Product documentation
Warehouse management > Setup > Warehouse > Warehouses
Extra settings are added to the warehouse form.
| Field | Description | Remark |
| Complete work one step | Complete the work on the PC in one step, without separate validation? |
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ABC calculation active |
Include the transactions in this warehouse in the warehouse ABC classification? |
ABC calculation |
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Print pick labels |
Print pick labels when picking, according to the pick label print policy? |
Pick label printing |
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Deferred pick label print |
Pick label will be printed asynchronously. After completing the pick line, the warehouse worker can proceed to the next work line. In the mean time, the pick label will be generated and printed. |
Pick label printing |
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Print cross dock label |
If Print label is active on the mobile device menu item, and there is a reference order line (e.g. the purchase order line has a reference to a sales order line), the label will contain the cross dock information like sales order, customer, delivery address etc. |
Cross docking |
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Block release until cross docked |
Block release of the sales order when one or more sales lines refer to a purchase order line with open or in progress put away work. |
Cross docking |
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Average transactions per hour |
Average pick or pack transactions per hour is used to estimate the total amount of labor hours before the wave is processed. Also used in the work space. |
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Average inbound transactions per hour |
Used in the work space |
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Storage cost per pallet per period |
Used in the work space |
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Default BOM journal location |
This location is defaulted when a BOM journal line is inserted. Use this for kit (dis)assembly through Report as finished |
The standard warehouse zone groups, zones, aisles are used for:
Note
The zone group is meant as a group of physical zones in a warehouse. The location type should reflect the purpose of the locations.
Although it is possible to setup a zone group Bulk that can be used to identify a group of zones in multiple warehouses, the advice is to use a specific zone group only within one warehouse. Instead, create a location type Bulk which can be linked to one or more location profiles and can be used in multiple warehouses throughout the company.
Warehouse management > Setup > Warehouse > Warehouse zone groups
Note that a standard zone group can be used in multiple warehouses. Typically, zone groups are used for: different physical sections of a warehouse, different temperature or humidity areas, outdoor vs. indoor etc.
Warehouse management > Setup > Warehouse > Zones
Define the standard zones per zone group.
Warehouse management > Setup > Warehouse > Warehouses > Button group View > Inventory aisles
Define Inventory aisles (standard Microsoft Dynamics 365 for Finance and Operations WMS I). Set the checkmark “Descending” if the aisle is travelled in descending rack number sequence. The aisle numbering should be continuous (not 100, 200, 300 etc), because this is used for calculating the travel distance in the picking route optimization. The put away strategy "find free location near fixed location" only takes into account locations within the same aisle.
Warehouse management > Setup > Warehouse > Cross aisles
Used for picking route optimization and a visual warehouse location layout. Define the cross aisles, and the last rack number before each cross aisle. The front aisle before the racks does not need to be specified.
| Field | Description | Remark |
| Warehouse | Warehouse |
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Zone group ID |
Zone group, typically a part of the warehouse with a consistent layout |
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Cross aisle |
ID of the cross aisle |
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Rack |
Last rack before this cross aisle |
E.g. 16 for X1, and 32 for X2 |
Warehouse management > Setup > Warehouse > Warehouse blocks
Used for picking route optimization and a visual warehouse location layout. Define the blocks between the cross aisles, and the first and the last rack number of each block.
| Field | Description | Remark |
| Warehouse | Warehouse |
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Zone group ID |
Zone group, typically a part of the warehouse with a consistent layout |
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Block |
ID of the block |
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First rack |
First rack of the block |
E.g. 1 for Front, and 17 for Rear |
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Last rack |
Last rack of the block |
E.g. 16 for Front, and 32 for Rear |
Warehouse management > Setup > Warehouse > Warehouse zone group setup
Define detailed warehouse settings per zone group.
| Field | Description | Remark |
| Warehouse | Warehouse |
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Zone group ID |
Zone group |
E.g. a hall or section within a warehouse. |
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Average transactions per hour |
Work is not created yet, so the location is also unknown. Assumption is that the item will be picked from the first zone group where available inventory is found. | |
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Average rack width |
Aisle length / number of racks. If racks are odd=left, even=right (or opposite) the average width should be entered as half the physical width. |
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Max number of racks back / forth |
Search for a free location withinnracks from the fixed location |
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Both odd and even racks |
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Route optimization |
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Zone group optimization sequence |
Specify average picking or packing transactions per hour (outbound) per warehouse zone group (part of a warehouse). Used for estimating the required labor for waves in the warehouse dasboard before these are processed. At this moment, the precise picking location is not known yet. Therefor the warehouse zone group from which an item will probably be picked is based on the zone group of the first-found location where the item is on hand.
