Documentation Index

Fetch the complete documentation index at: https://docs.abakion.com/llms.txt

Use this file to discover all available pages before exploring further.

Shipment Bundling

  • Published on Jun 29, 2026
  • 8 minute(s) read
  • Bo Hansen Hansen
  • AF
 Prev Next

Feature Overview

Shipment Bundling automates the creation of warehouse shipments by grouping eligible sales order lines from multiple orders into a single warehouse shipment document. Without this feature, warehouse staff must manually create shipments and decide which orders to combine. With Shipment Bundling, BC applies configurable rules to determine which orders belong together — based on criteria such as Ship-To code, shipping agent and service, and shipment date — and creates the combined warehouse shipment automatically.

The feature is driven by Shipment Bundling Setup records, each of which defines a combination of a location, a warehouse source filter (which orders to consider), and bundling criteria (what makes two orders eligible to share a shipment). A job queue entry runs the bundling process on a scheduled basis. When the job runs, BC evaluates all open, released warehouse requests at the specified location, applies the source filter, and groups the results according to the configured criteria before creating warehouse shipments.

An optional complement to bundling is the Align Shipment Date on Sales Order setting. When enabled, releasing a sales order automatically updates the shipment date on the sales order header to match the earliest shipment date among the order's lines. This ensures that the header date used during bundling correctly reflects the first required shipment date, which improves grouping accuracy.

Key Facts

Topic Detail
Setup page Shipment Bundling Setup (accessible from Warehouse Manager Setup → Order Bundling → Setup)
Bundling criteria Ship-To Code, Shipping Agent and Service
Source document type Sales Orders only (Purchase Orders, Return Orders, and Transfers are explicitly excluded)
Date window controls Shipment End Date Calculation (Warehouse Request) and (Line)
Related setup Warehouse Source Filter (Outbound type, Sales Orders only)
Align shipment date Warehouse Manager Setup → Shipment Bundling

Getting Started

  1. Open Warehouse Manager Setup and enable Align Shipment Date on Sales Order header if you want header shipment dates to reflect the earliest line date when releasing sales orders.
  2. Choose Order Bundling → Setup to open the Shipment Bundling Setup list.
  3. Create a new setup record. Enter a Code to identify this bundling rule.
  4. Set Location Code to the warehouse location where bundling should occur.
  5. Set Warehouse Source Filter Code to an outbound warehouse source filter that selects the sales orders you want to bundle. The filter must include Sales Orders and must exclude Purchase Orders, Sales Return Orders, and Inbound Transfers — BC enforces this automatically on save.
  6. Configure the bundling criteria: enable Bundle Ship-To Code to group orders by the same ship-to address, and/or enable Bundle Shipping Agent and Service to group orders that use the same carrier and service.
  7. Optionally set Shipment End Date Calculation (Warehouse Request) and Shipment End Date Calculation (Line) to define how far into the future the bundling window extends from today's date.
  8. Save the setup record.
  9. Set up a job queue entry that runs the bundling codeunit on a schedule (e.g. every 15 minutes). The job queue parameter should reference the bundling setup code.
  10. When the job runs, BC creates warehouse shipments by grouping the matching sales order lines. Review the resulting shipments on the Warehouse Shipments list.

Related Features

Connector Setup & Location Linking determines what happens to the bundled warehouse shipment after it is created — if the location is linked to a 3PL connector, the shipment immediately enters the Ready to Send lifecycle described in Warehouse Shipments & Receipts with 3PL. The Warehouse Source Filter referenced by each bundling setup record is a standard BC entity; it must be of type Outbound and configured to include only Sales Orders before it can be used with a Shipment Bundling Setup record.

User Stories

US-01: Automatically bundle sales orders with the same Ship-To address into a single warehouse shipment

As a Warehouse Manager
I want to configure bundling so that orders going to the same delivery address are combined into one shipment
So that we reduce the number of individual warehouse shipments and simplify outbound logistics

Setup:

  1. Open Warehouse Manager Setup → Order Bundling → Setup.
  2. Create a new setup record with a descriptive Code.
  3. Set Location Code to the relevant warehouse location.
  4. Assign a Warehouse Source Filter Code that selects the applicable sales orders.
  5. Enable Bundle Ship-To Code.
  6. Save and ensure a job queue entry is scheduled to run the bundling process.
US-02: Bundle orders that use the same shipping agent and service into one shipment

As a Logistics Coordinator
I want to group sales orders by carrier and service into single warehouse shipments
So that all parcels going with the same carrier on the same day are consolidated on one shipment document

Setup:

