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Introduction
Item Arrival and Registration introduces the features that support receiving items
in a company.
This is useful when a company wants to ensure that batch numbers, or serial
numbers are recorded at arrival so that they can be tracked through inventory.
A company may also want to ensure that the status of the incoming items are
described enough to give another user outside the warehouse good information
about the whereabouts of an item.
Set up and maintain the settings for the Inventory model group on the Setup tab.
The fields in the Physical update field group determine the workflow used when
you send or receive items. With these you can set rules around how an order is
handled, both for receiving and shipping.
Registration Requirements
In the Registration requirements check box, users can select whether item
receipts must be registered before inventory is physically updated.
When it is selected, the status of the item receipt inventory transaction must be
Registered before the item's packing slip is updated.
Receiving Requirements
When the Receiving requirements check box is selected, users must physically
update the item receipts before financially updating them.
In addition, users must enter and post a packing slip before posting the
corresponding vendor invoice. If there is a difference between the received
quantity on the packing slip and the invoiced quantity on the invoice, an icon
shows in the Packing slip quantity match column in the Posting invoice form.
Item Arrival
In Microsoft Dynamics AX 2009, the Arrival overview form is introduced to
improve the overview of items expected to arrive as incoming goods. The
Arrival overview form is a tool to estimate and plan the resource capacity that is
required to efficiently handle incoming goods.
Scenario
Sammy, who is responsible for shipping and receiving, needs a good overview of
the expected incoming items, including when to expect them. When items arrive,
he can efficiently match the information that arrives with the items to the
receiving information in the system.
When items arrive in the inbound dock, the Arrival overview form is used to
match the information accompanying the items with the information in Microsoft
Dynamics AX 2009. The settings in this form can be saved for each user and for
each computer so that users can have their personal settings on computers put in
the inbound area. One user can have multiple setups.
This kind of filtering must be specified under the Range field group. A user can
filter on:
• Date range
• Warehouses
• Vendor reference
• Account number
• Item number
• Mode of delivery
• RMA number
There are four predefined filtering templates that can be selected in the Setup
name field on the Setup tab:
NOTE: The filters Today and Inquiry are default filters with suggested settings.
However, these two filters can be renamed or changed by the user.
The filter is applied to the Lines pane and the Receipts pane is automatically
updated. The Receipts pane displays the order headers and the Lines pane
displays the lines attached to the selected order header. When an order header is
selected, all lines in the order are displayed in the Lines pane. This includes lines
that do not fall under the selected filter. These lines are marked Out of range.
Example
A purchase order has been created for two items going to two warehouses:
Warehouse1 and Warehouse2.
When a user filters on Warehouse1 in the Arrival overview form, the Receipts
pane displays the purchase order header, and the Lines pane displays the line for
both Warehouse1 and Warehouse2.
However, the line for Warehouse2 is marked as Out of range and will therefore
not be included when the user starts the arrival.
NOTE: In fields like Warehouses or Vendor reference under the Range field group,
more than one name can be entered if separated with a comma.
The settings on the Arrival overview form are described in the following table.
Setting Description
Restrict to site Restrict the display to one site.
Journal field group Define which journal name to use and assign
warehouse and location to use as default values
on the journal lines. A journal name must be
specified; if warehouse and location is not
specified, the information from the inventory
transaction is used.
Miscellaneous field group Define if the form will update automatically
when it is opened and if updates must be
automatic when the values are changed.
Transaction types shown Define which transaction types to show in the list
field group of receipts.
Maintenance Select a specific setup in the Setup name field to
which you want to make changes, delete, or
copy.
Return orders Include return orders.
NOTE: The settings on the form are automatically saved as the default under the name
Options used when the form is closed.
The settings in the Arrival overview form can be saved for each user and for
each computer so that users can have their personal settings on each computer
put in the inbound area. The options are defined and saved under a user-defined
name on the Setup tab.
Example
When Sammy, who is responsible for shipping and receiving, arrives at work
every morning, he wants to view all the expected receipts from production to
warehouse GW for the current day to establish a good overview of the day's
work. Instead of performing the same filtering every morning, he sets up the
Arrival overview form one time with the necessary settings and saves them in a
new template called Production. Also, Sammy wants this to update on startup of
the Arrival overview form.
NOTE: The settings in the Range field group on the Overview tab are also saved as
part of the setup.
The warehouse manager, or the person responsible for receiving goods, first
needs an overview of the expected arrivals so that he or she can plan the work
and assign tasks to individual warehouse workers.
Start Arrivals
When the goods arrive in the inbound dock, the warehouse manager or the
warehouse worker verifies the information on the paperwork accompanying the
goods and compares it with the information in Microsoft Dynamics AX 2009.
Each delivery that has been matched with an order can be pre-registered so that it
shows that the receipt is in progress.
The Receipts pane now shows arrivals that are expected on or before the current
date.
Microsoft Dynamics AX 2009 now selects all related lines within the specified
range having a missing quantity to register, and generates an Item arrival
journal with the corresponding match between receipt reference and journal.
They system will create all lines by using the automatic initialization of quantity.
NOTE: An arrival journal must be selected in the Name field on the Setup tab of the
Arrival overview form before you generate arrival journals.
TIP: Use the link in the InfoLog to go directly to the created journal.
To update arrival information and post a packing slip, follow these steps:
NOTE: If anything is specified within the Range field group on the Overview tab of the
Arrival overview form, these specifications are also considered when the system is
finding the packing slip ready journals.
Scenario
You are a warehouse worker at Contoso Entertainment Systems and you want an
overview of the expected arrivals so that you can plan today's work.
When the goods arrive in the inbound dock, you will verify the information on
the paperwork accompanying the goods and compare it with the information in
Microsoft Dynamics AX 2009. You will pre-register an order so that it shows
that the receipt is in progress.
Challenge Yourself!
Step by Step
Create the Purchase order:
1. In the Receipts pane or Lines pane, select the Select for arrival
check box for the relevant lines, and then click the Start arrival
button.
1. Select the receipts for the arrival that is to be registered and then
click Journals > Show arrivals from receipts. Or, select Show
arrivals from lines to see the lines that have been created in an
arrival journal.
2. In the Location journal form, select a journal and click Lines to see
detailed information, and then close the Lines form.
3. Click Post to complete the registration.
Summary
Item Arrival and Registration discussed the following topics:
Item arrival and registration is useful when a company wants to ensure that items
are tracked at the first entry in to the warehouse to give the warehouse manager
or personnel a good overview of their daily tasks, and a one stop point of contact
in Microsoft Dynamics AX 2009 to start, register and update item arrivals.
2. Which parameter do you select if you want to ensure that a packing slip is
entered and posted before a vendor invoice?
( ) Registration requirements
( ) Receiving requirements
( ) Picking requirements
( ) Deduction requirements
1.
2.
3.
Solutions
Test Your Knowledge
1. "Today" is one of the predefined filtering templates that can be selected in
Arrival Overview form. What is filtered when this filter template is applied?
( ) All receipts of purchase orders that were created today
( ) Default filtering that cannot be overwritten or deleted
(•) All receipts expected today
( ) Return orders
2. Which parameter do you select if you want to ensure that a packing slip is
entered and posted before a vendor invoice?
( ) Registration requirements
(•) Receiving requirements
( ) Picking requirements
( ) Deduction requirements