The arrival menu covers the main aspects of doing receipt of goods. The functionality is similar to the arrival journal in Dynamics AX 2012. The arrival menu can therefore be used for several types of receipts, and the following receipts types are possible. Purchase orders, Return sales orders(RMA), Production (report as finished), Transaction, Inventory adjustments, Transfer, Bom journal, Counting, Quarantine order, Transfer order receive and quality order. For details about these transaction types, refer to standard Dynamics AX 2012 help.
The 3 options presented to the user are:
Create Arrival Journal.
This program allows the worker to create an arrival journal, and to start the receipt process.
Registrate Arrival Lines
This program allows the worker to continue the receipt process of an existing arrival journal
Post Product Receipt
This program allows the worker to do a product receipt of an arrival journal. This is only valid for arrival journals containing lines from a purchase order or a transfer order receipt.
To create a arrival journal and doing the actual registration process.
The first step is to select the type. Several options are available, and the form will change according to what type is selected. If a Purchase order is selected, then the worker can select vendor and purchase number. If a production is selected, then the worker must select a production order etc.
The account field is only visible if the type is “Purchase order”, and lets you select the vendor. This is not a mandatory step, but will help to filter and narrow down the possible purchase orders to be selected.
Select the warehouse where the arrival journal line will be received into. Mainly used to filter and narrow down the possible purchase orders to be selected.
Select this option, if the quarantine possibilities should be used. This means that the receipt will be posted into a quarantine warehouse, and then the quarantine process will take over.
Enter of scan the reference number according to the type selected.
Enter or scan the packing slip number. This number can be used later in the process, when doing product receipt posting.
When done, the press create to start the arrival registration process.
The registration of arrival lines, is the same as when happens in the arrival journal in Dynamcis AX 2012. First the lines have been create in the create arrival journal form. The form starts by scanning item barcode. The reason for this is that is seldom that any warehouse will receive the same item in two different arrival journals at the same time. It will also make the process of finding the journal ID easier for the PDA program, since most likely the goods is already barcode marked from the vendor/production etc.
To keep track of if a line is completed or not, there is a very small modification in std AX. A new Boolean field on the arrival journal lines has been added, called PDACompleted. This field is only used in this form, and will not affect and standard AX functionality. Often the warehouse manager will generate a arrival journal, using the arrival overview screen, and create the needed arrival journals. The worker can also manually create arrival journals using the create arrival journal PDA form.
Accepts item barcodes or EAN128 codes.
Lookup is filtered to only show item barcodes that has a open arrival journal associated. View details will open the released products form.
The magnifier button will open the items details for this item/barcode.
Journal and journal line.
If there exists 2 open arrival journal on the same barcode, then the journal will NOT be automatically filled in, and the worker must select the correct one. This also applies, if there are several arrival lines on the same item barcode.
The magnifier button will open the a list form, showing all lines on the arrival journal, and will also show what lines that are complete, and what is still missing.
Warehouse and Location
The warehouse and location can be filled in automatically, if the item do have a standard picking location. Else, the worker must scan in this.
If additional dimensions are required(like Pallet ID, Batch ID and Serial ID), then field for these will also appear in the form.
The post product receipt is only valid for registrations where a purchase or a transfer order receipt is done.
Scan or enter the journal number, that should be product receipt updated. The lookup is filtered to only show journals that is posted, and that have registered inventory transactions attached. The view details will open the location journal form, filtered as default in Dynamics ax, on Open journals. The worker must therefore most likely filter to show all, and then find the correct journal. The magnifier, will show the lines on the journal.
Normally this field will automatically be filled in when the journal is filled on. If not, then scan or enter the purchase ID. The lookup will filter to only show registered purchase orders.
Normally this field will be automatically filled in, since the packing slip ID was entered when the worker created the arrival journal. Else, fill in the packing slip.
When ready to post the journal, then click post. This corresponds to posting receipt on the arrival journal.