Case study 3A Warehouse management

Objectives

Configure warehouse management
Perform warehouse management processes
Implement transportation management

Exercise #1 Configure warehouse management

Objective: Create and define the components of warehouse management and configure inventory statuses using unit sequence groups and reservation hierarchies.

You were asked to help the warehouse manager for SRHQ Seahorse Retailers. He is responsible for building and designing the structure for the warehouse management system.

You will need to guide him on performing some setup and configuration activities before being able to use the warehouse management systems.

Configure warehouse management setup.
Create a storage dimension group.
Create a tracking dimension group.
Create a unit sequence group.
Create a warehouse.
Create location types.
Create location formats.
Create a dock management profile.
Create new location profiles.

Create a storage dimension group

As a warehouse manager in Seahorse Retailers, you have to create a new storage dimension group to use with Warehouse Management.

Create a new storage dimension group.

Go to Product information management > Setup > Dimension and variant groups > Storage dimension groups.
Select New to create a new storage dimension group.
Type LASD in the Name field.
Type Los Angeles storage dimension in the Description field.
Enable the Use warehouse management processes option to enable Warehouse management.
Select Save.
Verify that the Site, Warehouse, Location, Inventory status, and License plate dimensions are active.
Close the form.

Create a tracking dimension group

As a warehouse manager in Seahorse Retailers, you have to create a new tracking dimension group that will not track serial numbers or batch numbers.

Create a new tracking dimension group.

Open Product information management > Setup > Dimension and variant groups > Tracking dimension groups.
Select New to create a new Tracking dimension group.
Type LANT in the Name field.
Type Los Angeles no tracking in the Description field.
Select None in the Capture serial field.
Select Save.
Make sure the Active check box is not selected for any dimensions.
Close the form.

Create a unit sequence group

As a warehouse manager in Seahorse Retailers, you have to create a new unit sequence group for each, box, and pallet (EA, BOX, PL), which will have license plate grouping.

Create a new unit sequence group.

Open Warehouse management > Setup > Warehouse > Unit sequence groups.
Select New to create a unit sequence group.
Type EBP in the Unit sequence group ID field.
Type EachBoxPallet in the Name field.
In the Unit field, select ea.
Select the License plate grouping check box.
Select the Default unit for purchase and transfer check box.
Select New on the Line details FastTab to add a line.
In the Unit field, select Box.
Select the License plate grouping check box.
Select New on the Line details FastTab to add a line.
In the Unit field, select PL.
Select the License plate grouping check box.
Select Save and close the form.

Create a warehouse

As a warehouse manager in Seahorse Retailers, you have to configure a new warehouse named “MainDC” in Site “1” for use within company USP2.

Create a new warehouse and assign a name and site.

Open Warehouse management > Setup > Warehouse > Warehouses.
Select New to create a new warehouse.
Type MAINDC for the warehouse and Name.
Select Site 1 to relate the warehouse to.

Note If you save the record before assigning the attributes, the record can not be updated.

Assign warehouse management attributes

Expand the Master planning FastTab and select the 24hr Calendar for the warehouse.
Expand the Warehouse FastTab.
Toggle Use warehouse management processes to Yes.
Toggle Allow license plate moves during cycle counting to Yes.
Toggle Decrement load line to Yes.
Close the forms.

Create Location Types

As a warehouse manager in Seahorse Retailers, you have to create new location types for the warehouse, which you will name “RCV,” “PICKING,” and “FRESH.”

Create three new location types.

Open Warehouse management > Setup > Warehouse > Location types.
Select New to create a new location type.
Type PICKING as the identifier in the Location type field.
Type Picking in the Description field.
Select New to create another new location type.
Type RCV as the identifier in the Location type field.
Type Receiving in the Description field.
Select New to create another new location type.
Type FRESH as the identifier in the Location type field.
Type Fresh in the Description field.
Close the forms.

Create Location Formats

As a warehouse manager in Seahorse Retailers, you have to create a new location format for Aisle-Rack-Shelf, Aisle-Shelf, and Bay door

Create the new location format

Open Warehouse management > Setup > Warehouse > Location formats.
Select New to create a new location format.
Type ARS in the Location format field.
Type Aisle – Rack – Shelf in the Name field.

Add segments to the location format

On the Details FastTab, select New to create a new line.
In the Segment description field, enter Aisle Prefix.
Type 1 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Aisle Number.
Type 2 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Rack Number.
Type 2 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Shelf Prefix.
Type 1 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Shelf Number.
Type 2 in the Length field.
Create another location format.
Select New at the top to create a new location format.
Type RS in the Location format field.
Type Rack - Shelf in the Name field.
Add segments to the second location format.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Rack Prefix.
Type 1 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Rack Number.
Type 2 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Shelf Prefix.
Type 1 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Shelf Number.
Type 2 in the Length field.
Create a third location format:
Select New at the top to create a new location format.
Type BaydoorOnly in the Location format field.
Type Baydoor Only in the Name field.
Add segments to the third location format.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Baydoor Prefix.
Type 1 in the Length field.
On the Details FastTab, select New to create a new line.
In the Segment description field, enter Baydoor Number.
Type 2 in the Length field.
Close the forms.

Create a dock management profile

As a warehouse manager in Seahorse Retailers, you have to set up a new dock management profile.

Open Warehouse management > Setup > Warehouse > Dock management profiles.
Select New to create a dock management profile.
Type SHIPSTAGE in the Dock management profile ID field.
Type Staging locations unique per shipment in the Description field.
Select Shipment ID in the Inventory types that should not be mixed field.
Select the Assume empty location check box to ensure that the location is empty before adding new items to the location.
Close the forms.

