Sales Order Lines Not Available to Add to a Load in Dynamics 365 for Finance and Operations

By Wendy Ring | September 27, 2018

Sales order lines not available to add to a load in dynamics 365 for finance and operations

In Dynamics 365 for Finance and Operations, Loads in Warehouse management can be built from supply and demand from sales orders, purchase orders, and transfer orders. But what does it mean when the lines from a sales order, for example, aren’t available to add to a load?

One of the reasons this can happen is the delivery address selected on the sales order lines does not have a Purpose of “Delivery.” One of the most common causes of this issue is a new customer address is created on a customer account with a Purpose of “Business” or “Invoice,” it is selected on a sales order, and then either defaulted or rolled down to the sales order lines.

Here’s an example:

The address set up on a customer has a Purpose of “Business.”

Sales order lines not available

A new sales order is created for this customer. The address set up on the customer defaults in as the delivery address on the header and the lines.

Sales Order Lines Not Available

To build a load, the Load planning workbench is opened from the sales order.

When Sales lines is selected from SUPPLY AND DEMAND on the Action pane, the sales order lines available to add to a new or existing load should default in.

In this example, no lines default as available to add to a load.

Sales order lines not available

The cause is the address selected as the delivery address on the sales order does not have a purpose of “Delivery” assigned to it.

To resolve the issue, update the customer address so that it includes a Purpose of “Delivery”.

Update the address on the sales order and roll down the address changes to the sales order lines.

Note: In order to trigger a roll down to the order lines, you might have to update the sales order address to a different address (even if it’s incorrect), save the changes, roll down the changes, and then update the address again to the correct delivery address and roll down the address changes again.

Sales Order Lines not available

From the sales order, open the Load planning workbench, and the sales order lines available to add to a load should appear.

Sales Order Not available

If you have more questions about the optimal use of loads or warehouse management in Dynamics 365 for Finance and Operations, let us know.

Related Posts

Recommended Reading:

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article
4.28.22 Dynamics GP

Uncommonly Used Features – Integrate Purchasing and Payables to Fixed Assets in Dynamics GP

Being able to integrate Purchasing and Payables to Fixed Assets in Dynamics GP will help you create visibility for your […]

Read the Article

New Features in the Dynamics 365 Business Central 2022 Wave 1 Release – Ease-of-Use Features

  There are many new features in the Dynamics 365 Business Central 2022 Wave 1 Release to get excited about! […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X