3. Inventory S etup
Require Receive = NO
Require S hipment = NO
Require Put- away = NO
Require Pick = NO
Inventory
Inventory
1.0
Receiving
1.1Picking
1.2
S hipping
Inventory S etup
Require Receive = NO
Require S hipment = NO
Require Put- away = YES
Require Pick = YES
2.0
Receiving
2.1Inventory
Put- away
Inventory
Inventory
2.2 S chedule
Inventory Pick
2.4 Ship
Inventory S etup
Require Receive = YES
Require Shipment = YES
Require Put- away = YES
Require Pick = YES
3.0
Warehouse
Receipt
3.1Warehouse
Put- away
Inventory
Inventory
3.2 S chedule
Warehouse
Pick
3.3 Execute
Warehouse
Pick
4.0 Managing
Transfers
5.0 Physical
Inventory
6.0 Periodic
Activities
7.0 Reports 8.0 History
2.3 Execute
Inventory
Pick
BASIC
Advanced - 1
Advanced - 2
3.4 S hip
4. Microsoft Dynamics® NAV Warehousing 1.0 Receiving – Basic
Orders
Record
Quantity
Received
S erial Number(s)
required?
Record
S erial
Number(s )
Lot
Number(s)
required?
Posted Receipt
Yes
Record L ot
Number(s )
Pos t
Receipt
Yes
No
No
Incoming Order
Inventory
Inventory
5. Microsoft Dynamics® NAV Warehousing 1.1Picking – Basic
Orders
Print Pick
Ticket
Pick Ticket
S elect
Order
Picker
1.2 S hipping - Basic
Inventory
Inventory
6. Microsoft Dynamics® NAV Warehousing 1.2 Receiving – Basic
Orders
Record
Quantity
to S hip
S erial Number(s)
required?
Record
S erial
Number(s )
Lot Number(s)
required?
Posted
S hipment
Yes
Record L ot
Number(s )
Pos t
S hipment
Yes
No
No
1.1Picking - Basic
Pick Ticket
Inventory
Relieved in Micros oft Dynamics NAV
Inventory
Relieved in Micros oft Dynamics NAV
7. Microsoft Dynamics® NAV Warehousing 2.0 Receiving – Advanced 1
S ales Return Orders /
Purchas e Orders /
Inbound Transfer
Execute function
"Create Inventory
Put Away"
Record
Quantity to
Receive
S elect
Order to
Receive
Inventory
Put- away
Inventory Put- away
Created for the
Order s elected
Incoming Order
2.1Inventory
Put- away
8. Microsoft Dynamics® NAV Warehousing 2.1Inventory Put- away
Inventory Put-
aways
S elect
Inventory
Put- away
Print
Inventory
Put- away
Inventory
Put- away
Post
Inventory
Put- away
Actual Quantities
and Bins written
on the Put- Away
Document
Inventory
Physically
Put Away
Posted
Inventory Put-
away
Associated
Order
automatically
received
2.0 Receiving -
Advanced 1
Inventory
Incremented In
Microsoft Dynamics NAV
Inventory
Incremented In
Microsoft Dynamics NAV
Posted
Receipt
Inventory
Inventory
Put- away
Document
Returned
to Office
9. Microsoft Dynamics® NAV Warehousing 2.2 Schedule Inventory Pick
Purchase Return Order/
S ales Order/
Outbound Transfer Order
Execute function
"Create Inventory
Pick"
Record
Quantity
to S hip
S elect
Order to
Pick
Inventory Pick
Inventory Pick
Created for the
Order s elected
Outgoing Order
2.3 Execute
Inventory Pick
10. Microsoft Dynamics® NAV Warehousing 2.3 Execute Inventory Pick
Inventory Picks
Print
Inventory
Pick
S elect
Inventory
Pick
Inventory
Pick
Inventory
Physically
Picked
2.2 S chedule Inventory
Pick
2.4 Ship
Pick
Document
Returned to
Office
Inventory
Inventory
Moved to S hipping
S taging Area
11. Microsoft Dynamics® NAV Warehousing 2.4 Ship
Inventory Picks
Post
Inventory
Pick
Associated
Order
automatically
shipped
Inventory Pick
document updated
with quantities and
actual pick bins
Posted
Inventory Pick
2.3 Execute Pick
Posted
S hipment
Inventory Relieved
Inventory Relieved
12. Microsoft Dynamics® NAV Warehousing 3.0 Warehouse Receipt
Warehouse
Receipts
Create New
Warehous e
Receipt
S elect Source
Document(s)
to Receive
Item Lines
automatically copied to
Warehouse Receipt
Fill in Qty
to
Receive
Cross
Dock?
