Use the Floor Setup window to set up how NAV interacts with the Floor application.

To set up Floor

  1. Open the Floor Setup window.

    Navigate to /Departments/Administration/Application Setup/Floor/Floor Setup.

  2. On the General FastTab, enter the following information:

    • Default Place Bin: If the check box is selected, NAV’s pick creation function will pre-populate the Place Bin field on the Floor Warehouse Pick screen. If the check box is not selected, the Place Bin field will remain blank and must be populated by the Floor user.

    • Whse. Shipment Pick Creation: If the check box is selected, in Floor, when a line is opened on the Warehouse Shipments screen,

      • If a pick does not exist, the system generates a new pick directing the user to the multiple bins where the FEFO lots exist in the warehouse.

      • If a pick already exists, the existing pick is opened. If the check box is cleared, in Floor, when a line is opened on the Warehouse Shipments screen, the pick assumes the default bin, and the quantity is automatically registered.

    • Auto-Release Whse Ship on Pick: If the check box is selected, when a Floor user selects a warehouse shipment that has an Open status, the warehouse shipment will automatically be released. If the check box is not selected, a Floor user cannot select a warehouse shipment that has an Open status.

    • Auto-Sort Pick on Creation: Leave this check box blank unless a custom default sort order has been created for you. If this check box is selected, the custom sort order will be used in Floor when creating a pick. If this check box is not selected, a sorting routine is not used in Floor when creating a pick.

    • Create Pick Temporarily: This field is not currently used.

    • Do Not Allow Qty. greater than Std. Rep Qty. on Output Journal: Select this check box if you do not want to allow Floor users to post quantities, from the Output Journal screen, that are greater than the value in the Std. Reporting Qty. field on the Item Card window. For example, you may want Floor users to only post one pallet at a time.

    • Auto-Open Quality Audit on Receipt: Select the check box if you want the Floor application to automatically open the newly created quality audit when a receipt is posted and a quality audit is generated.

  3. On the Printing FastTab, enter the default number of labels to print from Floor. The number of labels to print can be changed from Floor.

  4. On the Numbering FastTab, enter the following information:

    • Reclass Posting No. Series: Number series that is used when inventory is moved using the Reclass Journal in Floor.

    • Phys. Inv. Posting No. Series: When posting physical inventory, if Floor cannot create a posting number series using the template or batch name, Floor will look to the value in this field in order to assign a number to the physical inventory record.

    • Quality Hold Posting No. Series: Number series that is used when a quality hold is posted from Floor.

  5. Click OK.

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See Also