dynamics nav warehouse management system (wms)

Dynamics NAVWMS – Warehouse Management

System

Roberto Stefanetti, MVP Business Solutions - NAVhttps://robertostefanettinavblog.com

https://robertostefanettinavblog.wordpress.com/


WAREHOUSE MANAGEMENT SYSTEM (WMS)

General Definition“A warehouse management system (WMS) is a software application, designed to support warehouse or distribution center management and staff. They facilitate management in their daily planning, organizing, staffing, directing, and controlling the utilization of available resources, to move and store materials into, within, and out of a warehouse, while supporting staff in the performance of material movement and storage in and around a warehouse.”https://en.wikipedia.org/wiki/Warehouse_management_system

NAV WMS– Topics

https://en.wikipedia.org/wiki/Warehouse

https://en.wikipedia.org/wiki/Warehouse_management_system



WAREHOUSE MANAGEMENT SYSTEM (WMS)

NAV MSDN Definition“To support the physical handling of items on the zone and bin level, all information must be traced for each transaction or movement in the warehouse. This is managed in the Warehouse Entry table. Each transaction is stored in a warehouse register.Warehouse documents and a warehouse journal are used to register item movements in the warehouse. Every time that an item in the warehouse is moved, received, put away, picked, shipped, or adjusted, warehouse entries are registered to store the physical information about zone, bin, and quantity.”https://msdn.microsoft.com/en-s/library/hh997378(v=nav.90).aspx

NAV WMS– Topics

https://msdn.microsoft.com/en-us/library/hh997378(v=nav.90).aspx




WAREHOUSE MANAGEMENT IN NAV- Basic Warehouse, Advanced Warehouse

MSDN NAV Help Best LinksDesign Details: Warehouse Managementhttps://msdn.microsoft.com/en-us/library/hh997363(v=nav.90).aspx

“How-to” Restructure Warehousehttps://msdn.microsoft.com/en-us/library/hh173668(v=nav.90).aspxConfigure Warehouse Processeshttps://msdn.microsoft.com/en-us/library/hh173944(v=nav.90).aspxWarehouse Activities


NAV WMS– Topics







WAREHOUSE MANAGEMENT

FLOWS> Inbound Flow, Internal Flow, Outbound Flow

NAV WMS– Topics

NAV WMS– Warehouse Management System

DYNAMICS NAV WAREHOUSE OVERVIEW

GENERAL BASE SCHEMA


EXAMPLE OF SCENARIO

LOCATIONS WITH BINS

• Flexibility• Combination of manual update and/or default setup



BASIC WAREHOUSING

WAREHOUSE MANAGEMENTBASIC WAREHOUSINGOperations: Basic UI Documents

• Inventory Put-away• Inventory Pick• Inventory Movements• Item Journal • Item Reclassification Journal (Internal Transfer)• Warehouse Shipment

NAV WMS– Topics


ADVANCED WAREHOUSING

WAREHOUSE MANAGEMENTADVANCED WAREHOUSINGOperations Advanced UI Documents

• Warehouse Receipt • Put-away Worksheet • Warehouse Put-away • Pick Worksheet • Warehouse Pick • Movement Worksheet • Warehouse Movement • Internal Whse. Pick • Internal Whse. Put-away • Bin Creation Worksheet • Bin Content Creation Worksheet • Whse. Item Journal • Whse. Item Reclass. Journal

NAV WMS– Topics

WAREHOUSE TOPICS


WAREHOUSE TOPICSTo support the physical handling of items on the zone and bin level, all information must be traced for each transaction or movement in the warehouse. This is managed in the Warehouse Entry table. Each transaction is stored in a warehouse register.

WAREHOUSE DOCUMENTS & JOURNALWarehouse documents and a warehouse journal are used to register item movements in the warehouse. Every time that an item in the warehouse is moved, received, put away, picked, shipped, or adjusted, warehouse entries are registered to store the physical information about zone, bin, and quantity.


BIN CONTENT & STORAGE

The Bin Content table is used to handle all the different dimensions of the contents of a bin per item, such as unit of measure, maximum quantity, and minimum quantity.

The Bin Content table also contains flow fields to the warehouse entries, warehouse instructions, and warehouse journal lines, which ensures that the availability of an item per bin and a bin for an item can be calculated quickly.


