| author | ms.topic | ms.date | ms.author | ms.service | ms.reviewer |
|---|---|---|---|---|---|
brentholtorf |
include |
04/23/2024 |
bholtorf |
dynamics-365-business-central |
bholtorf |
Increase efficiency in your warehouse with accurate, real-time information about factors that can affect available quantities. For example:
- Inventory levels
- Locations
- Processing stages
- Quarantined items
- Reservations
You can access information about item availability from the following source documents:
- Sales orders
- Production orders
- Assembly orders
- Jobs
The information also respects other factors that affect availability. For example, dedicated bins, locked bins, and items that aren't available for picking. For example, items might be reserved, or pending put-away or shipment operations. The Pick Summary page lets you review the items that [!INCLUDE prod_short] didn’t include in pick documents and take the necessary actions.
Note
This capability requires that you turn on the Directed Put-away and Pick toggle for the locations you use in your picking process.
To get details on what's being picked and what isn't, turn on the Show Summary (Directed Put-away and Pick) toggle on the Whse.-Source - Create Document or Whse.-Shipment - Create Pick request pages.
On lines on the Create Warehouse Pick Summary page, the Qty. to Handle (Base) field shows which, and how many, items [!INCLUDE prod_short] tried to pick. The Summary FactBox provides more details.
For simple investigations, the Pickable Qty. might give you enough information. The field shows how many items are available. If the pickable quantity is less than expected, explore the bin content.
The Pickable Qty. is the maximum quantity that [!INCLUDE prod_short] can consider for picking. This quantity consists of items in pickable bins. The quantity excludes quantities that are in blocked or dedicated bins, or items that are being picked in warehouse pick documents. If the item you want to pick requires item tracking, blocked lot or serial numbers stored in pickable bins are excluded from the pickable quantity.
If the pickable quantity differs from the quantity in pickable bins, there might be a problem. Explore the bin content to find blocked bins or quantities in active documents.
The Quantity in Warehouse field shows the total quantity you'll find in your warehouse if you do a physical count. You can drill down to the warehouse ledger entries from this field. If the field shows a quantity that's less than the quantity in the Quantity in Pickable Bins, there's a misalignment between warehouse and inventory quantities. In that case, use the Calculate Warehouse Adjustment action on the Item Journal page, and then create the warehouse pick again.
The following image illustrates the maximum quantity considered for picking.
:::image type="content" source="../media/pickable-qty.png" alt-text="Maximum quantity considered for picking.":::
Legend
| Letter | Description |
|---|---|
| P | Bins with content of type Pick |
| D | Bins with content of type Pick marked as Dedicated bins |
| A | Bins with content of type Pick in the active documents (like another pick) |
| T | Bins with content of type Pick with items with blocked tracking |
| B | Bins with content of type Pick with blocked outbound movement |
| O | Other bins |
If there are reservations for the item being picked, then calculation continues. The idea is that reserved demand has higher priority than non-reserved, which means that picking for non-reserved demand shouldn't prevent picking for reserved demand later.
To verify that your quantity can cover a demand, compare the Pickable Qty. value on the Summary FactBox with the value in the Qty. to Handle (Base) field on the lines.
You can find reservations in the Total Reserved Qty. in Warehouse field. Reserved quantities that are already picked and are ready for shipment, usage, or consumption, don't affect availability. The Reserved Qty. in Pick/Ship Bins field shows this quantity.
The Avail. Qty. Excluding Shipment Bin field shows the quantity that's available, excluding quantities for which the following is true:
- They're already picked for shipments.
- They're in blocked item lots or serial numbers.
- They're in blocked bins.
- They're in dedicated bins.
These quantities might be available, but you might not be able to pick them yet. They could still be in the receipt, storage, or quality-assurance areas. You can move them to the picking area by processing a put-away or movement worksheet.
The difference between Avail. Qty. Excluding Shipment Bin and reserved quantity in warehouse is the quantity available for picking without impacting reserved stock.
The following immage illustrates the allocation of avalable quantity for reserved quanity.
:::image type="content" source="../media/Warehouse_Reservation_Pick.png" alt-text="Maximum quantity considered for picking when reservation involved.":::
Legend
| Letter | Description |
|---|---|
| P | Quantity to pick |
| TR | Total Reserved Qty. in Warehouse. |
| RS | Reserved quantities that are already picked and are ready for shipment, usage, or consumption |
| A | Avail. Qty. Excluding Shipment Bin |
| B | Quantity in dedicated or blocked bins, blocked item lots, or serial numbers |
While there's enough available quantity in warehouse to satisfy the pick completely, it'll lead to the fact that the total reserved quantity is allocated against the quantities in dedicated or blocked bins, which prevents picking for this demand. Because reserved demand has higher priority, [!INCLUDE prod_short] reduces the quantity to pick to prevent negative impact, such as the inability to pick, on reserved demand.
If items require item tracking, you can also find the quantity in blocked lots or serial numbers, which causes the following reductions:
- The pickable quantity
- Available quantity, excluding the shipment bin
- The reserved quantity in warehouse
If you pick the same item for multiple source documents or lines, which is also the case when you pick serial numbers, information about picks for other lines also displays because it reduces the pickable quantity.