Part 6 |MS Dynamics 365-Finance & Operations-MB300 |330 |310

If your warehouse requires a list of purchased items for information purposes and for preparing the item arrival, you can print a receipts list. Unlike the receipts list, inventory registration as the next step updates the on-hand quantity in inventory. The inventory registration, which includes all required Inventory dimensions (depending on the item, this includes the warehouse, serial number, or batch number), is an optional step before posting the product receipt. Depending on the business processes in the warehouse, there are following alternative options for the inventory registration: 1.Registration form – Inventory registration in the purchase order line. 2. Item arrival journal – Inventory registration with a journal in inventory. 3. Mobile device transactions – In the advanced warehouse management. If the checkbox Registration requirements is selected in the item model group of the purchased item, inventory registration is not optional, but a mandatory step before posting the product receipt. If you need to register item receipts in the warehouse separately from product receipt posting in the office, you can use item arrival journals. Posting an item arrival journal generates the same transactions in inventory and in purchasing as the registration directly in the purchase order line.

Arrival overview gives an overview of the expected item arrivals. You can enter filter criteria like the date range of expected receipts (Days back, Days forward), the warehouse, or the vendor (Account number) on the tabs Arrival options and Arrival query details of this form. The button update in the action pane then applies the selected criteria. If you want to use the same filter criteria repeatedly, create one or more profiles with appropriate filter settings (click the button Arrival overview profiles or New arrival overview profile for this purpose). On the tab Arrival options of the arrival overview, you can subsequently select an Arrival overview profile name. Then select the receipts for arrival (use the checkbox in the column Select for arrival on the tab Receipts or the tab Lines) and click the button Start arrival in the toolbar of the tab Receipts. Starting the arrival creates but does not post, an item arrival journal for the selected lines (the journal name is given on the tab Arrival options).In order to post the arrival journal, open the item arrival journals. Alternatively, click the button Journals/Show arrivals from receipts in the toolbar of the arrival overview tab Receipts after selecting the receipt, for which you have started the arrival. With the button Journals/Product receipt ready journals in the arrival overview, you can show posted arrival journals, for which the product receipt has not been posted yet.

This topic describes the process of creating and posting an inventory counting journal in order to count a specific item at a location in the warehouse. Counting Journal is used to determine the actual quantity in inventory by adjusting the actual physical quantity in the warehouse with the On-hand inventory in the system.

This topic describes the process of creating and posting an inventory counting journal in order to count a specific item at a location in the warehouse. Counting Journal is used to determine the actual quantity in inventory by adjusting the actual physical quantity in the warehouse with the On-hand inventory in the system.

This is the continuation of previous episode and in this topic we will discuss the process of creating and posting an inventory counting journal in order to count a specific item at a location in the warehouse. Counting Journal is used to determine the actual quantity in inventory by adjusting the actual physical quantity in the warehouse with the On-hand inventory in the system

This is the continuation of previous episode and in this topic we will discuss the process of creating and posting an inventory counting journal in order to count a specific item at a location in the warehouse. Counting Journal is used to determine the actual quantity in inventory by adjusting the actual physical quantity in the warehouse with the On-hand inventory in the system

Quality management in Dynamics 365 is integrated into the supply chain and helps to manage quality processes and issues. It consists of two components: Quality control and Non-conformance. In this video our focus will be on prerequisite set-up needed for the quality control. As a prerequisite for the use of the quality control functionality, quality management has to be enabled in the inventory management parameters. For the tests in quality control, following additional setup is required: 1. Tests – Measure individual characteristics of the tested quantity. 2.Test variables – Only for tests with results from a list of values. 3.Test groups – Sequence of tests which have to be executed in a quality order.

Quality management in Dynamics 365 is integrated into the supply chain and helps to manage quality processes and issues. It consists of two components: Quality control and Non-conformance. In this video, our focus will be on creating a quality order after posting a product receipt from a purchase order. As a prerequisite for the use of the quality control functionality, quality management has to be enabled in the inventory management parameters. For the tests in quality control, the following additional setup is required: 1. Tests – Measure individual characteristics of the tested quantity. 2. Test variables – Only for tests with results from a list of values. 3. Test groups – Sequence of tests which have to be executed in quality order.

