Walkthrough of inbound and outbound flow in mixed Warehouse Configurations

This walkthrough demonstrates how to complete inbound and outbound flows in mixed configuration, where for inbound flow warehouse is configured as Basic: Order-by-Order and for outbound flow Advanced configuration is used. For more information, see Overview of different configuration options.

Prerequisites

To complete this walkthrough, you need to make yourself a warehouse employee at YELLOW location by following these steps:

  1. Choose the Lightbulb that opens the Tell Me feature 1. icon, enter Warehouse Employees, and then choose the related link.
  2. Choose the User ID field, and select your own user account on the Users page.
  3. In the Location Code field, enter YELLOW.

Inbound flow: Receiving and Putting Away in Basic Warehouse Configurations

In Business Central, the inbound processes for receiving and putting away can be performed in four ways using different functionalities depending on the warehouse complexity level.

Method Inbound process Bins Receipts Put-aways Complexity level (See Design Details: Warehouse Setup)
A Post receipt and put-away from the order line X 2
B Post receipt and put-away from an inventory put-away document X 3
C Post receipt and put-away from a warehouse receipt document X 4/5/6
D Post receipt from a warehouse receipt document and post put-away from a warehouse put-away document X X 4/5/6

For more information, see Design Details: Inbound Warehouse Flow.

The following walkthrough demonstrates method C in the previous table.

Scenario

Alicia, the purchasing agent, creates purchase orders for various roasted beans as demand appears. When combined delivery arrives at the warehouse, John, the warehouse worker, receives and puts the items away. When John posts the receipt, the items are posted as received into inventory and available for sale or other demand.

Steps

  1. Set up the Location Card page to define the company's inbound warehouse flows.

    1. Choose the Lightbulb that opens the Tell Me feature 2. icon, enter Locations, and then choose the related link.
    2. Open the YELLOW location card.
    3. Disable the Require Put-away toggle.

  2. Release Purchase Orders to warehouse.

    1. Choose the Lightbulb that opens the Tell Me feature 3. icon, enter Purchase Orders, and then choose the related link.
    2. Select orders from vendor 10000 for the YELLOW location. Vendor Orders No are Y-1 and Y-2. Use the personalization tools if the Vendor Order No. field isn't visible. For more information, see Personalize Your Workspace.
    3. Choose the Release action to notify the warehouse that the selected purchase orders are ready for warehouse handling when the delivery arrives.

  3. Create the Warehouse Receipt to receive and put the delivered items away

    1. Choose the Lightbulb that opens the Tell Me feature 4. icon, enter Warehouse Receipts and choose the related link.
    2. Choose the New action
    3. On the warehouse receipt page, press Enter to have a warehouse receipt number automatically selected
    4. Enter the Location Code as YELLOW.
    5. Choose the Get Source Documents... action
    6. Select previously released purchase orders from vendor 10000 and choose the OK button. The lines will contain a new entry for each purchase order line.

  4. Adjust quantity to receipt based on received quantity and post document

    1. Select line with item WRB-1000.
    2. Select OVERRCPT10 in the Over-Receipt Code field and change value in the Quantity to Receive field from 100 to 110.
    3. Select line with item WRB-1001 and
    4. In the second line, change value in the Quantity to Receive field from 200 to 190.
    5. Choose the Post Receipt action.

Results

  • the roasted beans are now registered as put away
  • the Posted Warehouse Receipt is created
  • the Posted Purchase Receipt is created
  • the purchase order has the Quantity Received updated for the lines received
  • the item Inventory is increased by the chosen quantity

Outbound flow: Picking and Shipping in Advanced Warehouse Configurations

In Business Central, 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 D in the previous table.

Scenario

Susan, the order processor, creates sales orders for various roasted beans and passes it to warehouse. As all of orders are coming from the same customer, Ellen, the warehouse manager decides to ship them together. John, the warehouse worker must make sure that the shipment is prepared and delivered to the customer.

Steps

This is a continuation of Inbound flow: Receiving and Putting Away in Basic Warehouse Configurations.

  1. Release Sales Orders to warehouse.

    1. Choose the Lightbulb that opens the Tell Me feature 5. icon, enter Sales Orders, and then choose the related link.
    2. Select orders for customer 10000 for the YELLOW location. External Orders No are Y-3, Y-4, and Y-5.
    3. Choose the Release action to notify the warehouse that the selected sales orders are ready for warehouse handling.

  2. To ship items

    1. Choose the Lightbulb that opens the Tell Me feature 6. icon, enter Warehouse Shipments, and then choose the related link.
    2. Choose the New action.
    3. In the Location Code field, enter YELLOW.
    4. Choose the Use Filters to Get Src. Docs. action.
    5. In the Code field, enter CUST10000.
    6. In the Description field, enter Customer 10000.
    7. Choose the Modify action.
    8. On the Sales FastTab, in the Sell-to Customer No. Filter field, enter 10000.
    9. Choose the Run action.

    The warehouse shipment is filled with four lines representing sales order lines for the specified customer. The Qty. to Ship field is empty, as items needs to be picked first.

  3. Create the Warehouse Pick from the warehouse shipment

    1. On the warehouse shipment page, choose the Create Pick action.
    2. Confirm any of the pick settings needed, for example, select Item in the Sorting Method for Activity Line field to group same items together. Choose the OK button.
    3. You'll receive a confirmation message with the pick number.

  4. Open the warehouse pick

    1. Using the Lightbulb that opens the Tell Me feature 7. icon, enter Warehouse Picks and choose the related link.
    2. Locate the pick you created and open it.
    3. Update the Qty. to Handle if necessary.
    4. Choose the Register Pick action.
    5. The warehouse pick will close and be removed if all the quantities are handled.

  5. Post the Warehouse Shipment

    1. Choose the Lightbulb that opens the Tell Me feature 8. icon, enter Warehouse Shipments, and then choose the related link.
    2. Locate the shipment you created earlier and open it. Notice that Qty. to Ship populated.
    3. You can update Posting Date, External Document No., Shipping Agent Code, Shipping Method if needed. Non-empty values will be propagated to source documents.
    4. Choose the Post Shipment action.
    5. Confirm the Ship option.

Results

  • the roasted beans are now registered as picked
  • the Registered Warehouse Pick is created
  • the Posted Warehouse Shipment is created
  • the three Posted Sales Shipment are created
  • the sales order has the Quantity Shipped updated for the lines shipped
  • the item Inventory is decreased by the chosen quantity

See also

Receive Items Set Up Basic Warehouses with Operations Areas Design Details: Inbound Warehouse Flow Ship Items Pick Items for Warehouse Shipment Design Details: Outbound Warehouse Flow View the Availability of Items