Shipping TMS enabled items from Outbound Load Planning Workbench

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Posted on by Danny Bilodeau

4,918 Super User 2025 Season 2

Hello All,

I have a requirement to ship as TMS enabled item (non WMS enabled) from a WMS enabled warehouse.

I create a Load from the OLPW and release it to the warehouse to create a shipment, but I can't manage to generate a packing slip / BoL or Commercial Invoice.

System wont allow to pick from Sales Order line because there is a WMS Load and Shipment. Any idea of how to pick the Load Lines if there is no work?

Thanks!

Danny

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Dynamics 365 Supply Chain Management

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

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Hi,

Have you tried posting the packing slip from the sales order? Please try below

1 - Create sales order for an item which is not enabled for advance warehouse management

2 - Create a load from load planning workbench

3 - Release load to warehouse > Shipment created

4 - Post packing slip from sales order

5 - Perform rating

6 - Confirm shipment

7 - Generate BOL

What issue you are getting in posting packing slip?

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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Hi Sagar,

From the Load, in order to have the "Generate - Packing Slip" option available, I also need to "Confirm Outbound Shipment"

Then, when I try to generate the packing slip from the Load, there are no lines to post:

The shipment is for several batch tracked items which are individual load lines. If I do not confirm the outbound shipment, I would normally need to pick from the sales line; when I try to do so i get this message:

Here is my Sales line:

Are here are my 4 load lines, all for the same lot if but with different Batch numbers:

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sagar_patil 918 Super User 2025 Season 2 on at

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Hi Danny,

I tried to replicate your scenario and it worked for me.

1. Create sales order for an item which is not enabled for advance warehouse management

2. On SO line level > Inventory > Batch Reservation

3. Created a Load using Load planning workbench

4. Assign a Rate to Load using rate route workbench

5. Confirm the outbound shipment

6. System doesn't allow to post a packing slip from load (empty lines) hence i posted the same from Sales order form. Here you can reverse the packing slip as well if required. I didn't get any error and no need to pick the required batch because already been reserved.

7. Making sure charges allocated on line level before posting the invoice.

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Danny Bilodeau 4,918 Super User 2025 Season 2 on at

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Thanks Sagar,

I was able to generate the packing slip. I was reserving batch from Inventory > Reservations rather than Inventory > Batch reservations.

Interesting that using batch reservations, one does not need to register a pick to generate the Packing Slip; system simply used the batches that were Reserved Physical and deducted correctly.

BOL and Commercial invoices did not generate correctly, but in my case these are non-standard SSRS reports so will have to address other ways.

Thanks!

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