Walkthrough: Cancel picked items

Not for the first, and surely not for the last time in a warehouse, we need to take a pallet or items from a shipment, just before we post the shipment.

Due to Item and License Plate tracking, items have reservations on the source documents, which will be blocking on other, later, warehouse processes, if we ignore those.

Business Central Standard Flow

In Business Central it is possible to delete a warehouse shipment. If we do so after registering picks for this shipment, we get a warning: The items have been picked. If you delete the warehouse shipment, then the items will remain in the shipping area until you put them away. Related item tracking information that is defined during the pick will be deleted. Are you sure that you want to delete the warehouse shipment? When having picked tracked items, the best answer is no.

How do we avoid users to accidentally delete a warehouse shipment?

1. Select the Search icon , enter Logisitics Statuses, and then choose the related link.
2. Check the Block Warehouse Shipment Deletion field, enabled on all License Plate Statuses you want to protect the warehouse shipment from being deleted.

Setup needed to cancel License Plates

3. Select the Search icon , enter Adv. Warehouse Setup, and then choose the related link.
4. Check the Status Partial Canceled License Plate and Status Canceled License Plate fields. Hover over a field to read a short description.

How do we cancel item?

For this, we first need to Pick a sales order.

Sales Order to Pick
5. Select the Search icon , enter Sales Orders, and then choose the related link.
6. On the Sales Orders page, choose the New action.
7. In the Customer Name field, enter the No. 95100 (The Cannon Drinks Group PLC LPN).
8. In the Location Code field, enter SILVER_OWM.
9. Fill in line:

10. Select the Release action.
11. Select the Create Warehouse Shipment action. The Warehouse Shipment page opens.
12. Select the Create Pick action.
13. On the Whse.-Shipment - Create Pick page, select the Warehouse Template Group 2_FULLMIX.
14. Select OK. A new pick activity is created.
15. Select the Navigate – Pick Lines action. The Warehouse Pick Lines list opens.
16. Select one line with Quantity 40.
17. Select the Card action. The Warehouse Pick opens.
18. In both Take Lines, select a License Plate No.
19. Select the Register Pick action.
20. Select the Card action. The Warehouse Pick page opens.
21. Select all lines.
22. In the lines, select the Assign destination license plate action.
23. Select the License Plate Type.
24. One License Plate No on all the selected Place lines is added.
25. In the first two Take Lines of license plate tracked items, select a License Plate No.
26. Select the Register Pick action.

The pick is registered and ready to be shipped.

The customer calls us to ask: Can I cancel the quantities of item 1012 on my order? I just discovered 2 pallets in my warehouse.

Our customer is king, so we will cancel those items.

Cancel a Full License Plate

27. In the Warehouse Shipment choose the Pallets action in the fastTab Advanced Warehouse Management. The License Plate List opens, filtered on the License Plates for this shipment.
28. Select the first No. The License Plate Card opens.
29. Check if the item in the content lines is item 1012.
If not, close this License Plate Card and choose the second No. to open the second License Plate.
30. Select the Cancel action.
31. Select the Search icon , enter License Plate List, and then choose the related link.
32. Filter the field Status to the value CANCELLED.
33. Select the No. The License Plate Card opens.
34. In the Content, check the Bin Code.

Cancelling the License Plate in Business Central is only a part of the job. The cancelled pallet is still physically on the shipment bin, virtually on the cancel bin. So, next step we need to move it back into the warehouse.

Move the cancelled full pallet

35. Select the Search icon , enter Warehouse Movements, and then choose the related link.
36. Select the first No. The Warehouse movement opens.
37. In the field Bin Code in the place line, enter SO-BULK-01.
38. In the field License Plate No. in the place line, copy the License Plate No. of the take line.
39. Copy the License Plate No. also to notepad.
40. Select the Register Pick action.
41. Close the Warehouse Movement List.

Change the status of the cancelled Full Pallet

42. Select the Search icon , enter License plate List, and then choose the related link.
43. Copy the License Plate No. from notepad.
44. Filter No. on this license Plate No.
45. Select the Set Status action.
46. Change the status to the “OPEN” status.
47. Close all windows, until your back in the warehouse shipment.

Cancel a part of a mixed License Plate

48. In the Warehouse Shipment, select the Registered Pick Lines action. The Registered Whse. Pick Lines list opens, filtered on the lines for this shipment.
49. Select the first No., with Item No. 1012 and Quantity 20.
50. Select the Show Registered Document action.
51. Select the first line, with Action Type Place, Item No. 1012 and Quantity 20.
52. Select the Cancel action and confirm.
53. Check the Qty Canceled in the Lines.
54. Select the Open Record action, in the License Plate No. field in the cancelled Place Line. This opens the License Plate card.
55. Check the Status and the Content.
56. Select the Create Whse. Movement action.

Move the cancelled full pallet

57. Select the Search icon , enter Warehouse Movements, and then choose the related link.
58. Select the first No. The Warehouse movement opens.
59. In the field Bin Code in the place line, enter SO-MIX-01.
60. Select the Bin Contents List action.
61. Select the Open Record action, in the No. of License Plates field in the line with Bin Code SO-MIX-01. This opens the License Plate List.
62. Copy the License Plate No.
63. Close the License Plate List.
64. Close the Bin Contents List.
65. In the field License Plate No. in the place line, paste the License Plate No.

66. Select the Register Movement action.
67. Close the Warehouse Movement List.

Because you added the items to a new or existing License Plate, there is no need to status of this license plate.

68. Close all windows, until your back in the warehouse shipment.
69. In the Warehouse Shipment choose the Pallets action in the fastTab Advanced Warehouse Management. The License Plate List opens, filtered on the License Plates for this shipment.
70. Select the No. the License Plate Card Opens.
71. Check the status and the contents.