agent
- How to Add Predefined Packages for Carriers
- DHL Express and Purolator Carrier Configuration
- Set Up Carrier Loomis
- Royal Mail and DPD Carrier Configuration (UK) in Dynamic Ship
- Canada Post Third Party Billing
- Enabling UPS SurePost on your EasyPost account
- Configure a UPS Digital Access Program Account
- Set Up Dynamic Ship Email
- Configure and Use Scales
- Enable and Use the External Rate Entry
- FedEx Commercial Invoice Requires Electronic Letterhead
- Freight Price Rules
- Create a Free Freight Campaign
- Generate Serial Shipping Container Code
- Add an International Shipping Address
- Override Customer Contact Source in Dynamic Ship
- Set USPS Media Mail Special Rate in Dynamic Ship
- Add the Certificate of Origin Report
- Dynamic Ship Go Live Checklist
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- Dynamic Ship Process
- Use the Package Worksheet in Dynamic Ship
- Order Packaging in Dynamic Ship
- Use Quick Label in Dynamic Ship
- Create and Print Return Labels in Dynamic Ship
- Return Label Printing in Business Central
- How to Generate a Shipment Manifest
- Manifesting USPS Shipments
- Create a Freight Quote
- Create a Shipping Label for a Miscellaneous Shipment
- Copy Last Package
- Use Address Validation
- Use Pack Commands
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- How the Customs Information is Populated
- Reprint Shipping Labels using Dynamic Ship
- Include COD Charges with Shipping
- Zebra High Quality Print
- Ship Hazardous Material
- Ship with Saturday Delivery
- Print Bill of Lading Report
- Chain Multiple Pack Commands
- Find Shipment and Package Tracking Numbers
- Assign Outbound Serial Number at Shipping Time
- Refund EasyPost Shipment
- Actual Shipping Cost
- Pack Item Variants
- External Freight Quotes
- Reconcile Carrier Invoice
- Role Tailored Client Shipping Scale Integration
- No Rates Returned For A Shipment
- Retrieve an Order ID
- Shipper Number Cannot Be Used
- Package Worksheet: Clear Address Cache
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Shop Floor Insight
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- Daily Time Report for Payroll Administrator
- Shift Scheduling with Shop Floor Insight
- Routing Step with Shop Floor Insight
- Color Coding Time Cards
- Production Order Assignment with Shop Floor Insight
- Streamline Processes with Work Instructions
- Cleaning up Barcodes in Business Central
- Configurable Business Central Payroll Export for ADP and other Payroll Solutions
- Production Dispatch Lists that Boost Efficiency
- How to use the Shop Floor Production Order job report as your default production order job card report
- How to Print Barcodes for Job Tasks
- How to automatically round time card line entries
- How to Print Barcodes for Production Order Operations
- How to record a quality inspection when output data is captured
- How to display the Shop Floor Insight Approver role in the "Explore All" page
- Shop Floor employees are having their shifts end prematurely
- How to record a quality inspection when a scheduler item is moved
- How to ensure supervisors only see time cards of their workers for approval
- Fix a "Company not licensed" error message in Shop Floor Insight
- Adding a New Employee & Printing a Barcoded Badge
- Filtering Production Orders
- How to Record Consumption
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
- Output to License Plate
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- How to use the Shop Floor Production Order job report as your default production order job card report
- Shop Floor Insight Language Configuration
- Clock In Early to Midnight Shift using Shop Floor Insight
- Configure OAuth for Shop Floor Insight 7.8
- Fields Included in Shop Floor Insight’s Search Field
- Access and Configure Service-to-Service Authentication in Shop Floor Insight
- Configure Shop Floor Insight for automatic time splitting scenarios
- Shop Floor Client Configuration Cards Recommendations
- Configure Multiple OAuth Service-to-Service Connections in Shop Floor Insight
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- 1. Before you Begin with Shop Floor Insight
- 2. Installing Shop Floor Insight
- 3. Registering Shop Floor Insight
- 4. Configure Special Permissions in Shop Floor Insight
- 5. Configure Paycodes in Shop Floor Insight
- 6. Configure Activity Codes in Shop Floor Insight
- 7. Configure Shifts in Shop Floor Insight
- 8. Configure Shop Floor Employees in Shop Floor Insight
- 9. Configure Work Centers in Shop Floor Insight
- 10. Configure Client Configuration in Shop Floor Insight
- 11. Configure Time Zone in Shop Floor Insight
- 12. Configure Shop Floor Insight Communications App
- 13. Print Barcodes and Smoke Test in Shop Floor Insight
- How to do an upgrade to the Shop Floor Insight Windows service