BASIC & ADVANCED WAREHOUSE DOCUMENTS LIST

The following different UI documents are used in basic and advanced warehousing.

BASIC UI DOCUMENTS

• Inventory Put-away • Inventory Pick • Inventory Movement (or Trasfer Order)• Item Journal • Item Reclassification Journal (Internal

Transfer)


ADVANCED UI DOCUMENTS

• Warehouse Receipt • Put-away Worksheet • Warehouse Put-away • Pick Worksheet • Warehouse Pick • Movement Worksheet • Warehouse Movement • Internal Whse. Pick • Internal Whse. Put-away • Bin Creation Worksheet • Bin Content Creation Worksheet • Whse. Item Journal • Whse. Item Reclass. Journal


WMS TERMINOLOGY

To align with the financial concepts of purchases and sales, Microsoft Dynamics NAV warehouse documentation refers to the following terms for item flow in the warehouse.

INBOUND FLOW Items moving into the warehouse location, such as purchases and inbound transfers.

INTERNAL FLOW Items moving inside the warehouse location, such as production components and output.

OUTBOUND FLOW Items moving out of the warehouse location, such as sales and outbound transfers.


BINA physical storage unit that is used for placing and storing items. This can be anything from a small container box to an open space on a pallet rack. It is the smallest unit of the warehouse logical structure.

BIN CONTENTThe contents that are contained within the bin, including the physical quantity of items in the bin, as well as information about volume and status (e.g. defective). Bin content is the basis for the pick and put-away creation in the program.

BIN RANKINGA measure for prioritizing replenishment movements. This indicates which bin should be replenished first. A bin with a high bin ranking number has a higher priority than one of a lower number


WMS TERMINOLOGY

BIN REPLENISHMENT

Relocating material from a bulk storage area to an order pick storage area, and documenting this relocation. This is so that the proper quantity of items is maintained for that bin so that the performance of the warehouse is kept at an optimum level.

BIN TYPE

A classification for the type of activity that is performed from a particular bin. For example, a bin that has the bin type “receiving,” should contain only items that have been received into the warehouse but have not been put away. Some examples of bin types are: receiving, shipping, picking and put away.

BREAK BULKTo break a larger unit of measure down to a lower unit of measure during the picking process in order to fulfill the correct quantity for the picking order.


WMS TERMINOLOGY

CROSS DOCKTo move items directly from the receiving area to the shipping area, thereby minimizing handling and storage and allowing sales orders to be shipped sooner. Noun and adjective form: cross-dock

DELIVERY NOTE A note that accompanies a shipment and that lists the items in the shipment.

CYCLE COUNTING

An inventory accuracy audit technique where inventory is counted on a cyclic schedule rather than once a year. A cycle inventory count is usually taken on a regular defined basis (often more frequently for high-value or fast-moving items and less frequently for low-value or slow-moving items).Most effective cycle counting systems require the counting of a certain number of items every workday with each item counted at a prescribed frequency.


WMS TERMINOLOGY

WMS TERMINOLOGY

EXPECTED RECEIPT DATE

The date, calculated by program, on which an inbound item will be available for picking.

FIXED BINA bin that is dedicated to hold only a specific pre-determined item or type of item. This type of bin is not used as a floating bin.

FLOATING BINAny bin that is not fixed to store a specific item or type of item and are used to store items as they come into the warehouse.


WMS TERMINOLOGY

PICKTo physically withdraw from inventory items to be shipped or components of items to be assembled and shipped.

PUT AWAYTo remove the item from the receiving area, transport it to a specific location in a storage area, and record the movement and the exact location of the item.

WAREHOUSE ACTIVITY

An activity in the Warehouse Management application area. Each activity has its own menu item.


WMS TERMINOLOGY

WAREHOUSE CLASS

The categorization of items, zones, and bins according to special conditions or special equipment that are required for the storage of items. Examples of warehouse classes can be: frozen, dry, hazardous, and so on.

WAREHOUSE RECEIPT

The physical acceptance and recording in the program of an item arriving into a warehouse location.

WAREHOUSE SHIPMENT

The act of shipping items from a warehouse location and recording the shipment in the program.

WAREHOUSE ADJUSTMENT

The process of adjusting bin content records. A negative adjustment decreases the quantity of items in the bin. A positive adjustment increases the quantity of items in the bin.


