Setup of Packaging Pools

Dawid Kaczmarek Updated by Dawid Kaczmarek

When setting up the packaging pools, information needed in the reporting file is assigned to the pool-Id. The setup is available at [Inventory management > Setup > Shipping packaging management > Packaging pools]

Pool Id

Identification of the packaging pool. This is the ID used when setting up customer delivery addresses and generation of the file to report transactions to the pool owner.

Description

Description of the packaging pool

Sending location Id

Location Id known by the pool owner, from which we are sending/receiving the pool packaging

Reporting location Id

Location Id known by the pool owner, from which the transaction is being reported to the pool owner

Max number of records

Max number of transaction records accepted in one file by the pool owner. If more transactions must be reported, D365FO will create more files for the date chosen.Exporting dataAn entity for reporting of pool transactions using power platform is available if reporting is not wanted by the build in export tool. This entity does support setup of Dataverse and Flow. See section 6 for an overview of available entities.From [Inventory management / Periodic / Shipping packaging / Packaging pool transactions, sales] a dialog can be opened to setup criteria for generation of the "CSV" file that then can be edited directly or saved were you choose to:

How did we do?

Packaging on-hand

Packaging management for Intercompany and direct delivery

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