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 1.6
Release Date: March 2026
Compatible With:
- Business Central 14 and newer
- Insight Works Common 2.19 and newer
- Insight Works App Registration 1.3 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Modify default view from Edit View page | The following have been improved on the Edit View page:
|
| Document events | Added events that allow customizations to control which Sales and Transfer Orders are added to the Order Fulfillment Worksheet.
Included in release 1.6.9694.1 |
Updates
| Update | Description |
| Update Movement Worksheet Lines | The following have been updated in the Movement Worksheet Lines:
|
Order Fulfillment Worksheet 1.5
Release Date: August 2025
Compatible With:
- Business Central 25 and newer
- Insight Works Common 2.18 and newer
- Insight Works App Registration 1.2 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Partial Quantity Warehouse Shipments | Adds support for entering custom quantities in the “Qty. Allocated – Pick” field when creating warehouse shipments. |
| Updated Order Lines Action | The Order Lines action now respects custom views and advanced line filters, showing only the records currently displayed on the worksheet. An Unfiltered Order Lines action remains available through search for users who need to see all records. |
| Clear View Action | Custom applied views can now be removed using the new Clear View action. |
| Registration Library Change | Insight Works App Registration library is now an Order Fulfillment Worksheet application dependency and will be used for license management. |
Updates
| Update | Description |
| Improved Availability Calculations for Partial Shipments | Availability calculations are now accurate and reliable when partially shipping orders. |
| Updated Availability Calculations | Accounts for allocations to internal movements, assembly and production orders when calculating availability. |
| Improved Refresh Process | The Order Fulfilment Worksheet now refreshes only once per action. |
| Clear Advanced Filter Action | The Clear Advanced Filter(s) action is now available even when filters are applied but not saved. Canceling the Advanced Filter dialog now keeps your current filters instead of resetting them, making the behavior more predictable. |
| Faster Load and Calculate Speed | Customers with large order volumes will see improved performance when opening and recalculating the Order Fulfilment Worksheet. |
| Creating Inventory Picks with Advanced Line Filtering | When creating Inventory Picks using the Create Pick(s) action, pick lines will only be created for filtered order lines. Included in update 1.5.9361.1 |
| Performance improvements | Customers with large record sets will see improved performance when opening and recalculating the Order Fulfilment Worksheet. Included in release 1.5.9365.1 |
| Shipping advice priority | Order-level shipping advice now overrides the global Allow Partial Qty. Whse. Shipments setting. Pick creation actions now skip creating a shipment when an existing warehouse shipment exists and shipping advice is Complete. Included in release 1.5.9369.1 |
| Updated Quantity Available to Pick accuracy | Quantity Available to Pick now shows accurate quantities after creating Warehouse Picks for Transfer Orders. Included in release 1.5.9389.1 |
| Performance message behavior change | The performance message no longer displays on the first load of the Order Fulfillment Worksheet. You can monitor performance using the Reload Order or Recalculate actions. Included in release 1.5.9447.1 |
| Order line updates after pick creation | All order lines now update correctly when creating picks for multiple orders. Included in release 1.5.9460.2 |
| Filtered lines availability calculations | Updated the quantity available to pick and move calculations to better accommodate advanced line filter usage.
