Simple scenario of the sixth ERP Microsoft Dynamics NAV session VI.

Created by                         :              Jaromír Skorkovský

Date                                     :              26.10.2016

Reason                              :                 Orientation in the MS Dynamics “Creation of
Transfer order”, its posting and impacts to Item ledger entries. Explanantion what means Stock
location  and bins and how the items is basically transferred between stock locations.

For                                        :              MPH_AOMA students

Used database                 :              MS Dynamics NAV 2009 W1 (British database)

Used keys                           :              F5, F3, F6 and Ctrl-F5 (from card to entries)
and Shift-F5 from list to

                                                               chosen card. F7- filter of one
field. F9-Statistics

Used abbreviations       :              Q=question, G/L=General Ledger, Simple Scenario = SS,

                                                               PWP=Power-Point, SO=Sales Order,
TO=Transfer Order, PO-Purchase                                                              Order


1.        Go to menu Warehouse->Setup->Locations

2.        Open Location White and see all tabs. The main meaning will be explained by tutor

3.        Go to button Location->Bins. What can you see?

4.        Go to the line where field Empty is not checked (marked).

5.        Go to button Bin->Contents. What you can see? The main meaning will be explained by
tutor.

6.       ESC until working area is cleared

7.        Go to menu Warehouse ->Planning and Execution and find Transfer orders.  What do you see?

8.       See explanation in Intro PWP file number IX.

9.       Main concept is to transfer chosen Item existing in chosen location Blue to destination
specified by location Red by use of location In Transit (lorry, truck)

10.   F3 to create new TO (to confirm new TO number make key Enter)o and make choice by F6 in order
to enter actual location Blue and destination location Red. You can see, that In Transit location
is automatically refilled by OUT.LOG. = Outer Logistics.

11.   Tutor will show  you why this was done automatically done (Menu
Administration->Warehouse->,Setup Inventory->Transfer routes and you can see matrix Transfer
Routes

12.   In line by use of F6  Use Item 1908-S and enter Quantity =1

13.     Observe 4 fields in the TP line (Quantity to Ship  and Quantity Shipped and Quantity to
Receive and Quantity Received

14.     Make F11 in order to make transfer from Blue to location OUT.LOG. The choice is Ship.

15.     Observe impacts of F11 in  4 fields mentioned in Clause 13

16.      Go from Line field Item number by mouse or F6 to list of Item where cursor is anchored to
item 1908-S.   Make Ctrl-F5 in order to see item ledger entries. What can you see? Two item ledger
entries with type Transit

17.   Go by ESC back and make F11 again – the choice is Receive

18.   As you can see TP was deleted. Where you can see posted TO? History->Posted documents->Posted
Transfer Receipts and go to the last one and Shift-F5.

19.  From posted line and Item number go to list of item and Button Item and go to Item by
Locations and find 1908-S. Go to calculated number in column Blue and drill down. You see related
movements (transfers). The same you can see in Column Red.