Articles by "Warehouse Module"

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10:54:00 PM
Item Revaluation In Microsoft Dynamics NAV


Revaluation journal can be used for changing the inventory value of items, for example after a physical inventory.

For doing the Item Revaluation, please follow the following steps

Step1 : To open the Item Revaluation Journals go to Warehouse -> Inventory -> Revaluation Journals

Step 2: To calculate the existing inventory value go to Functions - > Calculate Inventory Value

Step3: Once you click you will find following type of screen shot there you can specify the Item to which Revaluation required.

Once you press OK on the previous screen, you can able to find system automatically created the entry based upon your input.

You have to enter the Unit Cost (Revaluated) field as new cost required instead of Unit Cost (Calculated) against the Item.

Note:
  • -          Before revaluating the cost required to complete the CBJ for the same.
  • -          Revaluation can be done for both ILE and Item wise for except Average costing method.
  • -          Average costing can only able to revaluate whole Item Cost.
Contact support@navisionplanet.com for further help related the same.






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2:46:00 PM ,
To Set Up Stockkeeping Units:
Open the Stockkeeping Unit Card window.
Fill in the fields on the card. The following fields are mandatory:
Item No.
Location Code and/or
Variant Code
After you have set up the first stockkeeping unit for an item, the program places a check mark in the Stockkeeping Unit Exists field on the Item Card.
Note
The information on the Stockkeeping Unit card has priority over the Item card.
To create several stockkeeping units for an item, use the Create Stockkeeping Unit batch job from Item Card-> Functions -> Create Stock Keeping Unit.
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2:27:00 PM ,
What is Stock Keeping Unit ( SKU )?
Definition- SKU (stockkeeping unit, sometimes spelled "Sku") is an identification, usually alphanumeric, of a particular product that allows it to be tracked for inventory purposes. Typically, an SKU (pronounced with the individual letters or as SKYEW) is associated with any purchasable item in a store or catalog.
You can use stockkeeping units to record information about your items for a specific location and/or a specific variant code.

Stockkeeping units are a supplement to item cards, they do not replace them, although they are related to them. Stockkeeping units allow you to differentiate information about an item for a specific location (such as a warehouse or distribution center) or a specific variant (such as different shelf numbers and different replenishment information), for the same item.
It is important to note that the information on the Stockkeeping Unit card has priority over the Item card.
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2:10:00 PM
Transfers
If your warehouse has more than one location, you can transfer items between locations.
To transfer items from one location to another, you must create a transfer order.
Before you can create an order you must set up an in-transit location and a transfer route.

Transfer order
The transfer order is an order very similar to a sales order or a purchase order. The transfer order can be created from the transfer-from or the transfer-to location. The transfer order contains information about the transfer-from and the transfer-to location, and the dates connected to the shipping and receiving of the order. On the transfer order, you must also assign the in-transit code that applies while the items are in transit.

In-Transit Code
An in-transit code is a temporary location created for transferring items only. When the order is shipped from the transfer-from location, the program assigns the items an in-transit code. When the order is received at the transfer-to location, the program moves the items from the in-transit code to the transfer-to location.

Transfer Routes
You can set up transfer routes between locations. This enables you to assign a default in-transit code, shipping agent and shipping agent service code. When you have done this, the program can use the information to calculate the receipt date.

Creating Transfer Orders

If you want to make a transfer between two locations, you create a transfer order.
To Create Transfer Orders:
  1. Open the Transfer Order window.
  2. Press F3 to create a blank order.
  3. Fill in the No. field.
  4. Fill in the Transfer-from Code field. The program automatically fills in the name and address fields on the Transfer-from tab.
  5. Fill in the Transfer-to Code field. The program automatically fills in the name and address fields on the Transfer-to tab.
  6. Fill in the In-Transit Code, Shipping Agent Code and Shipping Agent Service Code fields.

If you have filled in the In-Transit Code, Shipping Agent Code and Shipping Agent Service fields in the Trans. Route Spec. window when you set up the transfer route between these locations, the program automatically fills in the corresponding fields on the transfer order.
If you have not filled in the fields in the Trans. Route Spec. window, you must manually fill in the corresponding fields on the transfer order.
When the Shipping Agent Service field is filled in, the program calculates the receipt date at the transfer-to location by adding the shipping time of the shipping agent service to the shipment date on the Transfer-from tab.
Note
The name and address fields are filled in automatically on the Transfer-from tab and on the Transfer-to tab.

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2:56:00 PM ,

Warehouse Module In Navision

The warehouse Module in Microsoft Dynamics NAV/Navision deals with all the Storage of Materials, Material Issue To The Production Dept, Inward and Outward, etc.

This blog describes the basic things of the Warehouse Module.Warehouse Module mainly 8 Sub Modules.

  • Orders & Contacts

This module contains Vendor Card, Customer Card and all the order windows like Purchase Order, Purchase Return Order, Sales Return,Sales Return Orders, Transfer Order, Released Prod. Orders.

  • Planning & Execution

Handles with Items, Non-Stock Items, Stock Keeping Units(SKU),Shipments, Put away & Pick Work Sheets, Movement Work Sheets etc.
ie, It mainly handles with Item Stock Management functionalities.