- Shop Floor Insight Communication App Requirements
- Set Up Facial Recognition
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- 1. Before You Begin with Shop Floor Insight
- 2. Navigating Business Central in Shop Floor Insight
- 3. Process Overview in Shop Floor Insight
- 4. Printing Barcodes in Shop Floor Insight
- 5. Tour of the Shop Floor Interface
- 6. Capture Shop Floor Data for Production Orders in Shop Floor Insight
- 7. Capturing Job Time in Shop Floor Insight
- 8. Closing Time Cards in Shop Floor Insight
- 9. Approving Time Cards in Shop Floor Insight
- 10. Calculate Overtime in Shop Floor Insight
- 11. Posting Shop Floor Data in Shop Floor Insight
- 12. Export Time in Shop Floor Insight
- Configure Output Clock on Behavior
- Add a Non-Productive Activity Code
- Shop Floor Insight: Use the Mobile Interface Without a Phone
- Shop Floor Insight: Shop Floor Native Phone Client
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- How to Record Consumption
- Filtering Production Orders
- Adding a New Employee & Printing a Barcoded Badge
- How to Record Output
- The Supervisor / Employee Relationship
- Using Links in Shop Floor Insight
- Client Configuration Cards
- Shop Floor Activities
- Line Coloring
- How to Record a Comment
- Printing a Production Order Job Card
- Quality Inspections when Recording Output
- Changing the Work or Machine Center by Scanning a Barcode
- Dispatch List Filtering
- Automatically Assign Work and Machine Centers
- Time Card Line Rounding for Job Tasks
- Line Rounding of First Time Card Line
- Time Card Approval Process and Worksheet
- Include Other Paycodes for Overtime Calculations
- Automatic Filler Time Functionality
- Time Card Line Rounding for Shift Breaks
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Advanced Inventory Count
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- Introduction: Advanced Inventory Count
- 3. Module Design
- 4. Performing a Full Count
- 5. Performing a Cycle Count
- 6. Inventory Counts with WHI
- 7. Appendix A – Report Options
- Setting Inventory Count Card As-Of-Date
- Setting Locations on the Count Card
- Setting Lot/Serial Number Tracking
- Setup of Posting Count Options
- Setting up Recounts in Inventory Count Module
- Reconciling the Count in Inventory Count Module
- Posting the Inventory Count
- Inventory Count Bin Blocking Options
- Calculating Count Period Codes
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Counter Sales
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- Overview
- User Permissions
- Profiles (Roles)
- Counter Sales Setup
- Counter Sales Users
- Payment Methods
- Customer Accounts
- Reason Codes
- Take Order Wizard
- Counter Sales Orders
- Quick Scan
- Return Order Wizard
- Counter Sales Return Orders
- Price Check
- Enhanced Item Search
- Enhanced Contact Search
- My Locations
- Related Items
- Price Overrides
- Lost Sales
- Special Order Items
- Daily Close
- Contact Sales History
- User Salespersons
- Set up Star TSP Printers for Receipt Printing for Counter Sales
- Set up Epson TM-T88 Printers for Receipt Printing for Counter Sales
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Product Configurator
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- Version Information
- Product Configurator Configurations
- Product Configurator Item Category
- Product Configurator Choice Combination
- Product Configurator Option Choice
- Product Configurator Bulk Edit
- Product Configurator Options
- Product Configurator BOM
- Use Quoting Items
- Use Additional Choices
- Use Check Configuration
- Use Line Type and Indent Options
- Update Routing Run Times
- Add Option Choice Comments
- Use Rule Builder
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NavXtender
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- Articles coming soon
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- Install NavXtender
- Add Languages in NavXtender
- Having Issues?
- SharePoint Support
- Why am I having troubles accessing SharePoint via UNC?
- Why is the drag and drop not working, or NavXtender button not visible?
- Are you using an anti-virus application?
- Do I need to install NavXtender on every computer?
- I still need help. Who can provide technical support?
- I would like to use NavXtender with my custom pages. How do I do that?
- NavXtender Language Support
- NavXtender Web Service Authentication 401
- NavXtender Web Service Troubleshooting
- Should I install the 32-bit or 64-bit version of NavXtender?
- What changes does NavXtender make to Microsoft Dynamics NAV?
- What is the difference between the stand-alone and integrated version of NavXtender?
- What versions of Microsoft Dynamics NAV is NavXtender compatible with?
- Why am I getting a permissions error?