Create New Location Profiles

As a warehouse manager in Seahorse Retailers, you have to create new location profiles for Picking, Staging, Receiving, Bulk, and Fresh.

Open Warehouse management > Setup > Warehouse > Location profiles.
Select New to create a new Location profile.
In the Location profile ID, enter PICKING.
In the Name field, enter Picking Locations.
On the General FastTab select ARS in the Location format field.
On the General FastTab select Picking from the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.
Select the Allow cycle counting check box.

Create a new location profile for Staging

Select New to create a new Location profile.
In the Location profile ID enter STAGING.
In the Name field, enter Staging locations.
On the General FastTab select Baydoor in the Location format field.
On the General FastTab select Staging STAGE in the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Receiving

Select New to create a new Location profile.
In the Location profile ID field, enter RECEIVING.
In the Name field, enter Receiving locations.
On the General FastTab select Baydoor in the Location format field.
On the General FastTab select Recv in the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Bulk

Select New to create a new Location profile.
In the Location profile ID field enter BULKLOCATIONS.
In the Name field, enter Bulk Locations.
On the General FastTab select RS in the Location format field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Fresh

Select New to create a new Location profile.
In the Location profile ID field, enter FRESH.
In the Name field, enter Fresh locations.
On the General FastTab select ARS in the Location format field.
On the General FastTab select Fresh from the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.
Close the forms.

Exercise #2 Create a reservation hierarchy (Bonus)

Objective: Create a reservation hierarchy and use it to manage a product.

A warehouse manager at SRHQ requested to be a member of the Microsoft Dynamics 365 for Finance and Supply chain project team for Contoso Orange Juice Company, one of Seahorse Retailers sister companies.

He wants to create a new reservation hierarchy to manage the oranges.

The oranges will be tracked using site, warehouse, location, and batch numbers.

He is not sure how to create the new reservation hierarchy and to create a new product that uses the new hierarchy.

Create a reservation hierarchy

In USP2, go to Warehouse management > Setup > Inventory > Reservation hierarchy.
Select New to create a new reservation hierarchy.
Enter Oranges in the Name field.
Enter Orange reservations in the Description field.

Select dimensions for the reservation hierarchy

In the Selected pane, select the Serial number check box.
Select the left directional button to move the dimensions to the Available pane.
Repeat steps 1-2 for Owner.
Select OK.
Close the forms.

Create a new product and link it to the new reservation hierarchy

As a member of the Microsoft Dynamics 365 for Finance and Operations project team for Contoso Orange Juice Company, you need to create a new product in company USP2 called Low Sugar Orange Juice, number B0004. The new item will track Site, Warehouse, Location, and Batch numbers. The costing for the product will use the FEFO methodology and the posting will use the standard orange juice postings. Use the information provided to create a new item.

Create a product

In USP2, Open Product information management > Products > Released products.
Select New to create a new product.
Enter the following information in the entry fields:
- Product number – B0004
- Product name – Low Sugar Orange Juice
- Item model group – FEFO
- Item group – OrgJuice
- Storage dimension group – Ware
- Tracking dimension group – Batch-Phy
- Reservation hierarchy – Oranges
Select OK.

Configure advanced warehousing settings

Expand the Warehouse FastTab on the Released product details form.
Select GAL in the Unit sequence group ID field.
Select Validate in the Maintain group of the action pane.
Close the forms.

Exercise #3 Create disposition codes and inbound location directives

Objective: Create and use disposition codes and inbound location directives.

You have been assigned to assist one of the sister company’s USP2 teams in the setup and implementation of a warehouse management system.

You must set up two new disposition codes. The first will be called “Ready,” which will be Available, and the second will be called “Not Ready,” which will be blocked for use with warehouse management. Next, you will configure a new inbound location directive that will receive goods to the warehouse, and another one that will put away goods in bulk locations.

You will need to do the following:

Create new disposition codes.
Create an inbound location directive.

Create disposition codes

In USP2, go to Warehouse management > Setup > Mobile device > Disposition codes.
Select New to create a disposition code.
In the Disposition code field, enter Ready.
In the Inventory status field, select Available.
Select New to create a disposition code.
In the Disposition code field, enter Not Ready.
In the Inventory status field, select Blocked.
Close the forms.

Note In the Work template code field, you can select a work template code that is associated with a work order type, return order, or purchase order. You assign a work template to a disposition code only when you want to override the work template. In the Return disposition code field, you can select a return disposition code for a sales return order. After you select a return disposition code, the disposition code is only applicable for the sales order return process.

Create an inbound location directive

Create a new purchase order put location directive

Open Warehouse management > Setup > Location directives.
Select Purchase orders in the Work order type field.
Select New in the action pane to create a new location directive.
Type MAIN DC in the Name field.
Select Put in the Work type field. This is because we want to put the received items on purchase orders away.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Select Stage in the Directive code field.
Select Save.

Add lines to the location directive

Select New in the Lines FastTab.
Verify the Sequence number is 1.
Type 200 in the To quantity field.
Type ea in the Unit field.
Select None in the Locate quantity field.
Select Save in the action pane.
Select New in the Location directive actions FastTab.
Type Fresh in the Name field.
Select Save in the action pane.

Add location directive actions to the location directive

Select Edit query in the action pane.
Select Add on the Query form.
Select Purchase Orders in the Table column.
Select Location in the Field column.
Select 30 in the Criteria column.
Select OK.
Close the Location directives form.

Exercise #4 Configure mobile devices

Objective: Configure mobile devices for warehouse workers.

You must configure the mobile device menus that the warehouse workers will view and use during their day to day activities. You are assisting in the setup of the menus for the mobile devices for companies USMF and SRHQ.

