Functional explanation

This document explains, in plain warehouse-operations terms, what each option on a "Logistics Status" actually does. A Logistics Status is a code you set up once (page Logistics Statuses) and then assign to Bins or to License Plates (pallets) to control how they behave in day-to-day warehouse processes: picking, shipping, movements, and stock adjustments — in Business Central and on the handheld (RF) scanner.

How to read this document: each field/option is described as "if you set this → this is what happens in the warehouse". Two features sit on top of the status itself:

• Status Transition Rules — which status is allowed to follow which (used when someone manually changes a status).
• Status Block Rules — which warehouse movements are forbidden while a Bin sits in a given status.

Ownership: everything described here is delivered by AWM (Aptean Beverage Advanced Warehouse Management). WMS (the Android scanner app) mostly consumes these statuses to decide what it may offer or must ask the operator to confirm on the handheld; it adds one status option of its own ("Show On Load List", §2.8).

1. Setting Up a Status: the Basics

1.1 Bin status or License Plate status?

Every status you create is for one of two things — you choose this when you create it:

If Type =	This status can then be used for…
Bin	The status is assigned to a storage bin (a fixed location in the warehouse). Used to mark a bin as, for example, "on hold", "blocked", or with a "quality issue" — independent of what happens to travel through it.
License Plate	The status is assigned to a pallet/license plate (a mobile unit of stock). Used to track a pallet through its lifecycle — e.g. received, staged, picked, loaded, shipped — and to control what may still happen to it at each stage.

1.2 Code and Description

Code is the short identifier warehouse staff will see and select (e.g. on a bin card, or in the "Set Status" menu on a pallet). Description is the readable text shown next to it.

A status without a Description cannot be offered in the "Set Status" selection menu — the system needs the description as the menu's display text, so an incomplete status silently disappears from that list until a description is filled in.

1.3 Display Order

Controls two things in practice:

• The order statuses are listed on the Logistics Statuses setup page.
• The order candidate statuses appear when an operator manually changes a Bin's or License Plate's status (the "Set Status" pop-up list) — give your most commonly used next status the lowest number so it appears at the top of that list.

2. Status Options and Their Effect in the Warehouse

2.1 Exclude from Pick

Applies to: Bin statuses. Appears on: Bin card/list as well.

Setting	Result in the warehouse
Enabled	Every bin carrying this status is skipped by the system whenever it proposes where to pick stock from — the standard Create Pick function, the automatic FEFO (first-expiry) pallet selection, and the equivalent screens on the handheld scanner (pick suggestions, movement suggestions, production consumption, and the pick-quantity lookups) all leave this bin out.
Disabled	The bin behaves like any normal storage bin and is fully available for pick suggestions.

Practical use: put a bin into a status with this switched on when its contents should stay physically in place but must become invisible to automatic replenishment/picking — for example goods awaiting quality release, damaged stock pending disposition, or a bin taken out of service for maintenance. The stock is not moved and not blocked from view on reports; it simply will not be suggested to a picker or an automatic allocation run.

This only affects automatic suggestions. It does not stop an operator from manually keying that bin on the scanner if they choose to — there is no separate hard block for a manual override.

2.2 Allowed on Post Shipment

Applies to: License Plate statuses only.

This is not a per-status on/off outcome — it is one check that runs across every License Plate (LPN) linked to a warehouse shipment at the moment that shipment is posted:

• The system looks at the current status of every LPN on the shipment.
• If one or more of those LPNs is in a status where "Allowed on Post Shipment" is not enabled, the system stops and asks: "One or more pallets do not have the status …, Continue?" — the user can choose to proceed anyway or cancel and correct the LPNs first.
• Only when every LPN on the shipment is in a status that has "Allowed on Post Shipment" enabled does the shipment post without any prompt.

Practical use: a safety net against posting a shipment while pallets meant for it were never actually brought to the required stage. It is a warning the user can override, not a hard stop.

2.3 Block Warehouse Shipment Deletion

Applies to: License Plate statuses only.

Same pattern as §2.2 — one check across every LPN linked to the warehouse shipment you are trying to delete, not a per-status outcome:

• The system looks at the current status of every LPN on the shipment.
• If one or more of those LPNs is in a status where "Block Warehouse Shipment Deletion" is enabled, deletion is refused with a hard error — "Please cancel the picked license plate(s) before deleting the document!" — and the user must cancel/unassign those LPNs first.
• Only once none of the shipment's LPNs remain in a blocking status can the shipment be deleted.

Practical use: protects shipments that already have picked or staged pallets from being accidentally deleted — forcing the correct "cancel the LPN first" clean-up path instead.

2.4 Handle License Plate Transport Validation + Next Transport Validation

Applies to: License Plate statuses only, and only when "Handle License Plate Transport Validation" is switched on (switching it off also clears "Next Transport Validation").

Setting	Result in the warehouse
Handle LP Trans. Validation – Enabled	The moment an operator (typically on the scanner) tries to move a pallet into this status while it is linked to a warehouse shipment, the system requires them to first scan/confirm a matching value — either the shipment's bin code or its shipping agent code, depending on setup. If what they scan does not match, the change is rejected with an error, and on the handheld the operator sees a prompt such as "Please scan bin/agent for license plate …!" that blocks them from continuing.
Handle LP Trans. Validation – Disabled	The status change is accepted immediately, with no extra scan/confirmation step.
Next Trans. Validation = Shipping Agent	After the first check above succeeds, a second, related validation is chained on automatically — tied specifically to the shipment's shipping agent — before the pallet is considered fully validated for that status.
Next Trans. Validation = (blank)	No second validation step is chained on; one confirmation is enough.

Practical use: make sure the right pallet is being loaded at the right dock/bin for the right carrier before the system lets it move into a "loaded"-type status — catching a pallet being scanned onto the wrong truck before it leaves the building. This is primarily experienced as a hard stop on the RF scanner during picking/shipment-loading workflows.

2.5 Type-driven read-only counters: Allowed Next Steps / Allowed Back Steps

These two numbers are not options you set directly — they simply count how many Status Transition Rules exist for this status (§3), split into rules marked "Allow Next" and rules marked "Allow Previous". Click the number to jump straight to the underlying rules.

In day-to-day use these counts are informational rather than a hard forward/backward gate: when an operator manually changes a status, the system offers every configured related status together in one list, regardless of whether it was set up as a "Next" or a "Previous" step (see §3.2 for the one process where the distinction is genuinely enforced).

2.6 Type-driven read-only counters: Inbound Blocks / Outbound Blocks

Likewise, these count how many Status Block Rules (§4) exist for this status, split by direction. Click the number to jump to the underlying rules. The real blocking behaviour is described in §4 — these counters just give a quick at-a-glance view of how "heavily guarded" a status is.

Status Block Rules only apply to Bin statuses (§4) — on a License Plate status these two counters will always show 0.

2.7 Removing a status

Deleting a Logistics Status automatically removes every Status Transition Rule and every Status Block Rule that referenced it — you do not need to clean those up by hand first.

2.8 WMS-only option: Show On Load List

Applies to: License Plate statuses only. Added specifically by the WMS scanner app.

Setting	Result in the warehouse
Enabled	Pallets currently in this status are included when the RF scanner builds the "Load List" screen used while loading a shipment onto a truck.
Disabled	Pallets in this status are left off the Load List screen.

3. Status Transition Rules (which status may follow which)

For every status, you can configure a list of other statuses it is allowed to move to ("Allow Next") or come back from ("Allow Previous"). This drives what happens when someone manually changes a Bin's or a License Plate's status through the "Set Status" action.

3.1 Normal manual status change

When a user picks "Set Status" on a Bin or a License Plate, the system builds a pop-up list of candidate statuses from the transition rules configured for the current status, sorted by Display Order (§1.3), and lets the user choose one.

Both "Allow Next" and "Allow Previous" rules are merged into that same single pick list — the system does not stop a user from picking a status configured as a "previous" step, or vice versa. In practice the Transition Rules act as "which statuses are related to this one" rather than a strict one-way workflow enforcement.

3.2 The one place the rule is genuinely enforced: Set Status Loaded

The "Set Status Loaded" action on a warehouse shipment (used to bulk-move every pallet on a shipment into the "loaded" status in one go) is different: it will only allow the change if a matching Status Transition Rule actually exists between each pallet's current status and the target "loaded" status. If no such rule exists, the bulk change is refused for that pallet.

