ANY Process Demo: Sales Shipment - Prerequisites

Execute the following setup configuration before running this demo process.

Sales & Receivables setup

Set the default value of the Qty. to Ship field at the Sales Order Line to 0 when creating new orders and after posting.

  1. Go to the Sales & Receivables Setup page and set the Default Quantity to Ship to Blank.

    Sales & Receivables Setup

Item tracking

To support item tracking in all pre-configured processes, modify existing item tracking codes. See more.

Sales order

In this demo script, a released sales order is shipped. Create this released sales order before using the Sales Order Shipment pre-configured process.

TIP: Instead of entering a sales order, you can execute the demo script "Create Sales Order" to create a new sales order for location BLUE. Make sure you order items that are in inventory at the location. Do not forget to release the sales order in Business Central to make it eligible for use in this process.

Execute the following steps before running this demo process.

  1. Go to the Sales Orders page.
  2. Create a new order for customer 10000, The Cannon Group PLC.
  3. Add the following lines with the exact items and quantities shown below.
Type No. Location Code Quantity
Item FF-100 BLUE 10
Item 80216-T BLUE 10
Item 80102-T BLUE 3

Sales order lines

  1. Release the order.

Run the demo process