Dynamics 365 Business Central: Warehouse Management Part 3, Require Put-Away

Dynamics 365 Business Central: Warehouse Management Part 3, Require Put-Away

Hey, everyone. We’re going to keep going on warehouse management. Today I am just going to focus on the purchasing side. We’ve actually been doing that, so we have the east location. We’re just focusing on the inbound. The outbound is exactly the same, it’s just the reverse of the inbound processes. We’re just focusing on inbound.

What we did was require receive, which basically means that we have to have a receipt document when we are posting receiving into the warehouse. When the purchase order is issued, it’s released, and the user actually hits Create Warehouse Receipt. That creates this receipt document where we receive inventory into the warehouse. The warehouse people do this part.

This part is warehouse employee, whereas the purchase order – let’s say here PO for east. The purchase order is done by purchasing. Warehouse employee does everything below. What I’m going to do now is add one more step in the requirement. We’re going to require that from the receipt document there is going to be a put-away. That’s also a document.

Once you receive it, it’s received into the receiving bay. Then from the receiving bay we can issue a put-away to put away what was received. I only have one PO, one received document, one put-away. When things go into multiple, you could actually have two Pos, two receipts, but do one put-away for both of those receipts.

You can think of it visually that you have a location here. This is the warehouse. You have three doors right here. There are trucks bringing in inventory here. Then the inventory comes in and is put in the receiving area right here. That’s the receiving area.

Then over here we have storage. Let’s say this is the storage area. The put-away is the instruction to put receipts into storage where it’s properly stored in racks. We have one document that acknowledges this receipt. That’s the required receipt, the receipt document. Then we have this, which is put-away. We have PAs.

These documents are issued from the purchase order, receipt document and put-away document, to instruct the warehouse to receive the inventory in, and then another document to put it away. We’re not using bins at this moment. Everything is done without bins. It’s super simple.

Basically it just says receive that inventory. I received all the inventory, post, done, in. Put it away. It’s done. That’s it. There’s never anywhere where it says where you put it away, which is the reason why we want to use this. We want to use where you put it away; otherwise, this might be overcomplicating the process without getting much benefit back.

Let’s take a look at how the put-aways work inside Business Central. Now we’re going to move a little bit further into the location. Go into the Location cart like that. Get into the East Location. I have here Require Receive that has been turned on.

I also put Require Put-Away now on this one. I’m not only asking for receive, but also a put-away form. There are the only two checkboxes that I have. If I go into a purchase order, I’ll go into one that I created for the east location right here. I can go ahead and release this. I think it’s already released.

It’s just for 100 pieces of coffee mug coming into the east. If I go here into Warehouse, Create Warehouse Receipt, it does what it did last time when I demoed this. It creates a warehouse receipt. I’m going to go ahead and get into that one. Here is the quantity.

I did fix the set up, so we do have Warehouse Setup. Let’s get into that quickly where we have to set up the number series. I set up for Warehouse Receipts, Posted Warehouse Receipts, Warehouse Put-Aways, and Posted or Registered – we call it registered inside the warehouse – the put-aways. It’s the same thing as posted.

Here I have these hundred, and I’m just going to go ahead and Post Receipt. I am the warehouse user here, and I’m looking at the warehouse receipts only, so I only see the warehouse receipts that are generated from the purchase order. I can go ahead and post that to Acknowledge Receipt. You don’t have to do the receipt from the purchase order itself.

Go in here and hit Post, Post Receipt, Yes, and now it actually received. It creates a put-away activity immediately. What you’ve done here is the purchase order has been received. That means the inventory is now in the receiving bay of my warehouse. Now I need somebody to take that inventory and put it into the racks. That’s called the put-away.

Let’s close that out and go into Warehouse Put-Aways. There’s a list of those. I have one created for the East Location. If I go into that one, I have here that I got a put-away for a coffee mug. We’ve got to put away a hundred. It’s in pieces. There’s a lot of nuances here. Here we have, for example, break bulk, we have possible cross-stocking that could happen, all kinds of things.

At the very least what I’m going to do is put this product away into the rack. You might notice that here as I’m putting it away, I’m not specifying where I put it away. That’s because we’re not working with bins yet. I’m still doing the whole process of receiving and putting away.

I’m going to just do this. Go ahead and post or register this put-away. Now it’s put-away, and it’s inside the warehouse. You might think why did you really do that put-away? Why did we have to do that? It’s an instruction to take it from the receiving bay and put it away.

Since we weren’t putting it away in a particular area in the warehouse, like actually specifying where I put it away, why do we need that instruction? That’s a good argument. You might not need it. It’s maybe more tailored toward if you have bins active, which is going to be the next topic we get into.