Walkthrough: Picking and Shipping in Basic Warehousing

Article
12/06/2013

In Microsoft Dynamics NAV, 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.

About This Walkthrough

In basic warehousing where your location is set up to require pick processing but not ship processing, you use the Inventory Pick window to record and post pick and ship information for your outbound source documents. The outbound source document can be a sales order, purchase return order, outbound transfer order, or a production order with component need.

This walkthrough demonstrates the following tasks:

Setting up SILVER location for inventory picks.
Creating a sales order for customer 10000 for 30 loudspeakers.
Releasing the sales order for warehouse handling.
Creating an inventory pick based on a released source document.
Registering the warehouse movement from the warehouse and at the same time posting the sales shipment for the source sales order.

Roles

This walkthrough demonstrates tasks that are performed by the following user roles:

Warehouse Manager
Order Processor
Warehouse Worker

Prerequisites

To complete this walkthrough, you will need:

Microsoft Dynamics NAV with the CRONUS International Ltd. demonstration database installed.
To make yourself a warehouse employee at SILVER location by following these steps:
1. In the Search box, enter Warehouse Employees, and then choose the related link.
2. Choose the User ID field, and select your own user account in the Users window.
3. In the Location Code field, enter SILVER.
4. Select the Default field.

Make item LS-81 available at SILVER location by following these steps:

In the Search box, enter Item Journals, and then choose the related link.

Open the default journal, and then create two item journal lines with the following information about the work date (January 23).

Entry Type	Item Number	Location Code	Bin Code	Quantity
Positive Adjmt.	LS-81	SILVER	S-01-0001 Note The item’s default bin in CRONUS.	20
Positive Adjmt.	LS-81	SILVER	S-01-0002	20

On the Actions tab, in the Posting group, choose Post, and then select the Yes button.

Story

Ellen, the warehouse manager at CRONUS International Ltd., sets up SILVER warehouse for basic pick handling where warehouse workers process outbound orders individually. Susan, the order processor, creates a sales order for 30 units of item LS-81 to be shipped to customer 10000 from the SILVER Warehouse. John, the warehouse worker must make sure that the shipment is prepared and delivered to the customer. John manages all involved tasks in the Inventory Pick window, which automatically points to the bins where LS-81 is stored.

Setting Up the Location

The setup of the Location Card window defines the company’s warehouse flows.

To set up the location

In the Search box, enter Locations, and then choose the related link.
Open the SILVER location card.
Select the Require Put-away check box.

Creating the Sales Order

Sales orders are the most common type of outbound source document.

To create the sales order

In the Search box, enter Sales Orders, and then choose the related link.
On the Home tab, in the New group, choose New.
Create a sales order for customer 10000 on the work date (January 23) with the following sales order line.

Item Location Code Quantity

LS_81

SILVER

30

Proceed to notify the warehouse that the sales order is ready for warehouse handling.
On the Actions tab, in the Release group, choose Release.

John proceeds to pick and ship the sold items.

Item	Location Code	Quantity
LS_81	SILVER	30

Picking and Shipping Items

In the Inventory Pick window, you can manage all outbound warehouse activities for a specific source document, such as a sales order.

To pick and ship items

In the Search box, enter Inventory Picks, and then choose the related link.
On the Home tab, in the New group, choose New.
Select the Source Document field, and then select Sales Order.
Select the Source No. field, select the line for the sale to customer 10000, and then choose the OK button.

Alternatively, on the Actions tab, in the Functions group, choose Get Source Document, and then select the sales order.
On the Actions tab, in the Functions group, choose Autofill Qty. to Handle.

Alternatively, in the Qty. to Handle field, enter 10 and 30 respectively on the two inventory pick lines.
On the Actions tab, in the Posting group, choose Post, select Ship, and then choose the OK button.

The 30 loudspeakers are now registered as picked from bins S-01-0001 and S-01-0002, and a negative item ledger entry is created reflecting the posted sales shipment.

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