Advance warehouse management – Location Directives in Microsoft D365 F&O – Part 4 

Introduction

In this blog we will learn about the basic setups required for the Advanced Warehouse Management process. These setups may vary depending on the business scenarios. For a Location Directives to work in an Advance warehouse scenario, there are some prerequisites that we need to do first.

The following are the setups that we need to configure: 

The Location Directive plays a significant role in inventory movement in advanced warehouses. Location Directives are the set of rules which define the pick and put, Counting, License Plate building, Status change and Quality check etc. for individual warehouse or group of warehouses. 

– For my current scenario, I will create a location Directive for a Sales Order and Transfer Order transactions. 

– In the work Order Type, from the drop-down menu select “Sales Orders” 

– Enter the information below as per business use cases. 

– Enter Location Directive name. Here I have mentioned, “SO Pick” 

– Enter work type as “Pick” 

– Enter Scope. Here I have mentioned for “Multiple Items” 

– Enter warehouse. 

– Add From and To quantity fields. 

– Add location directive actions. Here I have mentioned “Fixed and Non-Fixed locations” 

– I have done the same setup for Sales Order “Put”. 

– Now we will do setup for transfer Order location directive. 

Here, we will have to do the separate setup for Transfer Issue and Transfer Receipt. 

Transfer issue: 

– Enter Name. 

– Enter work type as “Pick”. 

– Enter scope. I have selected here as Multiple Items. 

– Select the warehouse. I have selected here as All warehouses. 

– Enter quantity. 

– Enter fixed location usage. 

Transfer receipt: 

– Enter Name. 

– Enter work type as “Put”. 

– Enter scope. I have selected here as All Items. 

– Select the warehouse. I have selected here as All warehouses. 

– Enter quantity. 

– Enter fixed location usage. 

Here I have mentioned “Fixed and Non-fixed locations” 

Now, location directives are ready to use in Advance Warehouse process. 

That’s it for this blog!! 

How to use these location directives in actual transactions will be discussed going forward in the blog series. 

Conclusion

We’ve explored the essential setups required for implementing the Advanced Warehouse Management process, focusing on the creation of Location Directives tailored to specific business scenarios. By configuring these directives, you can effectively manage inventory movements, ensuring a smoother workflow for Sales Orders and Transfer Orders.

Next in the Blog series: 

How to create Work Classes and Work Templates in Advance warehouse management in D365. 

How to set up Worker in Advance warehouse management in D365. 

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