You can use Microsoft Dynamics 365 Business Central to manage the outbound delivery of sales orders, purchase returns, and transfer orders by setting up delivery trips. A delivery trip represents a defined delivery activity for outbound transactions. Create delivery trips for a specific warehouse location and shipment date. The transactions you assign to a delivery trip must share these same values. When you post a delivery trip, the system posts the shipment of every order assigned to the trip.
Before you can start managing delivery trips, configure your delivery trip policies and values. When configuration is complete, use the delivery trip management functionality for central processes, such as creating delivery trips, managing shorts, and making corrections to posted shipments prior to invoicing.
The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.
To | See |
|---|---|
Get an overview of the principles and definitions that govern the delivery trip management functionality. | |
Set up the general rules, properties, and values for the company's delivery trip policies and supporting features. | |
Manage additional delivery processes closely related to delivery trips. | |
Create delivery trips to manage outbound transactions. | |
Adjust posted delivery trips with updated shipment information, then perform invoicing activities. | |
View the main activities of the distribution planner. |