Dynamics Advanced Warehouse Management Master Planning

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Business value

From the inbound or outbound load, it is important to view the related requirements.

When prioritizing which incoming container should be called off from the port, which should be unloaded first etc. But also in case an incoming container is delayed or even lost during transport, the impact on orders that depend on this supply must be visible.

When an outbound load is being planned before all goods are physically available in the warehouse, it is important to see the MRP transactions related to this container (effects of changes in shipping dates on sales orders, and dependencies on purchase orders).

Advanced Warehouse Management adds an overview of all requirements that are directly related to a load.

When the container (inbound load) is delayed (or expected earlier), for correct calculations in the master planning, it is important that the confirmed receipt date on the purchase order line is updated. In case multiple purchase order lines from different purchase orders are included in the container each single purchase order line receipt date must be adjusted manually. Advanced Warehouse Management allows to update all relevant purchase order lines at once.

Load list page

Warehouse management > Loads > All loads > Ribbon tab: Loads > Button: Update confirmed delivery dates

In a dialog, the ETA is displayed, and the user can fill in a later confirmed receipt date if needed. This receipt date will be updated on the purchase order lines in the load.

Load line requirements

Warehouse management > Inquiries and reports > Load line requirements

Warehouse management > Loads > All loads > Ribbon tab: Loads > Button: Requirements

For the dynamic plan or any other master plan, this form displays on the upper grid the load lines, with the current on hand quantity in the warehouse, and for incoming loads the assigned quantities, the first assigned date. This information can be used to prioritize the unloading of a specific container because some of its content is already sold, or the current stock is low. Note that if the full quantity will be put on stock and is not linked to a requirement, there is no assigned qty and no first date.

If the checkmark "Link requirements to receipt lines" is set, in the lower grid the MRP transactions related to the selected load line are displayed. If not set, all open MRP requirement transactions related to any load are displayed, and it is possible to filter on e.g. item, customer, customer group, date etc.

Field	Description	Remark
Plan	The master plan from which the planned MRP transactions are displayed

Direction	Inbound and / or outbound
Link requirement lines to receipt lines	If set, only display requirement transactions for the selected load line are displayed in the lower grid.
Load ID	Number of the load	Container ID can be specified in the load reference number. This and other fields can be added to the grid
Load shipped confirmation date	Actual ship date of the incoming load	It was confirmed by the vendor or shipping agent that the load was shipped at this date and time
ETA	Estimated Time of Arrival	Date and time that the load is planned to be available for pick up in the port, according to information from vendor or shipping agent
Order type

Item number

Released product ID

Warehouse	Warehouse
Configuration	Configuration, can be switched on and off
Size	Size, can be switched on and off
Color	Color, can be switched on and off
Style	Style, can be switched on and off
Quantity

Assigned quantity	Inbound load: negative assigned quantity, e.g. to a sales order line, production order material, transfer shipment line
First date assigned	Inbound load: first ship date of the outbound MRP transactions related to this load line
On hand	Current physical on hand in inventory unit

Field

Description

Remark

Requirement quantity

Inbound load: negative requirement quantity

Outbound load: positive quantity from different supply sources

E.g. for sales order line, production BOM

E.g. on hand, purchase order, production

Customer account	Inbound load assigned to sales order: ID of the customer
Customer group	Inbound load assigned to sales order: ID of the customer group
Requirement date	Inbound load assigned to sales order or other demand: planned ship date
Delay (days)	Delay in days as calculated by the master plan
Reference	Outbound: supply source that covers this demand	E.g. On-hand, Purchase order, Planned purchase order, Production order, Planned production order, Transfer order receipt, Planned transfer order
Number	Outbound: number of the supply source order

Other fields from the load (e.g. Load reference number, often filled with the sea container number), released product (e.g. Search name) or warehouse item can be added through personalisation. The upper grid or the lower grid can be exported to Excel (Load line receiving, resp. Load line requirements).

Important

The load line requirements will only display actual results when the master planning has run before. It is possible to run a dynamic master plan, only for items that are in active load lines, or in the load lines of a specific load. General advise for the coverage group is to switch off the Action message type "Increase", because this will create new planned orders, with the advice to cancel the planned order and raise the quantity on an existing order instead.

Logistic chain

Warehouse management > Inquiries and reports > Logistic chain

In an engineer-to-order, purchase-to-order or store-collect scenario, standard Microsoft Dynamics 365 for Finance and Operations requires multiple clicks to get the full picture of open sales orders and the supplying orders.

Especially when there is a chain of supplying orders, this is time-consuming, and requires good understanding and navigation skills from the user. Not to mention the frustration on both sides when the customer is waiting on the phone for the latest status of his order.

Purpose of the Advanced Warehouse Management Logistic chain form is to combine the information at your finger tips, by showing all sales order lines of open sales orders with their 1:1 related transfer order lines, purchase order lines and production order lines.

When items are purchased or produced to order, optionally transferred from the DC to the store etc., this form offers fast information to the final customer based on zip code and house number, or delivery name. Detail information is only one click.

Intercompany orders are visible from both the commercial and the logistical company.

Multiple sales order lines with a n:1 reference to the same transfer line, production order, purchase line are displayed in this form, but only one level deep.

Sales order lines with a 1:n reference to multiple transfer lines, production orders, purchase lines are not displayed in this form. Use the sales line button Supply and demand, Explosion instead.

Click on the order numbers to have direct access to the orders, or on the buttons for On-hand inventory, Transactions and Warehouse information.

Important

This form is based on 1:1 and n:1 marking of order lines. From the sales order line, the purchase order line and / or the production order, the reference purchase order line, production order, transfer order line, sales order line, must be visible. This can be established by the master planning when the coverage group has a coverage code Requirement, and also when purchase orders and production orders are created from the sales order line. Note that there can be limitations when standard cost price is used. For complicated scenarios with n:m markings use the Supply and demand - Explosion form on the sales line.