Warehouse Enhancements NAV 2013 Philippe Jacobsen Senior Program

Warehouse Enhancements NAV 2013 Philippe Jacobsen, Senior Program Manager

2013: Focus on Integration Base work – Enhancement of Integration to Manufacturing

Pick to production - …-2009 R 2 § Location with Bin and Inventory Pick/Put-A. Mix of roles: Warehouse posts production consumption or Production registers warehouse activities Not able to set aside items for dedicated activities Not able to have a document for movements (use reclass. jnl)

Pick or move to production NAV 2013 § Location with Bin and Inventory Pick/Put-A. No mix of roles; Ability to set aside items for dedicated activities Invt. Movement document available for planning and handling Process with existing Inventory pick ”co-exists” Requires separate posting of Consumption Journal

Pick to Production …. . – 2009 R 2 § Location with WMS (directed Put-away & Pick) No mix of roles Ability to set aside items for dedicated activities (POC lines) Bin Type Code (QA) takes items out of ”Qty Available to Pick” Not able to over-pick and set aside

Pick or move to production NAV 2013 § 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”

Pick to Production …. . – 2009 R 2 § Location with WMS (directed Put-away & Pick) No mix of roles Ability to set aside items for dedicated activities (POC lines) Bin Type Code (QA) takes items out of ”Qty Available to Pick” Not able to over-pick and set aside

Defaulted 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.

Output from Production NAV 2009 § Location with WMS (directed Put-away & Pick) Simplicity. . .

Output from Production NAV 2013 § Location with WMS (directed Put-away & Pick) Flexibility. . . Combination of manual update and/or default setup

DEMO

New Areas – Assembly and Service

Integration with Manufacturing § Summary ‒ Inventory Movement document ‒ Allow for stage bin for inventory pick lovations ‒ Establish a more flexible defaulting system ‒ Flexible Outbound flow – back to warehouse

Integration with Assembly All warehouse configurations supported § ATS flow, easy: ‒ To Assembly: Invt. movement, Warehouse pick ‒ From Assembly: Post Assembly to a default bin, warehouse processes pick it up from there § ATO flow, more difficult: ‒ 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. Header.

Integration with Assembly § Mixed ATS and ATO flow, difficult: ‒ Designed so that both flows are defined on one sales order line. This meets customer requirements for efficient sales order tracking and price calculation and limitations of ERP solutions (like create two lines one ATS and one ATO) does not surface. ‒ The solution includes certain rules about the sequence of operation, e. g. to ship the ATO quantity before the inventory quantity. § Known limitations – Candidate for V 8 ‒ No flow like Open Shop Floor Bin are suported – a pick needs to be registered for every assembly BOM item. • Solution concept: Items moved to the default To-Assembly bin will be grabbed first by the create pick algoritm without creating a pick (a mini overpick scope).

Integration with Service (& Job) Integration with service § Service order Lines is now a source doc for the warehousing system (similar to Production Order Component lines) ‒ Only Release-to-Ship functionality ‒ Only for WMS Service and Job – Candidates for V 8 § Release-to-Move functionality no whse shipment but whse pick to dedicated service bin (WMS) ‒ Inventory movement to dedicated service bin (Invt. Pick locations) ‒ Start up on integration with Job (V 8)

Other Efforts

First let’s start by some Refactoring § Refactoring of integration between Reservation and Quantity available to Pick. ‒ ”Reserved Pick and Ship Qty. ” field replaced by a function ‒ Clarification of concepts with ”Qty. available to Reserve” and ”Qty. Allocated in Warehouse” ‒ ”Qty. Available to Pick” has been thoroughly tested. § Location ”Orange” – White without Directed Put-Away and Pick ‒ Added default bins and made some adjustments to avoid errors when two bins are equal on take and place lines. ‒ Added to all tests

Visibility – Fact boxes § Fact. Box for Warehouse Pick, Put-Away, etc ‒ Lot Quantity per Bin, using query

Item Tracking § Item Tracing ‒ ” Your team did a great job! The time is so much faster, the report so much cleaner. ” a partner ‒ ” Exponential redundant records are fixed. Awesome Job!!!” Escalation Engineer Scenario with transfers and production, Before: Item Trace No Components = 831 lines Item Trace with ALL Components = 5, 480 lines After: Private Fix No Components = 52 lines Private Fix with ALL Components = 60 lines

