Inventory Movement Worksheet Templates

Purpose of this document

The Movement Worksheet allows for the movement of products from a Receiving or Put-away (Storage) bin to a Pick bin for distribution on Agency Orders in Ceres. This document describes setting up the Templates.

Ceres Object release 6.00.00 is required for the functionality described in this document.

TABLE OF CONTENTS

• Setting up Warehouse Worksheet Templates

Setting up Warehouse Worksheet Templates

1. Warehouse Worksheet Templates can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Warehouse Worksheet Templates” in “Tell me what you want to do” then selecting “Warehouse Worksheet Templates” from the results in the Go to Pages and Tasks section OR by selecting the “Warehouse Worksheet Templates” menu action (if present) from your Role Center home page.

2. A new template can be created by clicking on New from the Whse Worksheet Template List menu. Enter MOVEMENT in the Name field and Movement Worksheet in the Description field. Select Movement in the Type field and input 7351 in the Page Id field.

3. To access the Worksheet Names, click on Related à Template à Names.

4. In the Edit – Whse. Worksheet Names – Movement Worksheet Page, enter the name of your Worksheet (i.e. KAN, etc.). Select the appropriate Location for the Worksheet, enter a meaningful description.

5. Repeat the process and create as many Worksheets as needed for each location.