Microsoft Dynamics® NAV Process Flows

Warehousing

Version 2009
Task Flows Showing Business and System Processes
Symbols

Manual
Module Category
Task

Component, Manual
Process or Menu Print
Decision
Item

Selected Page
Decision Email/Fax

System Selected Export

Task Report

External Document
Process Data Store
Microsoft Dynamics® NAV Warehousing Overview

Inve ntory Setup

Require Receive = NO 1.0
Require Shipment = NO Receiving
Require Put-away = NO
Require Pick = NO

BASIC Inventory

1.1 1.2
Picking Shipping

Inve ntory Setup

Require Receive = NO 2.0 2.1 Inventory
Require Shipment = NO Receiving Put-away
Require Put-away = YES
Require Pick = YES

Advanced - 1 Inventory

2.2 Schedule 2.3 Execute

Inventory Inventory 2.4 Ship
Pick Pick

Inve ntory Setup

3.0 3.1
Require Receive = YES
Require Shipment = YES Warehouse Warehouse
Require Put-away = YES Receipt Put-away
Require Pick = YES

Advanced - 2 Inventory

3.2 Schedule 3.3 Execute

Warehouse Warehouse 3.4 Ship
Pick Pick

4.0 Managing 5.0 Physical 6.0 Periodic

Transfers Inventory 7.0 Reports 8.0 History
Activities
Microsoft Dynamics® NAV Warehousing 1.0 Receiving – Basic

Incoming
Order

Record Serial Record

Orders Quantity Number(s) Yes Serial
Received required? Num be r(s)

No

Lot
Record Lot
Number(s) Yes Num be r(s)
required?

No

Post
Receipt

Inventory

Posted
Receipt
Microsoft Dynamics® NAV Warehousing 1.1 Picking – Basic

Orders

Select Print Pick

Order Ticket

Inventory

Pick Ticket

Picker

1.2 Shipping - Basic

Microsoft Dynamics® NAV Warehousing 1.2 Receiving – Basic

1.1 Picking - Basic

Pick Ticket

Record Serial Record

Orders Quantity Number(s) Yes Serial
to Ship required? Num be r(s)

No

Lot
Record Lot
Number(s) Yes Num be r(s)
required?

No

Post
Shipm ent

Inventory
Relieved in Microsoft Dynamics NAV

Posted
Shipment
Microsoft Dynamics® NAV Warehousing 2.0 Receiving – Advanced 1

Incoming
Order

Sales Return Orders/ Select

Purcha se Orders/ Order to
Inbound Transfer Receive

Record
Quantity
to Receive

Execute function Inventory Put-away Inventory

"Create Inventory Created for the Put-away
Put Away" Order selected

2.1 Inventory
Put-away
Microsoft Dynamics® NAV Warehousing 2.1 Inventory Put-away

2.0 Receiving -
Advanced 1

Select
Inventory
Inventory
Put-aways
Put-away

Print Inventory
Inventory Put-away
Put-away

Inventory
Physically
Put Away

Inventory
Actual
Quantities and
Bins written on
the Put-Away Inventory
Document Incremented In
Associated
Microsoft Dynamics NAV
Order
automatically
received
Posted
Receipt
Put-away
Post
Document
Inventory
Returned
Put-away
to Office
Posted
Inventory
Put-away
Microsoft Dynamics® NAV Warehousing 2.2 Schedule Inventory Pick

Outgoing
Order

Purchase Return Order/

Select
Sales Order/
Order to
Outbound Transfer
Pick
Order

Record
Quantity
to Ship

Execute function Inventory Pick Inventory

"Create Inventory Created for the Pick
Pick" Order selected

2.3 Execute
Inventory Pick
Microsoft Dynamics® NAV Warehousing 2.3 Execute Inventory Pick

2.2 Schedule
Inventory Pick

Select
Inventory Picks Inventory
Pick

Print Inventory
Inventory Pick
Pick

Inventory Moved to Shipping

Physically Staging Area
Picked
Inventory

Pick
Document
2.4 Ship
Returned to
Office
Microsoft Dynamics® NAV Warehousing 2.4 Ship

2.3 Execute Pick

Inventory Pick
document updated
Inventory Picks
with quantities and
actual pick bins

Posted
Inventory Pick

Post
Inventory
Pick
Associated Inventory Relieved
Order
automatically
shipped

Posted
Shipment
Microsoft Dynamics® NAV Warehousing 3.0 Warehouse Receipt

Incoming
Order

Cre ate Ne w Select Source

Warehouse
Warehouse Document(s)
Receipts Receipt to Receive

Item Lines Fill in Exe cut e

Cross Calculate
automatically copied Qty to YES
Dock? Cross Doc k
to Warehouse Receipt Receive Function

NO
Cross Dock
Post Ware house Qty is
Receipt automatically
populated

Directe d
NO put-awa y a nd YES
pick?

