1. Dynamics NAV
WMS – Warehouse Management System
RobertoStefanetti,
MVPBusinessSolutions-NAV
https://robertostefanettinavblog.com

2. WAREHOUSE MANAGEMENT SYSTEM (WMS)
General Definition
“A warehouse management system (WMS) is a software
application, designed to support warehouse or distribution center
management and staff. They facilitate management in their daily
planning, organizing, staffing, directing, and controlling the
utilization of available resources, to move and store materials into,
within, and out of a warehouse, while supporting staff in the
performance of material movement and storage in and around a
warehouse.”
https://en.wikipedia.org/wiki/Warehouse_management_system
NAV WMS – Topics

3. WAREHOUSE MANAGEMENT SYSTEM (WMS)
NAV MSDN Definition
“To support the physical handling of items on the zone and bin
level, all information must be traced for each transaction or
movement in the warehouse. This is managed in the Warehouse
Entry table. Each transaction is stored in a warehouse register.
Warehouse documents and a warehouse journal are used to
register item movements in the warehouse. Every time that an
item in the warehouse is moved, received, put away, picked,
shipped, or adjusted, warehouse entries are registered to store the
physical information about zone, bin, and quantity.”
https://msdn.microsoft.com/en-s/library/hh997378(v=nav.90).aspx
NAV WMS – Topics

4. WAREHOUSE MANAGEMENT IN NAV
- Basic Warehouse, Advanced Warehouse
MSDN NAV Help Best Links
Design Details: Warehouse Management
https://msdn.microsoft.com/en-us/library/hh997363(v=nav.90).aspx
“How-to” Restructure Warehouse
https://msdn.microsoft.com/en-us/library/hh173668(v=nav.90).aspx
Configure Warehouse Processes
https://msdn.microsoft.com/en-us/library/hh173944(v=nav.90).aspx
Warehouse Activities
https://msdn.microsoft.com/en-us/library/hh173963(v=nav.90).aspx
NAV WMS – Topics

5. WAREHOUSE MANAGEMENT
FLOWS
> Inbound Flow, Internal Flow, Outbound Flow
NAV WMS – Topics

6. NAV WMS – Warehouse Management System
DYNAMICS NAV
WAREHOUSE OVERVIEW
GENERAL BASE SCHEMA

7. NAV WMS – Warehouse Management System
EXAMPLE OF SCENARIO

8. LOCATIONS WITH BINS
• Flexibility
• Combination of manual update and/or default setup
NAV WMS – Warehouse Management System

9. NAV WMS – Warehouse Management System
BASIC WAREHOUSING

10. WAREHOUSE MANAGEMENT
BASIC WAREHOUSING
Operations: Basic UI Documents
• Inventory Put-away
• Inventory Pick
• Inventory Movements
• Item Journal
• Item Reclassification Journal (Internal Transfer)
• Warehouse Shipment
NAV WMS – Topics

11. NAV WMS – Warehouse Management System
ADVANCED WAREHOUSING

12. WAREHOUSE MANAGEMENT
ADVANCED WAREHOUSING
Operations Advanced UI Documents
• Warehouse Receipt
• Put-away Worksheet
• Warehouse Put-away
• Pick Worksheet
• Warehouse Pick
• Movement Worksheet
• Warehouse Movement
• Internal Whse. Pick
• Internal Whse. Put-away
• Bin Creation Worksheet
• Bin Content Creation Worksheet
• Whse. Item Journal
• Whse. Item Reclass. Journal
NAV WMS – Topics

13. WAREHOUSE TOPICS
NAV WMS – Warehouse Management System

14. WAREHOUSE TOPICS
To support the physical handling of items on the zone and bin
level, all information must be traced for each transaction or
movement in the warehouse. This is managed in the Warehouse
Entry table. Each transaction is stored in a warehouse register.
WAREHOUSE DOCUMENTS & JOURNAL
Warehouse documents and a warehouse journal are used to
register item movements in the warehouse. Every time that an
item in the warehouse is moved, received, put away, picked,
shipped, or adjusted, warehouse entries are registered to store
the physical information about zone, bin, and quantity.
NAV WMS – Warehouse Management System

