{"id":19675,"date":"2020-02-12T12:35:40","date_gmt":"2020-02-12T10:35:40","guid":{"rendered":"https:\/\/www.triangle.es\/inventory-vs-warehouse-dynamics-365-business-central\/"},"modified":"2024-05-21T12:29:33","modified_gmt":"2024-05-21T12:29:33","slug":"inventory-vs-warehouse-dynamics-365-business-central","status":"publish","type":"post","link":"https:\/\/triangle.desarrollobirdcom.es\/en\/sin-categorizar\/inventory-vs-warehouse-dynamics-365-business-central\/","title":{"rendered":"Inventory vs. Warehouse &#8211; Dynamics 365 Business Central"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The time has come to launch the <strong> Navision or Dynamics 365 Business Central warehouse module <\/strong>. Normally it is a complex decision due to the wide range of configurations and possibilities that the tool allows us. Therefore, it is not an easy decision to make. In this blog post we will explain the difference between a basic and a minimally advanced warehouse.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/triangle.desarrollobirdcom.es\/en\/sin-categorizar\/inventory-vs-warehouse-dynamics-365-business-central\/#Different_types_of_storage\" >Different types of storage<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/triangle.desarrollobirdcom.es\/en\/sin-categorizar\/inventory-vs-warehouse-dynamics-365-business-central\/#Inventory_Order_to_order\" >Inventory (Order to order)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/triangle.desarrollobirdcom.es\/en\/sin-categorizar\/inventory-vs-warehouse-dynamics-365-business-central\/#Warehouse_Multiple_orders\" >Warehouse (Multiple orders)<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Different_types_of_storage\"><\/span>Different types of storage<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When working with Business Central, you will have seen that there are two types of warehouse views, both in Business Central Work Areas (<strong> Order-by-Order <\/strong> and <strong> Warehouse Management System <\/strong>) as in subfolders in the Departments to Warehouse menu in RTC NAV (<strong> &#8220;Ord. man. prod. per order&#8221; <\/strong> and the <strong> &#8220;Multiple orders man. prod.&#8221;) <\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"552\" height=\"728\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-2.png\" alt=\"warehouse nav\" class=\"wp-image-19680\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-2.png 552w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-2-227x300.png 227w\" sizes=\"auto, (max-width: 552px) 100vw, 552px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">However, the documents they contain, although they may appear similar, have different names. On the one hand we find \u201c<em> Inventory location\u201d \/ \u201cPicking inventory\u201d \/ \u201cInventory movement\u201d <\/em> and, on the other, \u201c<em> Warehouse location\u201d \/ \u201cWarehouse pick\u201d \/ \u201cWarehouse movement\u201d &lt;\/ em&gt; (or just <em> Location \/ Pickink \/ Move <\/em> in RTC NAV).<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Given this differentiation, we must look at the second word of the name to differentiate whether we are talking about the <strong> Inventory <\/strong> or <strong> Warehouse <\/strong> type. We will detail the characteristics of each one:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Inventory_Order_to_order\"><\/span><strong> Inventory (Order to order) <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Of the two types the <strong> inventory is the simplest. It serves to manage a basic warehouse activity <\/strong> in which, when receiving purchase orders, a single warehouse document is generated that we call \u201c<em> Inventory location\u201d <\/em> to indicate that we have received the material and put it on the shelf (or location).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Equivalently, it happens in the moment before sending the sales orders, in which the picking has to be generated to collect the material, with the document <em> \u201cPicking inventory\u201d <\/em> to carry out the material output. <strong> These warehouse documents are associated one by one with that of your purchase or sale, so it does not allow you to make a grouped management of several picks <\/strong>, send multiple sales or place multiple receptions in the same process , among others.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hence, it is not necessary to configure different storage areas and, specifically, the reception and shipping areas. <strong> Another implication that follows is that we cannot use the \u201cdirect transit\u201d functionality. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The following scheme shows the cycle of documents involved:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1282\" height=\"907\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-3.png\" alt=\"\" class=\"wp-image-19652\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-3.png 1282w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-3-300x212.png 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-3-1024x724.png 1024w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-3-768x543.png 768w\" sizes=\"auto, (max-width: 1282px) 100vw, 1282px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In conclusion, <strong> this level is a simple type of warehouse that is used only to manage the shelves where we store \/ remove the material <\/strong>. It is usually useful to see the relationship between warehouse documents and the corresponding purchase \/ sale documents, but it does not help us to group several orders \/ sales into a single warehouse document.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To configure it in Business Central, you must check the <strong> &#8220;Required location&#8221; <\/strong> and <strong> &#8220;Picking required&#8221; <\/strong> fields but not the <strong> &#8220;Location. and pick. Direct \u201d<\/strong> as shown in the following image. We can also indicate if we want to manage the bookshelf, marking or not the <strong> &#8220;Location. mandatory \u201d<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"603\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-23.jpg\" alt=\"\" class=\"wp-image-19682\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-23.jpg 833w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-23-300x217.jpg 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-23-768x556.jpg 768w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong> Note: <\/strong> For manufacturing or assembly documents, the <em> &#8220;picking inventory&#8221; <\/em> is generated by the product &#8220;factory outlet&#8221; from the <strong> manufacturing \/ assembly location indicated in the configuration of the warehouse <\/strong>, while for the components a <em> &#8220;inventory movement&#8221; <\/em> is carried out from the shelf to the manufacturing \/ assembly location.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1073\" height=\"335\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-24.jpg\" alt=\"\" class=\"wp-image-19684\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-24.jpg 1073w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-24-300x94.jpg 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-24-1024x320.jpg 1024w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-24-768x240.jpg 768w\" sizes=\"auto, (max-width: 1073px) 100vw, 1073px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Warehouse_Multiple_orders\"><\/span><strong> Warehouse (Multiple orders) <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">It is already considered as an <strong> advanced level of warehouse management <\/strong>. The <em> Picking <\/em> and <em> Location <\/em> documents are still made to move the material. Unlike the <em> &#8220;Picking inventory <\/em>&#8221; and &#8220;<em> Inventory location&#8221; <\/em> documents discussed in the previous point, the current ones do not record the exit or entry of the material, but <strong> they only serve to move it between the different internal zones of the warehouse. The new documents <em> &#8220;Warehouse receipt&#8221; <\/em> and <em> &#8220;Shipment shipment&#8221; <\/em> are used to enter or exit material in the warehouse. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong> The circuit for purchases would be the following: <\/strong> From an order (or grouping several of them) a document of <em> &#8220;Warehouse receipt&#8221; is generated, <\/em> the record of which we make the entry of the material in the \u201creception area\u201d. But here it is not yet located on the shelf. To perform this step, the <strong> Location document <\/strong> comes into play, which does not make any stock movements, but <strong> that does cause a warehouse movement <\/strong> to move it from the \u201creception area \u201dTo its corresponding shelf.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong> <em> Location <\/em> documents are generated one for each <em> Reception <\/em> when we register the latter <\/strong>, but we can deactivate its generation if you want to use the <em> &#8221; location worksheet \u201d<\/em> to group several <em> Receptions <\/em> into a <em> Location <\/em> (uncheck <strong> field\u201c Use location job sheet \u201d<\/strong> in the store).