Exercise - Receive and put away an item with serial numbers in the warehouse

  • 12 minutes

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 14, 2020, you were asked to order the following item from vendor 62000 (WalkerHolland):

LSU-8: 12 Pieces

Because this is an item that customers can return for repair, the company wants to set up the item for specific serial number tracking before posting the first transaction to the item. Before assigning the SNALL item tracking code to the item, they enable warehouse tracking on the item tracking code card.

Because you expect the items to be delivered the next day, you create a warehouse receipt from the purchase order.

When the items are received, the following serial numbers are provided on the shipping document from the vendor:

  • TX20L818156

  • TX20L818157

  • TX20L818158

  • TX20L818159

  • TX20L818160

  • TX20L818161

  • TX20L818162

  • TX20L818163

  • TX20L818164

  • TX20L818165

  • TX20L818166

  • TX20L818167

After posting the warehouse receipt, you put away the items in the warehouse. To finish the warehouse process, you will register the warehouse put-away.

Tasks

  • Update the SNALL item tracking code and assign it to item LSU-8.

  • Create the purchase order as described in the scenario.

  • Receive the items in warehouse WHITE.

  • Put away the items in the warehouse.

Steps

  1. Update the SNALL item tracking code and assign it to item LSU-8.

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

    2. Select the line for SNALL and then select Edit.

    3. On the Serial No. FastTab, select the SN Warehouse Tracking option.

    4. Return to your role center.

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

    6. Open the item card for item LSU-8.

    7. Expand the Item Tracking FastTab, and in the Item Tracking Code field, select SNALL.

    8. Return to your role center.

  2. 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 62000.

    4. In the Document Date field, enter 04/14/2020.

    5. Enter the following item on the purchase line:

      Item LSU-8: 12 Pieces

    6. Select Release > Release.

    7. Select Actions > Warehouse > Create Whse. Receipt and then select OK.

  3. Receive the items in warehouse WHITE.

    1. On the warehouse receipt document, on the Lines FastTab, select Line > Item Tracking Lines.

    2. On the Item Tracking Lines page, select Process > Create Customized SN.

    3. In the Customized SN field, enter TX20L818156.

    4. In the Increment field, enter 1.

    5. In the Quantity to Create field, enter 12 and then select OK.

    6. Close the Item Tracking Lines page.

    7. On the warehouse receipt document, select Posting > Post Receipt and then select Yes.

    8. Return to your role center.

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