In this episode, we will learn various scenarios related to Quality orders and inventory blocking. If you want to exclude a particular quantity of an item from the available stock (e.g., because of the test results in quality control), you can use inventory blocking . Alternatively in advanced warehouse management, inventory blocking is controlled by the inventory status we will discuss about it in detail during this episode. Inventory blocking is typically used in combination with quality orders. But you can also use inventory blocking manually, independently of the quality management functionality. In order to block the inventory of an item manually, open the menu item Inventory management from Periodic tasks and Inventory blocking and click the button New in the action pane. In the blocking record, enter the item number, the quantity and – on the tab Inventory dimensions – the applicable inventory dimensions. If you expect the item to become available again set the slider Expected receipts to “Yes”. Depending on the setting for the expected receipt, Dynamics 365 generates one or two inventory transactions that show “Inventory blocking” in the column Reference. If you want to end inventory blocking, simply delete the line in the inventory blocking form.

In this episode, we will learn various scenarios related to Quality orders and inventory blocking. If you want to exclude a particular quantity of an item from the available stock (e.g., because of the test results in quality control), you can use inventory blocking . Alternatively in advanced warehouse management, inventory blocking is controlled by the inventory status we will discuss about it in detail during this episode. Inventory blocking is typically used in combination with quality orders. But you can also use inventory blocking manually, independently of the quality management functionality. In order to block the inventory of an item manually, open the menu item Inventory management from Periodic tasks and Inventory blocking and click the button New in the action pane. In the blocking record, enter the item number, the quantity and – on the tab Inventory dimensions – the applicable inventory dimensions. If you expect the item to become available again set the slider Expected receipts to “Yes”. Depending on the setting for the expected receipt, Dynamics 365 generates one or two inventory transactions that show “Inventory blocking” in the column Reference. If you want to end inventory blocking, simply delete the line in the inventory blocking form.

In this video we will be majorly reviewing the inventory blocking through Quality order and batch disposition codes scenarios. For the batch controlled items, you have the possibility to set Disposition code that can be either nettable by master planning or not. In the previous video we saw multiple ways for inventory blocking and in this video we will explore the batch disposition code method for blocking batch tracked items. We will also review some additional scenarios related with quality order while partially receiving the purchase order and during the destructive testing of an item sample .

Quarantine management is based on orders that post a transfer to a quarantine warehouse. You can create quarantine orders manually whenever necessary, or automatically with every item receipt. When you work with quarantine warehouses, keep in mind that the quarantine order blocks inventory. Just posting an item transfer to a quarantine warehouse does not block inventory. In advanced warehouse management, inventory blocking is controlled by the inventory status. Quarantine orders are not available for warehouses with advanced warehouse management. Once the quarantine order is created either manually or automatically you can initiate the process by clicking on the "Start" Button in the quarantine order form to transfer the quantity to quarantine. Starting quarantine includes transferring the item to the quarantine warehouse, generating an inventory transaction (without date) for the future transfer back to the initial warehouse and, in order to block other consumption, reserving the item for the transfer back. If you want to scrap the quarantined quantity partly or entirely, click the button Functions/Scrap. In order to end quarantine, with or without prior scrapping of a partial quantity, click the button End in the quarantine order form. Ending quarantine posts the transfer back to the initial warehouse and makes the quantity available again. If you want to post the completion of inspections as an intermediate step, click the button Report as finished in the quarantine order. But the item is not available in inventory before ending the quarantine order, so you only report as finished if you want to post the transfer back to the initial warehouse separately.

Quarantine management is based on orders that post a transfer to a quarantine warehouse. You can create quarantine orders manually whenever necessary, or automatically with every item receipt. When you work with quarantine warehouses, keep in mind that the quarantine order blocks inventory. Just posting an item transfer to a quarantine warehouse does not block inventory. In advanced warehouse management, inventory blocking is controlled by the inventory status. Quarantine orders are not available for warehouses with advanced warehouse management. Once the quarantine order is created either manually or automatically you can initiate the process by clicking on the "Start" Button in the quarantine order form to transfer the quantity to quarantine. Starting quarantine includes transferring the item to the quarantine warehouse, generating an inventory transaction (without date) for the future transfer back to the initial warehouse and, in order to block other consumption, reserving the item for the transfer back. If you want to scrap the quarantined quantity partly or entirely, click the button Functions/Scrap. In order to end quarantine, with or without prior scrapping of a partial quantity, click the button End in the quarantine order form. Ending quarantine posts the transfer back to the initial warehouse and makes the quantity available again. If you want to post the completion of inspections as an intermediate step, click the button Report as finished in the quarantine order. But the item is not available in inventory before ending the quarantine order, so you only report as finished if you want to post the transfer back to the initial warehouse separately.