Use case: Create warehouse documents from a Transport Order

Goal

Create or open warehouse shipments and receipts that are linked to a Transport Order.

When to use it

Use this flow when warehouse work should be driven by the transport plan.

Before you start

  • The Transport Order is Released.
  • The order contains Transport Requests.
  • Source lines are supported for warehouse creation.
  • Business Central warehouse setup requires shipment or receive handling for the location.

Steps

  1. Open the Transport Order.
  2. Confirm the status is Released.
  3. Choose Create Warehouse Documents.
  4. Confirm the action.
  5. Open Show Warehouse Shipments or Show Warehouse Receipts.
  6. Process the warehouse documents in the standard Business Central warehouse flow.

Expected result

  • Warehouse shipments are created for eligible Sales Order lines when shipment handling applies.
  • Purchase Return Order lines are currently processed for Warehouse Shipment only when the same Transport Request also contains at least one eligible Sales Order line.
  • Warehouse receipts are created for eligible Purchase Order lines when receive handling applies.
  • Sales Return Order lines are currently processed for Warehouse Receipt only when the same Transport Request also contains at least one eligible Purchase Order line.
  • Existing warehouse documents open instead of creating duplicates.

What to do next

Pick, ship, receive, or post the warehouse documents according to your warehouse process.

Common errors

Problem What to check
Action is unavailable Transport Order must be Released
No warehouse document is created Supported source line, location handling setup, and outstanding warehouse quantity
Transfer line is skipped Transfer warehouse document creation is not implemented by this action in the current version