Functions for warehouse management in Dynamics 365 Business Central

Functions for warehouse management in Dynamics 365 Business Central



Administration

  • Bin Setup

    Storage bins reflect the basic warehouse structure. In Dynamics 365 Business Central, when you create storage bins, you can define the contents you place in each bin very specifically. Alternatively, the storage location can function as a storage bin without specified contents.

    On this basis, proposals are made for the placement of items.

    • Blocking of items

      You can block an item so that it cannot be entered in lines of sales or purchasing documents and posted in a transaction. This is useful, for example, if an item has a known error.

      When someone selects a blocked item in a sales or purchasing document, a message informs them that the item is blocked.

      • Carriers or deliverers

        If you work with specific deliverers, it is possible to create them in Dynamics 365 Business Central with their own code and detailed information. If the deliverer offers online parcel tracking, you can also use the function for automatic parcel tracking.

        If you enter carriers in your sales orders, you can also define the shipment types that the carrier offers. You can create an unlimited number of shipment types for each carrier and also define a transportation time for each shipment type.

        • Item availability

          Dynamics 365 Business Central supports the display of current item availabilities – also by storage location.

          • Item creation (opt. individual development)

            In Dynamics 365 Business Central, you can easily create and manage new items using so-called item cards. In addition to the name, you can enter the following information:

            • Inventory
            • Warehouse dispatch method
            • Item attributes (e.g. dimensions or model year)
            • Purchase price
            • Sales price

            Item attributes
            The assignment of item attributes provides you with an overview of your item structures and makes it easier to sort and find items. Item attributes also simplify the search in your web shop for customers.

            Item references
            You also have the possibility to cross-reference between

            • the item description you use for an item and
            • the item description used by the supplier of this product,

            to set up. If you fill out the cross-reference number, the item description of the supplier is inserted automatically into purchasing documents for the supplier.

            Material safety data sheets as item (individual development)
            Up to now, our customer has been packing safety data sheets manually with his shipments. During picking, the warehouse employee therefore had to know whether and which safety data sheets had to be enclosed for which risk item. It was not possible to check by the system whether the safety data sheets were actually packed. Thanks to our work, the safety data sheets are now stored as separate items in Microsoft Dynamics NAV and assigned to the corresponding items. In the warehouse, they are physically stored in a separate storage bin so that they can be picked like a “normal” item and cannot be forgotten.

            • Item tracking

              When using item tracking in Dynamics 365 Business Central, it is possible to track the serial or batch number forward or backward in a sequence of posted warehouse transactions.

              You can see how and when an item was

              • received,
              • produced,
              • relocated,
              • sold,
              • consumed or
              • was returned.

              Item tracking is particularly useful for quality assurance purposes when you need to find out which customer received products with a particular batch number or from which batch a defective component came.

              • Item reservation

                In Dynamics 365 Business Central, you can reserve items – for example, for sales orders, purchase orders, service orders, assembly orders, or production orders.

                • Serial and batch number management

                  Serial or batch numbers can be assigned to any incoming or outgoing document. Often they are assigned at the time of storage. This creates a link between item items and serial or batch numbers.

                  At the latest at the time of goods issue or consumption, the respective serial or batch number must be explicitly selected in order to be able to trace the life cycle of these in retrospect. This means that only then can you track your items including serial and batch numbers in the warehouse activities.

                  • Stock keeping units

                    Stock keeping units supplement item cards. You can use inventory data to store information about your items for a specific storage location code and/or variant code. This means distinguishing items by storage locations (such as warehouses and distribution points) or variants (such as different shelf numbers or reorder information). This is useful for items that are stored in more than one physical storage location.

                    • Inventory value

                      In Dynamics 365 Business Central there is a function “Calculate inventory value”. The goal is to calculate the inventory level of a specific item on a specific start date. Dynamics 365 Business Central works by adding the value of receiving goods and subtracting the value of shipped goods up to a certain end date. The end result is then the warehouse value on the end date.

                  • Activities

                    • Incoming goods

                      You can easily post goods receipts in Dynamics 365 Business Central via the associated business document (e.g. purchase order, stock transfer order or sales complaint).

                      Dealing with excess inventory
                      It may be cheaper to keep the excess inventory than to return it, or your seller may offer you a discount for storage. In that case, simply set up a transfer receipt.

                      • Inventory (opt. individual development)

                        With Dynamics 365 Business Central, you can easily organize inventories. This includes printing inventory lists (with empty quantity fields), and reporting and recording actual counts of items.

                        Permanent inventory (individual development)
                        In the processing of stocktaking on a key date, business operations are often closed for hours or days. External service providers are also used for counts. This effort can be minimized by a permanent inventory.

