In advanced warehousing where your location is set up to require receiving processing in addition to put-away processing, you use the Warehouse Receipt window to record and post the receipt of items on multiple inbound orders. When the warehouse receipt is posted, one or more warehouse put-away documents are created to instruct warehouse workers to take the received item and place them in designated places according to bin setup or in other bins. The specific placement of the items is recorded when the warehouse put-away is registered. The inbound source document can be a purchase order, sales return order, inbound transfer order, or assembly or production order with output that is ready to be put away. If the receipt is created from an inbound order, more than one inbound source document can be retrieved for the receipt. By using this method you can register many items arriving from different inbound orders with one receipt.

This walkthrough demonstrates the following tasks.

• Setting up WHITE location for receiving and putting away.
  
• Creating and releasing two purchase orders for full warehouse handling.
  
• Creating and posting a warehouse receipt document for multiple purchase order lines from specific vendors.
  
• Registering a warehouse put-away for the received items.
  

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

• Warehouse Manager
  
• Purchasing Agent
  
• Receiving Staff
  
• Warehouse Worker
  

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 WHITE 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 WHITE.
     
  4. Select the Default field.
     

Ellen, the warehouse manager at CRONUS International Ltd., has set up WHITE warehouse for advanced warehouse handling where receiving staff and warehouse workers process multiple inbound orders in a directed workflow according to predefined bin structures. Alicia, the purchasing agent at CRONUS, creates two purchase orders for accessory items from vendors 10000 and 20000 to be delivered to WHITE warehouse. When the deliveries arrive at the warehouse, Sammy, who is responsible for receiving items from vendors 10000 and 20000, uses a filter to create receipt lines for purchase orders arriving from the two vendors. Sammy posts the items as received into inventory in one warehouse receipt and makes the items available for sale or other demand. John, the warehouse worker, takes the items from the receiving bin and puts them away. He puts all units away in their default bins, except 40 out of 100 received hinges that he puts away in the assembly department by splitting the put-away line. When John registers the put-away, the bin contents are updated and the items are made available for picking from the warehouse.

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

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

2. Open the WHITE location card.

3. Note on the Warehouse FastTab that the Directed Put-away and Pick check box is selected.

   This means that the location is set up for the highest complexity level, reflected by the fact that all warehouse handling check boxes on the FastTab are selected.

4. Note on the Bins FastTab that bins are specified in the Receipt Bin Code and the Shipment Bin Code fields.

   This means that when you create a warehouse receipt, this bin code is copied to the header of the warehouse receipt document by default and to the lines of the resulting warehouse put-aways.

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

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	Quantity
   70200	WHITE	100 PCS
   70201	WHITE	50 PCS

   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.

   Proceed to create the second purchase order.

5. On the Home tab, in the Manage group, choose New.

6. Create a purchase order for vendor 20000 on the work date with the following purchase order lines.

   Item	Location code	Quantity
   70100	WHITE	10 CAN
   70101	WHITE	12 CAN

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

   The deliveries of items from vendors 10000 and 20000 have arrived at WHITE warehouse, and Sammy starts to process the purchase receipts.

In the Warehouse Receipt window, you can manage multiple inbound orders for source documents, such as a purchase order.

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

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

3. In the Location Code field, enter WHITE.

4. On the Actions tab, in the Functions group, choose Use Filters to Get Src. Docs..

5. In the Code field, enter ACCESSORY.

6. In the Description field, enter Vendors 10000 and 20000.

7. On the Actions tab, in the General group, choose Modify.

8. On the Purchase FastTab, in the Buy-from Vendor No. Filter field, enter 10000|20000.

   The | symbol is the filter criterion for “either/or”. For more information, see Entering Criteria in Filters.

9. On the Actions tab, in the General group, choose Run. The warehouse receipt is filled with four lines representing purchase order lines for the specified vendors. The Qty. to Receive field is filled because you did not select the Do not Fill Qty. to Handle check box in the Filters to Get Source Docs. window.

10. Optionally, if you want to use a filter as described earlier in this section, on the Actions tab, in the Functions group, choose Get Source Document, and then select purchase orders from the vendors in question.

11. On the Home tab, in the Posting group, choose Post Receipt, and then choose the Yes button.

    Positive item ledger entries are created reflecting the posted purchase receipts of accessories from vendors 10000 and 20000, and the items are ready to be put away in the warehouse from the receiving bin.

In the Warehouse Put-away window, you can manage put-aways for a specific warehouse receipt document covering multiple source documents. Like all warehouse activity documents, each item on the warehouse put-away is represented by a Take line and a Place line. In the following procedure, the bin code on the Take lines is the default receiving bin at WHITE location, W-08-0001.

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

2. Select the only warehouse put-away document in the list, and then on the Home tab, in the Manage group, choose Edit.

   The warehouse put-away document opens with a total of eight Take or Place lines for the four purchase order lines. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

   The warehouse worker is told that 40 hinges are needed in the assembly department, and he proceeds to split the single Place line to specify a second Place line for bin W-02-0001 in the assembly department where he places that part of the received hinges.

3. Select the second line in the Warehouse Put-away window, the Place line for item 70200.

4. In the Qty. to Handle field, change the value from 100 to 60.

5. On the Lines FastTab, choose Functions, and then choose Split Line. A new line is inserted for item 70200 with 40 in Qty. to Handle field.

6. In the Bin Code field, enter W-02-0001. The Zone Code field is automatically filled.

   Proceed to register the put-away.

7. On the Home tab, in the Registering group, choose Register Put-Away, and then choose the Yes button.

   The received accessories are now put-away in the items’ default bins, and 40 hinges are placed in the assembly department. The received items are now available for picking to internal demand, such as assembly orders, or to external demand, such as sales shipments.

Tasks

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