Advance warehouse management – Work Classes and Work Templates in Microsoft D365 F&O – Part 5
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 Work classes and Work Templates 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:
Work classes and Work Templates plays a significant role in advanced warehouses. a Work classes and Work Templates are the set of rules to create the work for Purchase Order, Sales Order, Transfer Order etc.
For my current scenario, I will create a Work classes for a Sales Order, Purchase Order and Transfer Order.
– Enter Work Class ID and Description.
– Select work order type from the Drop-down menu.
– Here, I have created 4 work classes. We will use these work classes while making the work templates.
Work Templates:
Work templates will be used to create a work, when there is a related transactions like Purchase Order, Transfer Order, Sales Order etc.
By selecting this work, warehouse worker can perform the transaction on the mobile device.
– Click New.
– In the work Order type select Purchase Order.
– Enter Work template name
– Enter Work template Description
– Select the work type as “Pick” and “Put”
– Select previously created Work class ID as “PurchOrder”.
– Click New.
– In the work Order type select Sales Order.
– Enter Work template name
– Enter Work template Description
– Select the work type as “Pick” and “Put”
– Select previously created Work class ID as “SalesOrder”.
Now, Work classes and Work Templates are ready to use in Advance Warehouse process.
That’s it for this blog!!
How to use these Work classes and Work Templates in actual transactions will be discussed going forward in the blog series.
We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at [email protected]
