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Set up warehouse tasks in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Inventory Management Courses Warehouse Management Courses

Course Description

Overview

  • Module 1: Other than the more advanced warehouse management systems, you can also set up basic warehousing in Microsoft Dynamics 365 Business Central. This module explains how to set up locations with bins and enable inventory put-aways and picks.

    • In this module, you will:

    • Discover the difference between basic warehousing and warehouse management systems.
    • Set up bins for a location.
    • Configure fixed bins for an item.
    • Set up inventory put-aways and picks.
    • Set up warehouse receipts to receive multiple orders instantly.
    • Set up warehouse shipments to ship multiple orders instantly.
  • Module 2: Do you want to learn how to receive and put away items in the warehouse? This module shows how you can post the receipt and put away simultaneously with the inventory put-away document or how you can process them separately with warehouse documents.

    • In this module, you will:

    • Receive and put away an item from the purchase order.
    • Learn the difference between an inventory put-away and warehouse put-away.
    • Use the inventory put-away document to receive and put away an item.
    • Put away an item in multiple bins.
    • Create a warehouse receipt for multiple orders simultaneously.
    • Put away items with the warehouse put-away document.
  • Module 3: Do you want to learn how to manage internal warehouse processes in locations where bins are mandatory? This module demonstrates how to move items between bins and how to adjust items. You will also learn how to use bins in production and assembly orders.

    • In this module, you will:

    • Move items from one bin to another.
    • Adjust items in bins.
    • Count items in bins.
    • Reclassify items in bins.
    • Consume assembly components in bins.
    • Post assembly output of bins.
  • Module 4: Do you want to know how to pick items from the warehouse and ship them to customers, vendors, or other locations? This module shows how you can post the pick and shipment at once with the inventory pick document or how you can process them separately with warehouse documents.

    • In this module, you will:

    • Pick and ship from the order line.
    • Discover the difference between an inventory pick and warehouse pick.
    • Use the inventory pick document to pick and ship an item.
    • Pick an item from multiple bins.
    • Create a warehouse shipment for multiple orders at once.
    • Pick items with the warehouse pick document.

Syllabus

  • Module 1: Set up basic warehouse tasks in Dynamics 365 Business Central
    • Introduction
    • Set up a location for basic warehousing
    • Create bins
    • Set up bin content
    • Exercise - Create a location for the south warehouse
    • Exercise - Create bins for the south warehouse
    • Exercise - Configure number series for warehouse documents
    • Check your knowledge
    • Summary
  • Module 2: Receive and put away inventory items in Dynamics 365 Business Central
    • Introduction
    • Receive and put away items from a purchase order
    • Receive and put away items with an inventory put-away document
    • Receive and put away items with a warehouse receipt document
    • Receive and put away items with warehouse documents
    • Exercise - Purchase items for the south warehouse
    • Check your knowledge
    • Summary
  • Module 3: Manage internal warehouse processes in Dynamics 365 Business Central
    • Introduction
    • Move items
    • Adjust items
    • Assemble items to stock in the warehouse
    • Use bins on jobs
    • Exercise - Adjust inventory items
    • Check your knowledge
    • Summary
  • Module 4: Pick and ship items in Dynamics 365 Business Central
    • Introduction
    • Pick and ship items from a sales order
    • Pick and ship items with an inventory pick document
    • Pick and ship items with a warehouse shipment document
    • Pick and ship items with warehouse documents
    • Assemble items to order in the warehouse
    • Exercise - Sell an item
    • Check your knowledge
    • Summary

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