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DocXtender
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Barcode Generator PowerTool
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PrintNode Connector PowerTool
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Miscellaneous
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Graphical Scheduler
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MxAPS
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- Introduction
- Generate Schedule
- Production Cells
- Setup
- Delay Increment
- Scheduling Configurations
- Scheduling Rules
- Scheduling Rule Card
- Scheduling Rule Parameters
- Segment Codes
- Alternate Group List
- Alternate Group Card
- Schedule Result List
- Schedule Result
- Order Schedule List
- Machine Load Details
- Operation Schedules
- Order Attribute Schedules
- Commit Results
- Result KPI FactBox
- Schedule Rule Details
- Machine Alternate Constraints
- Mx Item Card extends Item Card
- Resource Requirements
- Machine Constraints
- Machine Transfers
- Shop Calendar Exceptions
- Show all articles ( 12 ) Collapse Articles
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Enhanced Planning Pack
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Order Ship Express
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Order Fulfillment Worksheet
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- Introduction
- Recalculate Availability with the Order Fulfillment Worksheet
- Automatic Reservation with the Order Fulfillment Worksheet
- Split Allocation with the Order Fulfillment Worksheet
- Create Warehouse Shipments with the Order Fulfillment Worksheet
- Create Picks with the Order Fulfillment Worksheet
- Use the Pick Worksheet in the Order Fulfillment Worksheet
- Assemble to Order with the Order Fulfillment Worksheet
- Order Fulfillment Worksheet Published Events
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Import Export PowerTool
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Quality Inspector
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- Assign Tests to an Inspector
- Create a Purchase Order Test
- Receiving Automation
- Assign and Review Tests in Quality Inspector
- Create Ad Hoc Quality Tests in Quality Inspector
- Perform Inventory Movement in Quality Inspector
- Create Quality Inspection Template and Connect to a Customized Table in Quality Inspector
- Create a Test Using Test Results in Quality Inspector
- Create a Test in Quality Inspector that is Available with Microsoft Teams
- Block and Unblock Lot Transactions in Quality Inspector
- Restrict the Use of a Lot Transaction When a Test has a Past in Quality Inspector
- Manage Image Attachments in Quality Inspector
- Automate Block and Unblock Lot Transactions in Quality Inspector
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Cycle Count Scheduler
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Proof of Delivery
Release Notes: Order Fulfillment Worksheet
The following release notes contain updates made to Order Fulfillment Worksheet. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Order Fulfillment Worksheet. Upgrade to the current version of the application to access new features, improvements, and fixes.
For any questions, please contact Support.
Order Fulfillment Worksheet 1.2.8
Note: There is a reported issue where if you filter the list to show only orders that have no warehouse shipment (e.g., Whse. Shipment No. = ”) and press Create Pick, Order Fulfillment Worksheet does not generate the picks. This is due to the action creating a warehouse shipment first and that order is filtered out before the pick creation takes place.
The workaround: remove the filter and sort by that warehouse shipment number and select the records based on that.
Release Date: October 2023
Compatible With:
- Business Central 15 and newer
- Insight Works Common 2.12 and newer
Licensing Requirements:
Full User, Essential
New Features
New Feature | Description |
External document number added | The External Document No. field has been added to the header available columns. This value is copied from the Sales Order and Transfer Order documents. |
Number of lines fields added | New fields have been added to the header columns to display the number of lines associated with the order. |
Custom views | The worksheet now allows for creation and saving of custom views (filtering and sorting). This feature should be used as a replacement for the base Business Central “Views” feature since those reload the page on selection. |
Improvements and Fixes
Improvement or Fix | Description |
Combine shipments issue fixed | Resolve the issue preventing creation of picks with the combine shipments option chosen. |
Availability change for partially picked orders | Orders that were partially picked but had lines that could not be picked has had their status changed from “Partially Available” to “Not Available”. |
Filter notifications | A visual indicator has been added to the worksheet page when a custom view or advanced filter has been applied. |
Initial available quantity correction | The initial available quantity for movements is only checked in Bin Type codes that have been defined. |
Split allocation reservation calculation correction | When splitting allocation evenly across all orders, the calculation correctly excludes lines that have been fully reserved. |
Pick performance improved | When picks are generated, the availability calculations are run but the orders are not refreshed, improving overall performance and usability. |
Duplicate document numbers will correctly update the status | Resolve issue where the Status field was not displayed correctly under certain circumstances when the same document number was used for both sales and transfer orders. |
Order Fulfillment Worksheet 1.2
Release Date: September 2023
Compatible With:
- Business Central 15 and newer
- Insight Works Common 2.11 and newer
Licensing Requirements:
Full User, Essential
New Features
New Feature | Description |
Assemble to order support added | The worksheet now supports assemble to order lines. |
Net and gross weight columns added | Net and gross weight columns have been added to the worksheet document header and lines to provide additional information and filtering options. |
Advanced filter options | A new action to allow advanced filter options has been added. This option allows custom line filters, including by item number. |