You will need to do the following:

Configure the mobile devices.
Create a mobile device menu item and menu.
Create mobile device users.
Set up a mobile device menu item for completing work of type Purchase order.

Configure mobile devices

In preparation for setting up the mobile device for your warehouse, you are asked to first set up a work class, which you will name Purch-Orders. It will have the put location types of Bay-door, Bulk, and Pick.

Add a work class

In company USMF, open Warehouse management > Setup > Work > Work classes.
Select New to create a work class.
In the Work class ID field, enter P-Orders.
For Description, enter Purchase Orders.
For Work order type, select Purchase orders.
On the Valid put location types FastTab, select New.
Enter Baydoor.
Select New again.
Enter Bulk.
Select New again.
Enter Pack.

You will be setting up two functions: Purchase order receive and Purchase order put away. You will then add them to your mobile device menu.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select on New.
For Menu item name, enter PO Receive.
For Title, enter PO Receive.
For Mode, select Work.
Set the Use existing work slider to No.
On the General FastTab, on Work creation process, select Purchase order line receiving.
Set the License plate grouping policy option to License plate grouping.
Set the Generate license plate slider to Yes.
Set all other sliders to No.
Select Save in the action pane.
Select New in the action pane.
For Menu item name, enter PO Putaway.
For Title, enter PO Putaway.
For Mode, select Work.
Set the Use existing work slider to Yes.
On the General FastTab, for Directed by, select User grouping.
Set the Group put away slider to Yes.
Set all remaining sliders to No.
On Work classes FastTab, select New.
For Work class ID, select P-Orders.
Select Save in the action pane.
Close the page.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left menu bar and select Edit in the action pane.
In the AVAILABLE MENU AND MENU ITEMS pane, select PO Receive and select the right directional arrow.
In the AVAILABLE MENU AND MENU ITEMS, select PO Putaway and select the right directional arrow.
Select Save in the action pane.
Close the form.

Set up a work user for the mobile device

Open Warehouse management > Setup > Worker.
Select New.
In the Worker field, select Ted Howard.
On the Users FastTab, select New.
For User ID, enter thoward.
For User name, enter thoward.
For default warehouse, select 62.
For Menu name, select Main.
Select Save in the action pane.
For Password, enter 1234.
For Confirm password, enter 1234.
Select Set password.
Close the form.

Create a menu item that is used for performing work of type Purchase order. The work class that is associated with the menu item determines which work is valid.

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New.
In the Menu item name field, enter a unique value. For example, you could enter POMove. Remember the value; you’ll need it later.
In the Title field, enter PO Move. This is the title which will be displayed on the mobile device.
In the Mode field, select ‘Work’.
Select Yes in the Use existing work field.
The Display inventory status field determines whether the inventory status of the on-hand inventory will be displayed to the warehouse worker on the mobile device. Select Yes.
In the Directed by field, select System grouping. When you select something in the Directed by field, additional fields appear in the General section on this page. The fields that appear depend on what you selected. When you select System grouping, two new fields are added.
In the System grouping field, select WorkPoolId. When warehouse workers open this menu item, they’ll be asked to scan a work pool ID. All work orders with this work pool ID and open work order lines with one of the work classes added to this menu item will be pushed to the user.
In the System grouping label field, enter Work pool. This is the text displayed to the user on the mobile device.
Select Yes in the Override license plate during put field. This option allows warehouse workers to override the target license plate when items are put down on a license plate-controlled location.
Select Yes in the Group put away field. If all the Put lines on the work order share the same location, the user will receive one combined Put instruction for all lines.
Expand the Work classes section.
Select New.
In the Work class ID field, enter Purchase and tab off. The work pool restricts the work that the menu item can be used for. In this case it will be used for open work order lines that have the Purchase work class ID.
Select Save.

Set up work confirmation

Select Work confirmation setup in the action pane.
In the Work type field, select ‘Pick’.
Select the Auto confirm check box. The work instruction with work type Pick will be auto-confirmed. This instruction will not be presented to the user.
Select New.
In the Work type field, select ‘Put’.
Select the Location confirmation check box. The warehouse worker will be asked to perform a confirmation scan of the location when the item is put down.
Select Save.
Close the work confirmation page.
Close the Mobile menu item page.

Go to Warehouse management > Setup > Mobile device > Mobile device menu.
Select Edit.
Use the Quick Filter to find records. For example, filter on the Name field with a value of ‘inbound’. You want to find the menu you use for inbound menu items. In USMF this is called Inbound.
In the tree, select ‘a value’ POMove.
Select on the arrow that points to the right.
Select Save.
Close the mobile device menu page.

Exercise #5 Configure purchase orders

Objective: Create and process a purchase order.

The warehouse manager for USMF wants to process a purchase order receipt using a mobile device.

He ordered 10 Pcs of HDMI 6’ Cables.

These will be from Vendor US-111 and shipped to Warehouse 11.

The unit price will be $20 per Piece.

He is not sure how to record this and asked you to help.

You will need to do the following:

Create a purchase order.
Create a purchase order receipt using the mobile device.

Create a purchase order

In USP2, go to Accounts payable > Purchase orders > All purchase orders.
Select New in the action pane.
Select Vendor US-112.
On the General FastTab, enter storage dimensions of Site 3 and Warehouse 30.
Select OK.
On the Purchase order lines FastTab, select Item number P9500.

Note You will get a message that the vendor is not authorized for this product. This is a warning only. You may continue after closing the message.
Enter a Quantity of 1.
Enter a Unit price of 2.50.
Expand the Line details fast tab.
Select the Financial dimensions tab.
In the Financial dimensions, the Product Group field, select OJ B2B.
Under Purchase Tab in Action Pane. In the Actions group, select Confirm.

