How to use Push or Pull strategies when creating Inventory Put-aways

Inbound – Inventory Put-Away For Simple Locations
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Presenter: Sune Lohse, Chief Strategy Officer

How do you create inventory put-aways?

In Business Central you can create inventory picks using a push strategy or a pull strategy, meaning if the purchasers are creating the inventory put-away or if the warehouse people are creating it. In this example, I’ve made 2 purchase orders, both on location code distribute meaning, I don’t have a checkmark in the warehouse receipt, but I do have a checkmark in the warehouse put-away. Therefore I use inventory put-aways.

This is what happens in the video

I release the second one, but not the first one.

So if I’m using a push strategy; I will enter the purchase order it would normally be the purchase of doing this, and if I’m trying to create the warehouse put-away from here, I will get an error because it’s not released.

So in both scenarios using push or pull, we need to release the purchase document. So signal to the inventory that it’s ready.

So I release it, and from my actions, I can now create an inventory put-away and I select, create inventory put-away, which will of course create my inventory put-away.

So in this scenario, it created one document. It’s for order number 287.

So if I’m searching for my inventory put-aways in which I’ll put-away documents.

I can see here the document that it made for source number 287, my purchase order and I can open the inventory put-away, handle it from in here. So this is a push strategy made by the purchaser.

The alternative would be for the warehouse people to create manually, a new inventory put-away.

The location code comes from the warehouse employee setup related to the user, and from here I could just select process, and get source documents and here the soft documents applies to: purchase orders, sales return orders, or transfer orders, inbound transfer orders, and here I can find my purchase order 286 which is released, and it’s only on the list because it’s released, and it selects the put-away document. So this is a pull strategy.

So the purchaser will release the purchase order and the warehouse people will fetch it. In this inventory put-away scenario, we only have one document, one inventory put-away for one purchase order. It’s only possible using inventory put-aways. So if you want to bundle purchase orders into one warehouse document; you need to use the directed put-away and pick checkmark on the location meaning, the pick warehouse functionality.