Table of Contents

Linked Source Documents

The functionality for linked source documents is used when there are multiple source documents (e.g. sales orders) that share the same delivery information such as name, address, shipping agent etc. Instead of creating a consignment for each source document, one single consignment can be created and the other source documents added as linked source documents.

Settings

If source documents shall be linked automatically when creating consignments from warehouse shipment and warehouse pick can be controlled by a setting in the delivery setup. A more granular control of source document linking is also possible by subscribing to the event "LTC LinkedDocFieldMgmt".OnBeforeMatchSourceDocumentFields, where it is possible to decide which fields that must be identical for linking to occur.

Workflow

Manual linking of source documents

  1. Create two sales orders for the same customer.
  2. Create a consignment for the first sales order.
  3. Link the second sales order to the consignment by any of the two following methods:
    1. Click on Action->Link Source Documents, select one or more source documents and click OK.
    2. Click on Related->Linked Source Documents and select a source document number on one or more lines.
  4. Verify that items from the linked source documents has been copied to the consignment.

Automatic linking of source documents from a warehouse pick

  1. Create three identical sales orders for the same customer.
  2. Create a forth sales order for a different customer.
  3. Create a warehouse shipment and select the three sales orders as source documents.
  4. Create a pick for the shipment.
  5. Open the pick and verify that the field No. of Consignments to Create has the value 2. A click on the number will open a list of unique recipients within the pick.
  6. Choose Actions->Delivery->Create Consignments.
  7. Two consignments will be created. One with two linked source document and one without linked source documents.

Video

Consignment