Outbound Container

As a Sales Order Processor
I want to create a new outbound container with a system-assigned code
So that I have a named grouping to attach shipment lines to before the goods leave the warehouse

Setup:

1. Open Outbound Container List via Tell Me search.
2. Choose New. The system assigns the next number from the container number series automatically.
3. Enter a Description that identifies the shipment (e.g. vessel name or route).
4. Optionally enter the Customer No. if this container is dedicated to a single customer.
5. Set the Shipping Agent Code if known.
6. Save the record. The container is now ready to receive lines.

Note: If no number series has been configured, the system will prompt you to set one up. You can confirm, and a default series (SCONTAINER) will be created automatically.

As a Sales Order Processor
I want to set a shipment date on the container
So that the container is marked as Ordered and all attached lines are updated with the confirmed departure date

Setup:

1. Open the Outbound Container Card for the relevant container.
2. Enter the date in the Shipment Date field. The date cannot be in the past.
3. Confirm the prompt asking whether to update all attached lines with the new shipment date.
4. The Outbound Status changes to Ordered automatically.

Note: The shipment date update propagates to all currently attached sales order lines and transfer order lines. Lines added later must be updated manually if the date differs.

As a Sales Order Processor
I want to pull open sales order lines into a container using the Get Sales Order Lines action
So that I can group multiple orders into a single shipment without opening each order individually

Setup:

1. Open the Outbound Container Card.
2. Choose Get Sales Order Lines (Ctrl+H) from the action bar.
3. In the dialog that opens, optionally filter by Sell-to Customer No. to limit the list.
4. Select the lines you want to include and confirm.
5. The selected lines appear in the Open Container Lines subpage with their quantities and measurements.

Note: Only item lines with outstanding quantity greater than zero are shown. Lines already assigned to a completed container are excluded.

As a Sales Order Processor
I want to assign a container code to all item lines on a sales order in one step
So that I do not have to update each line individually when an entire order ships in one container

Setup:

1. Open the Sales Order.
2. In the Functions group on the action bar, choose Add Container Code To All Lines.
3. A lookup opens the Outbound Container List. Select the container you want to assign.
4. All item lines on the order receive the selected container code immediately.

Note: This action sets the container code on all item-type lines. Lines of other types (e.g. G/L Account, Resource) are not affected.

As a Sales Order Processor
I want to assign a container code to all lines on a warehouse shipment document
So that warehouse-managed shipments are linked to the correct container before posting

Setup:

1. Open the Warehouse Shipment document.
2. In the Functions group, choose Add Container Code To All Lines.
3. Select the container from the Outbound Container List.
4. All warehouse shipment lines receive the selected container code.

As a Sales Order Processor
I want to assign an outbound container code to a transfer order line
So that inter-company or inter-location transfers are grouped into the same outbound container as the related sales shipments

Setup:

1. Open the Transfer Order and navigate to the relevant line.
2. On the line, find the Outbound Container Code field (add via column chooser if not visible).
3. Use the lookup to select the container. Only containers that are not yet Completed are available.
4. The transfer line now appears in the Open Container Lines subpage of the selected container.

Note: Attaching a transfer line to a container clears the Customer No. on the container header, because transfer orders are not customer-specific.

As a Sales Order Processor
I want to remove sales order lines from a container
So that I can correct mistakes or reassign lines to a different container

Setup:

1. Open the Outbound Container Card.
2. Choose Remove Container Lines from the action bar.
3. In the dialog, the option defaults to Remove Container from Sales Lines. Confirm.
4. Select the lines to remove and confirm. The container code is cleared from those lines and they disappear from the Open Container Lines subpage.

Note: Alternatively, open the sales order line directly and clear the Container Code field manually.

As a Sales Order Processor
I want to adjust the quantity to ship on individual container lines
So that I can do a partial shipment without changing the original order quantity

Setup:

1. Open the Outbound Container Card and review the Open Container Lines subpage.
2. On the relevant line, modify the Qty. to Ship field to the quantity you want to post in this shipment.
3. The change is written back to the source sales order line or transfer order line immediately.
4. Proceed with the Ship Lines action when all quantities are set correctly.

As a Sales Order Processor
I want to post shipments for all orders attached to a container in a single step
So that I do not have to open and post each sales order or transfer order separately

Setup:

1. Open the Outbound Container Card with the lines ready to ship.
2. Verify all Qty. to Ship values are correct in the Open Container Lines subpage.
3. Choose Ship Lines (F9) from the action bar.
4. Confirm the prompt asking whether to ship the lines.
5. The system posts shipments for all attached sales orders and transfer orders. The container moves to Shipped status.
6. The page closes automatically. The container code is cleared from the source order lines.

Note: If the container is already Completed, this action is blocked. Use Reopen first.

