Small and medium business | Business Central, N...

Is it possible Transfer order process during sales pick away operation

(3) Share

Report

Posted on by RR-01030612-0

Hi Community,

Is it possible to process a transfer order during a sales pick operation? During the sales order process, the salesperson only identifies stock availability in another location.

Can the shipment be completed from a different location? Or is it mandatory to check stock availability in the shipment area? If so, is a transfer order required before sales operations?

Thanks in advance!

Categories:

Dynamics 365 Business Central

pick.png

All responses (4)

Answers (0)

Suggested answer

Ramesh Kumar 5,016 on at

Like (1)

Report

Is it possible Transfer order process during sales pick away operation

I don't think so as part of standard process. But you can build custom logic

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
Suggested answer

RockwithNav 7,003 on at

Like (1)

Report

Is it possible Transfer order process during sales pick away operation

No Sir, You need to execute the Transfer order to the current location and then execute the pick process.

You can go ahead with this customization though.
Suggested answer

Mansi Soni 3,082 on at

Like (2)

Report

Is it possible Transfer order process during sales pick away operation

Hello,

In Business Central, it is not possible to process a transfer order directly during a sales pick operation. If stock is not available at the location specified on the sales order but is available at another location, the system requires that a transfer order be created to move the inventory from the source location to the sales (shipment) location. The shipment of the sales order must occur from the location specified in the sales order, and the system checks stock availability only at that designated location. Therefore, it is mandatory to ensure that the stock is available at the shipment location before the sales order can be picked and shipped. If the stock resides in a different location, a transfer order must be processed in advance to bring the items to the correct location for fulfillment.

Hope this answer will help you!

Regards,
Mansi Soni
Suggested answer

Sohail Ahmed 2,685 on at

Like (1)

Report

Is it possible Transfer order process during sales pick away operation

Great question — and it's a common real-world scenario in multi-location inventory management in Dynamics 365 Business Central.

---

🔍 Scenario Breakdown

You're asking:

Can a sales pick or sales shipment be fulfilled from another location if the current location has no stock?

Can a transfer order be created/processed during the sales operation automatically?

---

🧭 Short Answer

No, you cannot process a Sales Shipment or Sales Pick directly from another location unless that location is set as the Shipping Location on the Sales Order.

Yes, a Transfer Order is required to move stock from one location to another before you can ship from the sales order's shipping location.

---

✅ Standard Process Flow

If an item is out of stock in Location A (your default location), but available in Location B:

1. Sales Order is created with Location A (default).

2. Stock is not available in Location A → user manually identifies stock in Location B.

3. Create a Transfer Order:

From: Location B

To: Location A

Ship and Receive the Transfer Order.

4. Once the item is received in Location A, you can proceed with:

Sales Pick

Sales Shipment

> 💡 Business Central does not auto-create or auto-transfer stock across locations just because it's available elsewhere. This requires user or customization-driven logic.

---

🛠️ Alternatives & Customizations

If you want to automate or simplify this:

1. Customization Option

Create a customization (or Power Automate flow) to:

Detect lack of stock in the sales location.

Offer to create a Transfer Order from available stock locations.

Possibly notify warehouse or planning team.

2. Advanced Warehousing or WMS

If you're using Advanced Warehouse Management, you can control Pick-from Bin Code behavior — but you still need the item in the location physically (via transfer or purchase receipt).

3. Change the Sales Order's Location

If the customer allows shipment from another location (e.g., direct shipment from a secondary warehouse), update the Location Code on the sales order before shipment.

Caution: This has pricing, tax, and logistics implications.

---

🔚 Final Answer

> ✅ You must either change the location on the sales order or transfer the stock first using a Transfer Order.

❌ Sales Picks and Shipments cannot automatically pull from other locations unless the item is physically available in the selected location.

✅ Mark this answer as verified if it helps you.