chapter 5: shipping...document for the shipment matching certain criteria. the procedure is similar...

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CHAPTER 5: SHIPPING Objectives

The objectives are:

• Pick and ship items. • Ship cross-docked items. • Breakbulk the item.

Introduction Warehouse Management Systems (WMS) provides the functionalities for handling items, such as shipping cross-docked items and breakbulking items. These features of WMS along with shipping ordinary items are covered in this chapter.

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Warehouse Management in Microsoft Dynamics® NAV 2009

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Shipping the Items To initiate the shipping process, the source document (sales order, purchase return order, and outbound transfer order) must be released, and the request becomes visible to the warehouse personnel.

The overview of the orders released for shipment is available from the shipment list or from the pick worksheet, which shows all released shipping orders.

To continue the process of shipping, the items have to be picked.

The following scenario illustrates the process of shipping the items on the example of the Cronus Company.

Scenario: Ship Items

The Blanemark Hifi Shop on Baker Street has placed an order for the delivery of 12 units of Loudspeaker LS-100.

Your task is to find the existing sales order, order 1001, for customer 60000 and to pick and ship items from the White location.

First, retrieve the released sales order to be able to create a picking document:

1. On the Activities part of the Role Center Home page, click New Whse. Shipment.


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2. In the Location Code field, select the White location. The Zone Code and Bin Code fields are filled in automatically with default values, as specified in the location setup. The program copies the values from these fields to the lines when retrieving the source document information.

3. On the Action Pane, click Get Source Documents, and browse to the sales document 1001. Click OK to fill in the shipment lines.

FIGURE 5.1 WAREHOUSE SHIPMENT WITH THE LINE RETRIEVED

4. Click Create Pick. The Create Pick window appears, which

allows to define a sorting method for the activity lines, specify whether to set a breakbulk filter and to fill in the Qty. to Handle field while creating a pick, and whether to print a hardcopy of the picking document that is to be created.

5. Click OK. The pick is created, and the line is copied to the pick. The shipment remains unchanged until the pick is registered.



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To continue the picking process, proceed as follows:

6. On the Activities part of the Home page, click Picks - All. Open the pick just created.

FIGURE 5.2 WAREHOUSE PICK

The Warehouse Pick window contains two lines. The first line lacks the information about where the items must be taken from. This is because the program is set up to not allow for automated picks from the bulk zone; another reason for this is that the location the item is stored at is set up to always create pick lines even if an appropriate zone and bin to pick the item from cannot be found. The second line shows where the items will be placed.

7. To view where the items are stored, select the Take line (the first line), and on the lines, click Actions, Line, Bin Contents List. The program opens the Bin Content List window to show what bin the item LS-100 is stored at.


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8. In the Warehouse Pick window, in the Zone Code, select BULK, and in the Bin Code field, select W-05-0007 as it is stated in the bin contents list.

FIGURE 5.3 ITEMS STORED IN THE BIN

9. Click OK. Information about the zone and bin is inserted to the

warehouse pick line.

FIGURE 5.4 THE PICK DOCUMENT WITH LINES FILLED OUT

10. Click Register Pick.



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The goods are now picked.

11. On the Home page of the Role Center, click Warehouse Shipments. Open the shipment created in step 3.

FIGURE 5.5 WAREHOUSE SHIPMENT UPDATED AFTER REGISTERING THE PICK

The Qty. to Ship field is now filled out, and the document status is Completely Picked. To finalize the shipping process, post the shipment.

FIGURE 5.6 POSTING SHIPMENT AS SHIPPED

The program allows to invoice simultaneously with shipping while posting the shipment.

12. Click OK to confirm shipping only.


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NOTE: If Ship and Invoice is selected, the source document (the released sales order) is posted automatically along with the shipment, using the posting date from the source document.

As a result of posting, the program deleted the lines from the Warehouse Shipment window, and creates both a posted warehouse shipment and a posted sales shipment to register the process.

You can use the Use Filters to Get Src. Docs. function for retrieving the source document for the shipment matching certain criteria. The procedure is similar to retrieving source documents for a warehouse receipt, which is described in chapter 3 Receiving Orders.

Shipping Cross-Docked Items When items are cross-docked, the items are handled through receiving and shipping without ever placing them in storage, thereby expediting the item through the put-away and pick processes and limiting the physical handling of items. Items can be cross-docked for both shipments and for production orders. When preparing a shipment or pick items for production and using bins, the program will automatically pick the item from a cross-dock bin before considering picking from any other bin. It is necessary to check the cross-dock area to determine the availability of the items before getting the items from their usual storage area.

For more information about how to set up items for cross-docking and cross-docking opportunities, refer to Chapter 3 "Receiving Orders."

Scenario: Ship Cross-Docked Items

The items received from the cross-docking opportunities must be shipped to the customer.



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The demonstration data in Microsoft Dynamics® NAV 2009 contains sales order 2021. With this order, the Blanemark Hifi Shop has contacted the Cronus Company and stated that they want to buy 72 pieces of item LS-81. Now they want to reduce their order to 60 pieces of item LS-81.

