There are multiple ways to process shipments of inventory in Microsoft Dynamics NAV. Which way to choose depends on the business requirements and what processes that are most suitable.
Below is the illustration of each of the (example) four methods in Dynamics NAV.
‘Order’ refers to all types of orders that can be shipped:
- sales orders
- purchase return orders
- transfer orders.
Scenario-01: Shipping from Sales Order
Shipping directly from the Sales order is the simplest way of shipping something in Dynamics NAV. In the Sales Order perform the following steps:
- Enter the quantity to ship on the line
- Post the Sales orders
A Pick Instruction can be printed for picking:
Scenario-02: Shipping from Inventory Pick
This scenario is to pick the inventory for shipment from the inventory in Dynamics NAV.
It also allows for Dynamics NAV to determine what should be shipped and the typical way of using the inventory pick is to run the “Create inventory pick” batch job a couple of times a day with a filter indicating how far ahead items should be picked (e.g.: create picks for everything that is available to pick for tomorrow’s shipment).
Dynamics NAV then goes through the released orders and if there is anything to be shipped within the date filter then an inventory pick will be created and printed if the item(s) are available in inventory.
It is possible to have the same item in multiple bins and Dynamics NAV will suggest that you first pick from the items default bin and thereafter from other bins in alphabetical order where the item is available.
Dynamics NAV can also allow inventory pick that are Lot and/or Serial number tracked. It is also possible for Dynamics NAV to suggest the Lots for you during the creation of the inventory picks using FEFO (first expiration date first out).
Option 3: Shipping from Warehouse Shipment
Warehouse inventory picks can combine multiple order lines on a warehouse shipment and it can be created in advance without having the inventory available in stock.
A warehouse shipment combines multiple orders to be picked and this can be prepared in advance. The function ‘Use filters to get source documents’ where conditions like the shipping agent, shipment method, etc. can be predefined is typically used to combine order lines that are going to be shipped together this way.
Warehouse shipments are very common to use for shipping a single order or a couple of orders that are being delivered to the same destination and therefore combined into a single shipment.
Scenario-04: Shipping from Warehouse Shipment using Warehouse Picks
This is a combination of Scenrio-02 and Scenario-03 This Scenario works both with and without the ‘Directed Put-away and Pick’ functionality (also sometimes referred to as Advanced Warehousing or WMS).
Registering the warehouse pick moves the items between the bins and updates the warehouse shipment lines as picked. Posting the warehouse shipment then posts the related order lines.
This allows multiple warehouse picks for a warehouse shipment which in turn can contain multiple orders and therefore optimize the picking process (for example by picking same items across multiple orders or picking based on zones). The warehouse picks can be created directly from a warehouse shipment or through the pick worksheet. Below are some of the options that you have during the creation of warehouse picks from the pick worksheet.
Just like the inventory picks, a warehouse pick is only created for items that are available to pick. A warehouse pick is ‘registered’ not ‘posted’, it only moves the items from their bins to the shipping area and no ledger entries are created.
Posting the warehouse shipment then posts the related orders as shipped. Doing a post and print will print the packing slip at the same time.