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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to design location...
Small and medium business | Business Central, N...
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How to design location for a company

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Posted on by qjwlq 219

Hi:

In plant we have warehouses, such as metal warehouse, plastic warehouse, electric warehouse, we also have finished goods warehouse, sub-assembly warehouse, scrap warehouse.

so how can I define the location for these? one location for one warehouse? that maybe have problem:

1. while creating sales order the location of line is filled according to customer card, if customer buy multiple types of items, such as raw material like plastic, sub-assemlby and finished goods, the sales must change the line location in sales order manually, but the sales administrator always not sure which warehouse this item are placed.

2. sales order shipment will be created by location, these lines can not be stored within one single document, this will create so many shipments difficult to manage.

so how to resolve this, and what is the best practice of such location definition? thanks.

Regards,

Lanqing.

  • qjwlq Profile Picture
    qjwlq 219 on at
    RE: How to design location for a company

    Thank you Inge, Steve, and Zhu Yun,

    really appreciate your help.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: How to design location for a company

    Hi,

    1. You can set a default location by the customer or by the vendor. but it is held at header level.

    I recommend you add a simply field on each item table, for example "Default location", then add some logic, when inserting sales order lines, default data will be filled in automatically. It's not a very complicated development, but it saves a lot of things.

    2. Is it better to try using warehouse shipment?

    https://docs.microsoft.com/en-us/dynamics-nav-app/warehouse-how-ship-items#to-ship-items-with-a-warehouse-shipment

     

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to design location for a company

    Hello,

    Adding to Inge's reply...I am assuming these are actual physical Warehouses. If yes, then I would create one Location per Warehouse and then setup the Bins to define Bins and segment the Inventory for Receiving, Bulk, Pick, Shipping. I would also create Stockkeeping Units (SKU) for each Item. In doing the SKU, you define which Location feeds another location for Sub-Assembly work. For example, if the Sub-Assembly Warehouse Location requires Metal, Plastic, Electric, to be sent to that warehouse then the Sub-Assembly Location is transferred these Items to complete the Assembly Order.

    Now if these are not physical warehouses then you can setup all these areas as zones/bins to segment the actual inventory. Then you could use Directed Pick which will send the User to specific Zones/Bins to pick the item.

    For Sales Order entry, yes, the Customer could have a default Location Code. Items, with Stockkeeping units and Inventory within Bins, as you enter them will default to the Bin that has the Inventory by Location. So if Plastic is the only Location with Plastic in Bins, then as I enter the Plastic Item, with only that Location SKU, it will default that Location/Bin that has available inventory.

    As for setting a Default Location on the Item Card, I have seen this before but you will need to make a Customization on the Item Card and then on the Sales Order Line you would add the logic to check for Default Location to insert the Location Code.

    Hope this helps.

    Thanks,

    Steve

  • qjwlq Profile Picture
    qjwlq 219 on at
    RE: How to design location for a company

    Thanks for the reply, for the 1st question, not sure where can I setup default location for an item so this field can be filled automatically while sales order creation? thank you.

    Regards,

    Lanqing.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How to design location for a company

    I will try to answer your questions.

    1) You can assign a default location to your items so that your sales persons do not have to remember the location for each item.

    2) In my experience it is not so hard to mange several shipments. You can also set up your warehouse process so that all items are picked to a designated shipping location before they are actually shipped to your customer. And if you decide that you want to ship your sales orders partly there is good system support for tracking the lines that have been shipped and those who are not shipped. 

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