15. BIN CONTENT & STORAGE
The Bin Content table is used to handle all the different
dimensions of the contents of a bin per item, such as unit of
measure, maximum quantity, and minimum quantity.
The Bin Content table also contains flow fields to the warehouse
entries, warehouse instructions, and warehouse journal lines,
which ensures that the availability of an item per bin and a bin for
an item can be calculated quickly.
NAV WMS – Warehouse Management System

16. BASIC & ADVANCED WAREHOUSE DOCUMENTS LIST
The following different UI documents are used in basic and
advanced warehousing.
BASIC UI
DOCUMENTS
• Inventory Put-away
• Inventory Pick
• Inventory Movement (or Trasfer Order)
• Item Journal
• Item Reclassification Journal (Internal Transfer)
NAV WMS – Warehouse Management System

17. ADVANCED UI
DOCUMENTS
• Warehouse Receipt
• Put-away Worksheet
• Warehouse Put-away
• Pick Worksheet
• Warehouse Pick
• Movement Worksheet
• Warehouse Movement
• Internal Whse. Pick
• Internal Whse. Put-away
• Bin Creation Worksheet
• Bin Content Creation Worksheet
• Whse. Item Journal
• Whse. Item Reclass. Journal
NAV WMS – Warehouse Management System

18. WMS TERMINOLOGY
To align with the financial concepts of purchases and sales,
Microsoft Dynamics NAV warehouse documentation refers to the
following terms for item flow in the warehouse.
INBOUND FLOW
Items moving into the warehouse location, such as
purchases and inbound transfers.
INTERNAL FLOW
Items moving inside the warehouse location, such as
production components and output.
OUTBOUND FLOW
Items moving out of the warehouse location, such as
sales and outbound transfers.
NAV WMS – Warehouse Management System

19. BIN
A physical storage unit that is used for placing and storing
items. This can be anything from a small container box to an
open space on a pallet rack. It is the smallest unit of the
warehouse logical structure.
BIN CONTENT
The contents that are contained within the bin, including the
physical quantity of items in the bin, as well as information
about volume and status (e.g. defective). Bin content is the
basis for the pick and put-away creation in the program.
BIN RANKING
A measure for prioritizing replenishment movements. This
indicates which bin should be replenished first. A bin with a
high bin ranking number has a higher priority than one of a
lower number
NAV WMS – Warehouse Management System
WMS TERMINOLOGY

20. BIN
REPLENISHMENT
Relocating material from a bulk storage area to an order pick
storage area, and documenting this relocation. This is so that
the proper quantity of items is maintained for that bin so
that the performance of the warehouse is kept at an
optimum level.
BIN TYPE
A classification for the type of activity that is performed from
a particular bin. For example, a bin that has the bin type
“receiving,” should contain only items that have been
received into the warehouse but have not been put away.
Some examples of bin types are: receiving, shipping, picking
and put away.
BREAK BULK
To break a larger unit of measure down to a lower unit of
measure during the picking process in order to fulfill the
correct quantity for the picking order.
NAV WMS – Warehouse Management System
WMS TERMINOLOGY

21. CROSS DOCK
To move items directly from the receiving area to the
shipping area, thereby minimizing handling and storage and
allowing sales orders to be shipped sooner. Noun and
adjective form: cross-dock
DELIVERY NOTE
A note that accompanies a shipment and that lists the items
in the shipment.
CYCLE
COUNTING
An inventory accuracy audit technique where inventory is
counted on a cyclic schedule rather than once a year.
A cycle inventory count is usually taken on a regular defined
basis (often more frequently for high-value or fast-moving
items and less frequently for low-value or slow-moving
items).
Most effective cycle counting systems require the counting of
a certain number of items every workday with each item
counted at a prescribed frequency.
NAV WMS – Warehouse Management System
WMS TERMINOLOGY

