Supply chain | Supply Chain Management, Commerce

Consolidating shipments for several customer accounts?

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Posted on by JesperW

Hi all,

Scenario is this:

We will get 5 orders for 5 different customer accounts in our sales legal entity - one order for each of these 5 separate customer accounts.

All these orders will be delivered via 5 matching intercompany (IC) orders created in our warehouse legal entity.

When these 5 separate IC orders are released to warehouse, we want to consolidate all 5 shipments to just 1 shipment in the warehouse legal entity - is this possible, and if so, how?

I know it is possible when all shipments originate from the exact same customer account in our sales legal entity - but can the consolidation be done for orders / shipments across several customer accounts?

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Dynamics 365 Supply Chain Management

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Holly Huffman 6,538 Super User 2025 Season 2 on at

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Good morning, afternoon, or evening depending on your location!

Yes, it is possible to consolidate shipments across several customer accounts in your warehouse legal entity, but it requires specific configurations in Dynamics 365 Supply Chain Management. Here's how you can achieve this:

Shipment Consolidation Policies:
Dynamics 365 allows you to configure shipment consolidation policies that define rules for grouping shipments during the release to the warehouse. You can set up policies to consolidate shipments based on criteria such as destination, mode of delivery, or other shared attributes across orders. This can include orders from different customer accounts.

Manual Consolidation:
If automated policies don't meet your needs, you can manually consolidate shipments using the Consolidate Shipments page or the Shipment Consolidation Workbench. This approach lets you group shipments after they are released to the warehouse.

Advanced Warehouse Management (WMS):
Ensure that your warehouse is enabled for advanced WMS processes. This is necessary for using shipment consolidation features effectively.

Custom Queries:
When setting up consolidation policies, you can use custom queries to specify the conditions under which shipments should be grouped. For example, you can create a query that includes all intercompany orders regardless of the originating customer account.

Fallback Policy:
To ensure no shipments are missed, create a default fallback policy that applies to all warehouses and groups by order number. This ensures that shipments are consolidated even if specific criteria aren't met.

Hope this helps some!

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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Yep that is totally possible if you use consolidation policies.

Microsoft provides a few examples here on how to do it: https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/configure-shipment-consolidation-policies

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Zain Mehmood 4,187 Most Valuable Professional on at

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Hi,

Yes, it is possible to consolidate shipments across different customer accounts, but it depends on how you configure the Shipment consolidation policy.

As shown in the attached screenshot, the Shipment consolidation policy defines which fields must match in order to consolidate multiple shipments into one.

To allow consolidation across different customer accounts, make sure the field Account number (AccountNum) is not selected in the "Selected Fields" section of your policy. If it's selected (as in the screenshot), shipments will only consolidate when the customer account is the same.

So, to consolidate 5 intercompany orders from different customer accounts into one shipment in the warehouse legal entity, you should:

Use advanced warehouse management

Configure a shipment consolidation policy that excludes AccountNum

Include only relevant fields (e.g., delivery address, warehouse, mode of delivery, etc.)

This setup allows you to consolidate shipments based on delivery criteria rather than customer identity.

Hope this helps!

Thanks,

Zain

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JesperW 26 on at

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Thanks for your answers so far. I will do some testing and see if I can get my specific shipment consolidation needs solved based on your answers - and get back here.

@Zain, I am unable to see your uploaded image / screenshot..?

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Zain Mehmood 4,187 Most Valuable Professional on at

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Hi,

Please check, here based on my Client's needs I have made a consolidation policy which consolidates shipments based on account number, delivery recipient (In case of multiple delivery addresses, Warehouses and Mode of delivery.

Regards,

Zain

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Laurens vd Tang 4,012 Super User 2025 Season 2 on at

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Good day Jesper,

I believe this is not possible, as standard Dynamics does not allow you to remove the account number from the shipment consolidation policy:

My advice would be to either develop a customization or submit an idea on the Ideas portal.

Best regards,

Laurens van der Tang

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JesperW 26 on at

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Sorry for not updating this post until now - my EDI project has moved in a different direction since posting this question, so shipment consolidation handling is no longer relevant, and I have not pursued your answers further - so am unable to select a confirmed answer for now. Thanks a lot for your suggestions.

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi,

As these are deliveries to 5 different customer accounts you need 5 different shipments to control the delivery of the shipment to each of them. You can add these 5 shipments to one load to handle the logistics side of things.

SO 01 > Shipment 01 > Load 01

SO 02 > Shipment 02 > Load 01

SO 03 > Shipment 03 > Load 01

SO 04 > Shipment 04 > Load 01

SO 05 > Shipment 05 > Load 01

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