STANDARD OPERATING PROCEDURE (SOP

)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse
SIGNATURES: Author: Lewis I. Rosenberg Review and Approval: Quality Assurance Manager: Mitch Sturza Director of Operations: Dave Hunt Warehouse Manager: Carla Taylor Purchasing Manager: Jan Hines Date: Date: Date: Date: Date:

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

I.0

Purpose and Scope: The purpose of this Standard Operating Procedure (SOP) is to describe the process for creating a new (Warehouse) Location in the MS Dynamics NAV ERP computer system. Responsibility: It is the responsibility of the Warehouse Manager or Purchasing Manager or Associate to create and maintain locations in Dynamics NAV. Procedure:
3.1

2.0

3.0

Create a new Location Card (Menu path: Warehouse > Setup > Locations)
3.1.1 3.1.2

Press F3 to add a new location card. Enter the following fields on the General tab:
3.1.2.1

Code – (user-defined field). If this is a subcontract location, the code should be the vendor name (or abbreviation of the vendor name). Name

3.1.2.2

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse
3.1.2.3

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

Address – set this field to “(Do Not Change This Set up)” Address2 – set this field to “(on Loc Card-OK to Chng on PO)” City State Zip Code Country Code (leave blank for USA) Contact (optional) Use As In-Transit – only check this box if you are creating a new in-transit location.

3.1.2.4

3.1.2.5 3.1.2.6 3.1.2.7 3.1.2.8 3.1.2.9 3.1.2.10

3.1.2.11 Tax Area Code (leave blank) 3.1.2.12 Tax Exemption Code (leave blank)
3.1.3

Enter the following fields on the Communication tab: 3.1.3.1 3.1.3.2 3.1.3.3 3.1.3.4 Phone No. (optional) Fax No. (optional) E-Mail (optional) Home Page (optional)

3.1.4

The Warehouse tab:
3.1.4.1

When creating a sub-contract location do not check or fill in any fields on this tab.
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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse 3.1.4.2 SOP NUMBER: NA-0014 Effective Date: 04-01-08 Total Pages: 7

When creating any other inventory location, fill in the data fields appropriately. Refer to NAV help documentation for more information.

3.1.5

The Bins tab: 3.1.5.1 3.1.5.2 When creating a sub-contract location do not check or fill in any fields on this tab. When creating any other inventory location, fill in the data fields appropriately. Refer to NAV help documentation for more information.

3.1.6

The Bin Policies tab: 3.1.6.1 3.1.6.2 When creating a sub-contract location do not check or fill in any fields on this tab. When creating any other inventory location, fill in the data fields appropriately. Refer to NAV help documentation for more information.

3.1.7 3.1.8 3.1.9 3.1.10

Do not fill out any fields on the E-Ship tab. Do not fill out any fields on the EDI tab. Do not fill out any fields on the Procurement tab. Do not fill out any fields on the AFP Production tab.

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse
3.2

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

Set up the Transfer Routes. (Menu Path: Warehouse > Planning & Execution > Setup Inventory > Transfer Routes) 3.2.1 Use the mouse to select the row containing the code for the new location.
3.2.2

Use the following instructions to enter the INTRANSIT code in each box in the Transfer Routes grid that represents a scenario where inventory may be transferred between the new location and another location. (Example: if inventory may be transferred between the BLUE and RED locations, then the field or box on the grid where the BLUE and RED locations intersect must be filled in with an INTRANSIT code). 3.2.2.1 Use the mouse to select the field for the new location and another location where inventory may be transferred to or from. Use the mouse to left-click the ellipses button ( ). This will open the Trans. Route Spec. data entry form. Use the mouse to left-click the up-arrow ( ). This will drill-down to the Intransit Location List. Use the mouse to select the INTRANSIT code and click the OK button at the bottom of the window. Use the mouse to click the OK button at the bottom of the Trans. Route Spec. window. Repeat the steps in this section (3.2.2) for each location where inventory may be transferred to and from with the new location.
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3.2.2.2

3.2.2.3

3.2.2.4

3.2.2.5

3.2.2.6

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse
3.3

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

Set up the Inventory Posting Groups Menu Path: Financial Management > Setup > Posting Groups > Inventory Setup * If you do not have security access to this function, then contact an associate in the Finance Department to set this up.. 3.3.1.1 Make sure that all fields are displayed. Use the mouse to right-click the grey column headings to display the short-cut menu and click Show Column…

3.3.1.1.1

3.3.1.1.2 Use the mouse to left-click in front of any field in the list that is not preceded by a check-mark.
3.3.1.1.3

Make sure that all fields are preceded by a check mark and click the OK button at the bottom of the Show Column window.

3.3.2 A new row must be added for the new location and any of the following Inventory Posting Group Codes that represent inventory groups that the new location may contain. 3.3.2.1 3.3.2.2 3.3.2.3 3.3.2.4 3.3.2.5 ADLIT FG IN PROCESS RM WIP

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse
3.3.3

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

Press F3 to add a new row for the new Location and Inventory Posting Group. Enter the Location Code or use the up-arrow ( ) to drill-down and select the location code. Enter the Inventory Posting Group Code or use the up-arrow ( ) to drill-down and select the code. For each G/L Account field, enter the appropriate G/L Account Code or use the up-arrow ( ) to drill-down and select the code. (The F8 may be used to copy data from the field above).

3.3.4

3.3.5

3.3.6

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS Dynamics NAV Department: Warehouse 4.0 Revision History
4.1

SOP NUMBER: NA-0014 Effective Date: 04-01-08

Total Pages: 7

New procedure 03-26-08

Rev. #0

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