Inbound Container

As a Purchasing Agent
I want to create a new inbound container record before a shipment arrives
So that I have a central tracking point for all purchase order lines in that physical container

Setup:

1. Search for Inbound Container List and open it.
2. Click New to create a new container record.
3. The app assigns a Container ID automatically from the number series configured in Inbound Container Setup.
4. Enter a Description (e.g. the carrier reference or origin port).
5. Set the Planned Receipt Date to the date the container is expected to arrive.
6. Optionally fill in Vendor No., Shipping Agent Code, Urgency, SSCC Code, and sea freight details such as Ship Name and Booked For Date.
7. Save the record.

Note: If no number series has been configured, the app will prompt you to set up a default series (PCONTAINER) the first time you save a container. Confirm the prompt and the series is created automatically.

As a Purchasing Agent
I want to add specific purchase order lines to an inbound container
So that all the items expected in that container are tracked together

Setup:

1. Open the Inbound Container Card for the container you want to populate.
2. Click Get Purchase Order Lines (or press Ctrl+H).
3. A selection window opens showing open purchase order lines. If the container has a Vendor No. set, the list is pre-filtered to that vendor.
4. Select the lines that belong to this container and confirm.
5. The selected lines now appear in the Open Container Lines sub-list.
6. The Container Code field is also set on each of those purchase order lines, visible in the Purchase Order Subform.

Note: Only lines with outstanding quantity greater than zero appear in the open lines sub-list. Lines of type Item are the typical candidates. Charge (Item) lines are not filtered by container during posting.

As a Purchasing Agent
I want to remove specific purchase order lines that were incorrectly added to a container
So that the container only reflects lines that will physically arrive in it

Setup:

1. Open the Inbound Container Card.
2. Click Remove Container Lines.
3. A selection window opens showing lines currently assigned to the container.
4. Select the lines you want to remove and confirm.
5. The Container Code is cleared from those purchase order lines and they disappear from the Open Container Lines sub-list.

As a Purchasing Agent
I want to stamp a container code on all item lines of a purchase order in one action
So that I don't have to edit each line individually when an entire order is in one container

Setup:

1. Open the Purchase Order.
2. In the Functions menu, click Add Container Code To All Lines.
3. A lookup window opens showing available inbound containers.
4. Select the container and confirm.
5. The Container Code field is filled on all item-type lines on the order.

Note: This action sets the container code on all item lines regardless of any existing container code. Use it when the entire order is in one container.

As a Purchasing Agent
I want to link transfer order lines to an inbound container
So that inter-company or inter-location transfers arriving in the same physical container are tracked together with purchase order lines

Setup:

1. Open the relevant Transfer Order.
2. On each transfer order line that belongs to the container, find the Inbound Container Code field (visible after the Receipt Date field).
3. Enter or look up the container code.
4. Return to the Inbound Container Card — the transfer order line now appears in the Open Container Lines sub-list alongside any purchase order lines.

Note: The Inbound Container Code field is a separate field from any outbound container code. Transfer lines from multiple transfer orders can all point to the same inbound container.

As a Purchasing Agent
I want to change the planned receipt date on the container and have it update all linked purchase and transfer lines
So that delivery date expectations stay consistent across all orders in that shipment

Setup:

1. Open the Inbound Container Card.
2. Edit the Planned Receipt Date field.
3. A confirmation prompt appears: "Would you like to update the lines with the Planned Receipt Date?" — click Yes.
4. The app runs the date update report on all purchase order lines and transfer order lines linked to the container.
5. The Open Container Lines sub-list refreshes to reflect the new dates.

Note: The Planned Receipt Date cannot be set to a date in the past — the app will show an error. The behaviour of the update (whether purchase document header dates are also updated, and whether the update happens silently without currency prompts) is controlled in Inbound Container Setup.

As a Business Manager
I want to configure whether updating dates on containers silently bypasses exchange rate prompts on purchase documents
So that purchasing agents are not interrupted with currency dialogs during a simple date update

Setup:

1. Search for Inbound Container Setup and open it.
2. Set Update Purchase Documents Silently to enabled.
3. With this setting active, when a Purchasing Agent updates the Planned Receipt Date on a container and confirms the propagation, purchase document updates happen without triggering currency exchange rate dialogs.

As a Business Manager
I want to control whether changing the Planned Receipt Date on a container also updates the date on the purchase order header
So that I can align the system behaviour with our process for date management on orders

Setup:

1. Search for Inbound Container Setup and open it.
2. Set Update Dates On Purchase Order Header to enabled.
3. With this setting active, when the Planned Receipt Date is updated on the container and propagated to lines, the date field on the purchase order header is also updated.

As a Purchasing Agent
I want to change the Qty. to Receive on a specific line in the Open Container Lines sub-list
So that I can post a partial receipt for one item while keeping the rest outstanding

Setup:

1. Open the Inbound Container Card.
2. In the Open Container Lines sub-list, locate the line you want to adjust.
3. Edit the Qty. to Receive field directly in the sub-list.
4. The change is written back to the corresponding purchase order or transfer order line immediately.
5. When you use Receive Lines, only the adjusted quantity is posted.

As a Purchasing Agent
I want to set or change the bin code on a container line from the container card
So that items are directed to the correct bin at posting without having to open each individual order

Setup:

1. Open the Inbound Container Card.
2. In the Open Container Lines sub-list, find the line for the item.
3. Edit the Bin Code field on the line.
4. The change is written back to the underlying purchase order or transfer order line.
5. When receipts are posted, items are placed in the specified bin.