Note Make a note of your purchase order number.
Close the form.
Navigate to Warehourse Management > Setup > Worker.
Select on New.
Select Ted Howard under Worker
Select on New User ID under Users fast Tab.
Enter toward under User ID and User name.
Select Default Warehouse – 30
Select Menu name – Main
Select Save.
Set the Password – 12345, Confirm Password – 12345.
Select on Set Password.
Close the Page.

Create a purchase order receipt using the mobile device

Create a purchase order receipt by using the mobile device - Prerequisite

To practice using the mobile device, you must enable a mobile device emulator in the Virtual machine. You may need to expand the right bar in the lab environment to see all content in the instructions. Perform the following steps.

Right-select on the tab of your normal system default dashboard and select Duplicate tab.
The URL on your new tab will be: https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USP2&mi=defaultdashboard
Delete all characters on the new tab after dynamics.com (i.e. delete /?cmp=USP2&mi=defaultdashboard)
Replace those characters with /?mi=action%3awhsWorkExecute&cmp=USP2

Sign into the Mobile Emulator

The emulator will now launch, and you can sign in to the mobile device emulator.
Log in to the mobile device with the user you have enabled.
Select Inbound.
Select Purchase receive.
Enter the purchase order number in the PONUM field. Select on OK.
Enter Item number P9500. Select on OK.
Enter a quantity of 1 in the Qty field. Select OK Twice.
Enter LP number LP951. Select OK
Enter today’s date as the vendor batch date. Select OK.

Enter a date six months from the current date as the Expiry date. Select OK.
Select the Use as expiration date arrow. Select No and select OK.
For Country/Region of Origin 1, enter USA. Select OK.

Select the green check mark again to bypass the second Country/region entry.
Note the work completed notification.

Exercise #6 Configure wave processing (Bonus)

Objective: Set up templates and queries that specify how waves should be processed.

You want to configure wave processing by setting up the criteria that determine what work is generated for a warehouse when a wave is processed, and whether waves are processed manually or automatically.

You will specify the criteria by setting up wave templates and queries that match a wave with released lines in sales orders, production orders, or kanban orders.

When you set up a wave template, you specify the sequence in which the templates will be matched to released lines on sales orders, production orders, or kanban.

When a line is released to the warehouse or to production, it uses the first wave template that it meets the criteria for.

Its recommended that you put templates with the most specific criteria at the top of the list. The broader the criteria, the more likely it is for a line to meet the criteria, and this could lead to lines being assigned to the wrong wave. You will set up the wave templates for USMF.

You will need to do the following:

Configure wave processing.

Configure wave processing

In USMF, go to Warehouse management > Setup > Waves > Wave templates.
Select New.
In the Wave template name field, enter GTL-Wave.
In the Wave template description field, enter GTL Wave.
In the Site field, enter or select site 2.
In the Warehouse field, enter 24.
Set the Automate wave creation field to Yes. Select this option to automatically create a wave when a sales order, production order, or kanban is released to the warehouse.
Set the Process wave at release to warehouse option to Yes. Select this option to automatically process the wave and create work when a line is released to the warehouse.
Set the Automate wave release option to Yes. Select this option to automatically release the wave. The picking work is created and made available on mobile devices.
Set the Assign to open waves option to Yes. Lines are assigned to waves based on the query filter for the wave template.
Set the Process wave automatically at threshold option to Yes. Select this option to automatically process the wave when its values reach the thresholds for weight, shipment, and lines specified in the Wave thresholds field group. This option is available only if Shipping is selected in the Wave template type field.
Set the Automate replenishment work release option to Yes. Select this option to create demand-based replenishment work and release it automatically. You must add the replenishment wave method to the wave template and create a replenishment template of the type Wave demand.
Expand the Methods section. Wave template methods allow you to control the sequence of activities that each wave is going through when it is processed. For example, you might have a method for wave replenishment. When you add a method, it is automatically listed in the appropriate location in the sequence of steps. If you have set the Automate replenishment work release option to Yes, you need to add the replenish method here. Wave attributes act as filters, to restrict the kind of items that can use the wave. For example, you could specify an item group.
Select Save.
Close the wave templates page.
Go to Warehouse management > Setup > Warehouse management parameters.
Expand the Wave processing section.
In the Wave processing batch group field, enter or select a value.
Set the Process waves in batch option to Yes.
In the Wait for lock (ms) field, enter the time, in milliseconds, that an allocation step will wait for a system resource that is locked by another allocation step. When this time is exceeded, the wave is not processed and an error message is displayed.
Select Save.
Close the parameters page.
Go to Production control > Setup > Production control parameters.
In the Release to warehouse Production line release field, select an option. For sales orders and kanban orders, inventory must be reserved before the order is released to the warehouse. Otherwise, the items or allocation lines cannot be processed in a wave. For production orders, you also have the option of choosing Allow partial reservation. For example, this is useful if you have the materials that you need to start production, and can then wait until the additional materials become available to finish the process. If you select this option, you must manually repeat the release to warehouse process when the additional materials become available.
Close the parameters page.

Exercise #7 Configure cycle counting (Bonus)

Objective: Set up cycle counting and add a cycle count to the mobile device.

To be able to create cycle counting for USP2, you need to set up a cycle count for the mobile device.

You will need to do the following:

Set up the cycle counting adjustment type.
Set up warehouse parameters for cycle counting.
Set up a spot cycle counting menu item.
Add the spot count menu item to the mobile device menu.