As a Sales Order Processor
I want to see both unshipped and already-shipped lines on the same container card
So that I have a complete picture of what is still pending and what has already been dispatched

Setup:

1. Open the Outbound Container Card for any container.
2. The Open Container Lines subpage shows all lines with outstanding quantity — these are pending shipment.
3. The Posted Container Lines subpage shows all lines from sales shipments and transfer shipments already posted against this container.
4. Both subpages update dynamically as lines are added, shipped, or removed.

As a Sales Order Processor
I want to record the date the container was sealed at the harbour
So that the container status reflects that packing is done and the physical container is ready for loading

Setup:

1. Open the Outbound Container Card.
2. Fill in the Released in Harbour Date field with the date the container was sealed.
3. The Outbound Status changes to Packing Completed automatically.

As a Sales Order Processor
I want to reopen a container that has been set to Completed status
So that I can make corrections or add additional lines when a posting was done prematurely

Setup:

1. Open the Outbound Container Card for the completed container.
2. Choose Reopen from the action bar.
3. Confirm the prompt. The container moves back to Shipped status and becomes editable again.
4. Make the necessary corrections and re-ship if needed.

Note: Reopen is only available on Completed containers. A container that is Shipped but not yet Completed does not need to be reopened.

As a Sales Order Processor
I want to set the Block Invoicing flag on a sales order
So that the order cannot be invoiced until the container shipment has been confirmed and the flag is cleared

Setup:

1. Open the Sales Order.
2. On the Shipment Method tab, find the Block Invoicing field in the Container Handling group.
3. Enable the toggle.
4. Attempts to post an invoice for this order will be blocked with an error message until the flag is cleared.

Note: Clear the flag once the container has been shipped and you are ready to invoice.

As a Sales Order Processor
I want to attach files such as packing lists or CMR documents to a container record
So that all shipping documentation is stored together with the container in Business Central

Setup:

1. Open the Outbound Container Card.
2. In the Attachments FactBox on the right side, choose Click here to attach a document.
3. Upload the file. It is stored against the container record.
4. Attached files are visible on both the Outbound Container Card and the Outbound Container List FactBox.

As a Sales Order Processor
I want to filter the Outbound Container List by customer
So that I can quickly see all open and completed containers for a given customer

Setup:

1. Open the Outbound Container List.
2. Use the filter pane (Shift+F3) to add a filter on Customer No. or Customer Name.
3. The list narrows to show only containers associated with that customer.

Note: Containers that include transfer order lines (not customer-specific) will not have a Customer No. and are excluded from customer filters.

As a Sales Order Processor
I want to enter the ship name, delivered date, and delivered time on the container card
So that the actual delivery of the physical container is documented in Business Central

Setup:

1. Open the Outbound Container Card after the container has been dispatched.
2. In the Delivered Sea Freight group, enter the Ship Name, Delivered Date, and Delivered Time.
3. Save the record. These fields are informational and do not affect status or posting.

As a Sales Order Processor
I want to enter the SSCC code, container size in feet, cubic meters, and number of colli on the container
So that the container record holds the physical and logistics details needed for customs and carrier documents

Setup:

1. Open the Outbound Container Card.
2. Fill in the SSCC Code, Container Size (Feet), Container Cubic Meters, and No. Of Colli fields.
3. Enter the Urgency and Booked For Date if relevant.
4. These fields are available for reporting and printing via the Print Sales Container Shipment action (requires Document Customizer).

As a Sales Order Processor
I want to print the Sales Container Shipment report from the container card
So that I can provide the carrier or customer with a formatted packing or shipment document

Setup:

1. Ensure the Document Customizer app (Abakion) is installed and a report layout for the Sales Container Shipment report is active.
2. Open the Outbound Container Card.
3. Choose Print Sales Container Shipment from the action bar under the Report category.
4. The report runs and opens in the print preview.

Note: This action is only visible when the Document Customizer app is installed and an active layout for the container shipment report exists.

As a Sales Order Processor
I want to open the Master Data Information panel directly from the Outbound Container Card
So that I can view or edit attributes linked to the container without navigating away

Setup:

1. Ensure the Master Data Information app (Abakion) is installed and enabled.
2. Open the Outbound Container Card.
3. Choose Master Data Information from the action bar. The Master Data Information panel opens, showing attributes configured for the container entity.

Note: This action is only visible when the Master Data Information app is installed and enabled.

As a Sales Order Processor
I want to confirm that the outbound container code appears on item ledger entries after posting
So that I can trace which physical container a given inventory movement was associated with

Setup:

1. Post a shipment from a container using Ship Lines.
2. Open Item Ledger Entries (search via Tell Me).
3. Find the entries created by the shipment.
4. Add the Outbound Container Code column via the column chooser if not already visible.
5. Confirm the container code is populated on the relevant entries.