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For the <strong> sales circuit the flow <\/strong> would be similar. From the order (or grouping several) we generate the <em> &#8220;Shipment shipment&#8221; document. <\/em> Unlike the <em> Receptions <\/em> on purchases, at this point we cannot register the document. We have to generate a <em> Picking <\/em>, either from the <em> Shipment <\/em> or by grouping several with the <em> &#8220;picking worksheet&#8221;. <\/em> <strong> Once Once the <em> Picking <\/em> is registered, the material moves from the shelf to the \u201cshipping area\u201d <\/strong>, from which we can register the <em> Shipping <\/em> created at the beginning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We see these steps in the following image:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"993\" height=\"666\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-6.png\" alt=\"\" class=\"wp-image-19658\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-6.png 993w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-6-300x201.png 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-nav-6-768x515.png 768w\" sizes=\"auto, (max-width: 993px) 100vw, 993px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">In conclusion, <strong> this level of advanced warehouse serves to be able to group different documents, be they those of purchase \/ sale or those of warehouse <\/strong>. It has several subconfigurations, such as that we can use shelves or not (if not, we can do not require picking or location), we can use worksheets or not and we can even activate the possibility of using \u201cdirect transit &#8220;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To configure it, you must select the <strong> \u201cLocation and pick. direct \u201d<\/strong> as shown in the following image. All other options will be selected automatically.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"379\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-27.jpg\" alt=\"\" class=\"wp-image-19686\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-27.jpg 833w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-27-300x136.jpg 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-27-768x349.jpg 768w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong> Note: <\/strong> For manufacturing or assembly documents, the <em> \u201cwarehouse shipment\u201d <\/em> is generated by the product \u201cfactory shipment\u201d from the manufacturing \/ assembly location indicated in the configuration of the warehouse, while for the components a <em> &#8220;picking&#8221; <\/em> is made from the shelf to the manufacturing \/ assembly location.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1073\" height=\"335\" src=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-28.jpg\" alt=\"\" class=\"wp-image-19688\" srcset=\"https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-28.jpg 1073w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-28-300x94.jpg 300w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-28-1024x320.jpg 1024w, https:\/\/triangle.desarrollobirdcom.es\/wp-content\/uploads\/2020\/02\/inventary-vs-warehouse-bc-28-768x240.jpg 768w\" sizes=\"auto, (max-width: 1073px) 100vw, 1073px\" \/><\/figure>\n<\/div>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>You may also like:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: #ff9900;\"><strong><a style=\"color: #ff9900;\" href=\"https:\/\/www.triangle.es\/en\/how-to-configure-the-cif-nif-templates\/\" target=\"_blank\" rel=\"noopener\">How to configure the CIF\/NIF templates?<\/a><\/strong><\/span><\/li>\n\n\n\n<li><span style=\"color: #ff9900;\"><strong><a style=\"color: #ff9900;\" href=\"https:\/\/www.triangle.es\/en\/dynamics-365-business-central-and-excel\/\" target=\"_blank\" rel=\"noopener\">Dynamics 365 Business Central and Excel<\/a><\/strong><\/span><\/li>\n\n\n\n<li><span style=\"color: #ff9900;\"><strong><a style=\"color: #ff9900;\" href=\"https:\/\/www.triangle.es\/en\/accounting-periods-and-exercises-in-dynamics-365-business-central\/\" target=\"_blank\" rel=\"noopener\">Accounting periods and exercises in Dynamics 365 Business Central<\/a><\/strong><\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The time has come to launch the Navision or Dynamics 365 Business Central warehouse module . Normally it is a &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Inventory vs. Warehouse &#8211; Dynamics 365 Business Central\" class=\"read-more button\" href=\"https:\/\/triangle.desarrollobirdcom.es\/en\/sin-categorizar\/inventory-vs-warehouse-dynamics-365-business-central\/#more-19675\" aria-label=\"Read more about Inventory vs. Warehouse &#8211; Dynamics 365 Business Central\">LEER M\u00c1S<\/a><\/p>\n","protected":false},"author":5,"featured_media":19671,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-19675","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categorizar","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"_links":{"self":[{"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/posts\/19675","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/comments?post=19675"}],"version-history":[{"count":1,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/posts\/19675\/revisions"}],"predecessor-version":[{"id":27034,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/posts\/19675\/revisions\/27034"}],"wp:attachment":[{"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/media?parent=19675"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/categories?post=19675"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/triangle.desarrollobirdcom.es\/en\/wp-json\/wp\/v2\/tags?post=19675"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}