Warehouse Management : Location Directives & Purchase Order Processing

With warehouse management location directives functionality users at the warehouse can place item at their correct locations. While system will suggest where to put what. 

In our example we will receive a purchase order receiving of following items: 

1. Item 000146 : DAX Water Bottle : 500 BOXES
2. Item 000151 : DAX Fresh Juice : 500 BOXES

At the time of receiving users at warehouse inspected the items and found that:

1. Item 000146 : DAX Water Bottle : 2 BOXES are DAMAGED
2. Item 000146 : DAX Water Bottle : 498 BOXES are in GOOD Condition
3. Item 000151 : DAX Fresh Juice : 2 BOXES are EXPIRED
4. Item 000151 : DAX Fresh Juice : 1 BOX is DAMAGED
5. Item 000151 : DAX Fresh Juice : 497 BOXES are in GOOD Condition

Due to nature of inventory,

1. Damaged or Expired DAX Fresh Juice and DAX Water Bottle is requuried to be placed at RETURN location to process inventory returns
2. DAX Fresh Juice to be placed in FREEZER Location
3. DAX Water Bottle to be placed in NORMAL Location

Following are the setups must be available in order to execute the above process:

Inventory Status : 3 Inventory status must be available (Available, Damaged and Expired). Inventory status Damaged and Expired must be marked for BLOCKED

Disposition Codes : 3 Inventory Disposition Codes must be setup (GOOD, Damaged and Expired) and associated with respective Inventory statuses

Location Directives : We have to setup location directive for each disposition code where system will realize where to put what inventory. Status for damaged and expired is set for 'Fixed and non-fixed locations' while Available is set for 'Only fixed locations for the product'

Fixed Locations: In this example we have setup a fixed location, so that inventory can only be placed at correct location. Other then fixed location we can setup a zone, zone group or location profile to determine the correct location during the PUT process.

To execute the process:

Create a purchase vendor with two items:

1. Item 000146 : DAX Water Bottle : 500 BOXES
2. Item 000151 : DAX Fresh Juice : 500 BOXES

For a Purchase Order screen we can see the load details created during the purchase order creation (Load is automatically created at the time of PO entry if parameters available at Warehouse Management > Warehouse Management Parameters > Loads > Automatically create at Purchase Order Entry is marked)

To see load details click the Load ID.

Load detail can be printed and submitted to warehouse manager to schedule and plan delivery

In order to process the receuving warehouse managers are required to sign in to Portal with User ID and Password provided

Select Inbound and proceed to Purchase Recieve

Enter PO Number : 004758

Enter Item ID : 000151

Enter Quantity : 1

Select Disposition code : Expired, Damaged or Available

Process to be followed for entire shipment and it should result in following.

Entire inventory is currently avaialble at RECV location as inventory is not moved to destination or bulk locatons, Also you may notice license plates are automatically generated while inventory status entered by the warehouse users are correctly shown.

PUT Process:

Navigate to All Loads list page and Print Pick List - to see the Work Created. 

Different prints are available but the best I can see is the pick list as it shows all the work for the entire load on single page. Where warehouse staff can scan the work ID bar code and complete the PUT process.

To complete the PUT process sign in to Mobile portal. 

Click Inbound and continue with Purchase Put Away Process.

Scan the work ID from the Pick List available from the Load Detail list page.

Verify the work

Continue the process for all others work within the load.

Finalize the PUT process.

Product Receipt can be automatically posted or can be done manually. 

Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process

Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for 

1. Available
2. Damaged
3. Expired

Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status

To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes

To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item

Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving

Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. 

Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. 

Mustafa Chohan

Warehouse Management : Disposition Codes & Inventory Statuses in Inbound Process

Disposition Codes in Microsoft Dynamics AX 2012 Warehouse Management allows to put correct inventory status for tracking purposes. At the time of receiving disposition codes can be used to track inventory for 

1. Available
2. Damaged
3. Expired

Inventory status can be setup to be blocked or available for use. To setup inventory status navigate to Warehouse management > Setup > Inventory > Inventory Status

To setup disposition codes navigate to Warehouse Management > Setup > Mobile Device > Disposition Codes

To allows warehouse users to enter disposition codes at the time or receiving - enable all inbound processes to input disposition codes. To enable these processes navigate to Warehouse Management > Setup > Mobile Device > Mobile Device Menu Items and select relevant menu item

Now create one purchase order and receive it via Mobile Portal you will see users will now to be able to select disposition code at the time of Purchase Order receiving

Once received inventory is stored with different inventory statuses. Users can also see what inventory statuses were selected at the time of transaction. 

Inventory status other then available are not available for sales order transaction ensuring wrong inventories are not selected by the sales staff during sales order processing. 

Mustafa Chohan

MS Dynamics AX 2012 Simple Purchase Order Workflow Walkthrough

Assalam O Alikum Guys,

Today we are going to see a simple workflow available in MS Dynamics AX 2012, also what basic setups must be done before configuring any of the workflow available in modules. 

Number Sequence

In System Administration > Setup > System Parameters > Number Sequence set the number sequence for Workflow ID

Batch Groups

1. Navigate to System Administration > Setups > Batch Group
2. Create three batch groups 
3. DUEDATE, MSGPRO, & LINEITEM
4. Make sure select appropriate Batch servers for the batch groups.