Item Tracking - Reservation § One critical scenario with deletion of Whse. pick • Sales Order has no IT • Whse. Ship created, no IT, • Whse. Pick created, IT gets specified, register • IT synchronized with Sales Order • Delete Whse Shipment and possible partial Whse Pick, IT sticks to the new Whse Shipment • 2013: possibility to delete IT populated by pick from sales order. § Ability to remove reservations before creating negative adjustments § Several bug fixes

Profiles § Yet to come all work related to creating profiles. § This has a big impact for WMS stakeholders that don’t have to change the default settings at each installation or upgrade.

Automated Data Capture System (ADCS)

Reasons to technical change § Platform changes that impacted the ADCS solution ‒ No Com support on the Server • Socketbus adapter, Com ‒ Discontinued Database Users ‒ Classic Application server => NAS on NST § Goals for refactoring: ‒ Simplifying installation ‒ Performance

NAV 2009 Implementation User setup

NAV 7 Implementation True Queue optimization: tasks gets assigned to first available NST, not like 2009 Round Robin implementation where tasks are sloted and might wait for a time out if waiting for a long task.

Installation and Setup § Install the additional ADCS components – VT 100 ‒ VT 100 changes • web. config file – specifies the location of the web service ‒ Multiple Service tiers setup in the Web. config file ‒ Changed Queue-mechanism to central queue § Create and publish ADCS Web Service – exposing Code Unit 7714 § Create the users that needs access through the handheld device ‒ Setup the warehouse employee needs to be set for using ADCS § All other NAV specific settings are as usual § Still not supporting Warehouse scenarios with dialog boxes that requires user interaction such as warnings if the Bin Capacity Policy is set to Prohibit more than Max Capacity

Setup ADCS users

Summary

Create Invt. Movement – Summary Location with Invt. Pick (Bin + Pick) Source Documents to Invt. Pick: § Rel. Sales Order § Rel. Transfer Order § Neg Qty on Rel. Purchase Order § Rel. Return Purchase Order § Rel. Sales Order with Asmb. Order (ATO) [new] § Rel. To Ship Service Order [V 8 Candidate] Source Documents to Invt. Movement: § Rel. Production Order/Comp. Lines [new] § Rel. Asmb. Order/Asmb. Order Lines (ATS & ATO) [new] § Rel. To Pick Service Order/Lines [V 8 candidate]

Create Pick – Summary Location with WMS (directed Put-away & Pick) Source Documents to Whse. Shipment: § Rel. Sales Order § Rel. Transfer Order § Neg Qty on Rel. Purchase Order § Rel. Return Purchase Order § Rel. Sales Order with Asmb. Order (ATO) [new] § Rel. To Ship Service Order [new] Documents acting as Whse. Source Document: § Rel. Whse. Shipment (including ATO lines) § Rel. Production Order/Comp. Lines § Rel. Asmb. Order/Asmb. Order Lines (ATS & ATO) [new] § Rel. To Pick Service Order/Lines [V 8 candidate] § Visible for Pick Worksheet

Bin + Pick/Puta Bin + whse Ship/Rec. + whse Pick/Put-a. WMS Directed Put-a. & Pick Yes Inventory Movement and Internal Movement Yes Dedicated Bin Yes Default bin in production and outbound flow Comp. Lines/RPO lines-MC-WC-Location Yes Yes Functionality Refactoring, Qty available to Pick Release-to-Ship Serv. O. Lines Yes Integration with Asmb. Order Yes Yes Visualization of Lot per Bin factbox using query Yes Refurbishment ADCS (Web Services, NAS on NST, user setup) Yes Candidate for V 8 V 8 ”Flushing” components for Asmb. Order Release-to-Move Serv. O. Lines V 8 V 8 Invt. movement for Serv. O. Lines V 8 N/A Integration to Job V 8 V 8 Additional Item Tracking Scenarios * Counting V 8 V 8

Questions? pjacobse@microsoft. com

Thank You!

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