1. On the Home page, click Sales Orders. Open sales order 2021.

FIGURE 5.7 THE SALES ORDER WITH THE ITEMS TO BE CROSS-DOCKED

2. On the Action Pane, click Reopen, and in the Quantity field, change

the quantity to 60. Click Release to release the order.


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3. On the Activities part of the Home page, click New Whse. Shipment to create a new shipment. In the Location Code field, select the White location.

4. On the Action Pane, click Get Source Documents. In the Source Documents window, select sales order 2021. Click OK.

FIGURE 5.8 WAREHOUSE SHIPMENT WITH THE LINE RETRIEVED FROM THE SALES ORDER



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5. Click Create Pick, and in the Create Pick window, click OK to create the warehouse pick.

6. On the Activities part of the Home page, click Picks - All. Open the pick just created.

FIGURE 5.9 WAREHOUSE PICK CREATED

The program changes the unit of measure according to the sales unit of measure when picking the items for the sales order.


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7. Click Register Pick. 8. In the Navigation Pane, click Warehouse Shipments. Open the

shipment created in step 3. The Qty. to Ship field is filled in, and the option in the Document Status field has changed to Completely Picked.

FIGURE 5.10 DOCUMENT STATUS CHANGED IN THE WAREHOUSE SHIPMENT

9. Click Post Shipment, and then select Ship and Invoice.

The Blanemark Hifi Shop originally ordered 72 pieces of item no. LS-81. The 72 pieces were cross-docked; however, only 60 pieces were picked and shipped. Your task is to move the remaining quantity from the cross-dock bin.

1. In the Navigation Pane, click the Worksheet button, and then click Internal Put-aways.

2. Click New to create a new warehouse internal put-away. In the Location Code field, select the White location.



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3. Click Actions, Functions, Get Bin Content, and the Whse. Get Bin Content window appears.

4. In the Location Code filter field, select the White location, and in the Zone Code filter field, select the Cross-Dock zone. In the Bin Code filter field, select bin W-14-0001 in which the remaining pallet of item LS-81 is placed.

FIGURE 5.11 GETTING BIN CONTENT


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5. Click OK. The program inserts the item information to the internal put-away document. The result is shown in the following illustration.

FIGURE 5.12 A LINE RETRIEVED FOR THE INTERNAL PUT-AWAY

6. Click Actions, Functions, Create Put-away, and the put-away is

created. 7. On the Activities part of the Home page, click Put-aways - All,

browse to the put-away just created and open it.

FIGURE 5.13 WAREHOUSE PUT-AWAY READY FOR REGISTERING

8. On the Action Pane, click Register Put-away.



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Now the item is available for picking and sale.

NOTE: To ship cross-docked items, you can use a warehouse movement worksheet instead of the internal put-away. In this case, you will move an item from the CROSS-DOCK bin to the bin you need.

Breakbulk When picking items for outbound orders, the items are often stored in units of measure that are different from their sales units of measure. The breakbulk functionality offered by WMS allows breaking items stored in larger units of measure into smaller ones. The following scenario describes how to perform breakbulk while picking for a sales order.

Scenario: Breakbulk Items

Blanemark Hifi Shop, customer 60000, is in need of printing paper, item 80100, which they will invoice their customers for. They need a single package to satisfy their needs.

1. Create and release the sales order. 2. On the Activities part of the Home page, click New Whse.

Shipments to create a new shipment. In the Location Code field, select the White location.

3. Click Get Source Documents, and then select the sales order just created.

FIGURE 5.14 WAREHOUSE SHIPMENT WITH A SOURCE LINE


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4. Click Create Pick to create a pick for this shipment.

Having retrieved the pick document, notice that the same item is located on multiple lines which means that the physical breakbulk occurred. The program suggests where to and how to take and place the items.

FIGURE 5.15 ITEM UNITS BEING BREAKBULKED



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5. On the Action Pane, click Register Pick. 6. In the Navigation Pane, click Warehouse Shipments. Open the

shipment just created. The Document Status field now contains Completely Picked, and the Qty. to Ship field contains 1.

FIGURE 5.16 THE DOCUMENT STATUS IS CHANGED

7. Click Post Shipment, and then click Ship and Invoice.


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To verify what the program has performed during the process, view the warehouse entries for this exercise.

8. In the Navigation Pane, click Home, Bin Contents. Browse to the bin containing item 80100, the printing paper. Click Related Information, Line, Warehouse Entries.

FIGURE 5.17 WAREHOUSE ENTRIES SHOWING WAREHOUSE MOVEMENTS

The program performed three movements to convert the item unit of measure used for storage into the unit of measure used for sales in the given scenario.



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Lab 5.1 - Shipping, Cross-docking, and Breakbulking In this lab, you will practice shipping items.

Scenario

Blanemark Hifi Shop, customer 60000, is in great need of 10 units of item LS-120 and wants to receive them as soon as possible.

