Introduction to MS Dynamics NAV IX. (Transfers Orders)
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of corporate economy

Layout of the show
•First set of slides are showing basic logic
•For the first part of the show classic NAV 2009 is used •At the end Transfer order  is concisely
presented  in new 3-tier ERP system MS Dynamics NAV 2016W1

Transfers and  locations
•Benefits
–Direct control of transfers : where (locations )do we have what (items) at any moment..
–Responsibility  of workers in warehouse (Pickers and Pullers)
–Responsibility of drivers
–Setup enables item tracking  (batches, lots)
–Better calculation of transport times due to specification of inbound and outbound handling times
as well as time of delivery depending on setup of shipping agent services
–

Locations and bins I.
Výsledek obrázku pro stock location
Storage hall (Location)
Storage zone
Bin
See bins on
the next slide

Location White and its bins



Basic warehouse movements
Receiving Zone
Put-away
Picking
Shipment
Inbound (e.g. 1D)
Outbound (e.g. 2D)

Locations and basic setup shipment



Setup shipment (either from Customer Card, Tab=Shipping or from Sales and Marketing Setup )



Agent services and Transfer routes



Transfer order



Item by Location  (from button Item)



Transfer Order
Next day (1 D ) + Inbound Whse.Handling Time (1D) =2D ->9.9.12+2D=11.9.2012


Posting TO (2 times F9)
The time is same instead of having two dates 9.9.12 and 11.9.12. The reason
is as follows : both movement were posted at same date !!

Transfer by use of Item Reclass.Journal



Transfer Order in NAV 2016W1
•Go to the searching window and find a string Transfer Orders


List of Transfer Orders



Using icon New and Enter key…
•… you create the first part of TO


Enter Locations From (BLUE) and To (RED)
 In transit code is automatically entered by system due to setup of Transfer Routes,
 which could be easily found  by use of searching window

See tabs Transfer from and Transfer to
•In order to see inbound and ourbound times
•In order to see Shipping time

Enter Data into TO lines
•Use 1936-S and 2 pcs and see Shipment Date and Receipt Date
Use standard Post key F9 two times  (from the location Blue to OUT.LOG and from
OUT.Log  to location Red. In between  use icon (from list of items)
 Item by Location and see by parameter items during shipment time
See next slide

Item by location
a)Go to item in TO line
b)Jump to list of items
c)Icon Navigate
d)Icon Item by Location
e)Use filter Show items In transit and filter to this value (1936-S)
f)Click on quantity (Calculated field) to se item ledger entries

Item ledger entries after TO si completely posted



End of the section IX.