Warehouse Management

in
Microsoft Dynamics 365 EO

-1- © 2017 Andreas Luszczak

Agenda

Conceptual overview
Core setup for warehouse management
Basic warehouse processes
Advanced inbound/outbound operations
Tasks within inventory

-2- © 2017 Andreas Luszczak

 Conceptual overview

Conceptual Overview

-3- © 2017 Andreas Luszczak

 Conceptual overview

Main Features of the New Warehouse Management

HTML-based mobile device support

Location directives, work templates and work
Picking waves
Reservation hierarchies
Storage dimension “Inventory status” for blocking
Storage dimension “License plate” for handling units (replaces pallets)

-4- © 2017 Andreas Luszczak

 Conceptual overview

Overview of the Warehouse Management Process

-5- © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Core Setup for

Warehouse Management

-6- © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Core Setup for Warehouse Management

Mobile device portal installation

Warehouse-related settings
Parameters and templates
Setup for mobile device
Worker settings
Product-related settings

-7- © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Warehouse-Related Settings

Inventory status
Location formats
Location types
Location profiles
Warehouses and locations

-8- © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Parameters and Templates

Warehouse management parameters

Work classes
Work templates
Location directives
Wave process methods
Wave templates

-9- © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Setup for Mobile Devices

Work user mobile device display settings

Mobile device menu items
Mobile device menus

- 10 - © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Worker Settings

Workers in Human Resources

Warehouse Workers

- 11 - © 2017 Andreas Luszczak

 Core Setup for Warehouse Management

Product-Related Settings

Storage dimension groups

Reservation hierarchy
Unit sequence groups
Released products

- 12 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Basic Warehouse Processes

- 13 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Basic Warehouse Processes

Basic inbound process

Basic outbound process

- 14 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Basic Inbound Process

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 Basic Warehouse Processes

Purchase Order (Source Document)

Enter and confirm the purchase order

– Order line with product and warehouse enabled for warehouse management process

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 Basic Warehouse Processes

Receive the Item

Receive the item

– On mobile device with reference to the purchase order line
– Receives the item on the default receipt location of the warehouse
– Optionally split to different inventory units as specified in the unit sequence group
– Generates warehouse work for put-away (in case of a two-step receipt process)
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 Basic Warehouse Processes

Put the Item Away

Put the item to bulk or floor locations (two-step receipt)

– Work templates determine work creation
– Location directives determine applicable locations
– Depending on settings in the work user you can override the put location
Post the product receipt in the purchase order

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 Basic Warehouse Processes

Basic Outbound Process

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 Basic Warehouse Processes

Sales Order (Source Document)

Enter the sales order

– Product and warehouse enabled for the new warehouse management
Reserve the ordered item
– Automatically or manually (button “Inventory/Reservation” in order line)
– New reservation functionality, applying the reservation hierarchy

- 20 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Create Shipment

Create the shipment

– Shipments represent separate deliveries
– Button “Release to warehouse” in sales order form (for shipping the complete order);
or release from the load planning workbench (-> transportation management)
– Auto-creation possible (Batch job, policy settings in parameters)

- 21 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Create Load

A load represents an inbound or outbound transportation unit

– One load contains one or more shipments
– One order source document may be split into multiple shipments and loads (reduce the
quantity when you create the first load and then create a second load)
Create the load
– Manually by clicking the button “Transfer shipment to new load” in the shipment form
– Auto-creation possible (Settings in warehouse management parameters)
Alternatively create the load before the shipment, or skip creating the load manually

- 22 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Create and Release Wave

Create and release the wave

– A wave is a group of shipments
– Create the wave (Button “New” in wave form)
– Add the shipment to the wave (Button “Maintain shipments” in wave form)
– Process the wave (Button “Process” in wave form): Generates the warehouse work
– Release the wave (Button “Release”): Unblocks the wave and the work
Settings in the wave template control automatic wave creation and processing

- 23 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Execute Work on Mobile Device

Work is the instruction of what to do where and how

– Contains two or more steps (work lines), which are processed on mobile devices
Register the warehouse transactions on the mobile device
– Pick the item (Scan work ID if “User-directed” or execute given “System-directed” work)
– Put the item to the outbound location

- 24 - © 2017 Andreas Luszczak

 Basic Warehouse Processes

Confirm Shipment

Confirm the load and the shipment

– Confirming closes the shipment and the load
– Button “Confirm shipment” in the shipment (only if the load contains only one shipment);
or button “Ship and receive/Confirm/Outbound shipment” in the load
– Automatic confirmation possible through work audit templates
Post the packing slip
– Button “Print/Packing slip” in the shipment (or packing slip posting in sales order)

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 Advanced Inbound/Outbound Operations

Advanced Inbound/Outbound Operations

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 Advanced Inbound/Outbound Operations

Advanced Inbound/Outbound Operations

Task automation
Further purchase receipt options
Transfer orders
Location directive codes
Staging
Replenishment
Work pools
Cluster picking
Work audit templates
Packaging and containerization

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 Tasks within Inventory

Tasks within Inventory

- 28 - © 2017 Andreas Luszczak

 Tasks within Inventory

Tasks within Inventory

Batch control in warehouse management

Inventory blocking
Movements and adjustments
Inventory counting
Work exceptions
Short picking
Storage utilization and limits
Labor tracking
Warehouse inquiries

- 29 - © 2017 Andreas Luszczak