Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations

Article
02/28/2023

In Business Central, you receive items and put them away using one of four methods, as described in the following table.

Method	Inbound Process	Require Receipts	Require Put-aways	Complexity Level (Learn more at Warehouse Management Overview)
A	Post receipt and put-away from the order line			No dedicated warehouse activity.
B	Post receipt and put-away from an inventory put-away document		Turned on	Basic: Order-by-order.
C	Post receipt and put-away from a warehouse receipt document	Turned on		Basic: Consolidated receive/ship posting for multiple orders.
D	Post receipt from a warehouse receipt document and post put-away from a warehouse put-away document	Turned on	Turned on	Advanced

Learn more at Inbound Warehouse Flow.

The following walkthrough demonstrates method B in the previous table.

About this walkthrough

In basic warehouse configurations where your location is set up to require put-away processing but not receive processing, use the Inventory Put-away page to record and post put-away and receipt information for your inbound source documents. The following documents are inbound source documents:

Purchase order
Sales return order
Inbound transfer order
Production order with output that's ready to be put away

Note

Even though the settings are called Require Pick and Require Put-away, you can still post receipts and shipments directly from the source business documents at locations where you select these checkboxes.

This walkthrough demonstrates the following tasks:

Set up SILVER location for inventory put aways.
Set up SILVER location for bin handling.
Define a default bin for item LS-81. (LS-75 is already set up in CRONUS.)
Create a purchase order for vendor 10000 for 40 loudspeakers.
Verify that the put-away bins are preset by setup.
Release the purchase order for warehouse handling.
Create an inventory put-away based on a released source document.
Verify that the put-away bins are inherited from the purchase order.
Register the warehouse movement into the warehouse and post the purchase receipt for the source purchase order.

Note

This article uses names of locations from an earlier version of the demonstration company in Business Central. These names do not map directly to the locations in the current demonstration company. We encourage you to use the article to learn about locations and not as step-by-step instructions for how to use the demonstration company.

Roles

The following user roles perform the tasks that this walkthrough demonstrates:

Warehouse Manager
Purchasing Agent
Warehouse Worker

Prerequisites

To complete this walkthrough, you'll need:

CRONUS International Ltd. data
To be a warehouse employee at SILVER location. To set yourself up, follow these steps:
1. Choose the icon, enter Warehouse Employees, and then choose the related link.
2. Choose the User ID field, and select your user account on the Users page.
3. In the Location Code field, choose SILVER.
4. Select the Default checkbox.

Story

Ellen, the warehouse manager at CRONUS International Ltd., creates a purchase order for 10 units of item LS-75 and 30 units of item LS-81 from vendor 10000 to be delivered to SILVER Warehouse. When the delivery arrives at the warehouse, John, the warehouse worker, puts the items away in the default bins defined for the items. When John posts the put-away, the items are posted as received into inventory and available for sale or other demand.

Setting up the location

Settings on the Location Card page define the company's warehouse flows.

To set up the location

Choose the icon, enter Locations, and then choose the related link.
Open the SILVER location card.
Turn on the Require Put-away toggle.

Set up a default bin for the two item numbers to control where they're put away.
Choose the Bins action.
Select the first row, for bin S-01-0001, and then choose the Contents action.

Notice on the Bin Content page that item LS-75 is already set up as content in bin S-01-0001.
Choose the New action.
Select the Fixed and the Default fields.
In the Item No. field, enter LS-81.

Create the purchase order

Purchase orders are the most common type of inbound source document.

To create the purchase order

Choose the icon, enter Purchase Orders, and then choose the related link.
Choose the New action.
Create a purchase order for vendor 10000 on the work date (January 23) with the following purchase order lines.

Item Location code Bin code Quantity

LS_75 SILVER S-01-0001 10

LS-81 SILVER S-01-0001 30

Note

The bin code is entered automatically according to the setup you created in the Setting up the location section.

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

The delivery of loudspeakers from vendor 10000 has arrived at SILVER warehouse, and John proceeds to put them away.

Item	Location code	Bin code	Quantity
LS_75	SILVER	S-01-0001	10
LS-81	SILVER	S-01-0001	30

Receive and put the items away

Use the Inventory Put-away page to manage all inbound warehouse activities for a specific source document, such as a purchase order.

To receive and put the items away

Choose the icon, enter Inventory Put-aways, and then choose the related link.
Choose the New action.
Select the Source Document field, and then select Purchase Order.
Select the Source No. field, select the line for the purchase from vendor 10000, and then choose the OK button.

Alternatively, choose the Get Source Document action, and then select the purchase order.
Choose the Autofill Qty. to Handle action.

Alternatively, in the Qty. to Handle field, enter 10 and 30 respectively on the two inventory put-away lines.
Choose the Post action, select the Receive action, and then choose the OK button.

The 40 loudspeakers are now registered as put away in bin S-01-0001, and a positive item ledger entry is created reflecting the posted purchase receipt.