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 Wave 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:  Wave Templates plays a significant role in advanced warehouses. Wave Templates are used for shipment of goods for Sales Orders, Transfer Order ship, Or Outbound shipment orders. Also, it is used for Production order and Kanban Orders.  – For my current scenario, I will create a Wave template for a Sales Order.  – Select Wave template type as “Shipping”. So, when we create the Sales order wave will be created.  – There is option to Automatically create the Wave.  – Following setup I have enabled.  – Automate Wave creation.  – Process wave at Release to warehouse.  – Process wave automatically at threshold.  – Automate wave release.  – The following basic methods are needed to complete sales order transactions.  – Also, we need to do regenerate methods step to enable methods on wave templates.  – Click Regenerate methods.  Now, Wave Templates are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these Wave Templates in actual transactions will be discussed going forward in the blog series.  Next in the Blog series:  How to set up Worker in Advance warehouse management in D365.  We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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 transform@cloudfronts.com

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.  We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  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. As a continuing blog from https://www.cloudfronts.com/blog/advance-warehouse-management-item-creation-part-1/ and https://www.cloudfronts.com/blog/advance-warehouse-management-warehouses-and-locations-in-microsoft-d365-fo-part-2/, this is will be a part 3 of the series. The following are the setups that we need to configure:  Load:  The loads are useful when we group multiple shipments. So, you can consider load as an object that will be used to transport the material.  Path:   Warehouse Managementà SetupàLoadà Load Templates  I have created two containers here as a load. One is a 20 ft container, and the other is a 40 ft container.  Location Directives:  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 location Directive for a Purchase Order transaction. In further blogs I will write about other transactions as well.  Select the Work Order type as Purchase Order.  Select the work type as “Put.” For the receipt location, I have mentioned the default receipt location in the warehouse master.  For default receipt location, Go to Warehouse managementà Setupà Warehouse à Warehouses.  Select the default receipt location from the Drop down.  Select the Warehouse for which this “Put” rule going to work. You can group the warehouse and select the warehouses to work similar to the rule.  In the lines I have mentioned the from Quantities and to quantities.  For location directive action, I am using “Only fixed locations for the product.” By this, the system will ask for the location while Putaway operation in the Purchase Order.  Now, the Loads and location directives are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these Loads and location directives in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!!  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. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  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 Warehouse 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:  Path: Inventory Management Inventory Breakdown Warehouses.  Click on New. Enter the warehouse and Warehouse name.  Most importantly, for warehouse to work in a advanced warehouse scenario, we have to enable the “Use warehouse management processes”.  For advanced warehouse management, the location plays an important role for better inventory visibility and item tracking. For this, we need to do multiple setups as per below.  In the location type, I have mentioned four main locations. These are Baydoor, Floor, receiving and User.  These locations will increase or decrease as per business scenarios.  Recv: This location I am using primarily for entry of the goods/items in the warehouse.   Floor: This location I am using for storing the goods/items in the warehouse.  Baydoor: This location I am using for exit of the goods/items from the warehouse.  User: This location I am using for default. This user location will be used in the Warehouse management parameter, in User Location profile.  Location formats are used as the naming system by which we can create the unique and consistent names for different locations within the warehouse.  Here, I have mentioned the length as 1.   The location profiles will be used for connection between location type, Location formats and the locations. The location profiles are very important setup because the location capacity can be mentioned here. Also, how the inventory is stored in the location, and how the inventory is getting accessed is also dependent on the location profiles.  Here, I have enabled User license plate tracking, allow mixed items, Allow mixed inventory statuses, Allow mixed inventory batches.  Click New. Select warehouse from the drop-down menu. Enter location name as per requirement. Select the Location profile ID from the drop-down menu.  We can add as many locations as we want.  Now, the warehouse and locations are ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use these warehouses and locations in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!! 

Hello everyone, in this series of Blog, we are going to learn about the Advance warehouse management in D365.  What is Advance Warehousing Process?  The day-to-day transactions in the advanced warehouse are a bit different than in a normal warehouse. Workers in the advanced warehouse use mobile devices to move stock from one location to another. Here location doesn’t mean just the location, we can move it from one warehouse to another. So, instead of sitting in one place, workers can move around the warehouse to pick up or put the stock. In Advance warehouse management, the visibility of the stock is very clear. Workers can see where the stock is in the warehouse and in what quantity. This results in Streamlined warehouse operations, reduced inventory carrying costs, and thus improvement in customer satisfaction through faster and more accurate order fulfillment.  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 an item 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:  Path: Product Information Managementà Dimension and Variant Groupsà Storage Dimension Groups.  In the Storage dimension group, activate the “Use warehouse management process.”   Once you activate the use warehouse management process, the Location, Inventory Status, License Plate will be automatically activated.   2. Reservation hierarchy   Path: Warehouse Management à Setupà Inventoryà Reservation Hierarchy.  A reservation hierarchy helps delay specific reservation details until after you’ve placed an order. This hierarchy relies on item-related factors like inventory status and license plate for storage and tracking. While it’s essential to have site, warehouse, and inventory status information during the ordering process, certain details like location can be added after making reservations. For instance, the warehouse management system can identify the best locations for picking based on this reservation hierarchy.   3. Unit sequence groups Path: Warehouse Management à Setup à Warehouse à Unit sequence groups.  Unit sequence group is mandatory setup which works when dealing with movement of material. Now take one example: If the Unit sequence group is mentioned as Each and Box, then While making product receipt from a Purchase Order, mobile device will show the options to receive the materials in two different units which are Each and Box.  Here based on my scenario, I have mentioned the default unit for Purchase orders and Transfer Order as Box.  Now, the Item is ready to use in Advance Warehouse process.  That’s it for this blog!!  How to use this item in actual transaction will be discussed going forward in the blog series.  Keep learning!!!!!  Next in the Blog series:  How to create Warehouses in Advance warehouse management in D365.  How to create Locations in Advance warehouse management in D365. 

In this blog, we are going to address the issue that can be seen in the recent update in Microsoft Dynamics 365 Finance & Supply Chain Management. To solve this issue please follow below steps. Currently If we see before the setup there is no tax information showing in Stock Transfer Transaction. Only the Administrator can see this Tax information. To overcome this issue, in Dynamics 365 F&SCM new update we have to enable “Private” field in the warehouse address tab. For this, Go to Inventory Management Setup->Inventory Breakdown->Warehouses. Go to Address. Click on Advanced. Right click In Address section and Click Add field. Add a field as “Private”. Once it is on the address section just disable the private field. By this every user will be able to see the Tax information on the Stock Transfer. After this, the user will be able to see the Tax Information on the Stock Transfer. That’s it for this blog. Thank you!!!