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Picking and Shipping in Dynamics GP vs. Business Central: Allocate and Fulfill or Pick and Post-Round 51

Round 51 of our Dynamics GP vs. Dynamics Business Central: Functionality Face-Off series.

Yesterday we brought inventory in the door. Today it goes back out.

In Round 50 we compared receiving and put-away. Picking and shipping is the mirror image: the order is sold, and now somebody has to pull the right items off the right shelves and get them on the truck. GP breaks that into a chain of steps with their own vocabulary — allocate, fulfill, print the picking ticket. Business Central gives each location a choice of four outbound methods, from one-click posting to a full pick-and-ship workflow. Let’s walk an order out the door in both.

How you do it in Dynamics GP

GP’s outbound flow is built on two concepts you set up in advance: allocation and fulfillment.

  1. Allocate the items. Allocation reserves the quantity in inventory. When you set up each order ID, you choose how it happens: by line item (reserved as each line is keyed, shortages handled one at a time), by document or batch (checked all at once later, with a shortage option chosen when you allocate), or none (allocation waits until the order transfers to an invoice).
  2. Fulfill — maybe as a separate step. Fulfillment verifies that the right quantities actually came off the shelf. Whether it is separate is baked into the order ID setup: if not, items fulfill automatically at allocation; if yes, someone opens the Sales Allocation-Fulfillment Options window (Sales >> Transactions >> Sales Transaction Entry >> Options >> Allocate or Fulfill) and marks Fulfill after the warehouse confirms the pull. With multiple bins, the fulfillment step is also where bin quantities get verified in the Bin Quantity Entry window.
  3. Print the picking ticket. Warehouse staff work from printed picking tickets — paper that tells them what to assemble for the order. GP’s Advanced Picking module can print bulk and individual tickets by site for bigger operations.
  4. Transfer and post. Once fulfilled, the order transfers to an invoice, and posting the invoice is what records the shipment leaving inventory — a flow we covered in Round 17 on shipping.

It works, and thousands of warehouses run on it. But the sequence lives in setup windows and habits: which order IDs allocate by line, which fulfill separately, whose job it is to mark Fulfill after the paper comes back.

How you do it in Business Central

BC asks one question per location: how much warehouse structure do you want on the way out? There are four outbound methods, mirroring the inbound four from Round 50.

  1. Method A — post from the order. No warehouse documents. Open the sales order, post the shipment. Right for a small stockroom.
  2. Method B — inventory picks. Turn on Require Pick and the pick becomes a document. Open the sales order and choose Create Inventory Put-away/Pick, or release the order and let a warehouse employee pull it from the Inventory Picks page. The pick lists the items and bins; the worker enters Qty. to Handle and posts — and that single posting records both the pick and the shipment. The allocate-fulfill-transfer chain collapses into one document.
  3. Method C — warehouse shipments. Turn on Require Shipment and the dock gets its own document, just like receipts on the inbound side. Create it from the order with Create Warehouse Shipment, or pull many released orders onto one shipment. Fill Qty. to Ship and post — several orders leave on one truck, posted in one pass.
  4. Method D — shipments plus warehouse picks. For the full workflow, the shipment generates warehouse pick documents that tell each picker what to take and from which bin. Pickers register their picks, and the Pick Worksheet batches picking across many shipments at once. Post the shipment when the truck is loaded.
  5. Grow when ready. These are toggles on the location card. The storeroom posts from the order while the distribution center runs shipments and registered picks — no add-on module, no re-implementation.

Side by side

Dynamics GPBusiness Central
Reserving stockAllocation rules set per order ID (line, document/batch, none)Handled by the pick document and item availability
Confirming the pullSeparate fulfillment step, marked in an options windowPick document posted or registered by the picker
Direction on the floorPrinted picking ticketsPick lines with item, quantity, and bin on screen
Many orders, one truckHandled order by orderOne warehouse shipment consolidates released orders
Batching pick workAdvanced Picking module by sitePick Worksheet across shipments
Scaling upSetup options and add-onsFour methods per location, toggle by toggle

Why Business Central comes out ahead

Give GP credit: allocation rules, separate fulfillment, and Advanced Picking give a disciplined warehouse real control, and the paper trail is familiar to any crew that grew up on it. The pieces are all there.

The difference is how many pieces there are. GP spreads the outbound flow across setup decisions, an options window, a printed ticket, and a document transfer. Business Central puts the same control into documents the warehouse works directly: a pick that posts the shipment with it, or a shipment that consolidates the whole truck. The floor sees its work on a screen instead of a printout, quantities post when the work is registered, and the whole thing scales by flipping location toggles — the same sites and bins foundation we set up two rounds ago.

Ready to walk your orders out the door?

Aisling Dynamics has helped GP warehouses trade the allocate-fulfill-print routine for Business Central picks and shipments sized to each building. See what we offer, or contact us at (251) 293-0555 to map your outbound flow.

Next round: site-to-site transfers — GP’s in-transit transfers vs. Business Central’s transfer orders.