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Is there a list that you can generate that will show all sales orders with lines available to pick?

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Posted on by aham801

I use Dynamics 365 to process Sales Orders in a warehouse setting (generate picking lists, register picking lists and generate packing slips) and I have been trying to find a way to generate a list of all sales orders that have available lines to pick instead of it only showing the orders which have the "open order" status.

Currently, we have to go into our open sales orders one-by-one to manually check to see if there are lines of items with quantities available to pick and it is very time-consuming.

It would be an additional bonus if this list could show sales orders with partial lines available to pick as well as sales orders with all lines available to pick.

Is this at all possible? I should mention that I am just an end user and do not have access or knowledge to change things on the backend.

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Dynamics 365 Business Central

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JAngle 133 on at

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No perfect answer without extra development work or a custom report.

Try exporting the inventory sales back orders to excel. That will give you all sales lines for items. Then search for the bin contents pack. It has a calculation on there for available to pick. Export to excel and do some number crunching with formulas

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MahGah 15,529 on at

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Hi

Check this free app I think it is close to what you want. They also have free version for on-prem

appsource.microsoft.com/.../PUBID.wsb_solutions|AID.techtrade_availability_indicators|PAPPID.6e269270-915c-4c53-919c-126cfcad6a76

apportunix.com/.../

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Guy McKenzie 1,336 on at

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Are you familiar with the pick worksheet?

This is standard functionality that can gather all the sales (and other demand orders) lines that are in need of picking.

Its purpose is to centrally manage the creation of picks in an optimal manner offering far greater efficiencies than just picking order by order.

It will only pull released orders.

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aham801 5 on at

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I'm so sorry, but I believe I had asked this in the wrong forum. What my company uses is classified as "Smart 365", so would this fall more under Dynamics 365 Finance? I'm having trouble finding the section in this forum this question would have to be asked in because searching "Smart 365" doesn't give me ideal results.

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JAngle 133 on at

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Is this your Dynamics partner: https://bc.smart-it.com/en/

Partners sometimes name their version of the product differently. If your software looks like what you see in this video then you’re on the right forum already: usedynamics.com/.../

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BCgs 470 on at

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Hi, we had the same issue in our business, it's odd you can't see what is available to ship out of the box with Business Central

What we ended up doing is a small application that automatically runs in the background, using the BC web services API

- Downloads the list of orders

- Counts up the stock in the available picking bins

- Loop through sales orders to see what orders can be picked.

- Then a takeaway type screen that splits off "Ready to Ship' & "Backorders" in a clear display that updates automatically in browser.

A link to what we did here if any use to you, as I don't think there has been any update or planned solution to get around this?

sequel.co.uk/.../

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Ben Baxter 6,575 Super User 2025 Season 2 on at

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BCgs, you just described the base Pick Worksheet functionality.

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BCgs 470 on at

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I would disagree there, there is no way (as far as I am aware) to see a screen/display that lists your sales orders that have stock that can be picked? You can just view Sales Orders?

Look at the picture below you have the sales order screen on Business Central (left) and then a separate screen that is processing the data to work out which orders have stock and which do not (right). This is the only way around the issue i have found that works for us with active sales orders and purchase orders being processed throughout the day.

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Ben Baxter 6,575 Super User 2025 Season 2 on at

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I don't want to argue the point, rather raise awareness of the base capabilities within Business Central.

The Pick Worksheet shows you the Source Document (Sales Orders, Assembly Orders, Prod. Orders, etc.) Quantity, Qty. to Handle (populated if Qty. Available), the Outstanding Quantity (in case of partials), and the overall Qty. Available to be Picked. See Screenshot below.

The system is factoring in all of the documents in the system (Released Only), and what is in Inventory and on existing Picks, to determine Qty. Available, and then allocates inventory based on order age. The User can then run the Create Pick... process to generate Picks.

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BCgs 470 on at

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I get that is helpful and shows the base functionality.

But my experience working in a warehouse environment the ability to "show sales orders with partial lines available to pick as well as sales orders with all lines available to pick" is not clear and easy to do which is what he was asking, which is why i was sharing what we had done as a solution as it works well for us.

I guess that is the good thing about Business Central is the data is fundamentally there and creating extensions or building things with the web services can make the usability much smoother and intuitive.

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