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Walkthrough of inbound and outbound flow in Basic Warehouse Configurations

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This walkthrough demonstrates how to complete inbound and outbound flows in the Basic: Order-by-Order configuration. For more information, see Overview of different configuration options.

Prerequisites

To complete this walkthrough, you need to make yourself a warehouse employee at SILVER location by following these steps:

  1. Choose the Lightbulb that opens the Tell Me feature 1. icon, enter Warehouse Employees, and then choose the related link.
  2. Choose the User ID field, and select your own user account on the Users page.
  3. In the Location Code field, enter SILVER.

Inbound flow: Receiving and Putting Away in Basic Warehouse Configurations

In Business Central, the inbound processes for receiving and putting away can be performed in four ways using different functionalities depending on the warehouse complexity level.

Method Inbound process Bins Receipts Put-aways Complexity level (See Design Details: Warehouse Setup)
A Post receipt and put-away from the order line X 2
B Post receipt and put-away from an inventory put-away document X 3
C Post receipt and put-away from a warehouse receipt document X 4/5/6
D Post receipt from a warehouse receipt document and post put-away from a warehouse put-away document X X 4/5/6

For more information, see Design Details: Inbound Warehouse Flow.

The following walkthrough demonstrates method B in the previous table.

Scenario

Alicia, the purchasing agent, creates a purchase order for various roasted beans. When the delivery arrives at the warehouse, John, the warehouse worker, puts the items away in suited bins. When John posts the put-away, the items are posted as received into inventory and available for sale or other demand.

Steps

  1. Set up the Location Card page to define the company's inbound warehouse flows.

    1. Choose the Lightbulb that opens the Tell Me feature 2. icon, enter Locations, and then choose the related link.
    2. Open the SILVER location card.
    3. Select the Require Put-away check box.

  2. Define a default bin for the item to control where it is put-away

    1. Choose the Bins action in the Location Card
    2. Select the first row, for bin S-1-01, and then choose the Contents action.
    3. Choose the New action.
    4. Select the Fixed and the Default fields.
    5. In the Item No. field, enter WRB-1000.

  3. Create the Purchase Order, which is the most common type of inbound source document.

    1. Choose the Lightbulb that opens the Tell Me feature 3. icon, enter Purchase Orders, and then choose the related link.
    2. Choose the New action.
    3. Create a purchase order for vendor 10000 with the following purchase order lines. Use the personalization tools if the Bin Code field isn't visible. For more information, see Personalize Your Workspace.
    Item Location code Bin Code Quantity
    WRB-1000 SILVER S-1-01 20
    WRB-1001 SILVER 30

    The bin code in the first is filled accordingly to setup. The bin code for the second item is empty as it doesn't have default values. Keep it this way.

    1. Choose the Release action to notify the warehouse that the purchase order is ready for warehouse handling when the delivery arrives.

  4. Create Inventory Put-away to receive and put the delivered items away

    1. Choose the Lightbulb that opens the Tell Me feature 4. icon, enter Inventory Put-aways, and then choose the related link.

    2. Choose the New action.

    3. Select SILVER in the Location Code field.

    4. Select the Source Document field, and then select Purchase Order.

    5. Select the Source No. field, select the line for the purchase from vendor 10000, and then choose the OK button to fill the put-away lines according to the selected source document.

      Alternatively, choose the Get Source Document action, and then select the purchase order.

  5. Modify the inventory put-away based on actual placing of items and post document

    When putting items to bins, John noticed default bin already contains some items, so he decided to use another bin. John also places other items to the next bins, as received quantity don't fit the capacity.

    1. In the first line change Bin Code from S-1-01, that was copied from the purchase order, to S-1-02.
    2. Enter 20 in the Qty. to Handle field on the inventory put-away line with item WRB-1000.
    3. In the second line, enter 20 into the Qty to Handle field and choose Split Line action. A new line appears, which is a copy of the original line, except that the Qty. to Handle field contains the quantity that you removed from the original line.
    4. Fill in bins codes for item WRB-1001:
    Item Bin code Quantity
    WRB-1001 S-1-03 20
    WRB-1001 S-1-04 10
    1. Choose the Post action, select the Receive action, and then choose the OK button.

Results

  • the roasted beans are now registered as put away in specified bins
  • the Posted Invt. Put-Away is created
  • the Posted Purchase Receipt is created
  • the purchase order has the Quantity Received updated for the lines received
  • the item Inventory is increased by the chosen quantity

Outbound flow: Picking and Shipping in Basic Warehouse Configurations

In Business Central, the outbound processes for picking and shipping can be performed in four ways using different functionalities depending on the warehouse complexity level.

Method Inbound process Bins Picks Shipments Complexity level (See Design Details: Warehouse Setup)
A Post pick and shipment from the order line X 2
B Post pick and shipment from an inventory pick document X 3
C Post pick and shipment from a warehouse shipment document X 4/5/6
D Post pick from a warehouse pick document and post shipment from a warehouse shipment document X X 4/5/6

For more information, see Design Details: Outbound Warehouse Flow.

The following walkthrough demonstrates method B in the previous table.

Scenario

Susan, the order processor, creates a sales order for various roasted beans and passes it to warehouse. John, the warehouse worker must make sure that the shipment is prepared and delivered to the customer. John manages all involved tasks on the Inventory Pick page, which automatically points to the bins where roasted beans are stored.

Steps

This is a continuation of Inbound flow: Receiving and Putting Away in Basic Warehouse Configurations.

  1. Set up the Location Card page to define the company's inbound warehouse flows.

    1. Choose the Lightbulb that opens the Tell Me feature 5. icon, enter Locations, and then choose the related link.
    2. Open the SILVER location card.
    3. Select the Require Pick check box.

  2. Create the Sales Order, which is the most common type of outbound source document.

    1. Choose the Lightbulb that opens the Tell Me feature 6. icon, enter Sales Orders, and then choose the related link.
    2. Choose the New action.
    3. Create a sales order for customer 10000 with the following sales order line.
    Item Location Code Quantity
    WRB-1000 SILVER 20
    WRB-1001 SILVER 30

    The bin codes are populated automatically with default bins.

    1. Choose the Create Inventory Put-away/Pick action.
    2. Select the Create Invt. Pick check box.
    3. Choose the OK button. A new inventory pick will be created.

  3. Pick and ship items

    1. Choose the Lightbulb that opens the Tell Me feature 7. icon, enter Inventory Picks, and then choose the related link.
    2. Select the inventory pick for the sales to customer 10000

    The created inventory pick ignored bin defined for the item WRB-1000, as it doesn't contain inventory and used another bin. The second lines, with item WRB-1001 was automatically split to pick from several bins.

  4. Choose the Autofill Qty. to Handle action.

  5. Choose the Post action, select Ship, and then choose the OK button.

Results

  • the roasted beans are now registered as picked from specified bins
  • the Posted Invt. Pick is created
  • the Posted Sales Shipment is created
  • the sales order has the Quantity Shipped updated for the lines shipped
  • the item Inventory is decreased by the chosen quantity

See Also

Put-Away Items with Inventory Put-Aways Set Up Basic Warehouses with Operations Areas Design Details: Inbound Warehouse Flow Pick Items with Inventory Picks Design Details: Outbound Warehouse Flow View the Availability of Items