Release to Warehouse Batch Process

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Posted on by Tom Veitch

Hi All,

I have a question on the automatic Release to warehouse functions, we have ours setup to release on the Ship date, and we also do a it based on the remaining balance for the customer.

where i have a problem is Dynamics will look at all of the sales orders to be released for the customer, and if the Balance is greater than the remaining credit it will not release any of the sales orders to the warehouse.

How can i have the Batch Automatic release to warehouse only release the oldest sales order first based on the ship date.

this is our selection and i am looking at the Created date and time but not sure what to select ?

Any suggestions welcomed.

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CXF 98 on at

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Hi Tom, Excuse me if this is not helpful, but you do have a "sorting" tab on your query where you can set criteria on how you want the batch to release orders. Can you set this to run in "ship date" order and test? Apologies if you have tried this already.

Rgds Cliff

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