Global dimensions 1 and 2 columns added | The Global Dimension 1 and 2 columns have been added to the worksheet document header and lines to provide additional information and filtering options. |
Salesperson column added | The Salesperson column has been added to the worksheet document header to provide additional information and filtering options. |
Ability to manage line reservations | Additional actions have been added to the worksheet to allow auto reserving allocated quantities and managing existing reservations. Available in Business Central 16 and higher. |
Launch Setup page | Added an action to the worksheet to allow launching the Setup page. |
Improvements and Fixes
Improvement or Fix | Description |
Multiple shipments pick creation fixed | When an order has multiple shipments generating picks it creates the picks for all shipments associated with the order. |
Line color discrepancy resolved | The green lines incorrectly indicating a movement was required has been fixed and now shows the correct color coding. |
Batch name remembered | The batch name is correctly remembered when the worksheet closes. |
Inventory pick drill down corrected | The drill down to the inventory picks for an order has been fixed and shows the correct picks. |
Additional lines filtered out | Drop shipment and special order sales lines are excluded from the results. |
Planned shipment date added to job queue report | A “planned shipment date” control has been added to the pick generation report to allow for better control via date formulas. |
Multi-user collisions resolved | The worksheet has moved to use of temporary tables which will resolve most issues resulting from multiple users working simultaneously. |
Selected orders default option configuration | The default selection option (All Orders, Selected Order) shown when performing various worksheet actions now has a configurable option in the Setup page. |
Shipping information conflicts resolved | When combining shipments, if there are conflicts in the shipping information, they are blanked out on the combined shipment. |
Loading and calculation performance improvements | The overall loading and calculation times of the worksheet have been improved. |
Allocation status interpretation changed | The Allocation Status column has changed the meaning to increase comprehension and bring inline with customer expectations. |
Pick generation combines print requests | When generating warehouse picks via the worksheet the pick report request will no longer be displayed per pick created but instead only once at the end. |
Order Fulfillment Worksheet 1.1
Release Date: March 2023
Compatible With:
- Business Central 15 and up
- Insight Works Common 2.8 and up
Licensing Requirements:
Full User, Essential
Improvements and Fixes
Improvement or Fix | Description |
Job queue pick generation report filter on | The job queue pick generation report now allows for changing the Availability to filter on. |
Line quantity required | The quantity required for a line now factors out quantities that have been picked but not shipped. |
“Picked” status for fully picked but not shipped orders | A new availability status of “Picked” has been created for orders that have been fully picked but not shipped. |
Selects first record after recalculating/loading orders | After recalculating or loading orders the first record is selected. |
Blank allocation status | Orders that cannot be allocated due to no availability have a blank allocation status. |
New setup option: pick creation | A new setup option to allow pick creation when the location does not require picks has been added. |
Reload Orders action | A Reload Orders menu action has been added to allow repopulating/refreshing of the orders. |
Creating picks prompt | Creating picks, when applicable, displays a prompt asking if shipments should be combined. |
Reserved stock assigned to reserve line | Reserved stock are factored out of the general availability when performing calculations and assigned strictly to the reserved line. |
Order weights and planned shipment dates fields | Additional fields added to display the order weights and planned shipment dates. |
New print pick instructions option | Added an option to print the pick instructions for orders that do not require picks. |
Performing page actions prompts record it may apply to | Performing page actions, such as Create Shipment(s), Create Pick(s), prompts for which records the action may apply to. |
Order Fulfillment Worksheet 1.0
Release Date: December 2022
Compatible With:
- Business Central 15 and up
- Insight Works Common 2.6 and up
Licensing Requirements:
Full User, Essential
New Features
New feature | Description |
Calculate availability and allocation for sales and transfer orders by location | Ability to display all sales and transfer orders in the system based on the selected location and calculate the ability of the system to fulfill them based on the displayed orders in the order they are listed (top-down). |
Recalculate availability and allocation for sorted orders | Ability to recalculate availability and allocation for sorted sales and transfer orders based on pickable and movable inventory, with either top-down or equal allocation. |
Create multiple/combined warehouse shipments and picks | Ability to create warehouse shipments and warehouse picks for one or more sales or transfer orders (with auto-creation of warehouse shipments per order, as required). |
Create inventory picks | Ability to create inventory picks per sales or transfer order. |
Send worksheet lines to the standard Pick Worksheet | Ability to send selected sales and transfer orders or their warehouse shipments to the Business Central Pick Worksheet (with auto-creation of warehouse shipments per order, as required). |
Schedule/automate pick generation and allocation | Ability to run the Order Fulfillment Worksheet Pick Automation report that you can use to schedule/automate pick generation for a worksheet batch, with either top-down or equal allocation. |
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I have a client that would like Dynamic Ship to send the actual Ship Date from Dynamic Ship back to the Ship Date field in a Business Central Sales Order. Is this possible and could she get a quote for any development fees required?