Set up a cycle counting adjustment type

In USP2, go to Warehouse management > Setup > Inventory > Adjustment types.
Select New on the action pane.
In the Inventory adjustment type field, enter New Cycle Count.
In the Description field, enter New Cycle Count.
In the Name field, select Counting
Select the Remove reservations check box.

Set up warehouse management parameters for cycle counting

Open Warehouse management > Setup > Warehouse management parameters.
Select the Cycle counting tab on the left pane.
In the Default cycle counting adjustment type code field, select New Cycle Count.
In the Default cycle count work class ID field, make a selection.
In the Default cycle count work priority field, enter 1.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New in the action pane.
In the Menu item name field, enter Spot Cycle Count.
In the Title field, enter Spot Cycle Count.
Select Work in the Mode field.
Set the Use existing work slider to Yes.
Select Save in the action pane.
Set the Display inventory status slider to Yes.
Select System directed in the Directed by field.
Expand the Work classes FastTab.
Select New in the FastTab.
Make a selection in the Work class ID field.
Select Cycle Counting in the action pane.
On the Mobile device cycle counting form, enter 2 in the Number of attempts field.
Select OK to close the form.
Select Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left-hand pane.
Select Edit in the action pane.
In the Mobile device menus section, select Spot Cycle Count from the Available menus and menu items list.
Select the right directional arrow to add the menu item to the Menu structure list.
Select Save in the action pane.

Exercise #8 Define cycle counting (Bonus)

Objective: Define cycle counting parameters for mobile devices.

Cycle counting is a warehouse process that you can use to audit on-hand inventory items. Typically, This task is performed by a warehouse manager. You will go through this procedure for the USMF company to do the cycle counting setups as well.

You will need to do the following:

Set the priority of counting work.
Enable the mobile device.
Create a counting threshold.
Create a cycle count plan.

Set the priority of counting work

Go to Warehouse management > Setup > Warehouse management parameters.
Select the Cycle counting tab.
In the Default cycle count work priority field, enter a number. This step changes the priority of cycle counting work compared to other types of work in the warehouse. By entering a number that is lower than the number for other types of work, you raise the priority of the cycle counting work.
Select Save.
Close the page.

Enable the mobile device

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New.
In the Menu item name field, enter a value.
In the Title field, enter a value.
In the Mode field, select Work.
Set the Use existing work option to Yes. When you set this option to Yes, the system will look for existing work when the mobile device menu item is used.
In the Directed by field, select ‘System directed’. When “System directed” is selected, the warehouse worker will be directed to open work that is in defined work classes. (You will create these work classes next.)
Expand or collapse the Work classes section.

Next, you will create two work classes that will be used with this mobile device menu item. When the menu item is used, these work classes will be queried, and the work that has the highest priority will be shown to the user.

Select New.
In the Work class ID field, select a value.
Select New.
In the Work class ID field, select a value.
Select Save.
Close the page.
Go to Warehouse management > Setup > Mobile device > Mobile device menu.
In the tree, select the menu item that you just created.
Select Edit.
Select the arrow to add the menu item to the menu.
Select Save.

Create a counting threshold

Go to Warehouse management > Setup > Cycle counting > Cycle count thresholds.
Select New.
In the Cycle counting threshold ID field, enter a value.
Set the Process cycle counting immediately option to Yes.
In the Description field, enter a value.
Select Save.
Select Select locations.
In the Criteria field, select a value.
Select OK.
Close the page.

Create a cycle count plan

Go to Warehouse management > Setup > Cycle counting > Cycle count plans.
Select New.
In the Cycle counting plan ID field, enter a value.
In the Description field, enter a value.
In the Maximum number of cycle counts field, enter a number.
Select Save.
Select Select locations.
In the Criteria field, select a value.
Select OK.
In the Days between cycle counting field, enter a number. For example, if the Days between cycle counting field is set to 5, cycle counting work will be created every five days. However, if cycle counting work is processed on day three, the next cycle counting work will be created five days after the last cycle counting was processed, on day 8.
Select Save.
In the Cycle count plan product selections area, select New.
In the Sequence number field, enter a number. The sort is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Description field, enter a value.
Select Save.
Select Define product query.
In the Criteria field, enter or select a value.
Select OK.
Close the page.

Exercise #9 Define a partial location cycle counting process (Bonus)

Objective: Create a work pool, cycle counting work template, and cycle counting plan.

When you use cycle count plans to create counting work, you can guide the actual counting operations by requesting that only specific products and product variants be counted instead of all on-hand inventory at the location.

By filtering on specific products, the warehouse manager can reduce review overhead, help prevent consolidation mistakes, and save time.

Typically, a warehouse manager performs the setup tasks. You will perform this procedure for the USMF company.

You will need to do the following:

Create a work pool.
Create a cycle counting work template.
Create a cycle counting plan.

Create a work pool

In USP2, Go to Warehouse Management > Setup > Work > Work pools.
Select New.
For Work Pool ID, enter WP001.
For Description, enter Work pool 001.
Select Save.

Create a cycle counting work template

In USMF, go to Warehouse management > Setup > Work > Work templates.
In the Work order type field, select ‘Cycle counting’.
Select New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Work template field, enter a value.
In the Work template description field, enter a value.
In the Work pool ID field, enter or select a value.
In the Work priority field, enter a number.
Select Save. Ignore any warnings.
Under Work Template Details, select New.
In the Work type field, select ‘Counting’.
In the Work class ID field, enter or select a value.
Select Save.
Select Work line breaks.
Select New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
Select Save.
Close all pages.

