Outbound shipment - Release to warehouse come before Picking list?

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Posted on by lmai

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Hi All,

I can't seem to find the right flow sequence from SO to shipping and back to the sales order invoice.

After I created a SO, does the order to shipping go in this sequence?

1. Confirm a SO

2. Create an outbound shipping.

3. Release to the warehouse.

4. Generate a Picking List.

5. Post a Packing Slip

6. Appointment schedule>Driver check-in and Driver check-out.

7. SO invoice

Thanks so much!

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Community Member on at

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are you using advanced warehousing?

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CU21011815-0 1,943 on at

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If you're using advanced warehouse you do the release to warehouse, complete the work, confirm the shipment, then generate the packing slip.

I have created a video that shows the sales picking process it can be found here:

https://youtu.be/-gfB-nj6FSk

If you're interested in Advanced warehouse training most of the videos I've been doing have been on advanced warehouse. My youtube channel is here:

www.youtube.com/.../DynamicsPost

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lmai 2,438 on at

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Thank you so much for the youtube links, Scott. In your video, at the point of pulling the order, Related information>Work details, you logged into the mobile. I have 2 questions:

1. If I don't have mobile installed, how do I move forward with completing the work?

2. How do I install the mobile?

Thanks.

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CU21011815-0 1,943 on at

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Kim,

You have two options.

1. You can download the app from the windows store or android store. The setup is detailed in the link below. You do have to have azure access to complete the seutp.

docs.microsoft.com/.../install-configure-warehousing-app

2. You can use the mobile device portal. Basically if you add &mi=action:WHSWorkExecute&limitednav=true   to your environment url that will give you acccess to the mobile device portal. You do have to remove the bit of url after the company. So for example if your url is https://<dynamics url.com>/?cmp=USMF&mi=DefaultDashboard you would remove teh &mi=DefaultDashboard and replace it with &mi=action:WHSWorkExecute&limitednav=true ending up with https://<dynamics url.com>/?cmp=USMF&mi=action:WHSWorkExecute&limitednav=true

3. You could also manually open the work record and complete manually.

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Isha 265 on at

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The sequence really depends on what your business process or business goals are.

Some organizations perform load planning before a shipment is released to the warehouse.

Your sequence would be:

1. Confirm a SO

2. Build the load from the load planning workbench (LPW).

3. Release to the warehouse from the load.

4. Print work report (Picking List).

5. Appointment schedule>Driver check-in and Driver check-out. (this is optional for many)

6. Confirm the Load or shipment

7. Post Packing Slip (preferably from Load or shipment)

8. SO invoice

Some organizations want to release an order to the warehouse immediately after it has been confirmed.

1. Confirm a SO

2. Release to the warehouse from the SO.

3. Print work report (Picking List).

4. Appointment schedule>Driver check-in and Driver check-out. (this is optional for many)

5. Confirm the Load or shipment

6. Post Packing Slip (preferably from Load or shipment)

7. SO invoice

Some organizations want a batch process to control the releases to the warehouse

1. Confirm a SO

2. Auto-release to warehouse via recurring batch job.

3. Print work report (Picking List).

4. Appointment schedule>Driver check-in and Driver check-out. (this is optional for many)

5. Confirm the Load or shipment

6. Post Packing Slip (preferably from Load or shipment)

7. SO invoice

There are other ways to execute the release to warehouse, but hopefully the above three examples give you enough insight.

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lmai 2,438 on at

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Thank you, Isha! This is really helpful.

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lmai 2,438 on at

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Hi Scott,

I have downloaded the apps>Sales Picking>Pasted the WorkID>enter SO quantity as 5. I have this error, "The required quantity is 1ea. The entered quantity is not valid". So I tried to enter 1, but it didn't work. Could you please suggest what may have caused this? Thanks so much!

?

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Isha 265 on at

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By default the app will be in Demo mode.

You need to configure the app and point it to your environment(s).

You will need the

Active directory resource: the base URL to your cloud instance

Active Directory tenant: login.windows.net/YourInstanceDomain.com

Active Directory Client ID: get from tech/admin

Active Directory Client Secret: get from tech/admin

Company: i.e. USMF

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