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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatically release ...
Small and medium business | Business Central, N...
Suggested Answer

Automatically release a Sales order, create Warehouse Shipment and Create Pick

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Posted on by MaddieGreen 35

We have an E-commerce store connected to Business Central that automatically creates a Sales Order. 

After the Sales Order is created, we now have to do a couple of manual steps:

  1. Open Sales Order
  2. Release Sales Order
  3. Warehouse Shipment page > Create Pick

Because we have the validation in our E-commerce store that every Sales Order is correct, we don't have to manually do the steps above. Is there a way (with scripting perhaps) to automate these steps?

So essentially that a Sales Order automatically creates a Pick.

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    jerome77 Profile Picture
    jerome77 on at

    Hi

    Maybe by creating recurring queue task around CodeUnit 7312 could be something to check.

    the thing is that it looks like you need also the warehouse shipment.

    You could also go with pick needed but not required shipment added, then creating inventory pick from the sales order and post it would save 1 step meaning the warehouse shipment.

    Kind regards

    Jerome

  • MaddieGreen Profile Picture
    MaddieGreen 35 on at

    Hi Jerome,

    Thanks for your quick reply!

    It seems like we do need a warehouse shipment. I'm going to double check if this is the case. If we could skip unnecessary steps, why not right?

    Could you elaborate on the Recurring que task for CodeUnite 7312 a bit more? If we don't need a warehouse shipment, do we still use this method? And is this method a foolproof way to automate the steps I highlighted above?

    Kind regards

  • jerome77 Profile Picture
    jerome77 on at

    Hi Maddie

    You can run regular task:

    docs.microsoft.com/.../devenv-task-scheduler

    So maybe by using task around codeunit 7312 (which is the object that creates pick) you may be able to get pick created when warehouse shipment created (by setting scheduler on regular basis).

    I believe you will need customization to achieve your needs, like when you set release to sales order, then create warehouse shipment auto and from warehouse shipment create the pick automatically.

    Kind regards

    Jerome

  • MarisolC Profile Picture
    MarisolC 103 on at

    Hi Maddie, I want to ask you how did you ended solving this? I'm facing same situation and any bright idea could help me...

    Thanks...

  • MaddieGreen Profile Picture
    MaddieGreen 35 on at

    Hi Marisun,

    We ended up having a developer code this in for us so it would be automatic. Later on we did change our environment to Basic warehousing because that suited our business better, so the code was made redundant.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Maddie,

    To fully automate this I would ask your Partner to create a Job Queue that does the following:

    1. Checks for Sales Order for e-commerce Type

    2. Create Warehouse Shipment

    3. Take #2 Warehouse Document and Create Warehouse Pick

    This can be done very simply and they should help you.

    Thanks,

    Steve

  • AM-11040921-0 Profile Picture
    AM-11040921-0 2 on at
    i want to create this automate setup please guide me also give me code of this setup please
     

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