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To create report of delivery using post code for grouping

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Posted on by CU22100733-0

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Hello I need urgent help with creating and designing a report to run from Warehouse Shipment List - For any number of selected Warehouse Shipment records from list - choose only those which has warehouse shipmentline's source document type as Sales Order - from Source no. of these lines get sales order no. and get ship to address and particularly Ship to Post code - now as per given below image get data for different variables - if Post code is AB1 then form this type of group ,if AB2 then in same report shoe another box of Common post code and total number of items to be delivered (all warehouse shipment lines' Qty total - from Sales order that have common post code).

It's urgent

company logo				workdate



CommonPostCode	Common post code of all sales orders
Total item number to deliver	total qty of all items below

Order Number	Item no.	Description	Qty,	Ship to Address
sales order no.	whseShipline's Item no.		qty of item	ship to address from sales order
sales order no2	whseShipline's Item no.

CommonPostCode	another Common post code of all sales orders
Total item number to deliver	total qty of all items below

Order Number	Item no.	Description	Qty,	Ship to Address
sales order no.	whseShipline's Item no.		qty of item	ship to address from sales order
sales order no2	whseShipline's Item no.

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Dynamics 365 Business Central

Dynamics 365 Business Central migration

Microsoft Dynamics NAV

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Since you’re grouping by Post Code, you’ll need to carry Post Code up into dataset from Sales Header. I think Build report in AL with dataset (Shipment Header → Shipment Line → Sales Header lookup). Use RDLC layout for grouping by Post Code.

Table 7320: Warehouse Shipment Header

Table 7321: Warehouse Shipment Line

Table 36: Sales Header (for Ship-to Address, Post Code)

Table 37: Sales Line

Table 27: Item and Item Description.

You can also use current warehouse shipment layout and make the changes.

Thanks

Ramesh

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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For this type of specific customization needs, I suggest you contact your local partner directly.

PS: Report object

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-report-object?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU

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Andrés Arias 4,188 Super User 2025 Season 2 on at

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Hello,

As this is a customized report, it must be developed using the relationship to the tables considered in said report.

I would recommend reviewing it with your partner in order to develop said report as soon as possible, as the standard will not be able to cover it.

I hope this helps.

Regards,

Andrés

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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Business Central doesn’t have a standard report that groups Warehouse Shipments by Ship-to Post Code. To achieve your requirement (grouping sales order deliveries by postcode with totals), you’ll need a custom report or a query built on:

*Warehouse Shipment Header (7320)

Warehouse Shipment Line (7321) → filter where Source Document Type = Sales Order

Sales Header (36) → to pull Ship-to fields

Sales Line (37) → to calculate totals by postcode

The report can then group by Ship-to Post Code and sum up quantities for each group.

👉 This grouping and box-style layout you described isn’t possible with standard reports — it requires custom RDLC/Word layout.

✅ Mark this as the verified answer if helpful.

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Khushbu Rajvi. 20,347 Super User 2025 Season 2 on at

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What you want is not possible with a standard BC report — you will need a custom report in AL. you need to contact to your partner.

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Jeffrey Bulanadi 8,760 on at

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Hi,

Designing a delivery report grouped by Ship-to Post Code from Warehouse Shipment Lines requires careful filtering, dataset structuring, and RDLC grouping logic. The urgency is valid, this kind of report is often used for dispatch planning and logistics coordination.

Here’s how to approach it:

Start by creating a report object that pulls data from the Warehouse Shipment Header and Warehouse Shipment Line tables.

Filter the lines where Source Document Type = Sales Order. From these lines, use the Source No. to retrieve the corresponding Sales Order Header.

From the Sales Order Header, extract the Ship-to Post Code, Ship-to Address, and other relevant fields.

In your dataset, include:

Sales Order No.

Item No. from Warehouse Shipment Line

Quantity

Ship-to Address

Ship-to Post Code

Once your dataset is ready, move to the RDLC layout:

Use Row Groups to group by Ship-to Post Code.

For each group, calculate the total quantity of items to be delivered.

Display the grouped data in a structured format:

Header: Common Post Code, Total Qty

Body: Sales Order No., Item No., Description, Qty, Ship-to Address

You can also add a company logo and work date in the report header for branding and timestamping.

Helpful Reference
Ship items – BC | Microsoft Learn
Warehouse Shipment Status (report) – BC
How to Group in RDLC Reports – ArcherPoint

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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Sumit Singh 10,079 on at

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Hi,

Standard BC doesn’t provide a delivery report grouped by Ship‑to Post Code from selected Warehouse Shipments. You’ll need (a) a small custom AL report that respects selected shipment headers, pulls Sales Header Ship‑to Post Code, and groups/sums by a postcode prefix; or (b) a Power BI report built on the same joins.

Mark the Boolean true “Does this answer your Question” if this was Helpful.

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