  • Goods Handling Order by Order

Here Manages Inventory Putway & Pick Worksheet and Reclass the Item. ie, handles Item Movement.

  • Goods Handling Multiple Orders

Handles Putaway, Pick,Movements and Whe. Item Journals.

  • Inventory

In the inventory module handles all the Stock Journal like activites like Item Journals, BOM Journals, Item Reclass Journals, Physical Inventory Journals,Revaluation Journals and Physical Inventory Counting Periods.

  • Gate Entry

This modules handles all the Inward and Outward Gate Entry details.

  • History

In this modules you will get all the posted documents informations. ie, if you want to take the GRN(Goods Receipt Note) Print-then you have to go to this place.

  • Setup

The Setup module in Warehousing deals with all the warehouse related setups. This is mainly divided in to 3.

  1. Inventory Setup
  2. Warehouse Setup
  3. Locations

You can create new locations or handles the setup each locations is handles here.

Related Topics:

Navision Modules

Manufacturing Module

Finance Module

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3:32:00 PM

Item Journal is the journal to adjust inventory in connection with purchases, sales, and positive and negative adjustments.
A Physical inventory Journal is used to reflect or correct the physical stock taken with respect to the system inventory.

Item Journal Physical inventory Journal
1.All The Fields are entered manually and post1.All the fields are populated automatically by the system, except Physical Inventory
2.Reflect the stock according to the posting date only.ie, there may be chance of -ve inventory in the previous months2. Adjust Stock on the current date only
3. Is used very rare case only. ie,if no other way to adjust the stock then only its using.3. Is used Monthly/Yearly to adjust the Physical Stock and System Stock
4.You cannot adjust Purchase or Sales directly4.You can adjust Purchase or Sales directly
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3:29:00 PM

What is Item Journal?

You use the Item Journal window to adjust inventory in connection with purchases, sales, and positive and negative adjustments.
The information you enter in the item journal is temporary and can be changed as long as it is still in the journal. When you post the journal, the information is transferred to entries on individual accounts.
If you often use the item journal to post the same or similar journal lines, for example, in connection with material consumption, you can use the Standard Item Journal to make this recurring work easier.
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9:26:00 AM
A Physical inventory Journal is used to reflect or correct the physical stock taken with respect to the system inventory.
You must take a Physical Inventory(that is, count the actual items on hand) to see if the quantity registered in the program is the same as the physical quantity in stock at the end of a fiscal year, if not more often. If there are differences, you must post them to the item accounts before you do the inventory valuation.

To Fill In the Physical Inventory Journal with the Calculated Quantities:
Open the Phys. Inventory Journal window.
Click Functions, Calculate Inventory.
In the Calculate Inventory window, on the Item tab, set a filter if you want to select specific item numbers, or items with specific departments, projects, location or bin codes.
On the Options tab, specify the conditions that the program will use to create the journal lines. For Help about a specific field, click the field and press F1.
Click OK.
Note
The program processes the item entries according to the information that you specified, and creates lines in the physical inventory journal. Notice that the Qty. (Phys. Inventory) field is automatically filled in with the same quantity as the Qty. (Calculated) field. With this feature, it is not necessary for you to enter the actual inventory on hand for items that are the same as the calculated quantity.
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4:18:00 PM
The Nonstock Item contains information about items that your company sells but does not carry in inventory. You would usually handle the sale of a nonstock item in one of two ways:
Drop Shipment
The item is shipped from the vendor directly to the customer. You buy and sell the item but do not handle, stock or deliver it.
Special Order
You purchase a nonstock item from the vendor especially for a customer, receive it at your warehouse and ship it to the customer, either by itself or in combination with other items on the sales order.
To register information in the Nonstock Item, you fill out a card for each nonstock item with basic information such as name, unit of measure and unit price. You can enter this information manually or import it into the table using a dataport.
When a nonstock item is entered on a sales line for the first time, the program uses the information contained in the Nonstock Item table to generate an item card, to add a record to the item vendor catalogue, and to generate an item cross reference, (if the cross-reference information has been registered).
When you create an item card in this manner, the program creates the item number according to the rules defined in the Nonstock Item Setup table.
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4:46:00 PM

Many users having confusion about what all places(Modules) the Item card apear. I hope this content will solve that issue.

Following are the places where item card you will see in the Microsoft Dynamics NAV(Navision)

  1. Sales & Marketing--> Inventory&Pricing-->Items
  2. Purchase-->Planing-->Items
  3. Purchase--> Inventory&Costing--> Items
  4. Warehouse-->Planning&Excecution-->Items
  5. Manufacturing-->Production Design-->Items
  6. Manufacturing-->Planning-->Items
  7. Manufacturing-->Costing-->Items
  8. Service-->Order Processing-->Item

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9:20:00 AM

Create an Item Card – Setup


Item cards hold the master data required to buy, store, produce, account, track, sell and ship items.
Prerequisites
  • Item units of measure are set up
  • All posting groups are set up
  • Gather all item data concerning naming, cost and price, purchasing, production, reordering, storage.

