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Is it possible to track the time from receiving a product to shipping it?

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Posted on by steffn

To give you a bit of information on how our product flow is:

1. Customer purchases a product

2. Purchase order is made manually in Navision (as of now the salesmen simply request the first available date unless the customer specify a date)

3. The order is being sent to our supplier

4. The order is confirmed from our supplier with an expected arrival date

5. Our warehouse receives the product and register that everything is as ordered in Nav

6. Salesmen get notified in Nav and call our customer to set a delivery date

7. Warehouse get a list of dates and register when it has been shipped.

We sell customized products and our salesmen is currently afraid to promise a delivery date that they possibly cannot comply with. Although they have to fill out these data fields in Navision prospectively because products is being delivered from our suppliers before we even need them and they typically take up storage space for 2-3 weeks before being shipped to our customers.

What I would like is that our warehouse is only being used as transit and the products cannot take up space for more than 2-3 days from receiving them. Thus, the salesmen would be forced to type in realistic dates but my issue is that I would like to track the effect of this in Navision and also possibly be able to see which store (we have 22 stores) that fill out the most realistic dates so that our product flow gets smoother.

Is there any ways that I can get a report within Navision that tells me how long it takes before our products is received to when they have been registered as shipped? As I mentioned before the warehouse register when they received the products and when they ship them, so could I somehow track the time in between those two steps in Navision?

Thank you so much in advance

Best regards

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Bryan Tschosik on at

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Hi Steffn,

Thank you for your question. It is an interesting scenario and it is a good question. I can understand your dilemma. I may not be able to totally help you, but perhaps some of what I provide is helpful and you can take it from there. Perhaps someone else from the community can add to this as well.

I searched but could not find such a report to show the time it takes when an item is received to when it is actually shipped. Perhaps I can provide guidance, but actually a step before that....and that would be... What is the difference (days in between) between my Expected Receipt Date on the Purchase and when I actually receive it. I'm not sure if that gets you closer to where you want to be. Here again, I don't see a report specifically for this, but you could easily have your Partner create one for you, I would suspect. Note, must be using a Location that at has 'Require Receive' enabled.

1. Let's say your Salesperson puts in a Sales Order. Today is 03/25/20 (MM/DD/YY), and he sets Delivery Date to 4 weeks out...to 4/22/20....which is a cautious outlook, as he does not want to miss.

2. He then manually creates a Purchase Order for the quantity (can use 'Create Purchase Order' from Sales Order, 'Actions' Tab)..

At this point we don't know what our Expected Receipt Date will be....but at some point, in your step 4 provided, the vendor will let you know.

3. Vendor confirms the order and let's you know your 'Expected Receipt Date' is 4/15/20, so that can be entered on the Purchase Line.

4. Now it is 4/6/20 and the inventory is received. The warehouse personnel creates a Warehouse Receipt and pulls the line in the line from the Purchase Order.

5. Now there are 2 important dates here. It is the 'Posting Date' in the Warehouse Receipt Header and the 'Due Date' in the line. The Due Date in the line will pull from the Expected Receipt Date in the Purchase Line. This in my example would be 4/15/20. The Posting Date is the date you are going to receive the item, so it is important this date is set to 4/6/20.

6. When you post the Warehouse Receipt, it will update Table 7319 with these dates.

7. Your Partner could create a Report which shows the difference between these 2 dates, when you expect it vs. when it arrives. You can then make decisions on that.

Also, one other note... I'm not sure if you know about the Order Promising functionality....ATP/CTP. You could possibly use that as well for assisting with promising customer's delivery dates. You can see more here.

docs.microsoft.com/.../sales-how-to-calculate-order-promising-dates

Thank you.

Bryan Tschosik

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steffn 5 on at

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Hi Bryan,

Thank you so much. I will most certainly look into this!

In regards to step 7. What do you mean by 'Partner'? I would need to create the report myself but how would I do this exactly? Could you specify this step by step? I'm completely new to Navision :-)

Edit: I'm not sure if I articulated myself correct but what I want to know is the exact time we spend from when we receive our items on our warehouse to when we ship them. We have our own stores, warehouse and delivery vans but we have no control of how long our items take up capacity before they get shipped. What we want is to only have items sit in storage for 2-3 days but right now the average time before items being shipped to our customers is 2-3 weeks. This is of course due to the fact that we do not use 'promising dates' as of now but it is something that we want to implement. To make use of that our salespeople has to be more realistic with delivering dates and vendors also to comply with these dates and when that is in place we would like to measure the effect of this and be sure that items only sit on our warehouse for no more than 2-3 days and if they do we would like to be able to understand why. This could e.g. be one store/salesman that does not set realistic dates and thus it is easy to see based on data where you have to improve.

So what I'm asking is how we could make a report based on items received versus items shipped so that we can make sure based upon data that the implementation of order promising dates actually works as intended?

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TSAmulraj 55 on at

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Developing a new report required Partner Licence. Customer cannot create their own report.

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steffn 5 on at

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We do have Partner License though?

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TSAmulraj 55 on at

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Hi Steffn,

Hope the below link helps you to understands the fundamentals of reports.

docs.microsoft.com/.../reports

Thanks,

TSA

Don't forget to help the community by verifying the answer,

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Bryan Tschosik on at

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Hi Steffn,

To further answer a few of your questions and clarify...

1. I understand you are a customer/ an end user, correct? A Partner would be who your company purchased NAV from. They would have sold it to you, implemented it, more than likely trained staff on how to use it, been your consultant, and should be there for your first hand needs. MSFT does not sell NAV directly to customers. We have a Partner Channel who does that. I would suggest finding out who your Partner is and discuss with them. Maybe ask around in your company since you are new to NAV.. You Partner should be able to not only help you with the Report, but help consult your needs for what I think would benefit you with Planning Engine.

2. I saw your post below that said you do have a Partner license, in your response to TSAmulraj. If you are a Customer/User of NAV, then you really should Not have a Partner license. You should only have a Customer License.

3. In regards to step by step instruction of how to create a report, that is something totally out of my skillset. You would need to have a developer do this, which of, I'm not one :-) Again, your partner would typically do this. I also wanted to add the Table 7319 I referenced is the "Posted Whse. Receipt Line" table.

4. Also, providing step by step instruction for developing a report would be a bit outside of this forum. We currently do not have dedicated Dev support via the NAV/Dynamics 365 Business Central forums, but I wanted to provide you some additional resources to assist. If you need assistance with debugging or coding I would recommend discussing this on one of our communities.

www.yammer.com/dynamicsnavdev

dynamicsuser.net/.../developers

https://mibuso.com/

I will open this up to the community in case they have something to add.

Have a nice day and take care:

Bryan

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steffn 5 on at

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Hi Bryan,

That makes a bit more sense. Sorry for my ignorance. I guess we do not have a partner license but I wasn't able to ask anyone as our entire organization is shut down due to corona atm.

Thank you very much for opening it up to the community. Although, I think you may be right that I need to consult with our partner to get the data we need :)

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Bryan Tschosik on at

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Hi Steffn,

Your very welcome, glad to help:) Take care, be safe, be well:)

Bryan

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