Microsoft ERP Business Tutorial Series

Topic: Item Arrival Journal in Microsoft Dynamics 365

Overview

• The focus of this episode is on the Item Arrival Journal in Microsoft Dynamics 365.
• It facilitates the receiving of items into a warehouse, either from purchase orders, transfer orders, or customer returns.

Previous Topics Covered

• Movement Journal
• Inventory Adjustment Journal
• Transfer Journal
• Bill of Material (BOM) Journal
• Consignment Warehouse and Change of Inventory Ownership

Item Arrival Journal Explained

• Used for receiving items into your warehouse from various sources:
  • Purchase Orders
  • Transfer Orders
  • Return Sales Orders
• Offers a simpler interface for warehouse personnel to receive goods without accessing the full purchase order document.
• Especially useful for large warehouses with dedicated receiving staff.

Comparison with Direct Purchase Order Receiving

• Direct Purchase Order Receiving:
  • Suitable for small organizations or warehouses.
  • Uses the product receipt within the purchase order document.
• Item Arrival Journal:
  • Ideal for larger warehouses.
  • Provides a streamlined process for receiving through a dedicated interface.
  • Can handle multiple types of orders (purchase, transfer, return) from one screen.

Advantages of Item Arrival Journal

1. Simplicity: Easier for warehouse staff to key in purchase order numbers and receive items efficiently.
2. Batch and Serial Number Tracking: Facilitates registration of items tracked by serial or batch numbers before receiving.
3. Efficiency: Allows registration of all items in a purchase order in one action, compared to line-by-line in purchase orders.

Process for Using Item Arrival Journal

1. Setup: Create a journal name in the Warehouse Management section.
2. Create Journal:
   • Specify whether receiving a purchase order, transfer order, or sales return.
   • Reference the order number.
3. Functions:
   • Use "Create Lines" to pull in purchase order details.
   • Quantities can be initialized based on typical receiving habits (full vs. partial orders).
4. Posting:
   • Post the arrival journal to register items.
   • Use "Product Receipt" function to complete receiving.

Registration and Receiving

• Mandatory Registration:
  • Set within the Item Model Group.
  • Applies to items tracked by batch or serial numbers to standardize processes.
• Registration Process:
  • Register items before receiving to reflect physical availability in inventory.
  • Registration allows items to be reserved and used in sales orders.

Additional Notes

• In future episodes, additional uses and effective practices for the item arrival journal will be explored.

Conclusion

• The item arrival journal offers a robust and efficient method for item intake in larger warehouse settings within Microsoft Dynamics 365. It simplifies processes for warehouse staff and integrates seamlessly with existing purchase and transfer order workflows.