Create a cycle counting plan

Go to Warehouse management > Setup > Cycle counting > Cycle count plans.
Select New.
In the Cycle counting plan ID field, enter a value.
In the Description field, enter a value.
In the Maximum number of cycle counts field, enter a number.
In the Work template field, enter or select a value.
In the Cycle count plan product selections area, select New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Description field, enter a value.
Select Save.
Select Define product query.
In the Criteria field, enter or select a value.
Select OK.
Close the page.

Exercise #10 Transfer orders and replenishments

Objective: Set up a warehouse, create a location directive, and create work templates.

As a functional consultant assisting the warehouse manager assisting during the implementation for USP2, you have been asked to perform setup for transfer orders.

You will need to do the following:

Create and link transit and production warehouses.
Set up a location directive.
Set up work classes.
Create transfer issues.
Create transfer receipts.

Create transit and production warehouses

Go to entity USP2.
Open Warehouse management > Setup > Warehouse > Warehouses.
Select New to create a new warehouse.
In the Warehouse field, enter 31.
In the Name field, enter Site 3 - Transit Warehouse.
On the General FastTab, select 3 in the Site field.
In the Type field, select Transit.
Expand the Warehouse FastTab.
Set the Use warehouse management processes slider to Yes.
Select Save.
Select New to create a new warehouse.
In the Warehouse field, enter 32.
In the Name field, enter Site 3 - Prod Warehouse.
On the General FastTab, select 3 in the Site field.
Expand the Warehouse FastTab.
Set the Use warehouse management processes slider to Yes.
Select Save.

Set up a location directive

Open Warehouse management > Setup > Location directives.
Select Transfer issue in the Work order type field.
Select New in the Location directives FastTab.
Enter Transfer Issue in the Name field.
On the Location directives FastTab, select Pick in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 30.
Select Save.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field.
Select Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
Select New.
Enter Transfer Issue-Put in the Name field.
Select Put in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 31. Select Save.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field. Select Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
In the left-hand pane, select Transfer Receipt in the Work order type field.
Select New in the action pane.
Enter Transfer Issue in the Name field.
Select Pick in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 31.
Select Save.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field.
Select Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
Select New.
Type Transfer Issue-Put in the Name field.
Select Put in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 32.
Select Save.
Select New in the Lines FastTab.
Verify that the Sequence number field is 1.
Type 1000 in the To quantity field.
Select None in the Locate quantity field.
Select Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.

Setup Work classes

Open Warehouse management > Setup > Work > Work classes.
Select New.
In the Work class ID field, enter ‘Transfer2’.
In the Description field, enter ‘Transfer’.
In the Work order type field, select ‘Transfer issue’.
Select Save.
Close the page.

Set up a work template

Create transfer issues

Open Warehouse management > Setup > Work > Work templates.
In the Work order type field, select Transfer issue.
Select New.
Type Transfer Order Issue in the Work template field.
Type Transfer Issue in the Work template description field.
Select Save.
Select New in the Work Template Details area.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Transfer2 in the Work class ID field.
Select New in the Work Template Details area.
Select Put in the Work type field.
Select the Mandatory check box.
Select Transfer2 in the Work class ID field.
Select Save.
Verify that the Valid check box on the Overview tab is now selected.

Create transfer receipts

In the Work order type field, select Transfer receipt.
Select New in the Action Pane.
Type 32 TO Receipt in the Work template field.
Type Transfer Receipt in the Work template description field.
Select Save.
Select New in the Work Template Details area.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Transfer in the Work class ID field.
Select New in the Work Template Details area.
Select Put in the Work type field.
Select the Mandatory check box.
Select Transfer in the Work class ID field.
Select Save.
Verify that the Valid check box is now selected.
Close the pages.

Exercise #11 Setup replenishment (Bonus)

Objective: Configure replenishment to run once a day every workday for the next six weeks.

you have been asked to perform the replenishment setup for Warehouse 30. under USP2 company.

You will need to do the following:

Set up mobile device menu items and menu.
Set up a work template for replenishment.
Set up a location directive for replenishment.
Set up a wave template.
Set up a replenishment template.
Run replenishment for a load demand.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New.
Type Replenishment in the Menu item name field.
Type Replenishment in the Title field.
Select Work in the Mode field.
Set the Use existing work slider to Yes.
Select New on the Work classes FastTab.
Select a Work class ID from the list.
Close the page.
Open Warehouse management > Setup > Mobile device > Mobile device menu and select the menu where you would like to add replenishment.
Select the Replenishment menu item from the Available menus and menu items pane.
Select the right directional arrow to move Replenishment to the Menu structure pane.
Close the page.

Set up a work template

Open Warehouse management > Setup > Work > Work templates.
In the Work order type field, select Replenishment.
Select New.
Type Replenish the Work template field.
Type Replenish in the Work template description field.
Select Save.
Select New in the Work Template Details section.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Replenish in the Work class ID field. (If it doesn’t exist, create it by right selecting and choose view details.)
Select New in the Work Template Details section.
Select Put in the Work type field.
Select the Mandatory check box.
Select Replenish in the Work class ID field.
Close the page.

Set up a location directive

Open Warehouse management > Setup > Location directives.
Select Replenishment in the Work order type field.
Select New.
Type Replenish in the Name field.
Select Pick in the Work type field.
Select 3 in the Site field.
Select 32 in the Warehouse field.
Select Save.
Select New on the Lines FastTab.
Verify that the Sequence number is 1.
Type 500 in the To quantity field.
Type ea in the Unit field.
Refresh the screen.
Select New on the Location directive actions FastTab.
Type Replenish in the Name field.
Refresh the screen.
Select Edit query.
Select Add on the Query page.
Select Locations in the Table column.
Select Location profile ID in the Field column.
Select BULK in the Criteria column.
Select OK.
Select New in the action pane.
Type Replenish Put in the Name field.
Select Put in the Work type field.
Select 3 in the Site field.
Select 32 in the Warehouse field.
Select Save.
Select New on the Lines FastTab.
Verify that the Sequence number is 1.
Type 500 in the To quantity field.
Type ea in the Unit field.
Refresh the screen.
Select New on the Location Directive Actions FastTab.
Type Replenish Put in the Name field.
Refresh the screen.
Select Edit query.
Select Add on the Query page.
Select Locations in the Derived table column.
Select Location profile ID in the Field column.
Select PRODIN in the Criteria column.
Select OK.
Close the Location directives page.