Inve ntory rec orded

in It em De fault Bin Inve ntory rec orded Inve ntory rec orded
in Generic Rece iving Bin In Generic Cros s
Doc k Bin

Posted
Warehouse 3.1 Warehouse
Receipt Put-away
Microsoft Dynamics® NAV Warehousing 3.1 Warehouse Put-away

3.0 Warehouse
Receipt

Retrieve
Use put-away Put-away quantities
YES waiting
worksheet? Worksheet
put-away

Lines automatically
copied to put-aw ay
worksheet

“Mos t E ffic ient” Bin

Directed recomme nded
Item Default Bin
recomme nded
NO put-away and YES acc ording to put-
pick? awa y t empla te a nd
bin ranking

Warehouse
Put-away
Warehouse put-away Created
already created from
posting of
Warehouse Receipt

Warehouse
Put-away
Registered
Warehouse
Put-away
Warehouse
put-away
Inventory document Register
physically updated with put-away
put-away final quantities document
and put-away
bins

Final bin location

recorded in inventory
Microsoft Dynamics® NAV Warehousing 3.2 Schedule Warehouse Pick

Outbound
Source
Document

Select
Cre ate Ne w Outbound
Warehouse
Warehouse Source
Shipments Shipm ent Document(s)
to Ship

Item Lines
automatically copied
to Warehouse
Shipment

Warehouse
Release Pick
Warehouse Request
Shipment Entries
Created Create Pick
Warehouse
from
Pick
Warehouse
Shipment
NO

Use Pick
Worksheet?

YES

3.3 Execute
Warehouse Pick
Microsoft Dynamics® NAV Warehousing 3.3 Execute Warehouse Pick

3.2 Schedule
Warehouse Pick

Lines
Retrieve
automatically
Use Pick Pick Quantities
YES Waiting
copied to
Worksheet? Worksheet pick
Picking
worksheet

Item Directed “Mos t

Default Bin NO Put-away and YES Efficient” Bin
recomme nded Pick? recomme nded

Warehouse
Pick
Created

Warehouse Pick Warehouse

already created from Inve ntory
Pick transferre d into
Scheduling of Generic S hipping Bin
Warehouse Pick

Inve ntory
Physically
Picked
YES

Warehouse Pick Registered

updated with Regist er Directed
Warehouse
final quantities Warehouse Put-away and
and actual pick Pick Pick? Pick
bins

NO

3.4 Warehouse
Shipment
Inve ntory relieved f rom It em Bin
Microsoft Dynamics® NAV Warehousing 3.4 Warehouse Shipment

3.3 Execute
Warehouse Pick

Select
Warehouse
Warehouse
Shipments
Shipment

Fill in
Quantity
to Ship
Posted
Warehouse
Shipment

Post
Warehouse
Shipment Inventory Relieved
from Bin on
Associated Warehouse Shipment
Order
automatically
shipped

Posted
Shipment
Microsoft Dynamics® NAV Warehousing 4.0 Managing Transfers

Lines
New Line Execute Product is physically
Transfer Item Reclass. automatically
Created and "Get Bin transferred and
filled in with
(Basic) Journals Item, Location Content" actual qty and bin
Quantity of
and Bin Entered function recorded on pri ntout
the Bin

User enter s
new Location
Post
and new Bin
code in Jour nal
Product is
immediately
Transfer Transferred in
(Advanced) Microsoft Dynamics NAV

Create New Execute

Transfer
Transfer "Get Bin Content"
Orders function Posted
Order
Transfer
Receipt
Lines
automatically Transfer
filled in with Order
Quantity of the Shipped
Bin

Inventor y moved into

In-Transit Location
and considered unavailable

Transportation Posted
Transfer
Shipment
Product
physically Transfer
received at Order
Transfer To Received
location.

Inventor y moved from

In-Transit Location
to Transfer To Location.
Microsoft Dynamics® NAV Warehousing 5.0 Physical Inventory

Phys. Inventory
Journals

Exe cut e
"Calculate Inv ent ory"
function

Lines automatically
Warehouse
create d in Journal
Em ployee Actual quant ities
with the current Print Inve ntory
records actual are rec ord in
count of e ach bin Count She et
qua ntity in each journa l
and se rial and/or lot
bin on she et
no. if applicable

Post
Journal

Count
Diff ere nce?

Positive None
Negative

Sys tem posts Sys tem posts

Positiv e Negative No Adjustme nt
Adjustme nt to Adjustme nt to is P ost ed
Inve ntory Inve ntory

Physical
Inve ntory
Ledger Creat ed
Microsoft Dynamics® NAV Warehousing 6.0 Periodic Activities

Warehouse

Bin Creation
Worksheet

Bin Content
Creation Worksheet
Microsoft Dynamics® NAV Warehousing 7.0 Reports

Warehouse

Bill of
Base Data Transactions Status Statistics
Materials

Whse.
Inventory Sales Sales Return Warehouse Where-Used BOM Journal
Adjustment
Labels Shipment Receipt Register List - Test
Bin

Quantity
Warehouse Inventory Purchase BOM
Sales Invoice Explosion of
Bin List Picking List Receipt Register
BOM

Inventory Item Purchase

Sales Credit Raw
Put-away Expiration - Return Issue History
Memo Materials
List Quantity Shipment

Whse. Phys. Prod. Order Return Order Sub- BOM

Return Order
Inventory List Picking List Confirmation Assemblies Movement

Whse.
Shipping Subcontractor Purchase Final Order Pick
Dispatch List
Shipment
Labels Invoice Products Ticket
Status

Customer Purchase Prod. Order Kit

Kit -
Listing Credit Memo Mat. Component -
Availability
Requisition Statistics

Kit
Component -
Sales
Microsoft Dynamics® NAV Warehousing 8.0 History

Warehouse

Posted
Archive Inquiry
Documents

Registered Put- Posted Sales

Posted Receipts Shipments Item Tracing
aways

Posted
Registered Posted Transfer
Purchase Item Registers
Picks Shipments
Receipts

Posted
Registered Posted Transfer Purchase
BOM Registers
Movements Receipts Return
Shipments

Posted Return
Posted Sales
Receipts
Invoice

Posted
Posted Invt. Put-
Purchase
away
Invoices

Posted Posted Invt.

Shipments Pick