Introduction to the Arrival Overview for Inventory Management in Dynamics 365 for Supply Chain Management

Arrival overview page

To open the Arrival overview page, click Inventory management > Inbound orders > Arrival overview. You can view a list of orders that are expected to be received. The overview is divided into a header and lines. The header information is grouped by the order type, expected receipt date, and delivery destination. When a header line is selected for arrival, all the detail lines that are related to the receipt reference are selected for arrival in the line details part of the page. When all related journal lines have been posted, this information isn’t shown.

Arrival overview profiles

The Arrival overview page provides an overview of items that are expected to arrive and the date when they are expected to arrive. As part of the arrival process, multiple sets of personal settings can be used. Individual users can define their personal settings on the Arrival overview profiles page.

Set up item arrival

For example, if you want to set up a new computer at a location that will be used to receive finished goods that come from production at Site 1. On the Arrival overview profiles page, you can create a new setup that is named Site 1 production and specifies the following settings.

1. On the Arrival options FastTab, in the Range field group, enter information about a day interval and the warehouses to include in the overview.
2. On the Arrival options FastTab, in the Journal field group, enter a receiving warehouse, a location, and a journal name (item arrival/production input).
3. On the Arrival query details FastTab, in the Site field group, in the Restrict to site field, enter a site to limit the view in the overview area.
4. On the Arrival query details FastTab, in the Transaction types shown field group, set the Production orders option to Yes.
5. On the Arrival query details FastTab, in the Miscellaneous group, set the Update on startup option to Yes if the view should be automatically updated at startup. Set the Update on range change option to Yes if the view should be automatically updated when range values are changed.

For this example, the Arrival overview profile name field on the Arrival options FastTab of the Arrival overview page is set to Site 1 production.

Prerequisites for arrival journals

To automatically create arrival journals from the Arrival overview page, you must define appropriate information in the Journal field group on the Arrival options FastTab.

• You must specify a journal name to create a journal.

• If you specify values in the Warehouse and Location fields, those values are applied on the journal lines. If you don’t specify values, the system uses the values from the dimension that is specified on the inventory transactions.

Items that are received from one expected receipt order

On the Receipts FastTab, you can select a line and then click Start arrival. All related lines that are in the specified range and that have a quantity to register are automatically selected. An item arrival journal is generated that has a match between the expected receipt order and the journal. The quantity is automatically initialized on all lines that are created.

Items that are received from more than one expected receipt order

On the Receipts FastTab, you can select multiple lines and then click Start arrival. An item arrival journal is generated that has a match between all the expected receipt orders and the journal. All lines are created on one item arrival journal header, and the quantity is automatically initialized.

Receive items from one or more expected receipt orders

View information

To get an overview of expected receipts in a date interval, you can enter the following information in the fields on the Arrival options FastTab on the Arrival overview page and then click Update to update the view:

• Arrival overview profile name: Inquiry
• Show lines: All
• Days back: (Blank)
• Days forward: 0
• Warehouses: GW, MW

You can view the following information:

• All related receipt orders for the system date and an infinite number of days back from it (the InventTrans.StatusDate interval), and receipts to warehouses GW and MW, regardless of status.
• Detailed line information for more than one order. You can select multiple header lines in the overview and then click Show all selected to view all the corresponding line detail information for all selected orders.
• Information about a specific purchase order. To show only information that is related to a specific reference number in the overview, you can enter an account number in the Account number field and an order number in the Reference number field.
• An overview of the registration tasks that are due for all the order lines that an item arrival journal has been created for but hasn’t yet been posted. To view this information, you can select In progress in the Show lines field.

Update journals

To register one or more order lines that are due to be processed, you can select the lines in the overview grid or in the line grid, and then click Journals > Show arrivals from receipts. The item arrival headers that match the lines are shown. To update the purchase order product receipt for the registered items, you can access the item arrival journal headers that are ready for update. To access these item arrival journal headers, he clicks Journals > Product receipt ready journals. All the header lines that are ready for product receipt update in the specified warehouse range are shown. (The header lines that are shown aren’t related to the day interval).

Start an arrival registration

By selecting multiple lines on the Arrival overview page, you can start an arrival of more than one receipt reference. When he selects a line from the receipts overview, the corresponding line details are selected. If a quantity for registration exists, the Start arrival button is available. You can use two methods to start the arrival registration:

• To filter the page so that it shows only records that meet specific criteria, in the Vendor reference field, scan a reference number from a vendor, such as the bar code for a delivery note.
• In the overview part or the details part of the Arrival overview page, manually select or cancel the selection of records for arrival registration. Then, when you click Start arrival, the selected records are automatically created in an item arrival journal. The records include line information, and all unique field information is assigned.

Update arrival information and process a product receipt

When all goods have been registered, the warehouse manager or purchasing manager can update the received items with a product receipt to add the physical cost. To update arrival information and post a product receipt, follow these steps.

1. Click Inventory management > Inbound orders > Arrival overview.
2. On the Arrival overview page, click Journals > Product receipt ready journals to show a list of the journals that are ready for product receipt update.
3. Select the journals that must be updated, and then click Functions > Product receipt.
4. On the Posting page, enter the product receipt number, if it isn’t already available on the journal, and then click OK to process the product receipt.