Exercise - Receive and put away items in the warehouse

Completed

Warehouse Management exercises use a sandbox demo company that you need to set up to complete these exercises. If you have not completed this setup, the steps to set up the needed sandbox environment and demo company are documented in the Set up a demo company with complete sample data unit of the Get started with warehouse management in Dynamics 365 Business Central module.

Scenario

On April 6, 2020, you were asked to order the following items from vendor 61000 (Electronics Ltd.):

• LS-120: 10 Pieces

• LS-150: 8 Pieces

• LS-MAN-10: 50 Pieces

On April 8, the items arrive at warehouse WHITE. It is your task to create a warehouse receipt for the purchase order. You decide to use vendor number 61000 as a filter to get source documents.

When checking the items, you notice that only 6 pieces of item LS-120 were delivered.

After posting the warehouse receipt, you put away the items in the warehouse. You only put away 10 pieces of item LS-MAN-10 on the suggested bin. The other 40 pieces are placed on bin W-06-0005 in the staging zone.

To finish the warehouse process, you will register the warehouse put-away.

Tasks

• Create the purchase order as described in the scenario.

• Receive the items in warehouse WHITE.

• Put away the items in the warehouse.

Steps

1. Create the purchase order as described in the scenario.

   1. Select the Search for page icon in the upper-right corner of the page, enter purchase orders, and then select the related link.

   2. Select New.

   3. In the Vendor Name field, enter 61000.

   4. In the Document Date field, enter 04/06/2020.

   5. Enter the following items on the purchase lines:

      • Item LS-120: 10 Pieces

      • Item LS-150: 8 Pieces

      • Item LS-MAN-10: 50 Pieces

   6. Select Release > Release.

   7. Close the Purchase Order page.

2. Receive the items in warehouse WHITE.

   1. Select the Search for page icon in the upper-right corner of the page, enter warehouse receipts, and then select the related link.

   2. Select New.

   3. In the Location Code field, select WHITE.

   4. Select Process > Use Filters to Get Src. Docs.

   5. In the Code field, enter vendor, and in the Name field, enter Filter by vendor.

   6. Select Modify.

   7. Expand the Purchase FastTab, and on the Buy-from Vendor No. Filter field, enter 61000.

   8. Select Run.

   9. On the warehouse receipt line for item LS-120, enter 6 in the Quantity to Receive field.

   10. Select Post > Post Receipt and then select Yes.

   11. Select OK and then close the Warehouse Receipt page.

3. Put away the items in the warehouse.

   1. Select the Search for page icon in the upper-right corner of the page, enter warehouse put-aways, and then select the related link.

   2. Open the put-away document by selecting the No. field.

   3. Make sure that the following fields are added through the Personalize function:

      • Action Type

      • Zone Code

      • Bin Code

   4. Select the line with action type Place for item LS-MAN-10.

   5. In the Qty. to Handle field, enter 10.

   6. Select Functions > Split Line.

   7. On the new line with action type Place for item LS-MAN-10, select STAGE in the Zone Code field and W-06-0005 in the Bin Code field.

   8. Select Register Put-away and then select Yes.