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    Dynamics Advanced Warehouse Management - Warehouse dashboard
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    Business value

    The overview of current and planned internal logistical processes is one of the challenges of standard Microsoft Dynamics 365 for Finance and Operations.

    “Logistics is all about prioritizing”.

    The Dynamics Advanced Warehouse Management dashboard gives an immediate answer to day-to-day questions like:

      

     

    Using the dashboard

    Warehouse management > Inquiries and reports > Dashboard

    The warehouse dashboard shows:

    The dashboard distinguishes between:

    Prerequisite for the remaining estimated time:

    The remaining estimated time and estimated end time is always indicative.

    Assumption before the wave is processed:

    Assumption after the wave is processed and the work created:

    The auto refresh interval larger than zero can be set in the Warehouse management parameters, General, group Work, Dashboard refresh time (minutes). This is useful if the dashboard is displayed on a large overview screen which is mounted on the wall.

    From the dashboard, multiple overviews can be opened:

    Note that the overviews show all data, and the user can filter manually.

     

    Dynamic columns

    The dashboard shows the number of wave lines that are not processed yet. The user can define up to twenty additional columns, and each of these columns can represent the amount of open work within one or more work classes and warehouses. E.g. define a separate column for the open narrow aisle truck work, or counting work in a specific part of the warehouse.
    In case no worker is involved in the work defined in a specific task which must be executed, this dashboard cell gets an orange color.
    If one or more workers are executing the work defined in a specific task, the estimated end time of the work is displayed in the dashboard.

    Field Description Remark
    Description Wave template name Type of work, e.g. Purchase, Cycle count, Replenish

    To be released

    Non processed wave lines

    -

    Packing

    Open lines for packing station

    -

    User defined column 1..20

    Open lines according to the dashboard template setup 

    Open lines according to the dashboard template setup

    Total released

    Open work lines

    Open work lines

    Total

    Non processed wave lines + open work lines

    Open work lines

    Estimated end time

    Based on the remaining time and the number of current users working for this wave template.

    NB: At least one worker should be actively working on a wave to calculate the expected end time of a wave.  

    The estimated work time in the orange cells is included in this estimate, under the assumption that the same number of users will take care of the work in the orange cells too.

    -

     

    Warehouse management > Outbound waves > Shipment waves > All waves > Button: Update dashboard filter 

    Each wave template is displayed on a separate line in the dashboard. If you want to split these lines, it is possible to set different wave template filter codes on different waves. This is useful if each wave should be finished at a certain time slot, and a different wave with the same wave template name has a different time slot.

    The update dashboard filter form displays the total number of shipments (wave lines), the total number of load lines, the percentage complete, the volume and the estimated remaining work hours to complete this wave.

     

    Setup warehouse

    Setup dashboard template

    Setup warehouse zone group

    Setup zone

    Setup labor standards

    Work classes overview

    Warehouse management > Inquiries and reports > Zone overview > Work classes

    Field Description Remark
    Work class ID Identification of the work class Work class typically discerns between:
    • Work order type (sales, replenish etc.)
    • Warehouse area
    • Required fork lift type
    • Height of the location
    • Required skill level of the worker
    • Mobile device menu authorization

    Description

    Description of the work class

    Work order type

    Type of work

    E.g. sales, purchase, replenishment, production

    Open lines

    Number of open lines

    Both pick and put type

    Hours

    Remaining (decimal) hours

    Based on labor standards

    Name

    Mobile device user(s)

    Worker(s) executing work in this class

    Labor standards should be set up to display estimated remaining hours.
    No further setup required.

     

    Work users overview

    Warehouse management > Inquiries and reports > Zone overview > Work users

    Field Description Remark
    Status Mobile device user activity status, similar to the Skype for Business indicator, referring to last activity. Green         Active
    Yellow        3-10 minutes inactive
    Orange      10-30 minutes inactive
    Red            30+ minutes inactive
    Grey           1 or more days inactive
    White         Not logged in
    Red X         User disabled

    User ID

    Mobile device login ID of the worker

    User name

    Name of worker

    Default warehouse

    Default warehouse of worker

    Work class ID

    Worker is currently executing work in this work class

    Zone ID

    Worker is currently active in this zone

    Location

    Worker is heading for / currently active on this location

    Destination

    Current work will be finished at this destination location

    Estimated time

    Expected time of arrival at destination location

    Based on estimated remaining time for current work, calculated by labor standards

    Labor standards should be set up to see the estimated time of arrival.
    No further setup required.

     

    Warehouse zone groups overview

    Warehouse management > Inquiries and reports > Zone overview > Warehouse zone groups

    Field Description Remark
    Zone group ID Zone group E.g. a hall in the warehouse

    Zone group name

    Name

    Estimated hours

    Estimated hours for non-processed waves

    Based on average number of transactions, and the estimated zone group upon creation of the wave line

    Open lines

    Number of open work lines

    Purchase

    Number of open work lines

    Replenishment

    Number of open work lines

    Transfer issue

    Number of open work lines

    Sales

    Number of open work lines

    Cycle counting

    Number of locations that require cycle counting

    If cycle count work is created per product: number of products and locations for which open cycle counting work lines exists

    Other

    Number of other open work lines

    E.g. raw material pick, production put away

    Hours

    Remaining hours

    Based on labor standards

    Name

    Mobile device user(s) currently working in / heading for this zone group

    Labor standards should be set up to display estimated remaining hours.

    No further setup required. 

     

    Zones overview

    Warehouse management > Inquiries and reports > Zone overview > Work classes 

    Field Description Remark
    Zone ID Zone (group of locations)

    Zone name

    Name

    Zone group ID

    Group of zones

    Open lines

    Total open work lines

    Hours

    Remaining hours

    Based on labor standards

    Name

    Mobile device user(s)

    Workers currently working in this zone

    Labor standards should be set up to display the estimated remaining hours.

    No further setup required.

    See Also