Set up a wave template

Open Warehouse management > Setup > Waves > Wave templates.
Select Shipping in the Wave template type field.
Select New.
Type 30 Replenish in the Wave template name field.
Type 30 Replenish in the Wave template description field.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Set the Automate wave creation, Process wave at release to warehouse, Automate wave release, and Automate replenishment work release sliders to Yes.
Expand the Methods FastTab and verify that the createLoads, allocateWave, and createWork methods are selected.
Select Replenish from the Remaining methods pane.
Select the right directional arrow to move Replenish to the Selected methods pane.
Wave step code can be 4.
Close the page.

Set up a replenishment template

Open Warehouse management > Setup > Replenishment > Replenishment templates.
Select New.
Enter Rep Demand in the Replenish template field.
Enter Replenish Demand in the Description field.
In the Replenishment type field, select Wave demand.
In the Wave step code field, enter 200.
In the Replenishment template details section, select New.
In the Sequence number field, enter 1.
In the Description field, enter Demand.
In the Replenishment unit field, enter ea.
In the Work template field, select Replenish.
Refresh the screen.
Select Select products.
On the Product query page, enter P9500 in the Criteria field.
Select OK.
Select Save.
Open Warehouse management > Setup > Waves > Wave template.
Select 30 Replenish from the list of wave templates.
Select Edit.
In the Selected Methods pane, select the replenish method and enter 200 in the Wave step code field.
Select Save.
Close the page.

Run replenishment for a load demand

You have been asked to run replenishment for a load demand for Contoso Orange Juice, once a day on every workday for the next six weeks. Set up the recurring replenishment.
Open Warehouse management > Replenishment > Load demand replenishment.
On the Load demand replenishment page, select Rep Demand in the Replenish template field.
Expand the Run in the background FastTab.
Set the Batch processing slider to Yes.
Select the Recurrence tab.
On the Define recurrence page, enter today’s date in the Start date field.
In the Start time field, enter 7:00 PM.
Select the End by button and enter a date six weeks from today’s date.
In the Recurrence Pattern area, select the Days button.
Select the Every weekday button.
Select OK.
Select OK.

Exercise #12 Configure outbound processing

Objective: Create an outbound location directive and a work template.

you have been asked to help with the outbound processing setups for sales order.

To test the setups, you will create a sales order and release to the warehouse for shipping.

You will need to do the following:

Create an outbound location directive to ship items sold to a customer.
Create an outbound work template.
Create a sales order and release it to the warehouse.

Create an outbound location directive

Open Warehouse management > Setup > Location directives.
In the Work order type field, select Sales orders.
Select New.
Enter 30 Pick2 in the Name field.
Select Pick in the Work type field.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Select Save on the action pane.
In the Lines FastTab, select New.
In the From quantity field, enter 0.
In the To quantity field, enter 9999.
Leave the Unit field blank.
Select None in the Locate quantity field.
Select Save in the action pane.
In the Location directive actions FastTab, select New.
In the Name field, enter Pick.
In the Fixed location usage field, select Fixed and non-fixed locations.
Select Save on the action pane.

Create an Outbound Work Template

Set up a work template for a sales order.

Create an outbound work template

Open Warehouse management > Setup > Work > Work templates.
Select Sales order in the Work template type field.
Select New in the action pane.
Enter SO Pick 2 in the Work template field.
Enter SO Pick 2 in the Work template description field.
Select Save.
In the Work Template Details section, select New.
Select Pick in the Work type field.
Select the Mandatory check box.
In the Work class ID field, select SO Pick.
In the Work Template Details section, select New again.
Select Put in the Work type field.
Select the Mandatory check box.
In the Work class ID field, select SO Pick.
Select Save in the action pane.

Create a Sales Order and Release it to the Warehouse

You must create a sales order for four bottles of grapefruit juice and release it to the warehouse.

Create a sales order

Open Sales and marketing > Sales orders > All sales orders.
Select the New button to create a new sales order.
In the Customer account drop-down list, select US-027.
Expand the General FastTab.
Select 3 in the Site drop-down list.
Select 30 in the Warehouse drop-down list.
Select OK.
In the Item number field, select P9500.
Enter 4 in the Quantity field.
Expand the Line Details FastTab.
Select the Setup tab.
Select Manual in the Reservation drop-down list.
On the Sales order lines FastTab, select Inventory > Reservation.
Enter 4 in the Reservation field.
Select the Inventory status check box.
Select Reserve lot.
Close the reservation form.

Release the order to the warehouse

Select the Warehouse tab on the action pane.
Select Release to warehouse in the Actions group.
An information bar confirms that the shipment is created (or not).
Close the information bar.
Close the Sales order details form.

Exercise #13 Configure cluster picking

Objective: enable mobile devices to group picking into clusters

You were asked to setup cluster picking to enable workers to use their mobile devices to group picking work into clusters.

This will allow them to pick items from a single location for multiple work orders at the same time.

This should be enabled for USP2

You will need to do the following:

Create a cluster profile.
Create the cluster picking menu item.
Add the menu item to the mobile device.

