New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Usability Improves for Warehouse, Inventory and Tracking Areas

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-first of the new functionality in the Application section is Usability improves for warehouse, inventory, and tracking areas.

Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within inventory and warehouse management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Based on feedback from customers, Microsoft have made it easier to complete several business processes.

Automatically release documents

Source documents, such as sales orders, purchase orders, and transfer orders, are released automatically when you choose the Create Warehouse Receipt, Create Warehouse Shipment, or Create Inventory Put-away/pick actions on source documents. This saves unnecessary clicks.

Screenshot of Release line

These actions are available on the following source documents:

  • Sales orders
  • Sales return orders
  • Purchase orders
  • Purchase return orders
  • Assembly orders
  • Service orders

Shipping Details FactBox

The new Shipping Details FactBox on Inventory Pick documents provides details about the shipping address and shipping agent.

Screenshot of Shipping Details FactBox

Improved experience in warehouse and value entries

The default sorting of data in the Warehouse Entries and Value Entries reports aligns with the Item Ledger Entries report, in that the latest entries display at the top.

Screenshot of Sorted Value Entries

On the Warehouse Entries page, the Location Code field is available by default.

Screenshot of Sorted Warehouse Entries

The SN No., Lot No., and Package No. fields on the Warehouse Entries page open the Serial No. Information Card, Lot No. Information Card, or Package No. Information Card pages, respectively. You can also use new actions that will open related pages.

Screenshot of Warehouse Entries - Serial No. Information Card

Improved Bin Contents page

The Bin Contents page replaces the Item Bin Contents page to unify the experience and give access to more fields. You can add more fields to the Bin Contents page by personalizing it. Regardless of how you get to the page, for example, from the list of bins or from the list of items or item cards, you can do the following:

  • Define bin contents.
  • Set up default or fixed bins.
  • Select units of measure.
  • Update minimum and maximum quantities.
Screenshot of Bin Content

Automatically populate tracking details in warehouse pick documents

When selecting serial, lot, or package numbers on a Take line, Business Central updates the tracking details in the related Place line. The related line is identified based on the source document line and quantity.

Screenshot of Warehouse pick lines

Package No. field is available on the Physical Inventory List report

The Phys. Inventory List report shows the lines that you have calculated on the Phys. Inventory Journal page. Use this report during physical inventory counts to record the actual quantities on hand in the warehouse and compare them to what’s recorded in Business Central. Turn on the Show Item Tracking Numbers toggle to show lot, serial, and, starting with this release, package numbers.

To work with package numbers, enable the Use tracking by package number in reservation and tracking system feature update on the Feature Management page.

Screenshot of Physical Inventory List

My Opinion

This includes a number of improvements which look they should be quite good.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1
Use Business Events To Notify And Trigger External Systems
Get Started With More Sample Power Automate Templates And Power Apps
New Approval Workflow Experience With Power Automate Templates
Support Dynamic Environment And Company In Power Platform Connector
Remove Modification Limits For Triggering Flows
Use Power Automate To Post Adaptive Card Or Link To Business Central Record
Adjust Exchange Rates Easily, Replace The Built-In Batch Job
Use Different General Ledger Accounts For Payables, Receivables
Avoid Document Number Errors When You Post Item Journals
Company Hub Now Lets Admins Add User-Specific Settings
Define Content Of Created Warehouse Documents With Filters
Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows
Preview Item Journals Before Posting
Review General Ledger Accounts Faster
Set Up And Sync Master Data Across Companies
Ship And Receive Non-Inventory Items On Warehouse Documents
Shopify Connector Becomes Extensible
Shopify Connector Becomes Extensible
Synchronize Returns, Refunds From Shopify
Undo Transfer Shipments
Swedish Localization Delivered As Extension
Supporting More Countries And Regions
AL Explorer And AL Home In Visual Studio Code AL Extension
Attach AL Debugger To Active Session Or Next Session
Improved Compiler Resource Handling And Faster Code Analyzers
Optimized Runtime Package Generation For Sharing
Provide Title And Custom Actions To Error Dialogs
Control Database Locking Behaviour
AL-Go For Github – Modern Devops For Partners
ISVs Can Organize A Preview For Their Appsource Apps
Experience Improved App Management Settings
Get An Improved Cloud Migration Status Overview
Include Or Exclude Tables From Cloud Migration
Transfer Environments Between Azure Ad Tenants
Non-Deductible, Partly Deductible Vat Expands Functionality
Audit File Export Eases Saf-T Compliance
Easily Find And Install Payroll Apps From Within Business Central
Modern Tooltips Are Easy To Read And Understand
Refresh Of Content To Support Modern Tooltip UI
Experience Enhanced Adaptive Cards In Teams
Configure Security Controls For Teams Cards
Add Existing Table Fields To Optimize Your Pages
Drag And Drop Files Onto The File Upload Dialog
Access Actions And Navigation Menu Efficiently With Keyboard
Get More Productivity Out Of An Optimized Action Bar On All App Pages
Get Unblocked Using Actionable Error Messages In Select Application Areas
Tailor Action Bar To Fit Your Needs On Document Lines
Copy And Paste Readable Hyperlinks
Removed Functionality
Add More Columns to Pages for Better Insight
Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders
Demo Tool and Data for Warehouse and Inventory Scenarios
Easier to Create Opening Balances for Item Tracked Inventory
Post multiple transfer orders at the same time
Set Default Dimensions on Locations, Inventory Documents and Journals
Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields
Usability Improves for Warehouse, Inventory and Tracking Areas
Use Advanced Warehouse Functionality With Minimal Complexity
Use Statistical Accounts to Collect Data for Financial Reports
Save Time With Automatic Account Codes (Sweden and Finland Only)
Country/Regional Expansion – Andorra
Define Regional Settings Per Report Using a Region Property
Extensions That Fail Pre-Upgrade Validation Get More Detailed Error Insights
Delegated Admin’s Job Queue Entries Are Run by User
Manage User Permissions Using Security Groups
Analyze, Group, and Pivot Data on List Pages Using Multiple Tabs
Allow Application and Tenant Databases to Differ in Collation
Business Central server runs on .NET 6
New telemetry events and data
Performance – OData calls are now faster
Improved Alignment of Headers in Statistics Pages

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