STANDARD OPERATING PROCEDURE (SOP)

TITLE: Creating a new Location in MS SOP NUMBER: NA-0014

Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

SIGNATURES:

Author: Lewis I. Rosenberg Date:

Review and Approval:

Quality Assurance Manager: Mitch Sturza Date:

Director of Operations: Dave Hunt Date:
Warehouse Manager: Carla Taylor Date:
Purchasing Manager: Jan Hines Date:

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.

2.0 Responsibility: It is the responsibility of the Warehouse Manager or

Purchasing Manager or Associate to create and maintain locations in
Dynamics NAV.

3.0 Procedure:

3.1 Create a new Location Card

(Menu path: Warehouse > Setup > Locations)

3.1.1 Press F3 to add a new location card.

3.1.2 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).

3.1.2.2 Name

Page 1 of 7 NA-0014
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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

3.1.2.3 Address – set this field to “(Do Not Change This Set
up)”

3.1.2.4 Address2 – set this field to “(on Loc Card-OK to

Chng on PO)”

3.1.2.5 City

3.1.2.6 State

3.1.2.7 Zip Code

3.1.2.8 Country Code (leave blank for USA)

3.1.2.9 Contact (optional)

3.1.2.10 Use As In-Transit – only check this box if you are

creating a new in-transit location.

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 Phone No. (optional)

3.1.3.2 Fax No. (optional)

3.1.3.3 E-Mail (optional)

3.1.3.4 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 SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

3.1.4.2 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 When creating a sub-contract location do not check

or fill in any fields on this tab.

3.1.5.2 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 When creating a sub-contract location do not check

or fill in any fields on this tab.

3.1.6.2 When creating any other inventory location, fill in

the data fields appropriately. Refer to NAV help
documentation for more information.

3.1.7 Do not fill out any fields on the E-Ship tab.

3.1.8 Do not fill out any fields on the EDI tab.

3.1.9 Do not fill out any fields on the Procurement tab.

3.1.10 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 SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

3.2 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.

3.2.2.2 Use the mouse to left-click the ellipses button ( ).

This will open the Trans. Route Spec. data entry
form.

3.2.2.3 Use the mouse to left-click the up-arrow ( ). This

will drill-down to the Intransit Location List.

3.2.2.4 Use the mouse to select the INTRANSIT code and

click the OK button at the bottom of the window.

3.2.2.5 Use the mouse to click the OK button at the bottom

of the Trans. Route Spec. window.

3.2.2.6 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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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

3.3 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.

3.3.1.1.1 Use the mouse to right-click the grey column

headings to display the short-cut menu and
click Show Column…

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 ADLIT

3.3.2.2 FG

3.3.2.3 IN PROCESS

3.3.2.4 RM

3.3.2.5 WIP

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STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

3.3.3 Press F3 to add a new row for the new Location and Inventory
Posting Group.

3.3.4 Enter the Location Code or use the up-arrow ( ) to drill-down

and select the location code.

3.3.5 Enter the Inventory Posting Group Code or use the up-arrow (
) to drill-down and select the code.

3.3.6 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).

Page 6 of 7 NA-0014
Printed 3/26/2008 11:14:00 a3/p3 If used after the day printed verify the version prior to
use
STANDARD OPERATING PROCEDURE (SOP)
TITLE: Creating a new Location in MS SOP NUMBER: NA-0014
Dynamics NAV

Department: Warehouse Total Pages: 7 Effective Date: 04-01-08

4.0 Revision History

4.1 New procedure 03-26-08 Rev. #0

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