22. WMS TERMINOLOGY
EXPECTED RECEIPT
DATE
The date, calculated by program, on which an inbound
item will be available for picking.
FIXED BIN
A bin that is dedicated to hold only a specific pre-
determined item or type of item. This type of bin is not
used as a floating bin.
FLOATING BIN
Any bin that is not fixed to store a specific item or type of
item and are used to store items as they come into the
warehouse.
NAV WMS – Warehouse Management System

23. WMS TERMINOLOGY
PICK
To physically withdraw from inventory items to be
shipped or components of items to be assembled and
shipped.
PUT AWAY
To remove the item from the receiving area, transport it
to a specific location in a storage area, and record the
movement and the exact location of the item.
WAREHOUSE
ACTIVITY
An activity in the Warehouse Management application
area. Each activity has its own menu item.
NAV WMS – Warehouse Management System

24. WMS TERMINOLOGY
WAREHOUSE
CLASS
The categorization of items, zones, and bins according to
special conditions or special equipment that are required for
the storage of items. Examples of warehouse classes can be:
frozen, dry, hazardous, and so on.
WAREHOUSE
RECEIPT
The physical acceptance and recording in the program of an
item arriving into a warehouse location.
WAREHOUSE
SHIPMENT
The act of shipping items from a warehouse location and
recording the shipment in the program.
WAREHOUSE
ADJUSTMENT
The process of adjusting bin content records. A negative
adjustment decreases the quantity of items in the bin. A
positive adjustment increases the quantity of items in the
bin.
NAV WMS – Warehouse Management System

25. BIN TYPE
In WMS installations, you can restrict the warehouse activities that
are allowed for a bin by assigning a bin type to it. The following bin
types exist:
RECEIVE Items posted as received but not yet put away.
SHIP
Items picked for warehouse shipment lines but not yet
posted as shipped.
NAV WMS – Warehouse Management System

26. BIN TYPE
PUT AWAY
Typically, items to be stored in large units of measure but that
you do not want to access for picking purposes.
Because these bins are not used for picking, either for
production orders or shipments, your use of a Put Away type bin
might be limited, but this bin type could be useful if you have
purchased a large quantity of items. Bins of this type should
always have a low bin-ranking, so that when received items are
put away, other higher-ranking PUTPICK bins fixed to the item
are put away first. If you are using this type of bin, you must
regularly perform bin replenishment so that the items stored in
these bins are also available in PUTPICK or PICK type bins.
NAV WMS – Warehouse Management System

27. BIN TYPE
PICK
Items to be used for picking only. The replenishment of these
bins can only be made by movement, not by put-away.
PUTPICK
Items in bins that are suggested for both the put-away and pick
functions. Bins of this type probably have different bin rankings.
You can set up your bulk storage bins as this type of bin with low
bin rankings compared to your ordinary pick bins or forward
picking area bins.
QC
This bin is used for inventory adjustments if you specify this bin
on the location card in the Adjustment Bin Code field. You can
also set up bins of this type for defective items and items being
inspected. You can move items to this type of bin if you want to
make them inaccessible to the usual item flow.
NAV WMS – Warehouse Management System

28. ZONE
In advanced warehousing, bins can be grouped in zones to manage
how the workflow of warehouse activities is directed.
A zone could be a receiving zone or a stocking zone, and each zone
can consist of one or several bins.
Most properties assigned to a zone will by default be assigned to
the bin that is created from that zone.
NAV WMS – Warehouse Management System

29. CLASS
In advanced warehousing, you can assign warehouse class codes to
items, bins, and zones to control where different item classes are
stored, such as frozen goods. You can divide a zone into several
warehouse classes. For example, items in the receiving zone can be
stored as frozen, hazardous, or other class.
When you work with warehouse classes and a default
receiving/shipping bin, you must manually fill in the appropriate
bins in the warehouse receipt and shipment lines.
In inbound flows, the class code is only highlighted on inbound
lines where the item class code does not match the default
receiving bin. If the correct default bins are not assigned, then the
quantity cannot be received.
NAV WMS – Warehouse Management System