Find purchase order 104008 and create a receipt.

After the receipt is posted, a put-away is created. For the put-away, change the unit of measure for item LS-75, and perform all warehouse operations.

Challenge Yourself!

1. Create a sales order and create a shipment. 2. Create a receipt for the purchase order. 3. Change the unit of measure in the put-away. 4. Ship and invoice the items.

Need a Little Help?

1. Create a sales order for customer 60000 for 10 units of item no. LS-120, release the order and create a shipment.

2. Create a receipt for purchase order 104008 from vendor 60000 with cross-docking for item LS-120.

3. Change the unit of measure for item LS-75 from pallets to pieces in the put-away and put the items away.

4. Ship and invoice the items to customer 60000.

Step by Step

Create a sales order for customer 60000 for 10 units of item LS-120, release the order and create a shipment

1. On the Role Center Home page, click Sales Orders. Create a new sales order.

2. In the Sell-to Customer No. field, select 60000. In External Document No., enter 60000. In the Location Code field on the Shipping FastTab, enter WHITE.


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3. On the sales line, in the Type field, select Item. In the No. field, select the value LS-120. In the Quantity field, enter 10. (If the Check Availability window appears, click Yes). Leave the value in the Unit Price Excl. VAT field as is (for practicing purposes).

4. Release the document by clicking Release. 5. To create the warehouse shipment, click Actions, Functions, Create

Whse. Shipment. The created warehouse shipment appears.

Create a receipt for purchase order 104008 from vendor 60000, cross-docking item LS-120

1. In the Navigation Pane, click Purchase Orders. Browse to purchase order 104008 and open it.

2. To create the warehouse receipt, click Actions, Functions, Create Whse. Receipt. Click Yes in the information message about exceeding the capacity. The created warehouse receipt appears.

3. To calculate the warehouse cross-docking, click Calculate Cross-Dock. The values in the Qty. to Cross-Dock fields are updated for each line. For item LS-75, clear this field.

4. Post the warehouse receipt by clicking Post Receipt.

Change the unit of measure for item LS-75 from PALLETS to PIECES in the put-away and put the items away

1. On the Activities part of the Home page, click Put-aways - All. Browse to the put-away just created and open it.

2. Select the line of the Place action type with item LS-75 and on the lines click Actions, Functions, Change Unit of Measure. In the To field of the Unit of Measure Code section, change the option to PCS and click OK.

3. In the From Zone Code field, select PICK. In the From Bin Code field, select W-01-0001.

4. On the Action Pane, click Register Put-away.

Ship and invoice the items to customer 60000

1. In the Navigation Pane, click Warehouse Shipments. Open the warehouse shipment just created.

2. Release the document by clicking Release. 3. Click Create Pick to create a pick for this shipment. 4. On the request form, do not set any options and click OK. 5. On the Activities part of the Home page, click Picks - All, open the

pick just created. 6. Click Actions, Functions and then click Autofill Qty. to Handle to

prepare the pick for this shipment. 7. Click Register Pick.



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8. In the Navigation Pane, click Warehouse Shipments. Note that the Document Status field is now set to Completely Picked, and the Qty. to Ship field contains 10.

9. Click Post Shipment, and then select Ship and Invoice. The process is finished.

Summary Microsoft Dynamics NAV 2009 provides tools for effective handling of items through the use of the shipping and breakbulking functionalities. Moreover, the program allows for shipping the cross-docked items, which ensures efficient handling of the items that must not be stored at the warehouse but must be delivered directly from a receipt zone to a ship zone.

From this chapter, you have also learnt the following:

• The shipping process can be initiated by releasing a source document.

• Items can be cross-docked for both production and shipment orders. • The breakbulk functionality allows breaking items stored in larger

units of measure into smaller ones.


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Test Your Knowledge 1. When is the Qty. to Ship field on a shipment line filled out?

2. How is a hardcopy of a picking document printed?

3. Suppose item1 is stored in packs, where one pack equals 15 pieces. When selling item1, it sells in pieces. True or False: When pick lines are created, the program uses the breakbulk functionality automatically to break down the larger unit into smaller ones.



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Quick Interaction: Lessons Learned Take a moment and write down three Key Points you have learned from this chapter

1.

2.

3.


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Solutions Test Your Knowledge

1. When is the Qty. to Ship field on a shipment line filled out?

MODEL ANSWER:

As soon as a pick is registered for the shipment line, the Qty. to Ship field is updated.

2. How is a hardcopy of a picking document printed?

MODEL ANSWER:

When creating a pick, select the Print check box in the Create Pick window to print a hardcopy of the picking document about to be created.

3. Suppose item1 is stored in packs, where one pack equals 15 pieces. When selling item1, it sells in pieces. True or False: When pick lines are created, the program uses the breakbulk functionality automatically to break down the larger unit into smaller ones.

MODEL ANSWER:

False. The breakbulk functionality must be activated on the Bin Policies FastTab of the location card. Otherwise, breakbulking will not be used for the item.



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