Tutorial: Movement of inventory with associated work in Warehouse management, Dynamics 365 for Operations (1611)

Introduction to supported scenarios

For the Fall release of Dynamics 365 for Operations (1611) we have built various features to support the theme of increasing the flexibility in the daily operations of warehouse workers.

Imagine the following scenarios:

Scenario 1

A company has a relatively small receiving area, and it’s congested with pallets and boxes awaiting put away. A large shipment is expected on this day, so the receiving clerk decides to clear up the receiving area, moving some of the pallets to a secondary inbound staging area.

Scenario 2

An experienced warehouse worker going around the warehouse notices an opportunity to consolidate items in one location instead of having them spread out across 3 nearby locations with a little quantity in each. He wants to move items from each of these locations into the same location onto the same license plate, consolidating the quantity.

Scenario 3

A pallet is awaiting shipment in a staging location, say, STAGE01, which is near BAYDOOR01. However due to a change of plans the truck is going to arrive to BAYDOOR04. The shipping clerk is aware of this and needs to ensure the truck does not have to hang around waiting to be loaded from STAGE01. The shipping clerk therefore decides to move the items in that shipment from STAGE01 to STAGE04, much closer to their new destination.

All of these scenarios are not possible today due to one simple fact – the items that need to be moved have work pending for them, meaning they are physically reserved on the warehouse location level (or even the license plate level) and therefore cannot be moved.

We have built this capability in for the Fall release of Microsoft Dynamics 365 for Operations (1611). Now you can decide, which warehouse workers are allowed to move reserved inventory, and which are not. This will allow some regulated warehouses the flexibility for cases where they may not accept that a worker can decide upon a new pick location from an already created pick work, or that a warehouse manager would like to steer which capabilities his un-experienced worker should have.

Scenario 2 walkthrough

In the standard demo data in company USMF we already have some data that can help showcase this new scenario on warehouse 24.

There are two sales orders, order 000748 and order 000752, both of which are planning to ship 10 pcs of A0001, and both have been released to warehouse, so corresponding work orders USMF-000001 and USMF-000002 exist, both to pick 10 pcs of A0001 from location FL-001. There is a total of 100 pcs of A0001 in this location, but only 80 is physically available because of the two work order reservations.

So if warehouse worker 24 tried to open the Movement mobile device menu item on his mobile device, he would see the following picture for location FL-001:

Moving physically available quantity

As you can see, the worker is only allowed to move 80 of the 100 pcs physically present in the location. Let’s fix that, and configure the worker to allow him moving reserved inventory.

Configure worker to allow movement of inventory with associated work

Now, if we go into the movement flow on the mobile device again, the screen will look as below:

Moving all physical inventory from a location

Now that the worker is allowed to move reserved inventory, he can move all 100 pcs of item A0001. Let’s go ahead and do that, moving the items to FL-007 to a new license plate LP_V_001.

Movement of inventory - To information

Let’s now review what happened behind the scenes:

1. A new Inventory Movement work was created, from FL-001 to FL-007, for 100 pcs of A0001. It was immediately executed, and there the Work status is Closed.
2. All related work orders will be updated, so they point the Pick line to location FL-007 instead of location FL-001, as you can see on the screenshot below.

Work order after inventory was moved to FL-007

Now location FL-001 is empty and can be used according to what warehouse worker 24 had in mind, for example, to put away the goods just reported as finished (and FL-007 was smaller in size and did not fit the RAFed pallet).

The other two scenarios are pretty much the same in terms of the flow, with the only difference being the reservations behind.

Current limitations

• The work reservations that are possible to move as of today are limited to Sales order, Transfer order issue, Transfer order receipt, Purchase order and Replenishment.
• Moving the items is restricted in a way that prevents splitting of work lines. So if you have a work line for 100 pcs of item A from location Loc1, you won’t be able to move only, say, 30 pcs of item A from there to another location, as that would lead to split of the existing work line to 30 and 70, as the locations are now different.
• For Staging scenarios, where the license plate we move the goods from, or the license plate we move the goods to, are set as a Target LP for a work order, only movement of the entire LP is allowed, so as not to break up the Target LP.
• Only the ad hoc movement is currently supported. That means you will not be able to move reserved inventory through the movement by template mobile device menu items.

For those behind on updates :)

This feature has also been back-ported to Microsoft Dynamics AX 2012 R3 and will be available as part of CU12.

It can also be downloaded individually through KB number 3192548

This is great stuff, give it a try and let us know if you have any feedback!