                        With our individual development, the inventory can be recorded permanently parallel to the daily business in Dynamics 365 Business Central (formerly Dynamics NAV/Navision). The corresponding inventory employee receives a personal stack with his or her count lists that still need to be processed (export from Dynamics 365 Business Central). After the count – for example, using a scanner – the data is registered and transferred back to the Dynamics 365 Business Central standard.

                        Annual inventory
                        Via the Phys. Inventory Journals it is possible to carry out a count of all articles at a fixed time.

                        Cycle counting
                        The evaluation of the stock can be done by a cyclical inventory. In a cyclical inventory, certain items are counted several times a year to ensure and increase the reliability of the data.

                        It is set up at the level of the articles or the inventory data.

                        • Moving items

                          The moving of items to other storage locations is handled in Dynamics 365 Business Central via a transfer order.

                          For stock transfer orders, you send the outbound transfer from one storage location and receive the inbound transfer at the other storage location. This allows you to manage the warehouse activities involved and provides greater assurance that inventory levels are updated correctly.

                          • Order picking

                            As part of the picking process, Dynamics 365 Business Central includes a number of functions that vary in complexity and storage location, such as

                            • Picking by order
                            • Picking of internal needs (e.g. production requires a certain component)*
                            • Picking of several orders
                            • Planning of picking instructions

                            *Internal picking and filing
                            In Dynamics 365 Business Central there is the function of internal picking and put-away request.

                            This function is necessary, for example, if an item is to be used for demonstration purposes. This item is then still owned by the company and is part of the warehouse inventory, but it is not available for picking.

                            In other situations, production may unexpectedly need some parts for an order. You can then pick items for the production bins using the internal picking request.

                            With internal put-away requests, you can perform put-aways without having to refer to a specific source document.

                            • Outgoing goods

                              You can ship items in Dynamics 365 Business Central using either a sales order or a warehouse shipment.

                            • Returns processing (opt. individual development)

                              Customers send back goods in the most diverse cases. In Dynamics 365 Business Central, you can map all the processes involved in how:

                              • Creation of a complaint (return of wrong items)
                              • Shipping of replacement items
                              • Calculation of a restocking fee
                              • Return of an item to a vendor for repair

                              Returns processing for broken articles (individual development)
                              For a customer we integrated an individual development within the posting of sales returns.

                              Previously, our customer had to manually remove the defective goods that were returned from the warehouse. Finally, Microsoft Dynamics handles a return regularly in such a way that an inventory is automatically generated. However, the returns were rarely usable at this particular company, as they are only returned if they were irreparably broken and preparation for resale would be too expensive. Consequently, the goods did not go back to the warehouse at all, but were scrapped directly.

                        • One app that supports you in all these processes is anaptis Mobile Logistics. With it, you enter all data via a touch-optimized mask in the warehouse using mobile devices such as MDE scanners, smartphones, touch screens. Barcode scanning is also possible without any problems.

Microsoft Dynamics 365 Business Central: Implementation Plan

 

Microsoft Dynamics 365 Business Central: Implementation Plan

The objective of this post is to provide a high level overview of different stages in the implementation of Microsoft Dynamics 365 Business Central (D365BC) to help companies prepare for it, navigate through it and succeed.

Microsoft Warehouse Management Software

 

Microsoft Warehouse Management Software

What manufacturing and distribution features does Microsoft offer for warehouse management?

Free! Business Central online Tutorial

  Business Central online Tutorial


https://usedynamics.com/business-central/

Dynamics-365-Workflow-Tools

Dynamics-365-Workflow-Tools

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/tree/e3892e1b8ba9fbe5683c31e68946a0528aca516b

This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it. It only contains the Workflow Assembly and the activities to be used in Workflows, so the import of this solution it will not affect any form, entity, view or navigation item.

OOB CONTACT Field Retrieve Info Details

  Xrm.WebApi.retrieveRecord("contact", primaryContactId).then(

                          function success(result)                           

OOB ACCOUNT Field Retrieve Info Details

 Xrm.WebApi.retrieveRecord("account", customer[0].id.replace("{","").replace("}","")).then

            .........

How to Set a Lookup Field Value in Dynamics 365 using JavaScript

 How to Set a Lookup Field Value in Dynamics 365 using JavaScript


Requirement:

  •    If a CUSTOMER type of field's value is an account, needs to populate another field ("dfa_primarycontactid") with this account's primary contact info.
  •    If a CUSTOMER type of field's value is a contact, needs to clear the value of another field ("dfa_primarycontactid") 

How to determine if a CUSTOMER field value is an Account or a Contact through JavaScript

 

How to determine if a CUSTOMER field value is an Account or a Contact through JavaScript



Use Word templates to create standardized documents

 

Use Word templates to create standardized documents

After you create and import Office Word templates into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), with one click users can generate standardized documents automatically populated with data. This feature has some special considerations you should know about to successfully create Word templates.

