Warehouse Integration

As a Purchasing Agent
I want to know whether I should post a container from the container card or from a warehouse receipt
So that I choose the correct posting path and avoid errors

Setup:

1. Open the Inbound Container Card and check the Location Code on the Open Container Lines.
2. If the location has Require Receive enabled (a warehouse-managed location), posting must be done from the warehouse receipt — the container card's Receive Lines action will be blocked for those lines.
3. If the location does not require warehouse documents (a simple location), you can post directly from the container card using Receive Lines.
4. A container can have lines from both types of locations. The app will block if any line is on a warehouse-managed location.

Note: The error message from the app names the specific Purchase Order number and line that triggered the block, making it easy to identify which order needs to be handled in the warehouse.

As a Purchasing Agent
I want to confirm that the container code from purchase order lines appears on warehouse receipt lines without manual entry
So that warehouse staff can see which container each receipt line belongs to

Setup:

1. Assign a container code to a purchase order line (via the Container Code field on the purchase order subform or via the container card).
2. Create a warehouse receipt from the purchase order using the standard Get Source Documents flow.
3. Open the warehouse receipt lines.
4. The Container Code column on the receipt line shows the container code copied from the purchase line.

Note: The same applies to transfer order lines — the Inbound Container Code on the transfer line is copied to the warehouse receipt line when the receipt is created.

As a Purchasing Agent
I want to add a container code to all lines of an existing warehouse receipt at once
So that I can associate an entire receipt with a container even if the lines did not have a container code when the receipt was created

Setup:

1. Open the relevant Warehouse Receipt.
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 set on all warehouse receipt lines.

As a Purchasing Agent
I want to create a warehouse receipt that contains only the purchase lines belonging to a specific container
So that the receipt corresponds exactly to the container being unloaded

Setup:

1. Open the Warehouse Receipt creation flow and navigate to the source document filter.
2. In the Warehouse Source Filter, find the Container ID Filter field.
3. Enter the container code you want to filter by.
4. Run the Get Source Documents action.
5. Only purchase order lines with that container code are pulled into the receipt.

As a Purchasing Agent
I want to verify that the container code is stamped on posted purchase receipt lines after posting from a warehouse receipt
So that the container is traceable on the posted document even though posting happened outside the container card

Setup:

1. Post the warehouse receipt containing lines with a container code.
2. Open the resulting Posted Purchase Receipt.
3. On the subform, the Container Code column shows the container code on each line that had one.
4. The container code is preserved from the source purchase line through the warehouse receipt to the posted receipt.

As a Purchasing Agent
I want to verify that Item Ledger Entries created by warehouse posting carry the container code
So that inventory movements can be traced back to a specific container regardless of the posting path

Setup:

1. After posting from a warehouse receipt where container codes are set, open Item Ledger Entries.
2. Filter by the relevant item and date.
3. The Inbound Container Code column shows the container code on entries that originated from lines with a container code.

Note: The container code is copied from the purchase line to the item journal line during the posting process (via the OnAfterCopyItemJnlLineFromPurchLine event) and then transferred to the Item Ledger Entry. This chain works the same whether posting originates from the container card or from a warehouse receipt.

As a Purchasing Agent
I want to understand how to process a container where some lines go to a warehouse-managed location and others go to a simple location
So that I can complete the container processing without errors

Setup:

1. Open the Inbound Container Card for a container with mixed location types.
2. Attempt to click Receive Lines — the app will block if any line is on a warehouse location and show the relevant purchase order and line number.
3. Go to the warehouse and post the warehouse receipt for the lines on the warehouse location.
4. Return to the Inbound Container Card — the warehouse-posted lines now appear in the Posted Container Lines sub-list.
5. The remaining open lines (on non-warehouse locations) are still in the Open Container Lines sub-list.
6. Click Receive Lines again — this time only non-warehouse lines remain open, and the posting proceeds without error.

As a Purchasing Agent
I want to confirm that transfer receipt lines created from a warehouse posting carry the container code
So that inter-location transfers processed through the warehouse are traceable to their container

Setup:

1. Assign an inbound container code to a transfer order line.
2. Create and post a warehouse receipt for the transfer.
3. The resulting Transfer Receipt line carries the container code from the transfer line (copied via the OnBeforeInsertTransRcptLine event).
4. The container line appears in the Posted Container Lines sub-list on the container card.