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passthrough sales order customer details and purchase order vendor details to warehouse documents

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Posted on by SkarezoSnr

Hi,

Is there a way to include the Sales Order Customer Name on Warehouse Documents with Directed Put-away and Pick enabled?

For example, can we add this detail onto the relevant Warehouse Shipping and Warehouse Pick, that is created from that Sales Order?

Similarly, are we able to do the same for Warehouse Receipts to include the Vendor name from the Purchase Order?

This is a bit of an issue if we can't. If this needs a third party extension added, and anyone can recommend anything, please let us know.

Thanks in Advance

George.

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Dynamics 365 Business Central

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divyeshchitte 950 on at

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RE: passthrough sales order customer details and purchase order vendor details to warehouse documents

Hi George,

You can do it, But you have to extend the report and via Visual studio.

If you are developer , You can do it. Else you need to ask your partner to provide you the same.

dataitem("Warehouse Activity Line"; "Warehouse Activity Line")
{
DataItemLink = "Activity Type" = FIELD(Type), "No." = FIELD("No.");
DataItemLinkReference = "WarehouseActivityHeader";
DataItemTableView = SORTING("Activity Type", "No.", "Sorting Sequence No.");\

column(PackageTracking; SalesHeader."Package Tracking No.")
{
}

trigger OnAfterGetRecord()

Begin

IF whseShipHeader.Get("Warehouse Activity Line"."Whse. Document No.") THEN
IF SalesHeader.GET(SalesHeader."Document Type"::Order, "Warehouse Activity Line"."Source No.") THEN;

END;

}

I have displayed package tracking no , You can takw any fields you need
SkarezoSnr 25 on at

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RE: passthrough sales order customer details and purchase order vendor details to warehouse documents

Hi,

We are Microsoft Partners, in the networking & security space, and as such, we don't have a Dynamics Partner. We are using this implementation of BC365 in one of our businesses and learning as we go, so we need to look at working through this ourselves or partnering with a developer.

Do you have any resources I can forward to our internal programmers, to learn about how we can implement these changes, or develop our own extension?

Thanks in Advance.

George
Suggested answer

Inge M. Bruvik 1,029 Moderator on at

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RE: passthrough sales order customer details and purchase order vendor details to warehouse documents

Hi SkarezoSnr ,

The things you are asking for is possible but not out of the box.

It will require either customization or a 3.party solution. I do not know of any 3.party solution offering this.

I would recommend you discuss with your partner the two options. They should be able to assist you in evaluation the 3.party solutions available on AppSource. And if you don't find anything covering it on AppSource they can help you with customization for your business needs.

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