Walkthrough: Receiving and Putting Away in Basic Warehousing

In Microsoft Dynamics NAV, the inbound processes for receiving and putting away can be performed in four ways using different functionalities depending on the warehouse complexity level.

Method Inbound process Bins Receipts Put-aways Complexity level (See Design Details: Warehouse Setup)

A

Post receipt and put-away from the order line

X

2

B

Post receipt and put-away from an inventory put-away document

X

3

C

Post receipt and put-away from a warehouse receipt document

X

4/5/6

D

Post receipt from a warehouse receipt document and post put-away from a warehouse put-away document

X

X

4/5/6

For more information, see Design Details: Inbound Warehouse Flow.

The following walkthrough demonstrates method B in the previous table.

About This Walkthrough

In basic warehousing where your location is set up to require put-away processing but not receive processing, you use the Inventory Put-away window to record and post put-away and receipt information for your inbound source documents. The inbound source document can be a purchase order, sales return order, inbound transfer order, or production order with output that is ready to be put away.

This walkthrough demonstrates the following tasks.

  • Setting up SILVER location for inventory put aways.

  • Setting up SILVER location for bin handling.

  • Defining a default bin for item LS-81. (LS-75 is already set up in CRONUS.)

  • Creating a purchase order for vendor 10000 for 40 loudspeakers.

  • Verifying that the put-away bins are preset by setup.

  • Releasing the purchase order for warehouse handling.

  • Creating an inventory put-away based on a released source document.

  • Verifying that the put-away bins are inherited from the purchase order.

  • Registering the warehouse movement into the warehouse and at the same time posting the purchase receipt for the source purchase order.

Roles

This walkthrough demonstrates tasks that are performed by the following user roles:

  • Warehouse Manager

  • Purchasing Agent

  • Warehouse Worker

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV with the CRONUS International Ltd. demonstration database installed.

  • To make yourself a warehouse employee at SILVER location by following these steps:

    1. In the Search box, enter Warehouse Employees, and then choose the related link.

    2. Choose the User ID field, and select your own user account in the Users window.

    3. In the Location Code field, enter SILVER.

    4. Select the Default field.

Story

Ellen, the warehouse manager at CRONUS International Ltd., sets up SILVER warehouse for basic put-away handling where warehouse workers process individual inbound orders according to predefined bin structures. Alicia, the purchasing agent at CRONUS, creates a purchase order for 10 units of item LS-75 and 30 units of item LS-81 from vendor 10000 to be delivered to SILVER Warehouse. When the delivery arrives at the warehouse, John, the warehouse worker, puts the items away in default bins defined for the items. When John posts the put-away, the items are posted as received into inventory and available for sale or other demand.

Setting up the Location

The setup of the Location Card window defines the company’s warehouse flows.

To set up the location

  1. In the Search box, enter Locations, and then choose the related link.

  2. Open the SILVER location card.

  3. Select the Require Put-away check box.

    Proceed to set up a default bin for the two item numbers to control where they are put away.

  4. On the Navigate tab, in the Location group, choose Bins.

  5. Select the first row, for bin S-01-0001, and then on the Home tab, in the Bins group, choose Contents.

    Notice in the Bin Content window that item LS-75 is already set up as content in bin S-01-0001.

  6. On the Home tab, in the New group, choose New.

  7. Select the Fixed and the Default fields.

  8. In the Item No. field, enter LS-81.

Creating the Purchase Order

Purchase orders are the most common type of inbound source document.

To create the purchase order

  1. In the Search box, enter Purchase Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Create a purchase order for vendor 10000 on the work date (January 23) with the following purchase order lines.

    Item Location code Bin code Quantity

    LS-75

    SILVER

    S-01-0001

    10

    LS-81

    SILVER

    S-01-0001

    30

    Note

    The bin code is entered automatically according to the setup that you performed in the “Setting up the Location” section.

    Proceed to notify the warehouse that the purchase order is ready for warehouse handling when the delivery arrives.

  4. On the Actions tab, in the Release group, choose Release.

    The delivery of loudspeakers from vendor 10000 has arrived at SILVER warehouse, and John proceeds to put them away.

Receiving and Putting the Items Away

In the Inventory Put-away window, you can manage all inbound warehouse activities for a specific source document, such as a purchase order.

To receive and put the items away

  1. In the Search box, enter Inventory Put-aways, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Select the Source Document field, and then select Purchase Order.

  4. Select the Source No. field, select the line for the purchase from vendor 10000, and then choose the OK button.

    Alternatively, on the Actions tab, in the Functions group, choose Get Source Document, and then select the purchase order.

  5. On the Actions tab, in the Functions group, choose Autofill Qty. to Handle.

    Alternatively, in the Qty. to Handle field, enter 10 and 30 respectively on the two inventory put-away lines.

  6. On the Actions tab, in the Posting group, choose Post, select Receive, and then choose the OK button.

    The 40 loudspeakers are now registered as put away in bin S-01-0001, and a positive item ledger entry is created reflecting the posted purchase receipt.

See Also

Tasks

Walkthrough: Receiving and Putting Away in Advanced Warehousing

Other Resources

Inventory Put-away
Location Card
How to: Put Items Away with Inventory Put-aways
How to: Set Up Basic Warehouses with Operations Areas
How to: Move Components to an Operation Area in Basic Warehousing
How to: Pick for Production in Basic Warehousing
How to: Move Items Ad Hoc in Basic Warehousing
Design Details: Inbound Warehouse Flow