Dynamics F/SCM
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Print Notes on Transfer order non WMS pick list and shipping note
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Print Notes on Transfer order non WMS pick list and shipping note
Hello! When shipping out a Transfer order from a non WMS warehouse, we would like added Notes on header or lines to be printed on the pick list and shipping note. This does not work. The Notes I have added to the order are not even sent from D365 to Docentrics, so it is not a Docentrics issue. Normally the Transfer order pick list follows what has been set up for the sales (non WMS) pick list in AR parameters, where Note is of course chosen to the dropdown. But this has no effect on the Transfer order pick list (or shipping note). It works fine when shipping from the WMS warehouse – the Note pops up in the mobile devicce as the first pick work line is started. Where do I make this setup for non WMS? For example when generating a sales return order document, there is a tickbox “Print notes” that I can set to Yes or No. But nowhere in the setup (generic or controlled from user) is there such a toggle for Transfer order non WMS pick list or shipping note. Solution? Same problem was posted by someone Nov 15th 2018 but then about AX2012 R3 CU11…
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1 Reply
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Hello,
Looks like it has to do with how the system is set up for these orders. In Dynamics 365, WMS-enabled warehouses handle things differently. Notes usually show up automatically in the pick list and shipping note when you start the first pick line. But for non-WMS warehouses, that doesn’t happen because of how the documents are set up.
To fix this, make sure the Notes you add to the Transfer Order are linked to the print management settings. Unlike Sales Orders, there isn’t a simple switch for Transfer Orders to automatically print Notes. You’ll want to check the Print Management setup for Transfer Orders. Ensure that the configuration for the pick list and shipping note includes Notes in the document layout. You might need to customize the Docentric templates used for printing.
If Notes still don’t show up in Docentric, it could be that the templates or data sources aren’t set up right. In that case, a developer may need to help adjust the print management or tweak the Docentric templates so that Notes are printed correctly from a non-WMS warehouse. Once that’s done, the Notes should appear just like they do for Sales Orders.
To get more information that might help, contact Dynamics 365 consulting experts https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/.
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