Installing MS SQL Server 2019 Database and Integration Service

 

Installing MS SQL Server 2019 Database and Integration Service

Install SQL Server Integration Services in Visual Studio 2019

 Install SQL Server Integration Services in Visual Studio 2019

Microsoft 365 Developer Program!!!

 

Join the Microsoft 365 Developer Program today!

Get an instant sandbox preconfigured with sample data, including Teams Developer Portal, and start developing on the Microsoft 365 platform.

How to download the invoices of Microsoft certification exams you passed

 How to download the invoices of Microsoft certification exams you passed

Power BI Date Range Slicer

 

How to Create a Power BI Date Range Slicer?


Slicer visuals include powerful filtering options for date data types, such as a graphical date picker, criteria before and after, and relative dates such as the last two weeks. 

Power BI Date Filter

 

Creating Power BI Date Filter


In this section, you will go through the steps to create a relative data range filter to add to your report pages or your entire report. The following steps to add Power BI Date Filter are listed below. 

Step 1: Create a Date Range Filter

  • Open your report in Power BI and from the “Fields” pane, select the “Date” field.
  • Now, drag it to the “Filter on this page” field or “Filters on all pages” from the “Filters” option.
Image Source
  • You can also change the relative data range options, similarly, you can customize in Power BI Date Slicer. 

Step 2: Configuring Date Range Filter

  • For this, select the “Relative date” option from the “Filter-Type” drop-down menu.
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  • After selecting the “Relative Date” option. It will provide you with the 3 options under the “Show items when the value” section for configuring Power BI Date Filter.
Image Source
  • These are similar options to what you configured while creating Power BI Data Slicer. 
  • Now, here in the middle field of Power BI Date Filter, you can choose a number to define the relative data range.
  • Next, click on the “Apply filter” option

Power BI Date Slicer

 

What is Power BI Date Slicer?

Power BI Date Slicer and Filter allow users to apply a time-based filter to any columns in your data. There are many Power BI Date Slicers, and each one has a different purpose. It helps users filter flexibly select between date ranges to show only data of a particular range. After refreshing the data, the relative period will automatically get applied for the relative date constraint. 

When to Use Power BI Date Slicer?

Power BI Date Slicers are easy to use and provide flexibility to users in filtering data based on dates. Users should use Slicer for the following reasons listed below:

  • So that users can view the currently filtered state without opening a drop-down list.
  • It allows users to create focused reports by applying Power BI Date Slicers and Filters next to the important visuals.
  • Users can filter the unneeded and hidden data tables.
  • It helps display the commonly used filters on the report canvas for easier access.

Creating Power BI Date Slicer

Now that you have understood about Power BI Date Slicer. In this section, you will learn how to create and use Power BI Date Slicer and Filters. You can use Power BI Date Slicer just like any other Power BI Slicer. The following steps to create Power BI Date Slicer are listed below.

Step 1: Create a Slicer

  • Open your Power BI and load the dataset.
  • Now from the Vusializations tool section, select the “Slicer” option to create a report with Power BI Data Slicer.
  • Then from the “Field” value, choose the column to which you want to add Power BI Date Slicer. 
  • For this tutorial, “Purchasing Date” is used for Power BI Date Slicer.
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  • Now, click on the Power BI Date Slicer from your canvas and then click on the upper-right of the Slicer visual. 
  • If the column has data then it will show the “Relative Date” in the drop-down menu.
Image Source

Step 2: Setting Relative Date

  • Here, select the “Relative Date” option to add Power BI Date Slicer to the column.
  • Then, select the “Settings” option.
  • In the first field of the Power BI Data Slicer settings, you can choose the following option listed below.
    • Last
    • Next
    • This
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  • In the next field of Power BI Date Slicer, you can choose a number to define the relative data range.
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  • In the third set, you can select the date measurement. It has the following option listed below.
    • Days
    • Weeks
    • Weeks (Calendar)
    • Months
    • Months (Calendar)
    • Years
    • Years (Calendar)
Image Source
  • For example, if you select the “Months” option from the last field of Power BI Date Slicer settings and 2 in the middle field.
  • So, if today is 14 March, then the visual data constrained by the Slicer will show you the data of the previous two months.
  • The data will start from 15 January to 14 March. But if you select the “Months (Calender)” option on the last field of Power BI Date Slicer, then it will show data from 1 May to June 30, without taking the date into consideration.

How to change the labels of composition fileds in Dynamics 365

 How to change the labels of composition fileds in Dynamics 365


Below JS could be your reference.