Warehouse Management in Microsoft Dynamics NAV 2017 Part 1

(Transcript)

Hello and welcome to the NAV coffee mug tutorials. Today I wanted to go over Warehouse. NAV has a warehouse management system built in. A lot of companies or ERP systems will integrate a warehouse system outside, so they would run the warehouse separately from the ERP but in NAV we are lucky enough to have a full-fledged warehouse managements system in the base package.

So right now, I’m logged in as a warehouse worker which is one of the basic roles that comes with the system and everything that I’m looking at right here is regarding warehouse. As you can see we have picks for outbound, put-aways for inbound, then we have internal movements, etc.

So, what I’m going to do now is show you how a purchase order can be received through the warehouse. And so, when I talk about warehouse or warehouse management system, the difference is that in NAV you can have a location which is not bin enabled, and that means you can receive into that location and you don’t have to worry about were inside that location the inventory is. But if you are concerned with that, and you have racks and bins inside your warehouse and you need to track that, then you bin enable the warehouse.

Warehouse: Receiving without Rules Setup
So, let me go ahead and show you this. If I go into locations, and these are standard location within NAV’s demo system, so if you have a demo system you will probably see these. And we have all kinds of locations here for example, the blue location, if I go into that one, this one is in Atlanta. If I go here into bins, I can see there are no bins enabled right here; nothing has been selected. And in the warehouse tab right her, I can see that none of the rules have been checked off. So, you can see if I actually check off require receive, then we have to create a receive document inside of NAV. Required shipment, we have to create that, require put-aways, etc. etc.

So, one of the biggest check offs here, or most important one, is called bin mandatory. And bin mandatory, if I check that off, means that whenever I’m moving things around inside that warehouse I need to specify the bin. And this, the blue warehouse, is free of all of that You can see nothing has been selected for that receipt bin, shipment bin, all of that and nothing checked off. Which means it’s a big container, you just receive into it and you ship out of it. What happens inside of that NAV is not concerned with.

Warehouse: Receiving With Rules Setup
Now, to show a different warehouse where things are checked off, the white warehouse. You can see in the white warehouse everything is set up. You can see the bins are set up, even for production and receipt, requires a receive shipment put-away, pick, bin mandatory, all of that.

ADCS that’s actually the mobile product. I’m not going to show that. I’m just going to show the actual functionality inside NAV. You don’t have to do everything on the mobile product. Actually, you don’t have to do anything on the mobile product. You can do everything inside of NAV, but I’ll leave that for a different section to show the mobile product. The mobile product is basically just a view into the pages that are happening inside NAV. So, all of the logic happens in NAV; nothing happens on the mobile product except just input output. Ok, so we will close that off.

Warehouse: Receiving With Rules Setup
What I was going to do is receive something into the white warehouse and show you how that is different from the blue warehouse. So, I’m going to go into purchase order and create one. You’ve probably seen that before, but creating purchase orders takes very little time. we are getting something from the London Post Master and it is an item. It is the 2017 coffee mug and we are getting it into the white location. It is going to be 200 pieces and that’s it. So, what I’m going to do know is actually release this. So that’s good.

And since it is going to the white warehouse I have to do something different. Normally what I could have done, is just post the receipt here and that would generate—so basically just go in here and post receive— and that would generate a receipt into the blue warehouse for example. But since I’m in the white warehouse, I have to going into warehouse here and say, create warehouse receipt; this is different.

So, I create a warehouse receipt and now this warehouse receipt header has been created. That basically sends it to the warehouse letting the warehouse know that, yup, you should be expecting this. Ok? And here it is. So, there is a warehouse receipt for a purchase order for that, etc. etc. This is a separate document for the warehouse notice that there are no amounts here it’s all quantities. And it is saying that we need to receive this into the white warehouse in the receiving zone and in bin code: W-08-0001. So, we have everything here in three lays. Ok?

Now I’m going to just close this out and go back into my warehouse employee here, “warehouse worker”. Just a note in order to be a warehouse worker you need to set up the warehouse employees, and it is in the warehouse employee table, right here. And I setup myself as an employee in the white warehouse. If I hadn’t done that the system would have given an error when I’m trying to access any of the receipts or picks or put-aways, etc.

Ok, so know we have receipts so I’m going to go into warehouse receipts right here. And here it is, number 6; that’s my coffee mug standard. Now, this I could have accessed now on my mobile device. It doesn’t look exactly like this, it looks a little different, but it shows; me that this receipt is coming in, these are the quantities that we are expecting, etc. etc, and I can validate that on the mobile device and post. I’m going to do it in this page here for now.

So, I’m going to receive 200, and yes we got 200, so I’m going to post it. I post the receipt, yes. What does this do? Well it posts the receipt so that the inventory now is at the white warehouse in the receiving bay and we have created a put-away activity for the warehouse. So, what has happened in physical terms or in reality is that they have pulled in the inventory into the receiving bay but it hasn’t been put away into the bins in our stock. So, in the system automatically creates an activity to do that, so that’s the next activity to do.

Warehousing: Put-aways
So, I’m going to go out of here, back into my role centers. and now I can see I have unassigned put-aways. And if I were the warehouse manager I could assign the put-away to people so they can come in and see what put-aways they need to do. In this case, it’s not that big so, I’m just going to go ahead and do it myself.

I go into my put-away, and this is important, so in this put-away I have two lines but I’m only receiving one line. Why do I have two lines? I have two lines because it is telling me what to do. It says, go ahead and pick up the 200 coffee mugs that are in bin code 801 and then place them into the picking zone to bin code 410, ok. And then I just go ahead and I scan the actual item with the mobile device, and then I scan it into the actual bin.

So here, for example, if I were to scan it into a different bin, I can pick another bin to put it into. And why does the system tell me to put it in this bin? So, there are some rules that we set up, and that’s kind of beyond the scope of this video, where you can tell the system to fill up bins according to a certain pattern. In this case we are ok with this for 10 and 200 go, so I’m just going to go ahead and register this put away. Yes, and now I’m done.

So, now the coffee mugs are in the bin. so, I can actually go here into my item list and look at my coffee mug, and then go into bin contents, notice it’s all in the warehouse thing, and they can tell me, ok, there’s 200, in the white warehouse, in this bin. They are available to be picked.

Bin Contents
Just a little bit on bin contents. So, I can go into a screen called bin contents, if I can right— and here I can see all the bin contents of all the bins that are out there and how much quantities is there and how much is available to take. And so, you can see these are all items. You can notice—if you notice this item here is in 2 bins. So, you are going to see multiplicity, and that makes sense because of course that item there can be a lot of that item etc.

So that is how the receiving works on the warehouse and I’m going to do another video where I show you the pick after this one. And I hope that this was enlightening as well and please subscribe and give comments or ask questions.