In this blog we will process the inbound process in our warehouse while purchasing a two pallets of Corona Extra beer, but the order is in quantity of bottles. This post is a continuation on the post where we purchased a container with 22 pallets of the same beer.
We will follow the steps in Business Central according the Advanced Warehouse setup as described in our setup blog post.
This scenario is using the Warehouse Setup with Avanced Warehousing, the most extensive option in Business Central.
Used item in this scenario is Conona Extra bottle 330ml with itemNo. 1000.
For this scenario the most important fields are the Unit of Measure settings.
Unit of Measure settings
Since the UOM’s Pallet and 40’FCL have Volume (Cubage) measurements, the system will calculate the volume based on the available space as set in the Bin setup.
Important fields on the Item Card.
|Base Unit of Measure
|The UOM in which the item is in stock
|Purchase Unit of Measure
|Standard UOM on Purchasing
|Put-away Unit of Measure Code
|When receiving, the quantity will be calculated and received in Pallets
Inbound Warehouse Process
The following diagram illustrates the inbound warehouse flow by document type in advanced warehouse configurations. The numbers in the diagram correspond with the steps in the sections following the diagram.
Creating a Purchase Order
The first step is to create a purchase order. Officially this step is not part of the inbound Warehouse Process, but for the scenario this input is needed. Therefore it is shown here.
There is one Purchase Line on this order, where we purchase 4.032 bottles of Corona Extra beer. Since there are 24 bottles in a carton, 84 cartons on a pallet, this order contains 2 pallets, but orderd in bottles.
Release Source Document (1)
When items are received in the warehouse, the user who is responsible for receiving releases the source document, such as a purchase order or an inbound transfer order, to signal to warehouse workers that the received items can be put away in inventory.
Create Inbound Request (2)
When the inbound source document is released, an inbound warehouse request is created automatically. It contains references to the source document type and number and is not visible to the user.
Create Warehouse Receipt (3)
On the Warehouse Receipt page, the user who is responsible for receiving items retrieves the pending source document lines based on the inbound warehouse request. Several source document lines can be combined in one warehouse receipt document.
The user fills in the Qty. to Handle field and selects the receiving zone and bin, if required.
During the Receipt process, the Item Tracking is entered on the Receipt Line.
Post Warehouse Receipt (4)
The user posts the warehouse receipt. Positive item ledger entries are created. For example, the Quantity Received field on the inbound source document line is updated.
When the option “Use Put-away Worksheet” is not activated, a Put-away document is automatically created.
Create Warehouse Internal Put-Away (5)
The user who is responsible for putting away from internal operations creates a warehouse internal put-away for items that have to be put away in the warehouse, such as production or assembly output. The user specifies quantity, zone, and bin from where the items should be put away, potentially with the Get Bin Content function. The user releases the warehouse internal put-away, which creates an inbound warehouse request so that the task can be retrieved in warehouse put-away documents or in the put-away worksheet.
Generate Put-away Worksheet Lines (Optional)
The user who is responsible for coordinating put-aways retrieves warehouse put-away lines in the Put-away Worksheet based on posted warehouse receipts or internal operations with output. The user selects the lines to be put-away and prepares the put-aways by specifying which bins to take from, which bins to place in, and how many units to handle. The bins may be predefined by the setup of the warehouse location or operation resource.
When all put-aways are planned and assigned to warehouse workers, the user generates the warehouse put-away documents. Fully assigned put-aways lines are deleted from the Put-away Worksheet.
The warehouse worker who performs put-aways creates a warehouse put-away document in a pull fashion, based on the posted warehouse receipt. Alternatively, the warehouse put-away document is created and assigned to a warehouse worker in a push fashion.
On the Put-away document, the 4.032 bottles (to take) are changed into two pallets (to place). That is because we have pallet setup as put-away Unit of Measure.
The system suggests to put the pallets into bin A07. In this bin there is stock of 2 pallets as a result from the 22 pallets we’ve handled in the previous blog.
Due the settings in the Put-Away template, the third row is valid since A07 has the same item, with the same Unit of Measure and is below the max volume, therefore those 2 pallets can fit in the same bin.
Put Away (9)
On each line for items that have been put away, partially or fully, the warehouse worker fills in the Quantity field on the Warehouse Put-away page, and then registers the warehouse put-away.
Warehouse entries are created, and the warehouse put-away lines are deleted, if fully handled. The warehouse put-away document remains open until the full quantity of the related posted warehouse receipt is registered. The Qty. Put Away field on the warehouse receipt order lines is updated.
Result on location stock after posting the Warehouse Put-Away document.
As a result we now have 24 pallets of Corona Beer Extra (item No. 1000) with two different lot. no’s on stock in our Warehouse in our bulk bins. From here we continue to the internal Warehouse flows suchs as Warehouse Movements or directly sell and pick pallets from bulk.
This scenario is created with a SaaS Business Central environment. Some texts are used from the Microsoft Docs knowledge base (see link below), and enriched to give the optimal experience for the scenario.