30. LOCATION
A location is a physical structure or place where inventory is
received, stored, and shipped, potentially organized in bins.
A location can be a warehouse, service car, showroom, plant, or an
area in a plant.
NAV WMS – Warehouse Management System

31. INBOUND WAREHOUSE FLOW
NAV WMS – Warehouse Management System

32. INBOUND WAREHOUSE FLOW
The inbound flow in a warehouse begins when items arrive in the
warehouse of the company location, either received from external
sources or from another company location. An employee registers
the items, typically by scanning a bar code. From the receiving
dock, warehouse activities are performed at different complexity
levels to bring the items into the storage area.
Each item is identified and matched to a corresponding inbound
source document.
NAV WMS – Warehouse Management System

33. INBOUND WAREHOUSE FLOW
The following inbound source documents exist:
• Purchase order
• Inbound transfer order
• Sales return order
In addition, the following internal source documents exist that
function like inbound sources:
1. Production order with output posting (OUTPUT)
2. Assembly order with output posting (ASSEMBLY)
NAV WMS – Warehouse Management System

34. RECEIVING & PUTTING AWAY
In Microsoft Dynamics NAV, the inbound processes of receiving and
putting away can be performed in four ways using different
functionalities depending on the warehouse complexity level.
NAV WMS – Warehouse Management System

35. INBOUND FLOW
BASIC WAREHOUSING
1. RELEASE SOURCE DOCUMENT / CREATE INVENTORY PUT-AWAY
2. CREATE INBOUND REQUEST
3. CREATE INVENTORY PUT-AWAY
4. POST INVENTORY PUT-AWAY
NAV WMS – Warehouse Management System

36. INBOUND FLOW
ADVANCED WAREHOUSING
1. RELEASE SOURCE
DOCUMENT
2. CREATE INBOUND REQUEST
3. CREATE WAREHOUSE RECEIPT
4. POST WAREHOUSE RECEIPT
5. CREATE WAREHOUSE
INTERNAL PUT-AWAY
6. CREATE PUT-AWAY REQUEST
7. GENERATE PUT-AWAY
WORKSHEET LINES (OPTIONAL)
8. CREATE WAREHOUSE PUT-AWAY
DOCUMENT
9. REGISTER WAREHOUSE
PUT-AWAY
NAV WMS – Warehouse Management System

37. INTERNAL WAREHOUSE FLOW
NAV WMS – Warehouse Management System

38. INTERNAL WAREHOUSE FLOWS
The flow of items between bins at a company location centers on
picking components and putting away end items for assembly or
production orders and ad-hoc movements, such as bin
replenishments, without a relation to source documents. The
scope and nature of the involved activities vary between basic and
advanced warehousing.
INTERNAL FLOWS IN BASIC WAREHOUSING
• FLOWS TO AND FROM PRODUCTION
• FLOWS TO AND FROM ASSEMBLY
• AD-HOC MOVEMENTS
NAV WMS – Warehouse Management System

39. INTERNAL FLOWS IN ADVANCED WAREHOUSING
• FLOWS TO AND FROM PRODUCTION
• FLOWS TO AND FROM ASSEMBLY
• AD-HOC MOVEMENTS
• FLUSHING PRODUCTION COMPONENTS IN THE WAREHOUSE
• BIN CONTENT AND RESERVATIONS
• QUANTITY AVAILABLE TO PICK
• QUANTITY AVAILABLE TO RESERVE
NAV WMS – Warehouse Management System

40. OUTBOUND WAREHOUSE FLOW
NAV WMS – Warehouse Management System

41. OUTBOUND WAREHOUSE FLOW
The outbound flow in the warehouse begins with a request from
released source documents to bring the items out of the
warehouse location, either to be shipped to an external party or to
another company location. From the storage area, warehouse
activities are performed at different complexity levels to bring the
items out to the shipping docks.
Each item is identified and matched to a corresponding inbound
source document.
NAV WMS – Warehouse Management System

