Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

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.

We’ve so far taken a look at inventory put-aways and required receipts being processed separately. The next level of warehousing moves out of the basic warehousing which we’ve seen so far, into advanced warehousing by combining receipts with put-aways.

The receipts are the same, but the put-aways are warehousing put-aways rather than the inventory ones we looked at in the earlier article.

This configuration of requiring receipts and put-aways is generally used by larger businesses who require more controls in the warehouse. While in the coming articles, I will just be showing the process using a location, it is commonly used in combination with the use of bins. The only difference between using bins and not, is that in the receipt and put-away process, bins will (generally based on setup) default and be changed if necessary.

When writing this post on warehouse receipts I came across an oddity when previewing the posting of the receipt.

If I created a warehouse receipt for an order, I can successfully preview the posting; if I created a new receipt for a second receipt and did a preview of the posting, the preview was successful. However, if I created one receipt with both orders, then I received the following error:

I was able to replicate this error with any warehouse receipt containing two or more receipts. I spent a while investigating before realising that the issue was only with the posting preview; if I actually tried to post the receipt then the posting was successful.

I discussed this with a couple of colleagues and we all agree that it is odd, but it appears to be a designed behaviour. The *** in quotes doesn’t show anywhere on the receipt, it just seems to be a set of characters which it uses as a placeholder and which causes the error.

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.

With a location enabled for requiring receive, we can now the receipt of goods to the warehouse.

There are two methods for using warehouse receipts:

1. Push, which is where a warehouse receipt is created for a single purchase (or other document bringing stock in, such as a sales return) order from the Create Whse. Receipt action on the Purchase Order card.
2. Pull, which is where a warehouse receipt is created from the Warehouse receipts page. This would typically be used when a shipment from a supplier has come in with goods from multiple orders.

In this post, I will be stepping through the second of the above methods, but you end up in the same window when you use the action mentioned in the first.

To create a warehouse receipt, search for Warehouse Receipts and click the New button.

Tab from the No. field and select the location for which goods are being received. Set the Posting Date and enter the Vendor Posting Number:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt 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 the last article, I covered receiving items on a PO without a specific receipt requirement; this would generally be used by organisations with smaller warehouses or stockrooms and does not need any configuration on a location.

The next level up in the basic warehousing functionality, is to require a warehouse receipt. There is one toggle which needs to be enabled for a location to require warehouse receipts. When you create a location, on the Warehouse fasttab, you need to toggle the Require Receive option to the on position:

Receiving goods in this way, allows you to receive multiple orders at the same time, instead of one-by-one. In the next article of this series, I’ll step through the process of receiving items into the new PURPLE location shown above.

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 this article, I’m going to take a look at how receipts can be entered via the source document. Receiving goods in this way, is done when there is no specific requirement for warehouse processing. This is usually only used by companies operating smaller warehouses or stock rooms.

This configuration is not even part of the basic warehouse functionality as there is nothing on the location which needs to be configured.

When you receive items on a PO in this default configuration, receiving is as simple as opening the Purchase Order page and entering a value in two fields:

Firstly, the Vendor Shipment No. field need to be set to the GRN number.

Despite being marked as mandatory, with the red asterisk, the Vendor Invoice No. is not needed for a receipt, only if an invoice is being entered from this window.

Secondly, the Qty. to Receive field set to the qty being received; it will default to the remaining amount so you only need to change this if you are receiving less than the remaining amount.

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt 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.

As I mentioned in this article on the different levels of inventory and warehouse management, warehouse receipts are used in basic warehousing for consolidated receiving of multiple orders.

However, goods can also be received on a purchase order without requiring a warehouse receipt, by performing a receipt of goods on the order line (this also posts a put-away, unless Require Put-away is enabled).

In the next article of this series, I’ll show how to record a receipt at the order line level, before configuring and demonstrating the warehouse receipts in subsequent articles.

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 and which I covered over the last few articles:

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

Once the inventory pick activities have been created, they need to be procssed. Do this by performing a search for Inventory Picks 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 Pick 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 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 using a two step process using the BLUE location on which I enabled Require Pick.

The first step is an ordinary one when processing a sales 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 Pick 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 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 processing inventory picks using a batch job for the BLUE location on which I enabled Require Pick.

To use the batch job for creating inventory picks, 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 picks created. I have opted for all (released) sales orders; click OK to create the picks 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 Picks 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 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”