logistic-units-help

Logistic Units Documentation

Official documentation repository for the Logistic Units extension for Microsoft Dynamics 365 Business Central

This repository contains comprehensive help documentation and guides for the Logistic Units extension available on Microsoft AppSource.

About Logistic Units

Logistic Units is a powerful extension for Microsoft Dynamics 365 Business Central that revolutionizes how you manage pallets, boxes, containers, and other logistics units within your supply chain operations.

What is Logistic Units?

Logistic Units transforms Business Central into a comprehensive logistics management system by introducing a new entity type that represents physical containers used for transportation and storage. This extension enables you to:

Core Functionality

The extension provides these key capabilities:

Logistics Unit Management

Document Integration

Supply Chain Tracking

Weight & Volume Control

Opensource

Logistic Units extension is an opensource project Logistic Units You can create your own solutions based on the Logistic Units extension.

Availability

This documentation is available directly from the Logistic Units extension.

Documentation inside Logistic Units extension

Prerequisites

Key features

Terms

Logistic Unit.

Logistic Unit Type.

Operations

Create a Logistic Unit

A logistic unit can be created in main documents of the Microsoft Dynamics 365 Business Central. Creating a logistic unit is grouping goods into a unit of a certain type.

Release Sales Document and Run New Logistic Unit Wizard. Path: Sales Order -> Logistic Units -> New Logistic Units

Setup Image

Expand Wizard Page to see more fields

Setup Image

On second page of the Wizard, you can select lines of source document and quantities that will be included in a new logistic unit. If any line is to be skipped, set “Selected Quantity” to zero.

Setup Image

On the third page of the Wizard, you should select a type of the logistics unit, which determines the type of packaging and parameters such as size and some additional conditions. If control by weight or volume toggles are activated for a selected logistic unit type, then when choosing a type, the system will warn you about possible excess.

Select: EUR Pallet and click Create

Setup Image

System will show the number of the logistic unit. Press Assist Button to view the created logistic unit card. Once Wizard is closed, the system will update Logistic Units Fact box to view all logistic units that assigned to a document.

Setup Image

Post by Logistic Unit

Once an item is linked to a logistic unit, posting can be done only by the logistic unit. An attempt to post without selecting a logistic unit will return an error.

To Post order you need to select Home > Post > Post by Logistic Unit in main menu.

Setup Image

On the opened page, choose one or more logistic units and click “OK”.

Setup Image

Choose the posting type and press OK.