Workflow Infrastructure Configuration Wizard 

1. Navigate to Workflow Infrastructure Configuration through System Administration > Setup > Work flow
2. In this wizard you are required to provide batch groups we created in first setup
3. Click Next
4. Select MSGPRO and Click Next
5. Select DUEDATE | Set hours (1 For Due Date) and Click Next 
6. Select LINEITEM | Set Minutes (1 For Lineitem Work Flow) and Click Next 
7. Click Finish [ See Screen Snap Below ]
8. You can confirm that batches are waiting for execution by Inquiring Batch Jobs
9. Navigate to System Administration > Inquiries > Batch Jobs [ See Screen Snap Below ]

Example Workflow Purchase Order Approval

We are going to create a new Purchase Order Approval Workflow, Specially for Purchase Workflow we need to Activate Change Management at Procurement & Sourcing > Setup > Procurement & Sourcing Parameters > General

1. Navigate to Procurement & Sourcing > Setup > Procurement & Sourcing Workflows
2. Click New, Select Purchase Order Workflow and Click Create Workflow
3. From the left hand side pan (WorkFlow elements), drag/drop Approve Purchase Order element to main workflow screen
4. Click properties on Top Pan
5. Select on which events Notifications should be sent
6. Double click the  Approve Purchase Order element
7. Click Step 1, Click Assignment on Top Pan
8. Click User on Selection
9. Click User Tab
10. Add user [ Better create another user for approval ]
11. Click Basic Settings
12. Enter Subject and Message for Workflow
13. Click Save and Close
14. Click Ok
15. Activate the Version, Click Ok

You have created the basic workflow.

Unable to add placeholder in MS Dynamics AX 2012 Workflow

I stuck in an strange issue, and was unable to resolve, I goggled and was unable to find any blog, knowledge base, or any other help. Actually I was in middle of creating a workflow for Vendor Bank Remitance and was unable to complete it as I wan unable to add any place holders.

I created a new legal entity, and tried to create same workflow and field was there. When I looked at in more details I found out that form is based on current language. I just navigate to Organisation Administration > Setup > Organisation > Legal Entities > Remove the language > Closed the form and re-add language as en-us. 

It resolved the issue,  Hope this helps any one out there.

Controlling Items to be Purchased from Specific Vendors

After a long time, this is my first post in regards to my study towards Comparison between MS Dynamics AX 2012 and MS Dynamics GP 2010. One of the functionality I found interesting in both ERP is in regards to Vendor Assignment. This comparison is not about which ERP is better it is more about which ERP fulfils your requirements.

1. MS Dynamics GP 2010 provides users capability to relate Site to Vendors

2. I cannot see so far, specific vendors for specific sites in MS Dynamics AX 2012, for example  for site NORTH I got Vendor MR Khan, as contrast to site SOUTH I got Vendor MR Zain. Primary Vendor per Site reduce the data entry on most of the forms of MS Dynamics GP 2010.

3. In MS Dynamics GP 2010, we cannot purchase an item from a Vendor that is not assigned to Items (Even in case to Temporary Vendor)

4. In MS Dynamics AX 2012, we can purchase the item from any vendor until Item is not Vendor Controlled (See below). We still have two option in case Item is Vendor Controlled, System Warning or Process Stop.

5. In MS Dynamics AX2012, we have expiry dates for Vendors, one of the feature that is not available in MS Dynamics GP2010. Also the Vendor Agreements provide more advantage to AX2012 as compared to GP2010. Agreements shall be covered in Futures posts.

Vendor Assignment Process in AX2012

1. User will be required to control the item by Approved Vendor
2. Navigate to Product Information Management > Common > Released Products
3. Select the Product, click Maintain> Edit
4. On the Purchase Fast Tab Select any of the two option for Approved Vendor

5. Add Approved Vendors to the item 
6. Navigate to Product Information Management > Common > Released Products>Purchase Tab > Approved Vendors Setup
7. Add Vendors Effective and Expiry Date or Expiration as Never (EXPIRY DATE FEATURE IN NOT AVAILABLE IN MS DYNAMICS GP 2010)

8. After doing this setup Users would not be able to create POs for vendors that are not in approved list.
9. Users will have info logs like

Vendor Assignment Process in GP2010

1. Navigate to Cards > Inventory > Vendors
2. Select the item number
3. Make sure Vendor Lookup is selected to ALL
4. Select the Vendor, Click save
5. Repeat the steps for Each Vendor

6. We can clearly see that MS Dynamics GP provide more options for planning in case for Assigned Vendors.

7. Also in case when users are creating POs, and in case vendors are not assigned we get an option, that Vendor is not assigned and do we need to assign (WE CANNOT PURCHASE INVENTORY WITH UNASSIGNED VENDOR)

On clicking YES, users are taken to Same window (5) to assign the vendor.

8. Default Vendor for each site,

Installing Fabrikam Reports in Management Reporter (MR)

Unlike FRx, Management Reporter does not provide default reports for Fabrikam, we need to upload the default reports in order to get the sample reports. Follow the procedure in order to get Sample Reports for Fabrikam.


In order to install MR follow my Management Reporter Installation Post June 2011.


Click here to download MR demo reports [Partner Source Access would be required] or alternatively Provide me you email address so I could email you the reports

• In order to deploy the reports open MS Dynamics ERP MR Designer, Companies and Create a new Company as follows,

• Click Finish and set the Company as default, if you unable to set the company as default troubleshoot the problem, likely MR installation is not properly done

• In order to Import the Reports, navigate to Company > Building Block Groups within MR Designer, select the company and click import

Click Select All and Import

Note*

For MS Dynamics GP 2010 SP2 Fabrikam we would be required to rename the Segments name in order to deploy the reports,


Navigate to Administration > Setups > Company > Account Format > Change the Segments


Segment1
Segment2
Segment3


Make sure you perform above activity before deploying the reports.


Let me know if you are stuck somewhere.




Mustafa Chohan