Warehouse and Inventory#
Inventory/acceptance lot size#
Via the stock/withdrawal lot sizes, you have the option of mapping exclusively full packaging units in the warehouse and/or sales.
The basic use is defined in the "Warehouse setup".
To do this, call up the "Warehouse setup" via the user search. On the "KUMAVISION trade" info tab, in the "Stock/withdrawal lot size check" field, you can define how the defined stock/withdrawal size should affect the process.
You have the options:
- No check - an entry for this in the item master is only informative and has no effect in the process.
- Outbound check - the lot size only has an effect when it is entered in sales documents.
- Continuous check - the checks affect all processes in purchasing, sales and warehouse. This setting can be used to ensure that only full packaging units are managed throughout.
Both checks can be defined in combination with the warehouse. Basically, the checks initially affect all storage locations. In the storage location, you can define that the warehouse is a partial warehouse and therefore the checks should not apply. For this setup, select the desired storage location and activate the "Partial storage" checkbox from the Storage bin check info tab.
To control fixed inventory lot sizes in purchasing and sales, you can enter the appropriate factor in the "Inventory/withdrawal lot size" field on the "Warehouse" info tab in the item master. If a value is entered here, then in the purchase and/or sales this article can be bought and/or sold only in this lot size or a multiple of it (Dependent on the selected attitude in the camp mechanism).
If the article has variants, you can enter different stock/receipt lot sizes in the article variant. If no value is entered in the variant, the stock/withdrawal lot size from the article card is used.
This stock lot size only applies to purchase/sale lines that refer to storage locations that are not defined as partial stock.
If an item is subsequently entered in the processes with a quantity that is not a multiple of the inventory/withdrawal lot size, users will receive an appropriate advisory message.
The system offers to round up/down the quantity to the lot size. If you confirm the message with "Yes", the "Quantity" field of the purchase line will be rounded up. If the option is "No", it will be rounded down.
The above message always appears,
- when the "Quantity" field is entered in purchase/sales documents (except blanket purchase orders/framework orders).
- when the "To Be Delivered" field is entered in a blanket purchase order/blanket purchase order line.
- if the "Quantity" field is entered in a stock transfer order line (when the "Continuous check" option is selected - and one of the two storage locations is not a partial warehouse).
If the "Quantity" field is entered in a blanket purchase order/blanket order, users will only receive an informational message with no round up or round down function. This also applies when changing "No.", "Variant code", "Reference no.", "Storage location code" and "Unit code" if the quantity is already filled.
If a delivery that has already been posted is called off or credited to a purchase/sales invoice, there is no longer a check against the stock lot size, since the "crooked" delivery has already been posted.
Delete goods issue / goods receipt for partial delivery#
In the logistics modules goods issue and goods receipt there are always documents that have been partially delivered. For a better overview for the warehouse management or the warehouse staff, KUMAVISION trade365 offers the possibility to delete these partially delivered documents in the goods issue as well as in the goods receipt.
Delete goods issue function for 2-step outbound logistics#
If you work with 2-step logistics in goods issue and you want to clean up the goods issue document already when creating or registering the picking, you can use the Delete goods issue function.
This is used when a pick is created from goods issue and no pick lines are created for one or more lines of the goods issue (e.g. because there is no availability) then the corresponding goods issue line is deleted.
The setup for this is done in the logistics setup. Call it up via the user search and activate the "Delete goods issue (comm.)" field on the "General" info tab.
The goods issue line is only deleted if there is no quantity in the pick and no quantity is confirmed by a registered pick.
If a goods issue has been posted and after this posting process lines remain in this goods issue and there are no pick lines for these lines and no quantities have been confirmed from picking that have not yet been posted as goods issue, then these lines are deleted from the goods issue.
For this purpose, there is the field "Delete goods issue (book.)" in the logistics setup with the following options:
- empty -> no effect on the posting of a goods issue
- Delete rows -> Rows that meet the above conditions will be deleted.
- Delete lines + header -> Lines that meet the above conditions are deleted and if there are no more lines in the goods issue, then the entire goods issue is also deleted.
