Warehouse Management

The following features expand standard Microsoft Dynamics 365 Business Central functionality to provide additional options to those working in your organization’s logistics department.

Other line types in logistics

In Microsoft Dynamics 365 Business Central, in the following logistics documents:

Inventory Put-aways
Inventory Picks
Warehouse Receipt
Warehouse Shipment

only the processing for the line type "item" can be performed. This service area has been extended in KUMAVISION factory365 by the logistics documents for the processing of the other line types from purchasing and sales.

Setup

Warehouse Setup

In the warehouse setup you have the possibility to set up whether additional line types are possible for the Warehouse Receipt and the Warehouse Shipment.

First call up the "warehouse setup" via the user search.

On the "General" info tab via the "Additional Types for Receiving" and "Additional Types for Shipping" switch you can activate the line types.

Location

The Location must be set up for logistics:

For purchase, the toggle Require Receive or Require Put-away must be activated.
For sales, the toggle Require Shipment or Require Pick must be activated.

Financial accounting

In Financial Accounting, the G/L account for the purchasing or sales process must be enabled for direct posting in the chart of accounts.

Use in Workflow

After successful activation, the following can now be activated in the sales processes:

Items
Items surcharges/discounts
G/L accounts
Resources
WG / asset

and in the purchasing processes:

Items
Items surcharges/discounts
G/L accounts
Resources
WG / asset

be processed via the logistics documents. This means that load carriers, freight services, handling costs, services and item-neutral expenses can be sent and collected via delivery bill.

All logistics documents and book sheets are extended by two new columns:

Field	Description
Document lines type	The "Type" voucher line has the same option as in the voucher lines themselves: - blank - G/L account - Item - Resource - WG/asset - Addition/deduction (item) Depending on the type, the document line number then corresponds to a G/L account, item, resource, WG/asset or item surcharge/discount. When creating logistics documents, not only the lines of type = item, but all lines - except text modules (type = empty) and the line types for document structuring (heading, from subtotal, end subtotal/bundle, bundle) are transferred.
Document lines no.	This corresponds to the field number in the corresponding document

Field

Description

Document lines type

The "Type" voucher line has the same option as in the voucher lines themselves:

- blank
- G/L account
- Item
- Resource
- WG/asset
- Addition/deduction (item)

Depending on the type, the document line number then corresponds to a G/L account, item, resource, WG/asset or item surcharge/discount.

When creating logistics documents, not only the lines of type = item, but all lines - except text modules (type = empty) and the line types for document structuring (heading, from subtotal, end subtotal/bundle, bundle) are transferred.

Document lines no.

This corresponds to the field number in the corresponding document

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