To Fill in the General FastTab

  1. From the Items list page, click New to open a new empty item card.
  2. Press Enter to have the program insert the next number in the item number series.
  3. Enter the item’s name in the Description field.
  4. Look up from the Base Unit of Measure field to create and select a code (for example PCS).
  5. In the Item Category Code field, you can specify a product group from which assigned default values will be created for the item, including posting groups (see Posting Group fields below).
    Most of the fields on the right-hand side of the FastTab provide lookups to detailed information about the item’s inventory level and its current supply and demand situation.
  6. In the Blocked field you can place a check mark to define that the item can not be used in any way by the system. This means, among others, that the item can not be posted as consumed from a production journal (see Register Consumption and Output – Use Guide 7).

To Fill in the Invoicing FastTab

  • 7. In the Costing Method field, you must select the costing method that will determine how the program calculates the unit cost of the item and the cost of outbound items. Standard is typically used for manufacturing items. Specific is typically used for serial-numbered items.
    The Average Cost (LCY) field is filled by the program.
  • 8. If you have chosen Standard costing method, you must fill in the Standard Cost field with an appropriate value for the cost of one unit of the item.
    The Unit Cost field initializes order lines and journal lines as they are created. For items using Standard costing method, this field contains the standard cost.
  • 9. For costing methods other than Standard, fill in the Unit Cost field with an appropriate value when you create the item. When you run the Adjust Cost – Item Entries batch job, the program updates the field so it contains the most recent adjusted average unit cost.
  • 10. Fill in the Unit Price field with the sales price of one unit of the item.
    The program updates the Last Direct Cost field whenever a purchase is invoiced.
  • 11. Fill in the Posting Group fields to be able post transactions with the item.
    The Net Invoiced Quantity field is updated by the program.
    The Sales Unit of Measure field is filled with the base unit of measure, but you can change it.

To Fill in the Replenishment FastTab
  1. Select in the Replenishment System field whether your standard way of supplying the item is by buying it (Purchase) or by producing it (Prod. Order).
    For a purchased item:
  2. In the Vendor No., you can specify a default supplier of the item, and that vendor will then be suggested when planning for the item.
  3. In the Vendor Item No. field, you can enter the vendor’s own item identification (if different from yours).
  4. Enter a date formula in the Lead Time Calculation field to specify the time it takes to replenish this purchased item (e.g. 1W). The program uses this field in date calculations as follows: Order Date + Default Safety Lead Time + Lead Time Calculation = Planned Receipt Date.
    For a produced item:
  5. In the Manufacturing Policy field, select Make-to-order to have the program consider all BOM levels during planning. Note: If both the parent item and its subassemblies use Make-to-Order, the planning logic will create a production order with subassembly production order lines indented under the parent’s order line.
  6. In the Routing No. field you can look up and select a routing to govern the item’s manufacturing process. A specific routing must be set up and certified before it can be used for an item card. (See Create a Routing – Setup Guide 3).
  7. In the Production BOM No. field you can look up and select a production BOM to govern the product structure of the item. A specific production BOM must be set up and certified before it can be used for an item card (see Create a Production BOM – Setup Guide 2).
  8. Select in the Flushing Method field whether consumption of this item in production should be calculated and posted manually; Manual, or automatically with either of the following two methods: Forward, to have the program automatically calculate and post consumption when the production order is released, or Backward, to have the program automatically calculate and post consumption when the released production order is finished.
  9. Specify in the Scrap % field the percentage of the item that you expect to be scrapped in the production process. The program uses this percentage when it calculates unit prices and net requirements.
  10. In the Lot Size field, you can specify how many units of the item are usually produced in one production lot (but you can still create orders of a different quantity). The program uses this number to calculate the item’s standard cost and to distribute the fixed costs of manufacturing the lot.

To Fill in the Planning FastTabNote: Most of the fields on this FastTab relate to the use of automatic planning and those will not be covered in Quick Guides.
  1. Select Blank in the Reordering Policy field if you are strictly using manual order planning (see Plan for New Demand – Use Guide 1).
  2. In the Reserve field you can determine whether the program will allow reservation for this item. The option you select here is carried to sales lines for the item and will override a reservation option on the sales header (carried from the customer card). Except, if you select Optional in this field and you enter the item on a sales line where the sales header contains Always, the sales line will be assigned the option Always.
  3. Define in the Order Tracking Policy field whether the program should create order tracking links between matching supply and demand. Select Tracking Only to have the program creates order tracking entries in two circumstances: Dynamically, when creating any order that may be matched by an existing order and directly, when creating a supply order specifically for the demand. Select None if the program should not create order tracking entries at all.
    More Info Visit MSDynamics official sie:http://msdynamicsworld.com/
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Jubel Thomas

{picture#https://plus.google.com/u/0/photos/116645982191572612106/albums/profile/5718535508567382818} Having 9+ years of Dynamics NAV Experience with Modules like Finance, Sales, Manufacturing, Warehouse, Purchase, Human Resource etc. Also know LS retail, Dynamics AX, Business Intelligence. {facebook#https://www.facebook.com/Navision-Planet-347570178709579/} {twitter#https://twitter.com/NavisionPlanet}

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