  1. Open Warehouse Manager Setup → Order Bundling → Setup.
  2. Create or edit a setup record.
  3. Enable Bundle Shipping Agent and Service.
  4. Optionally combine with Bundle Ship-To Code if both criteria should apply simultaneously.
  5. Save and ensure the job queue is active.
US-03: Restrict which orders are included in bundling using a warehouse source filter

As a Warehouse Manager
I want to control which sales orders are eligible for bundling
So that high-priority or special orders are excluded from automatic bundling and handled manually

Setup:

  1. Create or edit a Warehouse Source Filter of type Outbound in BC (standard functionality). Configure it to include only the desired orders — ensure Sales Orders is enabled and all other document types are disabled.
  2. Optionally add field filters on the sales order (e.g. by customer group or ship-to code) using the Sales Order Filters field on the bundling setup record.
  3. In Warehouse Manager Setup → Order Bundling → Setup, assign this filter to the Warehouse Source Filter Code field on the bundling setup record.
  4. Save.

Note: BC validates that the source filter has Sales Orders enabled and all other types (Purchase Orders, Sales Return Orders, Inbound Transfers) disabled. A filter that includes other document types cannot be saved on the bundling setup.

US-04: Define a date window for which orders are included in each bundling run

As a Logistics Coordinator
I want to set a date window so that only orders with shipment dates within a defined range are bundled
So that future orders are not prematurely included in today's shipments

Setup:

  1. Open the relevant bundling setup record.
  2. Set Shipment End Date Calculation (Warehouse Request) to a date formula that defines the end of the bundling window relative to today (e.g. +1D for orders due within 1 day).
  3. Set Shipment End Date Calculation (Line) similarly for line-level date filtering.
  4. Save. When the job runs, only orders with shipment dates within the calculated window are included.
US-05: Align the sales order header shipment date to the earliest line date on release

As a Sales Order Processor
I want to have BC automatically align the header shipment date on a sales order when it is released
So that the bundling process uses an accurate date when grouping orders, avoiding premature or delayed bundling

Setup:

  1. Open Warehouse Manager Setup.
  2. In the Shipment Bundling section, enable Align Shipment Date on Sales Order header.
  3. Save. When a sales order is released, BC updates the shipment date on the header to the earliest shipment date found across the order's lines.
US-06: Run shipment bundling on a scheduled basis using a job queue

As a IT Manager
I want to schedule the shipment bundling process to run automatically
So that warehouse shipments are created continuously throughout the day without manual intervention

Setup:

  1. Open the Job Queue Entries page in BC.
  2. Create a new job queue entry targeting the bundling codeunit. Set the Parameter String to the relevant bundling setup code.
  3. Configure the recurrence interval (e.g. every 15 minutes).
  4. Set the job queue status to Ready.
  5. Monitor the job queue log for errors after the first few runs.
US-07: Use multiple bundling setup records for different locations or customer segments

As a Warehouse Manager
I want to create separate bundling rules for different warehouse locations or customer groups
So that each location or segment has its own bundling criteria and schedule

Setup:

  1. Open Warehouse Manager Setup → Order Bundling → Setup.
  2. Create a separate setup record for each location or segment, each with its own Code, Location Code, Source Filter, and bundling criteria.
  3. Create separate job queue entries for each setup record if different schedules are needed.
  4. Each job queue entry passes its own setup code as the parameter.
US-08: Block a bundling setup record temporarily without deleting it

As a IT Manager
I want to block a bundling setup record
So that bundling for that rule is paused without losing the configuration

Setup:

  1. Open the bundling setup record you want to pause.
  2. Enable Blocked.
  3. Save. The job queue will skip this setup record when running.
  4. To re-enable, clear the Blocked flag and save.

Field Reference

Field Where to find it What it does Default
Align Shipment Date on Sales Order header Warehouse Manager Setup → Shipment Bundling When releasing a sales order, sets the header shipment date to the earliest line shipment date Off
Code Shipment Bundling Setup Unique identifier for this bundling rule —
Warehouse Source Filter Code Shipment Bundling Setup Outbound warehouse source filter defining which sales orders are eligible —
Location Code Shipment Bundling Setup The warehouse location where this bundling rule applies —
Bundle Ship-To Code Shipment Bundling Setup Groups orders with the same ship-to address into a single shipment Off
Bundle Shipping Agent and Service Shipment Bundling Setup Groups orders with the same carrier and service into a single shipment Off
Shipment End Date Calculation (Warehouse Request) Shipment Bundling Setup Date formula defining the end of the bundling window at the warehouse request level —
Shipment End Date Calculation (Line) Shipment Bundling Setup Date formula defining the end of the bundling window at the order line level —
Job Queue Parameter Shipment Bundling Setup The parameter string passed to the job queue entry —
Blocked Shipment Bundling Setup Prevents this bundling rule from being processed by the job queue Off
Related articles

abakion@abakion.com