Create a cluster profile

Open Warehouse management > Setup > Mobile device > Cluster profiles.
Select New in the action pane.
In the Cluster profile ID field, enter Picking Cluster Prof.
In the Name field, enter Picking Cluster Profile.
Expand the General FastTab.
Set the Generate cluster ID slider to Yes.
Set the Activate positions slider to Yes.
Enter 2 in the Number of positions field.
Select Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New in the action pane.
Enter Cluster Picking in the Menu item name field.
Enter Cluster Picking in the Title field.
Select Work in the Mode field.
Select the Use Existing Work slider to Yes.
Select Cluster picking in the Directed by field.
In the Cluster profile ID field, select Picking Cluster Prof
Select New in the Work classes FastTab.
Select Sales in the Work class ID field.
Select New in the Work classes FastTab again.
Select SO Load in the Work class ID field.
Select New in the Work classes FastTab again.
Select SO Pick in the Work class ID field.
Select Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Main in the left-hand pane.
Select Edit.
Select Cluster Picking from the Available menus and menu items pane.
Select the directional arrow to move the selection to the Menu structure pane.
Select Save in the action pane.

Exercise #14 Setup manual packing (Bonus)

Objective: Set up manual packing by configuring packing types, packing profiles, and wave templates.

You have been asked to set up manual packing for USP2.

You need to create a container type and packing profile.

You will then link the packing profile to Julia Funderburk.

You will need to do the following:

Create container types.
Create a packaging profile.
Link the profile to a work user.
Set up a wave template.

Create container types

Open Warehouse management > Setup > Containers > Container types.
Select New in the action pane.
In the Container type code field, enter PackingBox.
In the Description field, enter PackingBox.
In the Tare weight field, enter 0.5.
In the Maximum net weight field, enter 15.00.
In the Container length field, enter 12.00.
In the Container width field, enter 16.00.
In the Container height field, enter 10.00.
Select Save in the action pane.

Create a packing profile

Open Warehouse management > Setup > Packing > Packing profiles.
Select New to create a new profile.
Type PACK2 in the Packing profile ID field.
Type Packing station 2 in the Description field.
Select Number 1 in the Container packing policy field, or create it.
Select Auto in the Container ID mode field.
In the Container type field, select PackingBox.
Select the Autocreate container at container close check box.
Select Save in the action pane.

Link the profile to a work user

Open Warehouse management > Setup > Worker.
Select Julia Funderburk from the left-hand pane.
Select Edit in the action pane.
Update the Packing profile ID field to PACK2.
Select Save in the action pane.

Set up a wave template

Go to Warehouse management > Setup > Waves > Wave templates.
Select New.
In the Wave template name field, enter a value.
In the Wave template description field, enter a value.
In the Site field, enter or select a value.
In the Warehouse field, enter or select a value.
Select Save.
Expand the Methods section. The Selected methods pane lists the methods for the selected wave template type. The wave template must include the containerize method.
In the list, find and select the desired record.
In the Wave step code field, enter a value. Enter a Wave step code for the added method, which can be any code. It’s possible to add the method more than once and assign different wave step codes. To do this, select Repeatable for this method in the Wave process methods page.
Select Save.
Close the page.

Case study 3A Warehouse management

Objectives

Exercise #1 Configure warehouse management

Create a storage dimension group

Create a tracking dimension group

Create a unit sequence group

Create a warehouse

Assign warehouse management attributes

Create Location Types

Create Location Formats

Create the new location format

Add segments to the location format

Create a dock management profile

Create New Location Profiles

Create a new location profile for Staging

Create a new location profile for Receiving

Create a new location profile for Bulk

Create a new location profile for Fresh

Exercise #2 Create a reservation hierarchy (Bonus)

Create a reservation hierarchy

Select dimensions for the reservation hierarchy

Create a new product and link it to the new reservation hierarchy

Create a product

Configure advanced warehousing settings

Exercise #3 Create disposition codes and inbound location directives

Create disposition codes

Create an inbound location directive

Add lines to the location directive

Add location directive actions to the location directive

Exercise #4 Configure mobile devices

Configure mobile devices

Add a work class

Create a mobile device menu item and menu

Set up mobile device menu items

Set up a mobile device menu

Set up a work user for the mobile device

Set up a mobile device menu item for completing work of type Purchase order

Create a mobile device menu item

Set up work confirmation

Add the menu item to a mobile device menu

Exercise #5 Configure purchase orders

Exercise #6 Configure wave processing (Bonus)

Configure wave processing

Exercise #7 Configure cycle counting (Bonus)

Set up a cycle counting adjustment type

Set up warehouse management parameters for cycle counting

Set up a spot cycle counting menu item

Add the spot count menu item to the mobile device menu

Exercise #8 Define cycle counting (Bonus)

Set the priority of counting work

Enable the mobile device

Create a counting threshold

Create a cycle count plan

Exercise #9 Define a partial location cycle counting process (Bonus)

Create a work pool

Create a cycle counting work template

Create a cycle counting plan

Create transit and production warehouses

Set up a location directive

Setup Work classes

Set up a work template

Create transfer issues

Create transfer receipts

Exercise #11 Setup replenishment (Bonus)

Set up mobile device menu items and menu

Set up a work template

Set up a location directive

Set up a wave template

Set up a replenishment template

Run replenishment for a load demand

Exercise #12 Configure outbound processing

Create an outbound location directive

Create an Outbound Work Template

Create an outbound work template

Create a Sales Order and Release it to the Warehouse

Create a sales order

Release the order to the warehouse

Exercise #13 Configure cluster picking

Create a cluster profile

Create the Cluster Picking menu item