web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested answer

Breakbulk and/or Source document Unit of Measure conversion

(1) ShareShare
ReportReport
Posted on by 7

Hi all,

Considering the following situation:

- Base Unit of Measure for items is pieces
- Other Units of Measure are "Master carton" and "Inner carton". For example: 8 pieces in "inner carton", 32 pieces in "master carton" (which actually is a box with 4 inner cartons)
- Sales orders come from an external system and are always created in pieces
- Inventory is kept in all Units of Measure (pieces, master carton, inner carton) with directed put-away and pick, preferably in the "biggest" Units of Measure, so most of the inventory should be kept in master cartons.

When a sales order (or any other outbound source document) requires 128 pieces, we would like the system to suggest to pick 4 master cartons. But because the source document contains 128 pieces, NAV will first try to pick existing inventory in pieces (driving warehouse employees crazy) while it would be more efficiënt to pick 4 master cartons.

A more complex scenario is when a sales order requires 42 pieces to be picked. In an ideal world the warehouse employee should get a pick instruction for 1 master carton + 1 inner carton + 2 pieces. But again, because the sales line contains pieces, NAV will suggest to first pick pieces (sometimes from multiple locations), then break a master carton into pieces and pick the remaining required quantity in pieces.

We tried to use the "Whse. Change Unit of Measure" function in pickings, but because inventory is held preferably in master cartons, and sales orders always contain pieces, almost every pick line needs to be changed manually.

So the question is: Is it possible, with standard functionality, to automatically let NAV suggest pick lines in multiples of "bigger Units of Measure"? Can this only be accomplished by changing the Unit of Measure on the source documents?

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Breakbulk and/or Source document Unit of Measure conversion

    Hello,

    NAV is directing the Warehouse to perform the Pick based on the Sales Order UOM. Therefore, the Warehouse goes to get pieces, not the larger UOM. If you run out of the pieces, NAV will request a Break-Bulk larger UOM to fulfill the smaller pieces pick. If you want NAV to show the larger UOM for picking, I would look at the Sales Order entry side to update the Sales Line UOM based on larger UOM rules. Taking your example, the Sales Order for 128 pieces come in and NAV, with a customization, converts the Order to show Quantity = 4 UOM = Carton.

    If the Sales Order may not be changed, then you will need a customization that will be part of the Create Pick process converting the UOM for the Take Line to pull larger UOM's and then Place them as pieces.

    Take to your partner about the customization.

    Thanks,

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 4,119

#2
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 3,902

#3
Sumit Singh Profile Picture

Sumit Singh 3,021

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans