Shop floor activities

Shop Floor Logistics  •  Article  •  3/28/2025  • 

The Shop Floor Activities page supports the planning in the warehouse, and it shows an overview of all outstanding warehouse activities.

  • Select the Search icon , enter Shop Floor Activities, and then choose Shop Floor Activities.

The Shop Floor Activities page is chronologically sorted on the Logistical Date Time. When the page is opened, it is automatically filtered on transactions for the work date or previous days (that were not finished).

  • The Source Document specifies the type of document that the line relates to. Depending on the source document, one of the following document types is shown:
    • Sales Order
    • Sales Return Order
    • Purchase Order
    • Purchase Return Order
    • Inbound Transfer
    • Outbound Transfer
    • Production Consumption
    • Production Output
    • Service Order
    • Assembly Consumption
  • The Source No. specifies the number of the source document that the entry originates from. The source document will open when clicking on the Source No.
  • The Document Status specifies whether the source document is open or has been released to the next stage of processing.
  • The Logistical Status shows information about the status of the warehouse documents and/or activities belonging to the document. There are three different logistical statuses:
    • No Whse. Document/Activity Created: not all source order lines on the specific location are currently present in a logistical document, or the quantity on the logistical document is smaller than the remaining quantity of the source document line. In this example, the set icon is a red circle.
    • Whse. Document/Activity Created: All source order lines on the specific location are currently present in a logistical document, and the quantity on the logistical document equals the remaining quantity on the source document but the quantity to handle on the logistical document is smaller than the quantity. In this example, the set icon is an orange circle. It implies that the logistical document is made but not yet ready to be posted.
    • Whse. Document/Activity Ready To Post: All source order lines on the specific location are currently present in a logistical document, and the quantity to handle on the logistical document is equal to the quantity. In this example, the set icon is a green circle. It implies that the logistical document(s) are made and ready to be posted. If the associated item is lot and license plate tracked, it must have the item tracking lines assigned for the system to proceed with this status update. This status also applies when the Underdelivery checkbox is selected for the associated sales order lines on the Warehouse Shipment page.
  • The Whse. Document Available shows if any warehouse document is created for the source document. The warehouse document can be a warehouse receipt or a warehouse shipment, this depends on the type of document and the settings on the location that the line relates to. A warehouse document can be created if the location requires a receipt document when receiving items or a shipment document when shipping items.
  • The Whse. Activity Available shows if any warehouse activity is created for the source document. The warehouse activity can be an inventory put-away, a warehouse put-away, an inventory pick or a warehouse pick. This depends on the type of document and the settings on the location that the line relates to. A warehouse activity can be created if the location requires a dedicated warehouse activity when putting items away or a dedicated warehouse activity when picking items.
  • The Destination No. contains the Customer No., Vendor No., Location Code, or Item No. This depends on the type of document that the line relates to.
  • The Name specifies the Customer Name, Vendor Name, Location Name, or Item Name. This depends on the type of document that the line relates to.
  • The Address specifies the address of the destination no. that the line is linked to.
  • The City specifies the city of the destination no. that the line is linked to.
  • The Location Code specifies the inventory location for the specific shop floor activity.
  • The Shipping Agent Code specifies the shipping agent code of the source no. that the line is linked to.
  • The External Document No. specifies the external document no. of the source document that the line is linked to.

Change logistical time

If the receipt or shipment arrives later or earlier than planned, the logistical time can be changed in the Shop Floor activity screen. It is not possible to adjust the logistical date on the Shop Floor Activity Page. The date must be adjusted in the source document. If the date in the source document is changed after the logistical time was changed, the logistical time will be reset to the default time.

The Change Logistical Time function cannot be executed for warehouse requests of the type of Production Consumption, Production Output, and Assembly Consumption.

  1. Select the Shop Floor Activity line where the logistical time must be changed.
  2. On the action bar, click Process > Change the logistical time for the warehouse request.
  3. On the Change Logistical Time page, on the General FastTab, in the Logistical Time field, enter the time that inbound orders are expected to be received, and that outbound orders are required to be shipped.

  4. Click OK.

    The logistical time is changed in the warehouse request.

Create, open, and post inventory put-aways and picks

Select the Shop Floor Activity line for which an inventory put-away or inventory pick must be created. This will handle items on the document according to a basic warehouse configuration that does not require a warehouse receipt or shipment.

  1. On the action bar, click Process > Create Inventory Put-away/Pick.
    Depending on the warehouse activity, it is possible to create an inventory put-away or inventory pick.
  2. Turn the Create Invt. Put-Away and Create Invt. Pick toggles on.

  3. Click OK.
    The Whse. Activity Available checkbox must be selected.

    After selecting a Shop Floor Activity line that contains a warehouse activity, it is possible to view items that are inbound or outbound on inventory put-away, or inventory pick documents.

    If there is one warehouse activity line for the selected Warehouse Request, the Warehouse Activity opens directly.

  4. On the action bar, click Navigate > Invt./Whse. Activity Lines.
    If there are more warehouse activity lines in the selected request, select the warehouse activity line.

  5. On the action bar, click Card.

    In Microsoft Dynamics 365 Business Central you can only manually assign a lot number in an inventory put-away, and it is not possible to assign a lot number according to the no. series setup. With the Shop Floor Logistics extension, lot numbers are automatically assigned according to the No. Series setup if the item is lot tracked.

    When opening the inventory put-away, a Lot No. is automatically assigned according to the No. Series setup, if the item is lot tracked and no lot number has been assigned yet.

  6. Select the Shop Floor Activity line where the warehouse activity must be posted for. This will finalize the document or journal by posting the amounts and quantities to the related accounts in the company books.

  7. On the action bar, click Posting > Post Invt./Whse. Activity.
  8. Select Ship and Invoice if not already selected.
  9. Click OK.
    The Warehouse Put-Aways function will open a complete list of all the ongoing warehouse put-aways.
  10. On the action bar, click Navigate > Warehouse Put-Aways.
  11. Click the Back button.

Create, open, and post warehouse documents

  1. Select the Shop Floor Activity line for which a Warehouse Shipment or Warehouse Receipt must be created. This will handle items on the document according to a warehouse configuration that does require a warehouse receipt or shipment.

  2. On the action bar, click Process >

    1. Create Whse. Document – To create a warehouse document for the selected record.

      This action is disabled when you select multiple records.

    2. Create Multiple Whse. Documents – To create warehouse documents for multiple records.

      The action is enabled only when you select multiple records.
      The Create Multiple Warehouse Documents page opens. In the Create Multiple Warehouse Documents field, choose:

      1. Per Source Doc. And Location - To create separate documents for all the selected records.
      2. Consolidate Per Location - To create documents based on the location code. It creates only one document for the records which has the same location code.
        The Warehouse document is now created.

The value in the cell Whse. Document Available is set to true.

After selecting a Shop Floor Activity line that contains warehouse documents, it is possible to view items that are inbound or outbound on warehouse shipment or warehouse receipt documents.

  1. On the action bar, click Navigate > Whse. Document Lines.
    The Warehouse document opens directly.
  2. Select the Shop Floor Activity line where the warehouse document must be posted for. This will finalize the document or journal by posting the amounts and quantities to the related accounts in the company books.
  3. On the action bar, click Posting > Post Whse. Document.
    A dialog box opens, displaying the following message: Do you want to post the receipt?
  4. Click Yes.
    A dialog box opens, displaying the number of source documents posted and the put-away activities created.
  5. Click OK.

Create warehouse pick

  1. Navigate to the shop floor activity line for which the warehouse pick must be created. This will process items on the document according to the warehouse configuration, which requires a warehouse shipment and warehouse pick or movements for a production order.
  2. On the action bar, click Process > Create Warehouse Pick.
    This creates a warehouse pick for the selected line.
    Alternatively, select multiple lines and then select the Create Multiple Whse. Picks action to create multiple warehouse picks.
    The warehouse pick is created. The warehouse pick is a warehouse activity. To open and post the warehouse pick, follow the steps in Create, open and post Inventory put-aways and picks.

Preview and print multiple warehouse

After selecting a Shop Floor Activity, multiple lines containing warehouse documents appears.

  1. On the action bar, select Create Multiple Whse. Pick action.

    The Whse. Shipment – Create Pick page opens.
  2. Fill in the required fields.
  3. Select OK.

    The Picking List page opens.
  4. Select the Print or Preview option.

You can preview and print multiple warehouse pick documents.