To view the estimated hours for the packing stations, define a separate warehouse zone group with at least one warehouse zone. Include the packing locations in that zone.
Warehouse management > Setup > Warehouse > Location formats
Define Location formats (naming convention of the location), and set the extra field segment type (aisle, rack, level/shelf or bin).
A rack usually contains all locations between two standing poles, a level is a shelf or a horizontal beam, a bin is a position on the shelf or beam.
| Field | Description | Remark |
| Segment type | Aisle, Rack, Level or bin |
When using the location setup wizard, based on the seqment type of the location format, the (WMS 1 fields) aisle, rack, level and bin are filled on the location record. |
Warehouse management > Setup > Warehouse > Location stocking limits
Tab Container types. In standard Microsoft Dynamics 365 for Finance and Operations , when a location stocking limit is entered like: 2 Euro pallets fit a this location profile, the maximum weight and maximum height of the location profile is ignored.
Therefor, in Warehouse Management on the stocking limits for the container types, extra options are added to validate also the weight and the height as specified in the location profile.
| Field | Description | Remark |
| Validate weight | Validate that the weight of 1 unit does not exceed the maximum weight of the location profile divided by the number of units | Double deep storage. The gross weight of the unit (e.g. pallet) should not exceed 50% of the maximum location weight. |
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Validate height |
Validate that the height of 1 unit does not exceed the usable location height of the location profile |
Double deep storage. Assumption: width and depth are fixed for a specific unit and fit in this location profile |
Warehouse management > Setup > Warehouse > Locations
Extra fields and standard fields with a specific function in Warehouse Management :
| Field | Description | Remark |
| ABC frequency |
Frequency based ABC code. Based on the proximity and accessibility of a location, it is possible to manually assign an A, B or C code. It is possible to detect which C items are assigned to fixed A locations. Or C items that are currently stored on A locations etc. |
ABC classification |
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Aisle |
Aisle ID |
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Rack |
Rack number |
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Shelf |
Shelf number (level, beam) |
Find free location near fixed |
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Bin |
Bin or position on a shelf or beam |
Find free location near fixed |
The Microsoft Dynamics 365 for Finance and Operations Location set up wizard has a hardcoded aisle “- -“, but in Warehouse Management the additional segment type setting on the location format can automatically fill the fields rack, level/shelf and bin through the wizard.
For each location, the aisle ID, the rack number and rack level (= shelf) and position on the shelf should be specified, because the new strategy is designed to work by aisle, and searches in an optimal way both vertically and horizontally.
In Warehouse Management the form locations displays the existing standard WMS fields Aisle, Rack Shelf, Bin that are not visible in standard WHS. The lowest shelf should have the lowest number. It is possible to skip level numbers, but this can have influence on the precise search priority.
The WHS location setup wizard in Warehouse Management takes into account the segment types aisle, rack number, level and position. Missing aisles are auto created. Alphanumerical rack IDs, level IDs, bin IDs are auto-converted into digits (A=1, B=2 etc.).
Note
Often, on floor level, there are more neighboring locations (e.g. 6 positions or bins) in a rack than on the higher levels (e.g. 3 positions).In that case, on the floor locations, number the 6 neighboring positions 1, 1, 2, 2, 3, 3. This will give the best results for the put away strategy "find free location near fixed location".
Inventory management > Periodic > Locations > Sort codes
Update sort codes of locations, i.e. automatically set the default travel sequence through the locations in the warehouse (standard Microsoft Dynamics 365 for Finance and Operations ).
On the location form, the fields aisle, rack, level/shelf and bin can be changed manually. In that case, rerun the sort code calculation.
Go to Warehouse management, Setup, Work, Work templates. In the query, specify that the field sortCode is used within the sorting criteria.
Warehouse management > Setup > Warehouse > Fixed locations
Within the warehouse, only the most recent fixed location per item or item variant is taken into account by this strategy. Older fixed locations are likely to be phased out, so it makes no sense to put away bulk inventory near an old fixed location.
The fixed location per item or variant can be accessed with a button from the released items, ribbon tab inventory.