Set up advanced warehousing

Advanced Warehousing  •  Article  •  2/10/2026  • 

You can use this setup page to define various features such as to control whether the Whse. Receipt posting will update the Posting Date of Whse. Receipt. Similarly, you can also control whether the Whse. Shipment posting will update the Posting Date of Whse. Shipment.

  1. Select the Search icon , enter Advanced Warehousing Setup, and then choose the related link.
    The Advanced Warehousing Setup page opens.

  2. On the General FastTab, you can turn on or turn off the following toggles:

  3. Warehouse Receipt: By default, it is disabled. You can turn on this toggle to update the Posting Date of the Warehouse Receipt with the current work date. You can manually change this setting as per Warehouse Receipt using Auto Update Posting Date field on the Warehouse Receipt header.

  4. Warehouse Shipment: By default, it is disabled. You can turn on this toggle to update the Posting Date of the Warehouse Shipment with the current work date. You can manually change this setting as per Warehouse Shipment using Auto Update Posting Date field on the Warehouse Shipment header.

    When you turn the Warehouse Receipt and Warehouse Shipment toggles on or off, this will change the Auto Update Posting Date field in all the existing warehouse receipt/shipment documents.

  5. On the Pick FastTab,

    • In the Pick Method field, select how the system should determine eligible bins for picking items associated with documents, such as sales orders and transfer orders. By selecting a pick method, you can configure the system to use standard picking logic or apply bin-level usage rules to control item picking from zones and bins under specific conditions. Pick Bin Usage Rules: Select this option if you want the system to pick items only from bins that meet predefined bin usage rules. When this option is selected:

      • The system evaluates pick usage rule codes assigned to zones and bins.
      • The applicable pick method code (from the customer or sales order) is used together with bin usage rules to determine which bins are eligible.
      • Picking behavior can differ based on the document type (sales orders or transfer orders).

      For example, a warehouse has:

      • Fast-pick bins near dispatch
      • Bulk storage bins deeper in the warehouse

      By setting:

      • Pick Bin Usage Rules pick method.
      • Pick usage rule codes on bins (for example, FAST, BULK).
      • Pick method codes for specific customers.

      The system ensures that picks for sales orders are created only from eligible bins, based on the defined rules, instead of selecting any available bin.

      The Pick Method field is set to blank by default.  The system automatically updates the Pick Method Code field value on the Customer Template page, which is inherited from the Pick Method Code field on the Customer Card page. You can also manually select the field value.

    • Turn on the Apply Rounding for Non-Base UoM toggle, if the system must perform the following rounding:

      • If the quantity on the source document is a whole number, the system rounds the number when the Apply Rounding for Non-Base UoM toggle on the Location Card page is turned on.
      • If the quantity on the source document is a decimal number, the system does not round the number, even when the Apply Rounding for Non-Base UoM toggle on the Whse.-Shipment - Create Pick page is turned on.
      • If the location is direct put away, the system does not apply the rounding.

      • If the unit of measure is the same as the base unit of measure of the item, the system does not apply the rounding.

        This feature is applicable only wheN the Aptean Mobile Warehouse Registration extension is installed.

You can access the following pages via the action bar only when the Pick Method field value is set to Pick Bin Usage Rules.

  • Pick Method Codes
  • Bin Usage Rule Codes
  • Pick Bin Usage Rules