42. OUTBOUND WAREHOUSE FLOW
The following outbound source documents exist:
• Sales order
• Outbound transfer order
• Purchase return order
• Service order
In addition, the following internal source documents exist that
function like outbound sources:
1. Production order with component need
2. Assembly order with component need
NAV WMS – Warehouse Management System

43. OUTBOUND FLOW
BASIC WAREHOUSING
1. RELEASE SOURCE DOCUMENT
/ CREATE INVENTORY PICK OR MOVEMENT
2. CREATE OUTBOUND REQUEST
3. CREATE INVENTORY PICK
OR MOVEMENT
4. POST INVENTORY PICK
OR REGISTER INVENTORY
MOVEMENT
NAV WMS – Warehouse Management System

44. OUTBOUND FLOW
ADVANCED WAREHOUSING
1. RELEASE SOURCE
DOCUMENT
2. CREATE OUTBOUND REQUEST
3. CREATE WAREHOUSE SHIPMENT
4. RELEASE SHIPMENT /
CREATE WAREHOUSE PICK
5. RELEASE INTERNAL OPERATION /
CREATE WAREHOUSE PICK
6. CREATE PICK REQUEST
7. GENERATE PICK WORKSHEET LINES
8. CREATE WAREHOUSE PICK DOCUMENTS
9. REGISTER WAREHOUSE PICK
10. POST WAREHOUSE SHIPMENT
NAV WMS – Warehouse Management System

45. INTEGRATION WITH INVENTORY
NAV WMS – Warehouse Management System

46. INTEGRATION WITH INVENTORY
The Warehouse Management application area and the Inventory
application area interact with one another in physical inventory
and in inventory or warehouse adjustment.
• PHYSICAL INVENTORY
• WAREHOUSE ADJUSTMENTS TO THE ITEM LEDGER
NAV WMS – Warehouse Management System

47. Location with Bin and Inventory Pick/Put-A.
Dedicated: bin content is not available for pick
• Dedicated Bin boolean added to Bin and Bin Content
• Bin content is available for posting, e.g. Sales posting remove item from any dedicated bin...
• You can reserve items on a dedicated Bin...
• NB: WMS – existing functionality: Bin Type Code takes items out of ”Available to Pick Qty”
NAV WMS – Warehouse Management System

48. SAMPLES OF BIN STRUCTURE
NAV WMS – Warehouse Management System

49. BIN STRUCTURE
• Default: to fill the POC lines with indication to where place
goods
• Prioritized default for POC lines: Machine Center, Work Center,
Location Card.
• For each Machine or Work Center a ”To-Production”, ”From-
Production”, and an ”Open Shop Floor Bin” can be assigned.
• Integration with routings: To-Production bin is for first
operation, From-Production is for last operation, OSFB is for all
automatic flushing and respects the Routing Link Code.
NAV WMS – Warehouse Management System

50. BETTER INTEGRATION WITH MANUFACTURING
• Inventory «Movement document» (Not Journal Legder)
• Allow for stage bin for inventory pick locations
• Flexible Outbound flow – back to warehouse
NAV WMS – Warehouse Management System

51. ASSEMBLY INTEGRATIONS
All warehouse configurations supported
ATS flow: «easy» ATO flow: «more difficult»
• To Assembly: Invt. movement,
Warehouse pick
• From Assembly: Post Assembly
to a default bin, warehouse
processes pick it up from there
• Only one posting - this implies
that components are available
prior ”auto-consuming”
• Default bins widely used
• To-Assembly Bin: Inventory
movement, Asmb lines bin code
• From-Assembly Bin: Default per
location card or change on Asmb.
NAV WMS – Warehouse Management System

52. DEMO TIME – NAV WMS
Watch my next video…
NAV WMS – Warehouse Management System

53. Thanks for Watching !
RobertoStefanetti,
MVPBusinessSolutions-NAV
https://robertostefanettinavblog.com