icon, enter Warehouse Employees, and then choose the related link. Note: This walkthrough must be performed on a demonstration company with the Full Evaluation - Complete Sample Data option, which is available in the Sandbox environment. For more information, see Creating a Sandbox Environment.
In Business Central , 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 D in the previous table.
In advanced warehouse configurations where your location is set up to require receiving processing in addition to put-away processing, you use the Warehouse Receipt page 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.
This walkthrough demonstrates tasks that are performed by the following user roles:
To complete this walkthrough, you will need:
icon, enter Warehouse Employees, and then choose the related link. Ellen, the warehouse manager at CRONUS International Ltd., 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 page defines the company’s warehouse flows.
icon, enter Locations, and then choose the related link. 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.
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.
icon, enter Purchase Orders, and then choose the related link. 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.
Choose the Release action.
Proceed to create the second purchase order.
Choose the New action.
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 |
Choose the Release action.
The deliveries of items from vendors 10000 and 20000 have arrived at WHITE warehouse, and Sammy starts to process the purchase receipts.
On the Warehouse Receipt page, you can manage multiple inbound orders for source documents, such as a purchase order.
icon, enter Warehouse Receipts, and then choose the related link. Choose the Post Receipt action, 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.
On the Warehouse Put-away page, 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.
icon, enter Put-Aways, and then choose the related link. 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.
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.
Select the second line on the Warehouse Put-away page, the Place line for item 70200.
In the Bin Code field, enter W-02-0001. The Zone Code field is automatically filled.
Proceed to register the put-away.
Choose the Register Put-Away action, 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.
Put Items Away with Warehouse Put-aways
Move Items in advanced warehouse configurations
Design Details: Inbound Warehouse Flow
Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations
Business Process Walkthroughs
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