4. Status Block Rules (which movements are forbidden in a given status)

A Status Block Rule says: "while a Bin is in this status, do not allow a warehouse transaction matching this combination." If a transaction matches an active rule, the system stops it with a hard error — for example "Not allowed to register this transaction for bin "X" with status "Y"!" — whether the transaction originates from Business Central or from the RF scanner (they go through the same underlying check).

4.1 The four options that make up a rule

Direction: Inbound or Outbound

Direction	What it blocks
Inbound	Blocks stock from being moved/registered INTO the bin (e.g. put-away, receiving, a positive adjustment).
Outbound	Blocks stock from being moved/registered OUT of the bin (e.g. picking, shipping, a negative adjustment).

Direction is worked out automatically from whether stock is increasing or decreasing at that bin (e.g. taking stock from a bin during a pick counts as Outbound, placing stock into a bin during a put-away counts as Inbound) — you do not need to separately tell the system which document types are "in" or "out".

Entry Type

Entry Type	What it blocks
Movement	Blocks warehouse movements (bin-to-bin transfers) matching the other criteria.
Positive Adjmt.	Blocks positive inventory adjustments (stock being added) matching the other criteria.
Negative Adjmt.	Blocks negative inventory adjustments (stock being removed) matching the other criteria.

Whse. Document Type

Narrows the rule to one specific kind of warehouse document — choose from: Whse. Journal, Receipt, Shipment, Internal Put-away, Internal Pick, Production, Whse. Phys. Inventory, Assembly, or leave blank to not narrow by document type.

Reference Document

Narrows the rule even further, to a specific originating/reference document such as a Posted Receipt, Posted Shipment, Item Journal, Pick, Put-away, Movement, BOM Journal, Job Journal, Assembly, and similar posted-document references, or leave blank to not narrow further.

4.2 Putting the four options together — how to read a rule

Example of how to read a configured rule (illustrative, not a delivered default): a rule with Direction = Outbound, Entry Type = Movement, Whse. Document Type = Internal Pick means — "while a bin/pallet is in this status, do not allow it to be the source of a movement that is part of an internal pick". Any attempt to register such a movement is stopped with the block error above.

4.3 Where this is enforced

Because the check runs at the moment any warehouse transaction line is actually registered (the same underlying step used for put-aways, picks, movements, receipts, shipments, physical inventory, production and assembly), it applies consistently no matter whether the transaction was entered directly in Business Central or captured through the handheld scanner — there is a single point of control, not two separate ones to keep in sync.

A small number of system-internal correction flows (for example, automatically undoing a registered pick when it is cancelled) are deliberately allowed to bypass this check, since they are reversing a transaction the system itself already validated, not creating a new one.

4.4 Visibility

The Inbound Blocks / Outbound Blocks counters on the Logistics Status itself (§2.6) let you see at a glance how many block rules exist for a given status without opening the rules list — useful when reviewing why a particular status seems to be preventing certain transactions.

5. Where This Shows Up for Warehouse Users

Page / Action	What it does with Logistics Statuses
Logistics Statuses (list)	Set up and maintain every Bin/License Plate status and its options described in §2.
Status Transition Rules (drill-down)	Maintain which statuses may follow which, per status (§3). Reached by clicking the Allowed Next/Back Steps counters.
Status Block Rules (drill-down)	Maintain the movement-blocking matrix, per status (§4). Reached by clicking the Inbound/Outbound Blocks counters.
Bin card/list – "Set Bin Status"	Manually change a bin's status; offers the related statuses from §3.1.
License Plate card/list – "Set Status"	Manually change a pallet's status; offers the related statuses from §3.1, and can trigger the transport validation of §2.4.
Warehouse Shipment – "Set Status Loaded"	Bulk-move every pallet on a shipment to the "loaded" status; the one flow that strictly enforces a Transition Rule match (§3.2).
Warehouse Shipment – posting	Triggers the "Allowed on Post Shipment" check of §2.2.
Warehouse Shipment – deletion	Triggers the "Block Warehouse Shipment Deletion" check of §2.3.
RF scanner – pick / movement / production consumption screens	Automatically leave out bins flagged "Exclude from Pick" (§2.1).
RF scanner – pick registration / load-list screens	Enforce the transport validation prompts of §2.4 and read the "Show On Load List" option of §2.8.

See also

Setting up logistics statuses