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How to: Plan Warehouse Movements in Worksheets

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Plan movements in the worksheet using a bin replenishment function or manually planning the lines that you want to create as movement instructions.

To calculate a replenishment movement

As the warehouse ships items out to customers, the bins with the highest bin rankings contain fewer and fewer items. To fill up these high-ranking pick bins with items from other bins, run the Calculate Bin Replenishment function in the Movement Worksheet window

  1. Choose the Search for Page or Report icon, enter Movement Worksheet, and then choose the related link.

  2. Choose the Calculate Bin Replenishment action.

    Dynamics NAV creates lines that indicate precisely how you should move items from the low-ranking bins to the higher-ranking bins.

    Note

    A movement is suggested according to FEFO when you activate the Create Movement function if the following conditions are met for an item:

    • The item has an expiration date.
    • The Pick According to FEFO check box on the location card is selected.
    • The Bin Mandatory check box on the location card is selected.
    • The From Zone and From Bin fields are blank.

    For more information, see Picking by FEFO.

  3. Look through the lines and change them if necessary, or delete some of them if there is not enough time to perform them all.

  4. Choose the Create Movement action to make a warehouse instruction for action by warehouse employees.

To move the entire contents of one or more bins by using the Get Bin Content function

You can also use the movement worksheet to plan other movement of inventory within the warehouse. For example, when you want to place items in a bin for quality control, you can use the movement worksheet to plan this action and then create a movement to make instructions for an employee.

  1. Choose the Search for Page or Report icon, enter Movement Worksheet, and then choose the related link.

  2. Choose the Get Bin Content action. Use the request window to filter which bins and items you want to appear on the movement worksheet lines.

  3. Fill in the relevant fields in the batch job request window. For example, if you want to see the bin content of all the bins in a certain zone at the location, fill in the Zone Code field. If you want to retrieve lines for each bin that contains a particular item, fill in the Item No. field.

    Note

    You cannot manually move items in or out of a bin of bin type RECEIVE, because items that are in a RECEIVE-type bin must be registered as being put away before they are part of available inventory.

  4. If you are retrieving many lines, choose Sort to select a sorting method to determine the order the lines will appear in the worksheet, and then choose the OK button.

    Note

    Movement lines are retrieved according to FEFO when you activate the Get Bin Content function if the following conditions are met for an item:

    • The item has an expiration date.
    • The Pick According to FEFO check box on the location card is selected.
    • The Bin Mandatory check box on the location card is selected.
    • The From Zone and From Bin fields are blank.

  5. Complete some of the retrieved lines to reflect the changes you want to make. For each item that you want to move, you must fill in the Item No., From Bin Code, To Bin Code, and Quantity fields.

  6. Delete the incomplete lines that you used for information.

  7. Once the movement worksheet lines accurately reflect how the movement action should be carried out by the warehouse employee, choose the Create Movement action to create the instructions for the employee.

See Also

Warehouse Management
Inventory
Setting Up Warehouse Management
Assembly Management
Design Details: Warehouse Management
Working with Dynamics NAV