Category: Business Central (Nav/Navision)

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article of this series on understanding inventory picks, I mentioned there was three ways in which an inventory pick could be processed:

1. Process an Inventory Pick from the Source Document
2. Process Multiple Inventory Picks Using a Batch Job
3. Process an Inventory Pick in Two Steps by Releasing the Source Document

In this article, I am going to take walk through the processing an inventory pick from the source document using the BLUE location on which I enabled Require Pick.

To create an inventory pick for a sales order, open the Sales Order page and click the Process » Create Inventory Put-away/Pick/Movement action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In order to use inventory picks, there is only one setting which needs to be configured, but it needs to be done on a per location basis.

For this example, I am using the CRONUS USA sample company and have created a new location called RED.

To configure the require pick option, search for the Locations page and select the required location. On the Warehouse fasttab, enable the Require Pick option:

You will also need to make sure that there is a number series attached to the Inventory Picks Nos. and Posted Inventory Picks Nos. fields on the Inventory Setup card.

Bins can be used with inventory picks documents, so you can also mark the Bin Mandatory option.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

As I mentioned in this article on the different levels of inventory and warehouse management, picks are used in basic warehousing for order-by-order processing; if we were also using require shipments, then picks would be done with a warehouse picks, rather than an inventory picks. I’ll cover warehouse picks in a future article.

The inventory pick is used to pick items order by order and posts the shipment as part of this action. The order, in this context, may not be a sales order, but could also be a purchase return order or an outbound transfer order.

An inventory pick can be created in three ways:

1. Directly from the source document itself.
2. Using batch job for several source documents at the same time.
3. In two steps by first by releasing the source document to notify the warehouse that the source document is ready to pick using the Inventory Pick page.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article of this series on understanding inventory put-aways, I mentioned there was three ways in which an inventory put-away could be processed and which I covered over the last few articles:

1. Process an Inventory Put-away from the Source Document
2. Process Multiple Inventory Put-aways Using a Batch Job
3. Process an Inventory Put-away in Two Steps by Releasing the Source Document

Once the inventory put-away activities have been created, they need to be procssed. Do this by performing a search for Inventory Put-aways and, from the list page which opens, select one of the activities:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article of this series on understanding inventory put-aways, I mentioned there was three ways in which an inventory put-away could be processed:

1. Process an Inventory Put-away from the Source Document
2. Process Multiple Inventory Put-aways Using a Batch Job
3. Process an Inventory Put-away in Two Steps by Releasing the Source Document

In this article, I am going to take walk through the processing an inventory put-away using a two step process using the BLUE location on which I enabled Require Put-away.

The first step is an ordinary one when processing a purchase order; that of releasing the document which is done by clicking Release » Release. This is something which you usually have to do in order to email or print he PO document to the vendor.

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article of this series on understanding inventory put-aways, I mentioned there was three ways in which an inventory put-away could be processed:

1. Process an Inventory Put-away from the Source Document
2. Process Multiple Inventory Put-aways Using a Batch Job
3. Process an Inventory Put-away in Two Steps by Releasing the Source Document

In this article, I am going to take walk through processing inventory put-aways using a batch job for the BLUE location on which I enabled Require Put-away.

To use the batch job for creating inventory put-aways, search for the Create Inventory Put-away/Pick/Movement page.

The options on this page will need to be configured to restrict which incoming documents have inventory put-aways created. I have opted for all (released) purchase orders; click OK to create the put-aways or Schedule to schedule the batch job to run at a designated time:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article of this series on understanding inventory put-aways, I mentioned there was three ways in which an inventory put-away could be processed:

1. Process an Inventory Put-away from the Source Document
2. Process Multiple Inventory Put-aways Using a Batch Job
3. Process an Inventory Put-away in Two Steps by Releasing the Source Document

In this article, I am going to take walk through the processing an inventory put-away from the source document using the BLUE location on which I enabled Require Put-away.

To create an inventory put-away for a purchase order, open the Purchase Order page and click the Process » Create Inventory Put-away/Pick/Movement action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In order to use inventory put-aways, there is only one setting which needs to be configured, but it needs to be done on a per location basis.

For this example, I am using the CRONUS USA sample company and have created a new location called BLUE.

To configure the require put-away option, search for the Locations page and select the required location. On the Warehouse fasttab, enable the Require Put-away option:

You will also need to make sure that there is a number series attached to the Inventory Put-aways Nos. and Posted Inventory Put-aways Nos. fields on the Inventory Setup card.

Bins can be used with inventory put-away documents, so you can also mark the Bin Mandatory option.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

As I mentioned in this article on the different levels of inventory and warehouse management, put-aways are used in basic warehousing for order-by-order processing; if we were also using require receipts, then put-aways would be done with a warehouse put-away, rather than an inventory put-away. I’ll cover warehouse put-aways in a future article.

The inventory put-away is used to put items away order by order and posts the receipt as part of this action. The order, in this context, may not be a purchase order, but could also be a sales return order or an inbound transfer order.

An inventory put-away can be created in three ways:

1. Directly from the source document itself.
2. Using batch job for several source documents at the same time.
3. In two steps by first by releasing the source document to make the items available to be put away by using the Inventory Put-away page.