E xecute
Calculate
Cros s Dock
Function
Cross Dock
Qty is
automatically
populated
Pos t Warehouse
Receipt
Directed
put- away and
pick?
Incoming Order
Posted
Warehouse
Receipt
YES
NO
NO
3.1Warehouse
Put- away
Inventory recorded
in Item Default Bin
Inventory recorded
in Item Default Bin Inventory recorded
in Generic Receiving Bin
Inventory recorded
in Generic Receiving Bin
Inventory recorded
In Generic Cros s
Dock Bin
Inventory recorded
In Generic Cros s
Dock Bin
YES
13. Microsoft Dynamics® NAV Warehousing 3.1Warehouse Put- away
Use put- away
worksheet?
Retrieve
quantities
waiting
put- away
L ines automatically
copied to put- away
worksheet
Directed
put- away and
pick?
Warehouse
Put- away
Inventory
physically
put- away
Warehouse
put- away
document
updated with
final quantities
and put- away
bins
Register
put- away
document
YES
Put- away
Worksheet
Item Default Bin
recommended
“
Mos t Efficient”Bin
recommended
according to put-
away template and
bin ranking
3.0 Warehouse Receipt
Warehouse
Put- away
Created
Warehouse put- away
already created from
posting of
Warehouse Receipt
NO
Final bin location
recorded in inventory
Final bin location
recorded in inventory
YES
Registered
Warehouse
Put- away
14. Microsoft Dynamics® NAV Warehousing 3.2 Schedule Warehouse Pick
Warehouse
S hipments
Create New
Warehous e
S hipment
Item Lines
automatically copied
to Warehouse
S hipment
Use Pick
Worksheet?
Warehouse
Pick
Request
Entries
Created Create Pick
from
Warehouse
S hipment
Warehouse
Pick
NO
Outbound
S ource
Document
S elect
Outbound
S ource
Document(s)
to S hip
Release
Warehouse
S hipment
3.3 Execute Warehouse
Pick
YES
15. Microsoft Dynamics® NAV Warehousing 3.3 Execute Warehouse Pick
Retrieve
Quantities
Waiting
Picking
L ines
automatically
copied to pick
worksheet
Inventory
Physically
Picked
Warehouse Pick
updated with final
quantities and
actual pick bins
Regis ter
Warehous e
Pick
Directed
Put- away and Pick?
“
Mos t Efficient”
Bin
recommended
Item
Default B in
recommended
YES
Use Pick
Worksheet?
Pick
Worksheet
3.2 S chedule
Warehouse Pick
YES
Warehouse
Pick Created
Warehouse
Pick
Warehouse Pick
already created from
S cheduling of
Warehouse Pick
3.4 Warehouse
S hipment
Directed
Put- away and Pick?
NO
Inventory relieve d from Item Bin
Inventory relieve d from Item Bin
Registered
Warehouse
Pick
NO
YES
Inventory
trans ferred into
Generic Shipping Bin
16. Microsoft Dynamics® NAV Warehousing 3.4 Warehouse S hipment
Warehouse
S hipments
Post
Warehouse
S hipment
Fill in
Quantity
to S hip
3.3 Execute Warehouse
Pick
S elect
Warehouse
S hipment
Associated
Order
automatically
shipped
Posted
Warehouse
S hipment
Posted
S hipment
Inventory Relieved
from Bin on
Warehouse Shipment
Inventory Relieved
from Bin on
Warehouse Shipment
17. Microsoft Dynamics® NAV Warehousing 4.0 Managing Transfers
Item Reclass.