Clean up goods issue or goods receipt reports#
As an alternative to the above procedure, which only affects the goods issue, the respective report for clearing the documents can be used instead, both for the goods issue and for the goods receipt. These reports have to be included per task queue and delete e.g. at the end of the day all existing goods issue or goods receipt lines incl. header, if they contain lines with remaining quantities.
|5157185||Adjustment goods issues|
|5157186||Adjustment goods receipts|
In the case of 2-step logistics, picks with remaining quantities may have to be deleted manually; these are not taken into account by the report.
Storage location lock#
Storage locations can be blocked for bookings if they are no longer to be used. To do this, first call up the "Storage locations" via the user search.
Open the desired storage location card. Activate the "Locked" button on the "General" info tab to lock the storage location for bookings.
Storage location determination per article and user#
For articles which, for example, are exclusively available in a dangerous goods warehouse or for certain employees in another warehouse, only this storage location will be proposed for these articles during sales document entry.
For this purpose, a storage location can be defined per item or per item and user. By default, a customer is assigned a storage location from which it is normally supplied. By defining a storage location per article or article and user in combination, there is the possibility to always deliver certain articles only from a certain warehouse regardless of the customer's settings. In the article card, the user setup as well as the storage location card, a storage location can be assigned to each article and user via the menu item "Article-user-storage location assignment".
If an article is assigned a storage location without a user, this assignment is valid for all users and therefore always when the article is used in a sales document.
To permanently assign an article to a storage location, the article-user-storage location assignment is opened on the article card via the call:
Item-User-Storage Location Assignment. Only one storage location is then entered without user assignment.
When setting up via the user, the items are entered with a storage location, the assignment to the user is filtered in advance
To assign an article from the storage location, only the article number is entered in the article-user-storage location assignment. If an article is to be assigned to a storage location and a user, the user is also entered. The assignment to the storage location is pre-filtered here. The storage locations assigned in this way are taken into account in sales documents during storage location determination.
However, this storage location is only taken into account when entering sales lines manually.
The storage location determination per document line is carried out with the following prioritization:
- Storage location assignment for items and users
- Storage location assignment for articles
- Storage location assignment for users
- Warehouse assignment from the standard (customer/unit of responsibility)
Pressure control per storage location#
In order to be able to automatically create and print warehouse documents on the respective warehouse printers, it is possible in KUMAVISION trade365 to assign a fixed printer to a warehouse location, which is controlled by the system when warehouse documents are printed.
The following warehouse documents are then printed on this printer:
- Storage bin relocation
- Pick list
- Storage list
- Goods receipt
- geb. goods receipt
- Outgoing goods
- born goods issue
The setup is done via the storage locations. On the information tab "KUMAVISION" on the respective storage location card, the standard printer to be controlled can be selected for this storage location.
Colored display of articles with article tracking in logistics documents#
In a company's item master, there are items with and without serial or batch number tracking. For the employees in the warehouse it is not always easy to recognize from a list of goods receipt or goods issue lines for which line a corresponding article tracking item has to be created, especially if scanners are not used.
Therefore, in KUMAVISION trade365 it is possible to set up that in the logistics documents:
- Goods receipt
- Warehouse storage
- Outgoing goods
- Warehouse picking
the rows with articles that require a serial or batch number input are displayed in color.
Not all fields are displayed in color, but only the origin document type, no., document line type, no., article number and description.
The setup is done in the logistics setup. To do this, call it up via the user search. On the "General" info tab, you can use the "Color for items with SN & CN" field to control how they are displayed.
The following colors are possible:
Posting block for articles or storage bins in inventory#
In Microsoft Dynamics 365 Business Central Standard, it is possible in certain logistics constellations to post items that are in an inventory ledger sheet or inventory order.
Since this leads to complications in the warehouse management when bookings are made during inventory, a corresponding booking block for storage bins can be set up in KUMAVISION trade365. Items are generally not postable when they are in inventory, not even with 2-step logistics.
In the logistics setup it is possible to control how to proceed when posting an item that is in inventory.
The options are:
- " " (empty): Bookings are possible (default)
- Message: The user is warned that an item is in inventory and can optionally cancel the posting.
- Error: As soon as an item that is in an inventory and postings take place, the posting aborts with an error.
Inventory : Indicator counted#
In the inventory ledger sheets there is a counted identifier. This is set by the system as soon as an entry has been made in this book sheet line in the counted quantity field.
This makes it easier for the user to process inventory lists in the inventory ledger sheet.