Setup

On the Setup page:




FieldDescription
Shipment
Ship. Nos.Specifies the number series code you want used when you assign numbers to CWS shipment. It can be general or specific for single location.
Combine ShipmentsSpecifies the default value on new warehouse shipment.
**It can be enabled on the single location card.**
N.B.
If it is enabled in the CWS Setup and in the system exist previously entered and set Locations, Business Central will ask if you also want to update all Locations.
Whse. Document Delete PolicySpecifies what should happen after posting warehouse document regarding its deletion.
  • Default (Only completely posted lines are deleted)
  • After First Posting
  • Partially Shipped Lines
Enable Grouping By ActivitySpecifies if lines groups are calculated at the end of one of the different action used to retrieve source lines
Always Ship All LinesSpecifies if all lines in a warehouse shipment should always be shipped, ignoring filters applied on the page
Sales
Post Not Item LinesSpecifies if post non-item lines on source document while post warehouse shipment.
Order Line DescriptionSpecifies if add a description line with order No. on invoice document. The reference to CWS shipment with the posting date is always shown. On the second line you can choose to add: None, Order No., External Document No., Your Reference.
In the example below “Our Order No.” is shown:

Purchase
Post Not Item LinesSpecifies if post non-item lines on source document while post warehouse receipt or warehouse shipment.
Return Line DescriptionSpecifies if add a description line with order No. on credit memo document.
Service
Post Not Item LinesSpecifies if post non-item lines on source document while post warehouse shipment.
Order Line DescriptionSpecifies if add a description line with order No. on invoice document.
Reporting
Report ID for Sales Order ShipmentSpecifies which report is to be printed with CWS posted shipments from sales order.
Report ID for Purchase Return. Order ShipmentSpecifies which report is to be printed with CWS posted shipments from purchase return order.
Report ID for Outbound Transfer Order ShipmentSpecifies which report is to be printed with CWS posted shipments from outbound transfer order.
Report ID for Service Order ShipmentSpecifies which report print with CWS posted shipments from service order.

Reporting

The standard setup on the report selection page is mandatory:


Combination criteria codes and setup

  • From Combination->Combination Criteria Codes for each Document Type to ship it is possible to define one or more criteria code.





Default Grouping

Default: Ship-to Address and Source Document Type

  • From Combination->Combination Criteria Setup, for each Document Type to ship can be defined one or more criteria setup for a specific shipment location to specific destination

It is possible to open the combination criteria codes prom “Open Combination Codes”.


Initialize Combination Setup



It creates a Default Setup for combination criteria in Whse Shipment.

Initialize Combination Setup :

  • Creates Default codes
  • Creates Default Setup (valid for shipment from all locations to all destinations)

Invoicing Codes



For each Document Type to ship can be defined one or more criteria to invoice warehouse shipment : Create Invoice (without post), Post Invoice, Print Document (document to print).


Invoicing Setup



For each Sales Order to ship can be defined one or more invoicing setup for a specific shipment location to specific destination


Initialize Invoicing Setup



The system creates a Default Setup for invoicing criteria in Whse Shipment

Initialize Invoicing Setup:

  • Create Default Codes (but not Active). Must be manually activate
  • Create Default Setup (valid for shipment from all locations to all destinations)

Create CWS Shipment



The system generates CWS from Posted Source Document if missing:



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