To open Warehouse Setup card, click
Warehouse -> Setup -> Warehouse Setup
There are 2 tabs in the Warehouse Setup window:
1) General
The General tab determines general warehouse handling processes.
Fields to take note in this tab is the Receipt Posting Policy & Shipment Posting Policy. This field determines whether warehouse employees are able to see posting errors when posting warehouse receipt or shipment lines. I am not sure under what circumstances we do not want warehouse employee to see the posting errors. If anyone know the reason, please kindly let me know.
2)Numbers
This tab determines the No. Series used for various warehouse documents.
Showing posts with label Warehouse. Show all posts
Showing posts with label Warehouse. Show all posts
1) Warehouse -> Setup -> Locations
2) We can setup multiple locations in Navision. The locations can be defined as whether to use Warehouse Management System (WMS) or not.
3) To define a location will use WMS, go to the Warehouse tab, place a check mark at the Direct Put-Away and Pick field. The following fields will be checked and become non-editable:
~a) Require Receive
~b) Require Shipment
~c) Require Put-away
~d) Require Pick
~e) Bin Mandatory
4) Fields that related to the order date and promising functionality are:
~a) Outbound Whse.
~b) Handling Time
~c) Inbound Whse. Handling Time
~d) Base Calender Code
~e) Customized Calendar
5) Fields in Bin tab become available when Directed Put-Away and Pick is checked.
6) The values entered in the bin tab will be used as the default value for activities that involve bin. Link to bin table (7354).
7) Warehouse is logically divided into zones. Zones are divided into bins.
8) Must have at least 4 zones in Navision:
~a) Receipt
~b) Cross-dock
~c) Pick
~d) Shipping
1) PO must be released first before warehouse personnel can see the order lines.
2) Receive of items can be done at
(a) Purchase Order OR (b) Warehouse Receipt
3) When items arrived at warehouse, employees need to create a warehouse receipt. Once the employee post the Warehouse receipt, the items will become part of intentory and ready for sale.
4) When posting the receipt, an inbound document that instruct the warehouse employee where to put the items is created. Suggested zone and bins can be changed.
5) After posting, the historical transaction can be viewed at Posted Received and Registered Put-away.
6) The PO can be invoiced when the warehouse has completed its tasks.
Complete Purchase Cycle
1) Buyer / Purchaser create PO. The PO must be released in order for Warehouse personnel to see the PO.
2) When items arrived at the warehouse, Warehouse personnel will receive the items.
3) There are 2 functional areas that can be used to receive Purchase Order.
a) Warehouse --> Planning & Execution --> Receipts
(i) Get Source Document
(ii) Source Document Filtering
b) Purchase --> Order Processing --> Orders
(i) Functions -> Create Whse. Receipt
Before user can do Warehouse Receipt, the user id must be setup as warehosue employee. To setup user as warehouse employee:
1) Go to Warehouse --> Planning & Execution --> Setup Warehouse --> Employees
2) Key in the user id for user who will do warehouse receipt.
If you set Dimension Value = Code Mandatorythen, then this dimension must have value when doing posting, but any dimension value is acceptable.
If you set Dimension value = code mandatory at Vendor card, you must specify a dimension value at purchase order header. If you specify at the purchase line but not at the header, you still not able to do posting.
Navision will pick the default location to be used in sales / purchase document based on the following priority:
1st priority - Customer / Vendor Card
2nd priority - Responsibility Center Card
3rd priority - Company Information Card
Both Purchase and Positive Adjmt. Entry Types in Item Journals will increase quantity in inventory. When you select Purchase Entry Type, Navision will default the unit cost from Item Card Last Direct Cost. If you select the Positive Adjmt. Entry Type, Navision will default the unit cost to the Item Card Unit Cost.
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