Integration with Aptean Packaging

Warehouse Management System  •  Article  •  10/16/2024  •  4 min

You can integrate the Aptean Warehouse Management System extension with the Aptean Packaging extension to streamline and automate packaging processes for both inbound and outbound transactions. This integration ensures that accurate packaging records are maintained for all inbound activities while offering flexibility to modify packaging details or enter new packaging type as needed. For outbound transactions, packaging types are added automatically, and you can modify or enter new packaging type as required.

Configuring packaging for warehouse management

To ensure proper handling of packaging in warehouse operations, follow the steps below to set up and manage packaging effectively.

  • The Packaging Calculation Method field must be set to On Release. To know more, see Set up packaging.
  • Link packaging types to the item number involved in warehouse management activities to effectively manage stock levels and values for packaging materials. To know more, see Packaging types.
  • To enable automatic packaging calculations for both inbound and outbound transactions, register the packaging setup for your warehouse location. Select the Inbound Transactions and Outbound Transactions checkboxes on the Register Packaging Setup page.
  • On the Location Card page, define a packaging location by entering it in the Packaging Location field associated with the warehouse location.
  • Set up default packaging for the item, ensuring that both item-bound and order-bound packaging types are configured. For more information, see Default and mandatory packaging.

Set up request form

Configure the necessary captions and field types on the Request Form (WMS) page to manage warehouse activities involving packaging items.

  1. Open the Request Form (WMS) page.
  2. In the Request Type field, select Input.
  3. Fill in the required fields.
  4. In the Field No. field, enter 1.
  5. In the Caption field, enter Packaging Type.
  6. In the Field Type field, select Select.
  7. In the Option Selector field, select Packaging Type.
  8. Subsequently on the next line, in the Caption field, enter Quantity.
  9. In the Field Type field, select Number.
  10. In the Option Selector field, select None.

The request form for warehouse activity has been set up.

Module settings

To perform the desired warehouse activity, you must configure your WMS scanner with the module settings.

  1. Open the Module Settings page.
  2. On the Request Forms FastTab, add your packaging ID, name, and handler.


Make sure to update the request forms for the shipment and receipt modules.

In Business Central

In Business Central, follow these steps to create and process a purchase order, ensuring the warehouse receipt is set up for scanning.

  1. Open the Purchase Order page.
  2. In the Item No. field, enter the item number.
  3. In the Location Code field, select the warehouse location.
  4. In the Quantity field, enter the required quantity.
  5. On the action bar, select Release to release the purchase order document.
    As a result, the associated packaging items are added to the lines.
  6. Create the warehouse receipt to proceed with the receive activity.
  7. Turn on the Release To Scanner toggle.

In the scanner

In the scanner, follow these steps to complete the receiving process and update the warehouse records.

  1. Open the WMS scanner on the device and log in to your location.
  2. Select the Inbound group.
  3. Select the Receipt module.
    On the Receipt screen, you can view the list of order-bound documents.
  4. On the More Options menu, select Forms.
  5. Select Add Packaging.
    The Add Packaging dialog opens.
  6. In the Packaging Type field, select the required type.
    A receipt line is added for the selected packaging type.
  7. In the Quantity field, enter the desired quantity.
  8. Select SUBMIT.

You can view the assigned packaging quantity in the Quantity To Post field on the Order Bound Packaging FastTab of the Packaging page linked to the warehouse receipt.


On the WMS scanner, you can long-press the receipt line to modify or edit the quantity to post. Any changes made will also update the Quantity To Post field in Business Central.

  1. Enter the required lot number details.
  2. Enter the SSCC number along with the item number.
  3. Select ADD.
    The receipt lines have been updated with the information provided.
  4. Select COMPLETE to finish the receive activity.

Once the document is posted, you can view the updated quantity in the Quantity Received field on the Purchase Order page.

You cannot perform the partial receipt activity for packaging items with the WMS scanner.


The WMS scanner currently shows an empty shipment record on the Shipment screen, even after the record has been posted.

This functionality works similarly,

  • When creating a warehouse shipment and pick from a sales order and accessing it in the WMS scanner with packaging items, the Quantity Shipped field on the Sales Order page will be updated after posting.
  • When creating transfer orders between warehouse locations, performing the shipment activity with packaging items in the WMS scanner will update the Quantity Shipped field on the Transfer Order page after posting. You can then proceed to create the warehouse receipt and carry out the transfer receipt activity in the WMS scanner as usual.


You cannot use the Add Packaging action during the transfer receipt activity or edit or modify packaging items in the transfer receipt document.