Thanks

Tutorial: Generating shipping labels using the GS1 SSCC-18 barcode format

As a follow up to my previous post about printing labels using the new WHS solution, I wanted to describe an extra feature that is available out of the box in the new Warehouse management solution and allows to generate the license plate shipping label in the format of an 18-digit serial shipping container code (SSCC), which is "used by many companies to identify a logistics unit, which can be any combination of trade items packaged together for storage and/or transport purposes; for example, a case, a pallet or parcel.", as quoted from GS1.

Here is an example of an SSCC-18 barcode (description of each of its components is provided here):

Configuring the SSCC in Dynamics AX

Let's take each part of the code above and see where we set it up in Dynamics AX:

• Application Identifier for SSCC is always 00 and is therefore also hard-coded in the X++ code
• Extension Digit in AX is used to specify the type of the logistics unit - pallet, case, etc. This is set up in the Unit sequence groups by specifying a digit 1-9 in the field License plate packing type, and is during work execution retrieved based on the item being processed. If no item is specified, Extension Digit will be set to 0.

Note

There is currently no validation implemented for this field, meaning you can type in any integer. Typing in a value that is more than 1 digit will obviously compromise your SSCC integrity

Here is how I have set up my Unit sequence group "Ea PL" for this demonstration:

• GS1 company prefix is set up in the Warehouse management parameters and thus will be unique per company in Dynamics AX.

Note

There is currently no validation implemented for this field, meaning you can type in any string with a length of 8 or less characters. The requirement is of course that you only type in numerical data. Note also that according to the standard, the company prefix can be as large as 10 digits, which is not supported in AX right now, but is rather easy to customize if necessary.

Here is how I have set up the GS1 company prefix for this demonstration:

• Serial reference is currently only set up to be generated based on a number sequence for License plate IDs. Many people request that the Container ID (used as part of manual packing or containerization flows) is used instead, but that's as of right now not possible and requires a customization. 

Note

There is currently no validation implemented to ensure the length of the generated number is within the required 6-9 digits, or that the generated string actually only consists of digits. It is therefore your responsibility to ensure the corresponding number sequence segments are set up correctly, ensuring that the combined length of GS1 company prefix and generated license plate ID is always 16 digits.

Here is how I have set up the License Plate ID number sequence for this demonstration:

• The check digit is calculated automatically based on the generated ID and appended as the last symbol. No extra setup is required for this.

Mobile device menu item configuration

In order for all of the above to work, we need to make sure that the license plate is generated automatically by selecting the "Generate LP" check-box on the corresponding mobile device menu item.

Here is how I have set up the menu item for executing sales picking work for this demonstration:

OK, that's pretty much it. Now every time that a new target license plate is generated as part of picking sales orders, it will be in the format of a serial shipping container code. All you need to do is actually configure the work template to print the license plates, as shown in the above-mentioned post about printing labels.

The same will apply not only to sales picking work, but to many other types of mobile device flows, which as part of the flow generate a new license plate, both inbound and outbound.

Actual demonstration

To start off, I have configured the work template for sales orders to include an additional step to print the label, as shown on the screenshot below:

Next, I created a new sales order for 75 ea of item 000148_202, where a unit conversion is set up so that 1 PL = 75 ea. The order line is to be dispatched from warehouse 42, as shown below:

I reserve the line (you need to ensure there is sufficient on-hand inventory available for item 000148_202, and it is in a location, which is part of your location directives setup for Sales order picking), and release the order to warehouse, which, in turn, based on my wave template, creates a new wave and processes it, resulting in the creation of picking work that is shown on the image below:

As you can see, the Print steps is there, and the work lines are for 1 PL, which means that when printing the label, PL will be used to determine the value of the Extension digit.

Since the actual printing is already described in my previous post, I will use a different approach this time and will not setup the document routing at all. This will generate the label for me, but won't actually print it.

OK, so now let's proceed and actually execute the work. At the Pick screen, you will see the generated license plate ID, and can confirm that the format is right.

Note

The field is currently editable, so the work user can accidentally overwrite the generated value. This might improve in future AX releases to prevent human error.

Hotfix

I am afraid the contents of the generated ID are a bit off at the moment. If you type in the below SSCC code into a check digit calculator (e.g., here), you will see that the calculator produces a different check digit as compared to Dynamics AX. This is a product issue Microsoft is aware of, and it has been hot-fixed since RTM. The KB article number is 3001157 (should be available on LCS soon).

Once the Pick line is executed, the printing itself will happen, and will create a record in the License plate labels table. Go ahead and complete the Put, and let's review the label information that was persisted by navigating to Warehouse management \ Inquiries \ License plate labels. I took the liberty of hiding the uninteresting fields from the view.

As you can see, all the vital information about the license plate label, as well as the context in which this label was generated are stored, and can be used in the future.

You can, for example, reprint the label, if necessary, using a mobile device menu item with an Activity Code = Reprint label. 

That's it for today! Stay tuned for more.