Journals
New L ine Created
and Item,
L ocation and Bin
Entered
Execute
"Get Bin
Content"
function
L ines
automatically
filled in with
Quantity of the
Bin
User enters new
L ocation and
new Bin code in
J ournal
Post
Transfer Orders
Create New
Transfer
Order
Execute
"Get Bin Content"
function
L ines
automatically
filled in with
Quantity of the Bin
Transfer
Order
Shipped
Product
physically
received at
Transfer To
location.
Transfer
Order
Received
Posted
Transfer
Receipt
Transfer
(Basic)
Product is
immediately
Transferred in
Microsoft Dynamics NAV
Product is
immediately
Transferred in
Microsoft Dynamics NAV
Transfer
(Advanced)
Inventory moved into
In- Transit Location
and considered unavailable
Inventory moved into
In- Transit Location
and considered unavailable
Trans portation
Inventory moved from
In- Transit Location
to Transfer To L ocation.
Inventory moved from
In- Transit Location
to Transfer To L ocation.
Posted
Transfer
S hipment
Product is physically
transferred and actual
qty and bin recorded
on printout
18. Microsoft Dynamics® NAV Warehousing 5.0 Physical Inventory
Phys. Inventory
Journals
E xecute
"Calculate Inventory"
function
Lines automatically
created in J ournal
with the current count
of each bin and s erial
and/or lot no. if
applicable
Actual quantities
are record in
journal
Post
Journal
Warehous e
E mployee
records actual
quantity in each
bin on s heet
Print Inventory
Count S heet
S ys tem pos ts
Pos itive
Adjus tment to
Inventory
No Adjus tment is
Pos ted
S ys tem pos ts
Negative
Adjus tment to
Inventory
Pos itive
Count
Difference?
Negative
None
Physical
Inventory Ledger
Created
19. Microsoft Dynamics® NAV Warehousing 6.0 Periodic Activities
Warehouse
Bin Creation
Works heet
Bin Content Creation
Works heet
20. Warehouse
Inventory
L abels
Microsoft Dynamics® NAV Warehousing 7.0 Reports
Base Data S tatus
Transactions S tatistics
Purchase
Receipt
S ales Invoice
Inventory
Picking L ist
Warehouse
Register
S ales Return
Receipt
S ales
S hipment
Return Order
Purchase
Return
S hipment
S ales Credit
Memo
Item
Expiration -
Quantity
Subcontractor
Dis patch Lis t
Prod. Order
Picking L ist
Purchase
Invoice
Prod. Order
Mat.
Requisition
Cus tomer
L isting
Whse.
Adjustment
Bin
Return Order
Confirmation
Purchase
Credit Memo
S hipping
L abels
Whse.
S hipment
S tatus
Quantity
Explosion of
BOM
Where- Used
L ist
Raw
Materials
S ub-
Assemblies
Final
Products
Kit -
Availability
BOM
Register
BOM J ournal
- Test
Iss ue History
BOM
Movement
Or der Pick
Ticket
Kit
Component -
S tatis tics
Kit
Component -
S ales
Whse. Phys.
Inventory
L ist
Warehouse
Bin Lis t
Inventory
Put- away
L ist
Bill of
Materials
21. Warehouse
Microsoft Dynamics® NAV Warehousing 8.0 History
Archive Inquiry
Posted
Documents
Registered Put-
aways
Registered Picks
Registered
Movements
Posted Receipts
Posted Purchase
Receipts
Posted Transfer
Receipts
Posted Return
Receipts
Posted Purchase
Invoices
Posted
S hipments
Posted Sales
S hipments
Posted Transfer
S hipments
Posted Purchase
Return
S hipments
Posted Sales
Invoice
Posted Invt. Put-
away
Posted Invt. Pick
Item Tracing
BOMRegisters
Item Registers
