Introduction to MS Dynamics (Warehouse Management Role Tailored Client version) show for NAV 2016CZ Ing.J.Skorkovský,CSc. MASARYK UNIVERSITY BRNO, Czech Republic Faculty of economics and business administration Department of corporate economy Simplified Warehouse Management (WM) •Use of location White-see setup next slides •WM creates another types of entries than Item Ledger Entries, Reservation Entries or Value Entries – Warehouse Entries •Causes of these entries are another stock operations : –Receipt –Put-away –Pick –Shipment Warehouse workflow Main WM Outline PO Item WHR WHR=Warehouse Receipt; PA=Put-away; PO=Purchase Order; SO=Sales Order Receiving Zone Bin W_08_001 (B0) (Receiving Bin) Bin PutPick B1 B2 Bn PA Picking Zone Pick Shipping Zone WHS S0 Bin W_09_001 ( E ) (Shipment Bin) Location setup-White 2016CZ From White Location to Bins 2016CZ Bins can be empty or not, dedicated or floating and so on. It is described in related word document (WHM setting) – see study material !! Bin ranking (pořadí přihrádky) is a method of prioritizing replenishment movements picks and put-aways. Indicating which bin needs to be replenished or needs to have items picked or put away first. And this is done so with a bin ranking. And a bin with a high ranking number has a higher priority than the one with a low number. Text for home study !!! WH Zones 2016 CZ Setup of WH employee (e.g Puller or Picker) 2016CZ ADCS-Automatic Data Capture System You can use your Automatic Data Capture System (ADCS) to register all movements of items within the warehouse and to register all journal activities, including quantity adjustments in the warehouse item journal, physical inventories and reclassifications. To use ADCS, each item stored in the warehouse must be given an item identifier. You must also set up mini-forms, handheld functions, data exchanges and some fields concerning ADCS, all of which you can find in the Warehouse Management Setup window. Text for home study !!! User setup 2016CZ Purchase Order 2016CZ Attention : you have to rewrite standard Blue location to White one. This field was fulfilled automatically from Vendor card. PO have to be firstly released 2016CZ SEE next slide for NAV 2016CZ Created WH Receipt 2016CZ You can see Receiving bin (W-08-0001, see white location setup). Zone : RECEIVE SEE next slide for NAV 2016CZ Posting of this document (WHR) 2016CZ Put-away is automatically created after Posting (F9) of Receiving document !!! Receive bin is not empty 2016CZ Put-away line 2016CZ Put-away document 2016CZ Two actions: Take (Vzít) from bin B_08_0001 and Place (Vložit) to suggested B_04011 Register Put-Away 2016CZ WH entries 2016CZ Posting of PO-only Invoice 2016CZ1!!! Header of PO Sales Order (SO)and creation of WHS Shipment 2016CZ SO must be firstly released (Ikona Vydat) !! Attention : you have to rewrite standard Blue location to White one. This field was fulfilled automatically from Customer card. Sales Order (SO) WHS Shipment 2016CZ (vytvoření dodávky ze skladu-picking) SEE created document. System automatically „jumped“ to created document) Warehouse Shipment has been created 2016CZ WH Shipment document 2016CZ From this document you have to Create Pick ! (Vytvořit vyskladnění) !! Parameters necessary to create pick 2016CZ1 Nevyplňovat množ.ke zprac.: Toto pole zaškrtněte, pokud chcete pole Množ.ke zpracování vyplnit na každém řádku ručně. Pick lines 2016CZ (Řádky vyskladnění) And afterwards by card icon or show document jump to below document !! Pick lines 2016CZ Manually enter quantity to handle (Množství ke zpracování). This field is editable ! Registering Pick Document 2016CZ Shiping from WH Shipment 2016CZ Ship lines has been posted 2016CZ Posting of Sales order 2016CZ Item ledger entries ands WH ledger entries 2016CZ End of the section (Warehouse Management)