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Set up shipment staging overviews

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

Use shipment staging to gain an overview of the processes at the outbound dock before shipping. Staging shipments helps make it more efficient to repackage or consolidate items after picking.

  1. Click Inventory management > Periodic > Shipments > Shipment staging.

  2. On the Setup tab, under Handling status, select the fields to define the view of your shipments at the outbound dock, for example, the Staged or Loaded fields.

  3. Specify whether you want the form to automatically update at startup and whether you want the range fields to automatically update, as well.

  4. Save the setup with a name.

  5. On the Overview tab, enter the relevant information about the shipment lines that you want to query.

    Note

    You can also save the range that you have specified and this is added to the setup that you have saved.

  6. Click Update to see all shipments that correspond to the query that you have specified.