As a Purchasing Agent
I want to post receipts for all open lines in a container with a single action
So that I don't have to open and post each purchase order or transfer order individually when a container arrives

Setup:

1. Open the Inbound Container Card for the arrived container.
2. Verify that the Open Container Lines sub-list shows all expected lines with correct quantities.
3. Click Receive Lines (or press F9).
4. Confirm the prompt: "Would you like to receive the Lines?"
5. The app posts receipts for all linked purchase orders and transfer orders, filtering to only the lines that belong to this container.
6. After posting, the container status changes to Posted and the page closes.

Note: If any line belongs to a location that requires warehouse documents (Require Receive is enabled on the location), the app will block the posting and display an error message. Those lines must be posted from the warehouse receipt document instead. See the Warehouse Integration article for details.

As a Purchasing Agent
I want to receive purchase order lines and transfer order lines in the same container posting
So that a mixed shipment containing both purchased and transferred goods is handled in one step

Setup:

1. Open the Inbound Container Card.
2. Ensure that both purchase order lines (assigned via Get Purchase Order Lines) and transfer order lines (assigned via the Inbound Container Code field on the Transfer Order) appear in the Open Container Lines sub-list.
3. Click Receive Lines (F9) and confirm.
4. The app posts purchase receipts for all linked purchase orders (Receive only, no Invoice) and posts transfer receipts for all linked transfer orders.
5. For transfer orders using Direct Transfer, the app respects the Inventory Setup for Direct Transfer Posting and posts either as Receipt and Shipment separately or as a single Direct Transfer.
6. After posting, the container status changes to Posted.

Note: For transfer order lines that are not part of the container but belong to the same transfer order header, the app temporarily sets their Qty. to Receive to zero during posting so only the container lines are received. The original values are restored afterwards.

As a Purchasing Agent
I want to reopen a container that has been marked as Posted
So that I can correct an error or add additional lines that arrived late

Setup:

1. Open the Inbound Container Card for the posted container.
2. The card is in read-only mode when the status is Posted.
3. Click Reopen.
4. Confirm the prompt: "Would you like to reopen the Container?"
5. The status is changed back to Received on ramp and the card becomes editable again.
6. Make the necessary corrections or additions, then use Receive Lines again when ready.

Note: Reopening does not reverse any already-posted receipts. It only unlocks the container card so additional lines can be added or the status can be progressed. Previously posted lines remain visible in the Posted Container Lines sub-list.

As a Purchasing Agent
I want to see an overview of all inbound containers and their current status
So that I can quickly identify which containers are open, in progress, or fully posted

Setup:

1. Search for Inbound Container List and open it.
2. The list shows all inbound containers with their Container ID, Description, Planned Receipt Date, Status, Vendor No., and key logistics fields.
3. Use the standard filter and sort functionality to filter by Status or Planned Receipt Date.
4. Click on any container to open its card for detail.

As a Purchasing Agent
I want to change the container status manually to reflect physical progress at the warehouse
So that the team can see whether a container is still open, has arrived at the ramp, or has been fully processed

Setup:

1. Open the Inbound Container Card.
2. Edit the Status field in the General section.
3. Available values are: Open, Received on ramp, Posted.
4. Select the appropriate status to reflect the current physical state of the container.

Note: Setting the status to Posted manually makes the card read-only, the same as when posting is done via Receive Lines. The app does not post any documents when you change the status manually — this is purely a tracking field for statuses other than the final posting step.

As a Purchasing Agent
I want to see the container code on posted purchase receipt lines
So that I can trace which physical container a specific receipt belongs to after posting

Setup:

1. Open the relevant Posted Purchase Receipt.
2. On the receipt subform, the Container Code column is visible (added by the app).
3. The Container Code is stamped automatically at the time of posting from the purchase order line.

As a Purchasing Agent
I want to see the inbound container code on Item Ledger Entries
So that I can trace which container a stock movement originated from, even after the receipt is long posted

Setup:

1. Search for Item Ledger Entries and open it.
2. The Inbound Container Code column is visible on the list (added by the app).
3. Filter or sort by this column to find all entries that came from a specific container.

Note: The container code is copied from the purchase order line to the Item Journal Line during posting and then stamped on the resulting Item Ledger Entry. This allows full traceability back to the original container.

As a Purchasing Agent
I want to attach files (such as packing lists, CMR documents, or invoices) to an inbound container record
So that all shipping documentation is stored alongside the container in Business Central

Setup:

1. Open the Inbound Container Card.
2. In the Attachments FactBox on the right side of the page, click to add a new attachment.
3. Upload the file or add a link.
4. The attachment is stored against the container record and visible from both the card and the list view FactBox.

As a IT Manager
I want to configure a number series for automatic container ID assignment
So that container IDs are assigned consistently and sequentially without manual input

Setup:

1. Search for Inbound Container Setup and open it.
2. In the Number Series group, set the Container No. Series field to the number series code you want to use.
3. From this point forward, new containers are assigned IDs from this series automatically.

Note: If the Container No. Series is not set when the first container is created, the app offers to create a default series (PCONTAINER, starting at PLCON00001) automatically. Manual numbers are also supported if the series has Manual Nos. enabled.

As a Purchasing Agent
I want to see all open container lines across every active container in one list
So that I have a consolidated view of all outstanding inbound deliveries

Setup:

1. The Open Container Lines page can display lines for all containers when called with the "get all lines" parameter.
2. From the Inbound Container List, you can see the Planned Receipt Date and Status at a glance for all containers, then drill into any individual card to see that container's lines.

Note: The standard entry point for the combined view is the Inbound Container List, where filtering by Status = Open gives a quick view of all active containers. Individual line detail is accessed from the container card.