Use Item arrivals and Arrival overview
This unit discusses item arrival only when the item, or the warehouse where the goods are received, is not using warehouse management.
Item registration setup
Supply Chain Management provides many ways to record the item number, configuration, quantity, and dimensions before an organization does a physical update.
For more information, see Configure and work with inventory management in Dynamics 365 Supply Chain Management and Work with warehouse management in Dynamics 365 Supply Chain Management.
Item registration is useful when a company wants to make sure that batch numbers or serial numbers are recorded at arrival so that they can be tracked through inventory.
A company might also want to make sure that the statuses of the incoming products are described sufficiently to give another user, who is outside the warehouse, information about the whereabouts of those products.
On the Item model group page, the fields in the Physical update field group determine the process that is used when you send or receive products. With these fields, you can set rules around how an order is handled for receiving and shipping.
The Receiving requirements and Registration requirement check boxes affect the registration process when you are receiving products.
Registration requirements
In the Registration requirements check box, users can select whether product receipts must be registered before the receipt or delivery is processed.
The Registration requirements parameter is most frequently used with Inventory management. Registered products are part of physical inventory. You can register products in the Inventory management journals or by selecting Inventory > Registration on the relevant journals and orders.
Receiving requirements
You perform product receipts before the purchase order can financially be updated (post invoice) when the Receiving requirements check box is selected.
For example, you must enter and post a packing slip before posting the corresponding vendor invoice.
If there is a difference between the received quantity on the packing slip and the invoiced quantity on the invoice, an icon shows in the Packing slip quantity match column on the Posting invoice page.
Item arrival
In Supply Chain Management, the Arrival overview page displays an overview of products that are expected to arrive as incoming products, transfer orders, products coming from production, and products being returned.
The Arrival overview page is a tool to estimate and plan the resource capacity that is required to efficiently handle incoming products. It also offers a quick and efficient way to create the item arrival journals that are pre-populated with arrival information. The item arrival journals are used to register the arrival of products into the system.
When products arrive in the inbound dock of the warehouse, the Arrival overview page is used to match the information that accompanies the products with the information in Supply Chain Management.
The settings on this page can be saved for each user and for each computer so that users can have their personal settings on computers put in the inbound area. One user can have multiple setups.
Managing item arrivals
When a company manages the arrival of products to the inbound dock, several separate tasks will typically be performed by different users, such as viewing and starting expected arrivals.
The Warehouse manager, or the person responsible for receiving goods, first needs an overview of the expected arrivals so that they can plan the work and assign tasks to individual warehouse workers.
Start arrivals
When the goods arrive in the inbound dock, the warehouse manager or warehouse worker verifies the information on the paperwork that accompanies the goods and then compares it with the information in Supply Chain Management.
An arrival journal must be selected in the Name field on the Setup tab of the Arrival overview page before you can generate arrival journals.
Each delivery that is matched with an order can be pre-registered so that it shows the receipt is in progress.
Supply Chain Management selects all related lines within the specified range that have a missing quantity to register. It also generates an Item arrival journal with the corresponding match between the receipt reference and the journal. The system will create all lines by using the automatic initialization of the quantity.
Not stocked products
Arrivals for products that are not stocked and accounted for in inventory can be listed and processed on the Arrival overview page and then registered on the Registration page.
Incoming orders for stocked products are identified by an inventory transaction, but products that are not stocked do not generate inventory transactions and they cannot be tracked in inventory. On the Arrival overview page, lines that are not stocked will be identified in the Lines section with the Direct registration check box.
The Direct registration check box will be selected for products that are not stocked. The inbound order covers the inventory transactions for stocked products that have an Ordered status and orders for products that are not stocked.
Receiving not stocked products
If a product that is not in stock comes into the warehouse, the not stocked products with and without a product number will display on the Arrival overview page. When you select Start arrival for a not stocked product, the product receipt status will change to Registered but an Item arrival journal is not created.
You must generate the product receipt for the product. If the not stocked product does not come to the warehouse, you can generate a product receipt to confirm that the product is received.
Watch this video to see the receiving processes for purchase order in Dynamics 365 Supply Chain Management: