How to Create Status Templates and Functions in Boltrics 3PL & Business Central

Warehouse workflows often require more than just tracking status changes—they also require automation, validation, and process controls to ensure operational accuracy. In this video, we walk through how to create and configure status templates and status functions in Boltrics 3PL, built on Microsoft Dynamics 365 Business Central.

Understanding status templates in Boltrics 3PL

Boltrics 3PL extends Business Central with configurable workflow tools that help 3PL providers manage warehouse processes more consistently. Status templates control how warehouse documents, such as receipts, move through operational stages while supporting automation and validation at each step.

Using status functions to automate warehouse workflows

In this walkthrough, Daniel Feltham-Lauzon from ArcherPoint by Cherry Bekaert demonstrates how linked processes and status functions can automate actions during status changes. The video shows how functions can validate required information, such as sender code, billing code, external document number, and arrival date/time, before allowing users to continue through the workflow.

Configuring validations and automations in Boltrics WMS

The session also explores the Boltrics function library and demonstrates how warehouse teams can:

• Add mandatory field checks
• Copy quantity values into order quantities
• Update dates automatically
• Associate functions with status changes
• Create more standardized warehouse processes

Together, these tools help improve data quality, support workflow automation, and create more reliable warehouse execution processes within a 3PL ERP software system.

If you’re evaluating Boltrics 3PL or looking to better understand workflow automation in Microsoft Dynamics 365 Business Central, this overview provides practical insight into configuring operational controls and validations for real-world 3PL environments.

Watch the video below to learn how status templates and functions work in Boltrics 3PL.

Interested in learning more about logistics technology and 3PL best practices? Explore additional insights on our blog by browsing posts tagged with Logistics.

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