Microsoft Dynamics AX Mixed Mode Warehouse Processing

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Microsoft Dynamics AX Mixed Mode Warehouse Processing

Microsoft Dynamics AX Mixed Mode Warehouse Processing: One of the most important decisions a company can make when implementing inventory or warehouse systems as part of their ERP solution is whether or not to implement an Advanced Warehousing package. In Microsoft Dynamics AX 2012 R3, this choice would be to use the old WMS – Warehouse Management, or WHS – Advanced Warehousing. WHS, often called WAX, provides much more extended functionality which was previously only found in other tier one ERP packages or by buying Microsoft Dynamics AX add-ons from ISV providers.

One of the biggest problems companies have is that they want the new top of the line functionality, but may not be ready to take on all of the aspects and processes that come with those solutions. Perhaps one of the biggest examples of this is License plating. License plating is the core functionality of WHS in Microsoft Dynamics AX and you can’t process transactions without them. If your company does not currently use license plating, you may not think you are ready for a full-fledged Advanced Warehouse management package. However, with Microsoft Dynamics AX 2012 R3, you can configure your warehouse processes to use a mixed mode environment, so that the License plate itself does not have to change how you move goods about in the warehouse.

The example we’ll walk through is that a company wants to use the traditional Arrival Overview form to receive goods into an inbound dock, but then move those goods with the new WHS Mobile Device when they go to putaway. The most common reason for this is their vendors don’t barcode goods and the Arrival overview can be a bit more user friendly for receiving many POs and many lines at one time. The issue is when using a Mobile device, items pass through a “User” location, which must be license plate controlled. Luckily, Microsoft Dynamics AX provides an option in the Mobile device called “Movement by template” that allows the user to scan an item from one non-license plate location and move it to another. In addition, this menu can be tied to a Location directive to guide the user where the goods should physically be moved to.

(The menu items can be configured with named for whatever you need them to be called, I left it as “Putaway” for simplicity)

By checking the “Generate license plate” checkbox, I allow Microsoft Dynamics AX to automatically assign the required license plate in the temporary User location, without me ever having to enter it, confirm it, or worry about requiring it for other parts of this stock movement.

Now, I setup my location directive to guide the user where to put goods when they use this option. You can see in the bottom screen that I have 4 sequences for the mobile device to consider. The first two options have a strategy to “Consolidate,” which means it will search to see if the item is on-hand in locations that match that query. The only difference between the two is: first, it looks for fixed or permanent locations, then it looks at all other locations in that query.

The third option is if the item is not currently on hand but has a fixed location. And the last is a default location for if the first 3 directives failed.
With this setup, we can now do traditional registration of the goods in the Arrival overview:
Then use the Mobile device for putaway:
Above is the screen to scan your “From” information. Then after confirming, the Mobile Device will guide you to your “To” Location based on the previously setup Location directives:
The empty boxes allow the user can scan to confirm they are at the correct location with item and quantity, but the menu can be configured without them if they are not required.
Easy as that!!!
Disclaimer: The stock movement location directive requires a hotfix included in CU9 to allow Location directive strategies for these movement types.

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