BIN TYPE

In WMS installations, you can restrict the warehouse activities that are allowed for a bin by assigning a bin type to it. The following bin types exist:

RECEIVE Items posted as received but not yet put away.

SHIP Items picked for warehouse shipment lines but not yet posted as shipped.


BIN TYPE

PUT AWAY

Typically, items to be stored in large units of measure but that you do not want to access for picking purposes. Because these bins are not used for picking, either for production orders or shipments, your use of a Put Away type bin might be limited, but this bin type could be useful if you have purchased a large quantity of items. Bins of this type should always have a low bin-ranking, so that when received items are put away, other higher-ranking PUTPICK bins fixed to the item are put away first. If you are using this type of bin, you must regularly perform bin replenishment so that the items stored in these bins are also available in PUTPICK or PICK type bins.


BIN TYPE

PICK Items to be used for picking only. The replenishment of these bins can only be made by movement, not by put-away.

PUTPICK

Items in bins that are suggested for both the put-away and pick functions. Bins of this type probably have different bin rankings. You can set up your bulk storage bins as this type of bin with low bin rankings compared to your ordinary pick bins or forward picking area bins.

QC

This bin is used for inventory adjustments if you specify this bin on the location card in the Adjustment Bin Code field. You can also set up bins of this type for defective items and items being inspected. You can move items to this type of bin if you want to make them inaccessible to the usual item flow.


ZONE

In advanced warehousing, bins can be grouped in zones to manage how the workflow of warehouse activities is directed. A zone could be a receiving zone or a stocking zone, and each zone can consist of one or several bins. Most properties assigned to a zone will by default be assigned to the bin that is created from that zone.


CLASS

In advanced warehousing, you can assign warehouse class codes to items, bins, and zones to control where different item classes are stored, such as frozen goods. You can divide a zone into several warehouse classes. For example, items in the receiving zone can be stored as frozen, hazardous, or other class. When you work with warehouse classes and a default receiving/shipping bin, you must manually fill in the appropriate bins in the warehouse receipt and shipment lines. In inbound flows, the class code is only highlighted on inbound lines where the item class code does not match the default receiving bin. If the correct default bins are not assigned, then the quantity cannot be received.


LOCATION

A location is a physical structure or place where inventory is received, stored, and shipped, potentially organized in bins.

A location can be a warehouse, service car, showroom, plant, or an area in a plant.


INBOUND WAREHOUSE FLOW



The inbound flow in a warehouse begins when items arrive in the warehouse of the company location, either received from external sources or from another company location. An employee registers the items, typically by scanning a bar code. From the receiving dock, warehouse activities are performed at different complexity levels to bring the items into the storage area. Each item is identified and matched to a corresponding inbound source document.



The following inbound source documents exist: • Purchase order • Inbound transfer order • Sales return order

In addition, the following internal source documents exist that function like inbound sources:1. Production order with output posting (OUTPUT)2. Assembly order with output posting (ASSEMBLY)


RECEIVING & PUTTING AWAY

In Microsoft Dynamics NAV, the inbound processes of receiving and putting away can be performed in four ways using different functionalities depending on the warehouse complexity level.


INBOUND FLOWBASIC WAREHOUSING1. RELEASE SOURCE DOCUMENT / CREATE INVENTORY PUT-AWAY

2. CREATE INBOUND REQUEST

3. CREATE INVENTORY PUT-AWAY

4. POST INVENTORY PUT-AWAY


INBOUND FLOWADVANCED WAREHOUSING1. RELEASE SOURCE

DOCUMENT

2. CREATE INBOUND REQUEST

3. CREATE WAREHOUSE RECEIPT

4. POST WAREHOUSE RECEIPT

5. CREATE WAREHOUSE INTERNAL PUT-AWAY

6. CREATE PUT-AWAY REQUEST

7. GENERATE PUT-AWAY WORKSHEET LINES (OPTIONAL)

8. CREATE WAREHOUSE PUT-AWAY DOCUMENT

9. REGISTER WAREHOUSE PUT-AWAY


INTERNAL WAREHOUSE FLOW


INTERNAL WAREHOUSE FLOWS

The flow of items between bins at a company location centers on picking components and putting away end items for assembly or production orders and ad-hoc movements, such as bin replenishments, without a relation to source documents. The scope and nature of the involved activities vary between basic and advanced warehousing.