Included in release 1.5.9516.2 |
Order Fulfillment Worksheet 1.4
Release Date: March 2025
Compatible With:
- Business Central 14 and newer
- Insight Works Common 2.12 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Create movements from the worksheet | Movements can now be created from the worksheet allowing Order Fulfillment Worksheet to link the movement with the associated order. |
| Added integration events | Additional events added throughout to assist development integration. |
| Automate warehouse shipment creation | Added a report (Order Fulfillment Warehouse Shipment Automation, ID: 70098471) that can be used when scheduling warehouse shipment creation via the job queue. |
| Change shipment date | Allows the user to set a new Shipment Date. For Sales Orders, it updates the Shipment Date, Planned Shipment Date, and Planned Delivery Date. And for the Transfer Order, it will update the Shipment Date and Receipt Date. |
| Warehouse shipment creation by location | Added a new setup option to limit the warehouse shipment creation to just order lines that match the current location. This feature is only available in Business Central 15 and higher. |
| Added Shipment Date field | Added an informational field, Shipment Date, to the worksheet lines based on the Shipment Date from the Sales and Transfer lines. |
| Default custom views | Users can specify a custom view as the starting default view. |
| Save Advanced Line Filters | Users can save, re-use, and associate Advanced Line Filters to a custom view. |
| Order Lines page | Added a new Order Lines page users can use to see the unfiltered lines across all orders. |
| Only Use Selected Order option | Added Only Use Selected Order option to the Default Selection Mode setup option to bypass the prompt asking whether all orders or the selected order should be acted upon. |
| Reservation Status field | Added the Reservation Status field to the order information list indicating whether the order lines have been fully reserved, partially reserved or not reserved at all. |
| Expiration exclusion | Added a new setup option to exclude inventory nearing expiration from available quantity displays. |
| Blocked bins setup option | Added a setup option to toggle whether blocked movement bin inventory is included. |
Updates
| Update | Description |
| Send to Worksheet option | The Send to Worksheet option populates the shipment information for any orders that auto created the warehouse shipments prior to creating pick worksheet lines. |
| Resolved Split Allocation issue | The split allocation feature uses only the currently shown orders when determining the allocation amounts |
| Resolved warehouse shipment issue | Creating warehouse shipments without available stock no longer generates errors. The shipment is created but not released. |
| Corrected captions | The Qty. Outstanding On Moves (Base) captions have been corrected. |
| Resolved ATO component pick issue | The per document option issues have been resolved when generating pick document for ATO components. |
| Excluded blocked inventory | Added a setup option that allows excluding or including blocked serial/lot/package items. |
| Zero quantity line pick creation | During pick creation, any lines with zero quantity no longer causes errors. The skipped lines do not appear on the pick. |
| Available movement calculation updated | Resolved issue where the available to move quantity was calculated incorrectly for locations not utilizing Bin Type Codes.
Included in release 1.4.9223.1 |
| Updated Breakbulk availability | Breakbulk activity lines are now excluded from available quantity calculations for order lines.
Included in release 1.4.9328.1 |
| Added/Modified integration events | Added the following integration events:
Modified the following integration events (version 2 of the events has been created and includes the Outbound Line Buffer and filter parameters):
Included in release 1.4.9328.1 |
Order Fulfillment Worksheet 1.3
Release Date: January 2024
Compatible With:
- Business Central 14 and newer
- Insight Works Common 2.12 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Non-inventory option | A new setup option has been added to allow control over whether non-inventory line items are shown in the worksheet. If shown, no available quantity is allocated. |
| Default Load option | A new setup option has been added to allow control over when the load and calculations are performed when the worksheet page is opened. |
| Show timing messages | A new setup option has been added to allow showing/hiding the timing message shown after load and re-calculation on the worksheet. |
| Custom views | General improvements around updating the display after a custom view is created, edited, or selected. |
| Additional linked reservation support | Support for special orders, drop shipments, and reservations to production orders has been added. No available quantity is allocated for these line quantities. |
| Performance enhancements | Additional performance enhancements have been made to dramatically improve load and calculation times. |
| Back-order indication | A new field (hidden by default) has been added to the worksheet to indicate orders that are currently on backorder. |
| Business Central 14 support | Runtime package support has been added for Business Central 14. |
| Exclude Receipt Bin Code | Locations that require receipts and put-aways now exclude the Receipt Bin Code from the available inventory. Receive Bin Types are still excluded. |
Updates
| Update | Description |
| ATO movements | Resolved an issue where an ATO related movement is created via the worksheet and was not displayed on the header immediately (could be seen only after a reload). |
| Create pick dialog | Resolved an issue where the pick creation dialog was not being shown because of specific order filters applied has been resolved. |
| Hide non-item ATO lines | ATO lines without an item number no longer generate an error during the worksheet loading process. |
| Change to shipping bin quantities | Fixes an issue where stock in warehouse shipment bins was being excluded from available inventory where locations did not require picks. |
| Refresh procedure accessibility update | Updated the accessibility of the Refresh procedure in the Worksheet page to public to assist in customizations.
Included in release 1.3.8937.1 |
| Added OnGetSelectionFilter integration event | Added the integration event, OnGetSelectionFilter, to the Worksheet page to assist in customizations.
Included in release 1.3.8937.1 |
| Added OnBeforeBuildFilterText integration event | Added the integration event, OnBeforeBuildFilterText, to the Worksheet page to assist in customizations.
Included in release 1.3.8937.1 |
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. |