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Monday, 4 July 2016

Warehouse Management : Receiving at different warehouse

Microsoft Dynamics AX 2012 allows to receive purchase orders on different locations as compared to warehouses that are available on source documents. I recommended not to implement this option as it will prone to mistakes where inventories are received at wrong locations.

On the other hand this is required by businesses in order to continue their operations if shipments are received on different warehouses. Since this option can be enabled any time - so I recommend to enable this option as and when required.

Also a note here that receiving is only possible on same site but different warehouse. To enable this option navigate to warehouse management > setup > warehouse setup > site



 Once enabled receiving can be done in a normal way. One of the most important thing to be discussed here is : regardless inventory is received at any warehouse, product receipt will be shown for the warehouse from the source document, though on-hand and inventory will be available on actual warehouse. As shown in screen below where source document warehouse was 52 whereas inventory was received at warehouse 51



Mustafa Chohan


Warehouse Management : Location Override

Microsoft Dynamics AX location directives suggest where to put particular item within a warehouse depending on the nature of inventory or type of action performed at the time of receiving. For example, a good that is marked as damaged can be put at return location while goods in satisfactory conditions can be put on their designated locations.

Microsoft Dynamics AX also allows to override locations at the time of pick and put processes. This ensures smooth operations in a warehouse and users can override selections when required. Options for overriding locations are user based and need to be enabled.

To enable this functionality navigate to warehouse management > setup > worker user > worker | select the worker and allow override based on warehouses.


At the time of PUT users will have suggestions from the system as well as options from the system to override the quantities.


Mustafa Chohan




Sunday, 3 July 2016

Warehouse Management : Location Directives & Purchase Order Processing

With warehouse management location directives functionality users at the warehouse can place item at their correct locations. While system will suggest where to put what. 

In our example we will receive a purchase order receiving of following items: 

  1. Item 000146 : DAX Water Bottle : 500 BOXES
  2. Item 000151 : DAX Fresh Juice : 500 BOXES

At the time of receiving users at warehouse inspected the items and found that:

  1. Item 000146 : DAX Water Bottle : 2 BOXES are DAMAGED
  2. Item 000146 : DAX Water Bottle : 498 BOXES are in GOOD Condition
  3. Item 000151 : DAX Fresh Juice : 2 BOXES are EXPIRED
  4. Item 000151 : DAX Fresh Juice : 1 BOX is DAMAGED
  5. Item 000151 : DAX Fresh Juice : 497 BOXES are in GOOD Condition

Due to nature of inventory,

  1. Damaged or Expired DAX Fresh Juice and DAX Water Bottle is requuried to be placed at RETURN location to process inventory returns
  2. DAX Fresh Juice to be placed in FREEZER Location
  3. DAX Water Bottle to be placed in NORMAL Location
Following are the setups must be available in order to execute the above process:

Inventory Status : 3 Inventory status must be available (Available, Damaged and Expired). Inventory status Damaged and Expired must be marked for BLOCKED


Disposition Codes : 3 Inventory Disposition Codes must be setup (GOOD, Damaged and Expired) and associated with respective Inventory statuses


Location Directives : We have to setup location directive for each disposition code where system will realize where to put what inventory. Status for damaged and expired is set for 'Fixed and non-fixed locations' while Available is set for 'Only fixed locations for the product'


Fixed Locations: In this example we have setup a fixed location, so that inventory can only be placed at correct location. Other then fixed location we can setup a zone, zone group or location profile to determine the correct location during the PUT process.



To execute the process:

Create a purchase vendor with two items:

  1. Item 000146 : DAX Water Bottle : 500 BOXES
  2. Item 000151 : DAX Fresh Juice : 500 BOXES


For a Purchase Order screen we can see the load details created during the purchase order creation (Load is automatically created at the time of PO entry if parameters available at Warehouse Management > Warehouse Management Parameters > Loads > Automatically create at Purchase Order Entry is marked)

To see load details click the Load ID.



Load detail can be printed and submitted to warehouse manager to schedule and plan delivery


In order to process the receuving warehouse managers are required to sign in to Portal with User ID and Password provided

Select Inbound and proceed to Purchase Recieve



Enter PO Number : 004758
Enter Item ID : 000151
Enter Quantity : 1
Select Disposition code : Expired, Damaged or Available

Process to be followed for entire shipment and it should result in following.


Entire inventory is currently avaialble at RECV location as inventory is not moved to destination or bulk locatons, Also you may notice license plates are automatically generated while inventory status entered by the warehouse users are correctly shown.

PUT Process:

Navigate to All Loads list page and Print Pick List - to see the Work Created. 


Different prints are available but the best I can see is the pick list as it shows all the work for the entire load on single page. Where warehouse staff can scan the work ID bar code and complete the PUT process.



To complete the PUT process sign in to Mobile portal. 

Click Inbound and continue with Purchase Put Away Process.




Scan the work ID from the Pick List available from the Load Detail list page.


Verify the work

Continue the process for all others work within the load.


Finalize the PUT process.

Product Receipt can be automatically posted or can be done manually. 




Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process

Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for 

  1. Available
  2. Damaged
  3. Expired
Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status




To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes



To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item


Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving


Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. 


Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. 

Mustafa Chohan

Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process

Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for 

  1. Available
  2. Damaged
  3. Expired
Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status




To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes



To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item


Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving


Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. 


Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. 

Mustafa Chohan

Saturday, 2 July 2016

Warehouse Management : Purchase Order Receiving Process

Microsoft Dynamics AX 2012 allows different workflows to be implemented in order to meet business process related to purchase order receiving. In this post my intention is the explain the most simplest process which can be implemented by small organisations.

1. Purchase order generation and submission to vendor
2. Receiving of purchase order via mobile portal
3. Setting up a batch job for posting of product receipts

Setups:

All warehouses must be marked to use Microsoft Dynamics AX warehouse management processes, in order to implement the process. Automatic creation of load entry must be marked in warehouse management parameters available at Warehouse management > Setup > Warehouse Management Parameters






Purchase Order receiving and put away operation must be setup at Warehouse management > Setup > Mobile Device > Mobil Device Menu Items. 




Operation must allow to generate license plate automatically. 

Above created operation must be associated with the menu item at Warehouse management > Setup > Mobile Device > Mobil Device Menu


Batch Job must be scheduled / or manually executed in order to post the product receipts automatically. Batch job can be scheduled from Warehouse management > Periodic > Update Product Receipts



Process

Generation of a Purchase Order:

  1. To create a purchase order navigate to Procurement & Sourcing > Common > All Purchase Orders > Purchase Orders 
  2. Create and confirm one purchase order with a Warehouse Module Enabled Site & Warehouse


Open Mobile Portal and perform PO Receiving and Put Away Operation:



 Enter the PO number, item number and quantity
Confirm the PUT location and license plate generated by the system, continue the process for all items. Once done a batch job can be either manually executed or via scheduled process. To review the receiving posted navigate to same purchase order and check for Product Receipts.  Product Receipt Posting : will be automatically posted by setting up a scheduled batch job.





Mustafa Chohan

Warehouse Management 'Auto License Plate Generation'

Microsoft Dynamics AX 2012 R3 - Warehouse Management requires license plate to be generated at the time of receiving processes. In order to generate these license plates automatically Microsoft Dynamics AX allows menu items to be marked for auto generation.



Number sequence for the license plate is follows,
  1. Automatic prefix of '00'
  2. Number defined in Unit Group Sequence ID at item level 
  3. GS Number defined in warehouse management parameters
  4. Length of number sequence defined at warehouse management parameter (Number Sequence Setup)
  5. Number designated by system based on whatever length is defined at Point 4