INTERNAL FLOWS IN BASIC WAREHOUSING

• FLOWS TO AND FROM PRODUCTION• FLOWS TO AND FROM ASSEMBLY• AD-HOC MOVEMENTS


INTERNAL FLOWS IN ADVANCED WAREHOUSING• FLOWS TO AND FROM PRODUCTION• FLOWS TO AND FROM ASSEMBLY• AD-HOC MOVEMENTS• FLUSHING PRODUCTION COMPONENTS IN THE WAREHOUSE• BIN CONTENT AND RESERVATIONS• QUANTITY AVAILABLE TO PICK• QUANTITY AVAILABLE TO RESERVE


OUTBOUND WAREHOUSE FLOW



The outbound flow in the warehouse begins with a request from released source documents to bring the items out of the warehouse location, either to be shipped to an external party or to another company location. From the storage area, warehouse activities are performed at different complexity levels to bring the items out to the shipping docks. Each item is identified and matched to a corresponding inbound source document.



The following outbound source documents exist: • Sales order • Outbound transfer order • Purchase return order • Service order In addition, the following internal source documents exist that function like outbound sources: 1. Production order with component need 2. Assembly order with component need


OUTBOUND FLOWBASIC WAREHOUSING1. RELEASE SOURCE DOCUMENT

/ CREATE INVENTORY PICK OR MOVEMENT

2. CREATE OUTBOUND REQUEST

3. CREATE INVENTORY PICK OR MOVEMENT

4. POST INVENTORY PICK OR REGISTER INVENTORY MOVEMENT


OUTBOUND FLOWADVANCED WAREHOUSING1. RELEASE SOURCE

DOCUMENT

2. CREATE OUTBOUND REQUEST

3. CREATE WAREHOUSE SHIPMENT

4. RELEASE SHIPMENT / CREATE WAREHOUSE PICK

5. RELEASE INTERNAL OPERATION / CREATE WAREHOUSE PICK

6. CREATE PICK REQUEST

7. GENERATE PICK WORKSHEET LINES

8. CREATE WAREHOUSE PICK DOCUMENTS

9. REGISTER WAREHOUSE PICK

10. POST WAREHOUSE SHIPMENT


INTEGRATION WITH INVENTORY


INTEGRATION WITH INVENTORY

The Warehouse Management application area and the Inventory application area interact with one another in physical inventory and in inventory or warehouse adjustment.

• PHYSICAL INVENTORY• WAREHOUSE ADJUSTMENTS TO THE ITEM LEDGER


Location with Bin and Inventory Pick/Put-A.

Dedicated: bin content is not available for pick• Dedicated Bin boolean added to Bin and Bin Content• Bin content is available for posting, e.g. Sales posting remove item from any dedicated bin...• You can reserve items on a dedicated Bin... • NB: WMS – existing functionality: Bin Type Code takes items out of ”Available to Pick Qty”


SAMPLES OF BIN STRUCTURE


BIN STRUCTURE

• Default: to fill the POC lines with indication to where place goods

• Prioritized default for POC lines: Machine Center, Work Center, Location Card.

• For each Machine or Work Center a ”To-Production”, ”From-Production”, and an ”Open Shop Floor Bin” can be assigned.

• Integration with routings: To-Production bin is for first operation, From-Production is for last operation, OSFB is for all automatic flushing and respects the Routing Link Code.


BETTER INTEGRATION WITH MANUFACTURING

• Inventory «Movement document» (Not Journal Legder)• Allow for stage bin for inventory pick locations • Flexible Outbound flow – back to warehouse


ASSEMBLY INTEGRATIONSAll warehouse configurations supported

ATS flow: «easy» ATO flow: «more difficult»

• To Assembly: Invt. movement, Warehouse pick

• From Assembly: Post Assembly to a default bin, warehouse processes pick it up from there

• Only one posting - this implies that components are available prior ”auto-consuming”

• Default bins widely used

• To-Assembly Bin: Inventory movement, Asmb lines bin code

• From-Assembly Bin: Default per location card or change on Asmb.


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Roberto Stefanetti, MVP Business Solutions - NAVhttps://robertostefanettinavblog.com



dynamics nav warehouse management system (wms)

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