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WMS/TMS Workshop
Hand on lab 4
Mobile device and outbound example
Disclaimer
2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks
and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation.
Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft
cannot guarantee the accuracy of any information provided after the date of this presentation. All pre-release product release dates and features
specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and
product descriptions at any time, without notice.
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Contents
Summary ................................................................................................................................................................................. 4
Technology .............................................................................................................................................................................. 4
Setup ....................................................................................................................................................................................... 4
Scenario Background .............................................................................................................................................................. 5
Exercise 1: Mobile device menu item ..................................................................................................................................... 6
Business Problem ............................................................................................................................................................... 6
Hints .................................................................................................................................................................................... 7
Exercise 2: Mobile device menu ........................................................................................................................................... 11
Business Problem ............................................................................................................................................................. 11
Hints .................................................................................................................................................................................. 12
Precondition: Inventory on-hand .......................................................................................................................................... 14
Exercise 4: Create a sales order ............................................................................................................................................ 17
Business Problem ............................................................................................................................................................. 17
Hints .................................................................................................................................................................................. 18
Exercise 5: Reserve inventory for sales order line ................................................................................................................ 19
Business Problem ............................................................................................................................................................. 19
Hints .................................................................................................................................................................................. 19
Exercise 6: Create shipment, load, wave and work .............................................................................................................. 22
Business Problem ............................................................................................................................................................. 22
Hints .................................................................................................................................................................................. 23
Exercise 7: Login to Mobile device ........................................................................................................................................ 34
Business Problem ............................................................................................................................................................. 34
Hints .................................................................................................................................................................................. 34
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Exercise 8: Process work, pick and place in the staging area. .............................................................................................. 37
Business Problem ............................................................................................................................................................. 37
Hints .................................................................................................................................................................................. 37
Exercise 9: Load truck ........................................................................................................................................................... 42
Business Problem ............................................................................................................................................................. 42
Hints .................................................................................................................................................................................. 42
Exercise 10: Confirm shipping of load ................................................................................................................................... 47
Business Problem ............................................................................................................................................................. 47
Hints .................................................................................................................................................................................. 47
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Summary
The objective of this lab is to provide Dynamics partners and customers a guided view of Dynamics AX 2012 functionality
in the warehouse management area. This lab focuses on the setup of mobile device menu items for a warehouse worker
picking of sales orders and driver loading of a truck. This lab is the last of a series of labs and will contain a small exercise
to validate the correctness of the configuration of all the labs.
Technology
Microsoft Dynamics AX
Warehouse Mobile Device Portal
Internet Explorer
Setup
Each lab machine is setup in a virtual environment. If youre asked to press CTRL-ALT-DELETE please
press CTRL-ALT-END.
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Scenario Background
Warehouse management module contains a number of setups that needs to be done to mimic the work flow in your
warehouse.
This lab material will take you through a simple setup for a sales order work flow. The setup you do in this on-hand lab
will be used for the remainder of the warehouse management labs.
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Exercise 1: Mobile device menu item
Warehouse management provides the option to set up a variety of mobile device menu items and configure the flow on
the mobile device, without the need to write code.
Business Problem
Your warehouse workers are working inside the warehouse and responsible for picking the items and placing the items
at the outbound staging lanes.
The drivers are responsible for loading their truck. The driver will borrow a mobile device for this purpose.
You need 2 new menu items.
Warehouse worker menu item
1. Menu Item name = SalesPick.
2. Title = Sales pick.
Warehouse management > Setup -> Mobile device > Mobile device menu items.
Click New.
Menu item name = SalesPick.
Mode = Work.
Title = Sales pick.
Use existing work = true.
Display inventory status = false.
Directed by = User directed.
Pick and pack = false.
Generate license plate = true.
Anchoring = false.
Override target license plate = false.
Allow splitting of work = false.
Display summary of pick screen = false.
Count total item quantity first = false.
Disable cycle count thresholds = false.
Pick oldest batch = None.
Audit template ID = <Blank>
In the Work class section, click New.
Work class ID = SOPick.
Work order type = Sales orders.
Maximum quantity = 0.
Unit = <Blank>
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Click New.
o Work type = Put.
o Auto confirm = false
o Location validation = true.
o Quantity verification = false.
Click Close.
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Driver mobile device menu item
Warehouse management > Setup -> Mobile device > Mobile device menu items.
Click New.
Menu item name = Load.
Mode = Work.
Title = Load
Use existing work = true.
Display inventory status = false.
Directed by = User grouping.
Generate license plate = false.
Anchoring = false.
Override target license plate = false.
Allow splitting of work = false.
Display summary of pick screen = false.
Count total item quantity first = false.
Disable cycle count thresholds = false.
Group put away = true.
Pick oldest batch = None.
Audit template ID = <Blank>
In the Work class section, click New.
Work class ID = SOLoad.
Work order type = Sales orders.
Maximum quantity = 0.
Unit = <Blank>
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In the action pane strip, click Work confirmation setup.
Click New.
o Work type = Pick.
o Auto confirm = false.
o Location validation = false.
o Quantity verification = true.
Click New.
o Work type = Put.
o Auto confirm = true.
o Location validation = false.
o Quantity verification = false.
Click Close.
Click Close.
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Exercise 2: Mobile device menu
Business Problem
The mobile device menu items you set up in the exercise before must be made available on the mobile device. The
menu structure is set up under the mobile device menu. With the story we have had so far, the correct solution would
be to create a special menu for the driver and a special menu for the warehouse worker. This would, however, require
that we had created two work users and assigned a menu to each of the work users. We only configured 1 work user,
Red01, so for the purpose of this lab you will need to do the following:
2.
Create a menu for the driver
Name it driver.
Assign the menu item load to this menu.
Assign menu driver to the main menu.
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Hints
Warehouse management > Setup -> Mobile device > Mobile device menu.
Click New.
o Name = Pick.
o Description = Pick.
o In the Available menus and menu items section, click SalesPick.
o Use the mouse to drag this to the menu structure, pick.
Click New.
o Name = Driver.
o Description = Driver.
o In the Available menus and Menu items section, click Load.
o Use the mouse to drag this to the menu structure, Driver.
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Now you still miss assigning the menus to the main menu.
Click Main.
In the Available menus and menu items section, click Pick.
Use the mouse to drag this to the menu structure, Main.
In the Available menus and menu items section, click Load.
Use the mouse to drag this to the menu structure, Main.
Click Close.
We have now completed the configuration of a simplified outbound procedure. The purpose of the remainder of the
exercises is to test the setup performed in all the labs.
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Precondition: Inventory on-hand
For this lab there has been no setup of the inbound side. If you have configured this on your own, go ahead and test you
configuration.
Warehouse management > Setup > Warehouse setup > License plates.
Click New.
License plate = 1.
Click Close.
For the purpose of the sales order example we want to have 2 different batch numbers.
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Adjust on-hand quantity for item 1
Click OK.
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Click New.
o Item number = 1.
o Site = Redmond.
o Warehouse = Red01.
o Batch number = 1.
o Location = pick-002.
o Inventory status = Good.
o License plate = 1.
o Quantity = 10.
Click New.
o Item number = 1.
o Site = Redmond.
o Warehouse = Red01.
o Batch number = 2.
o Location = pick-002.
o Inventory status = Good.
o License plate = 1.
o Quantity = 90.
Click OK.
Didnt succeed?
Here are a number of errors you can encounter if your setup does not go as expected.
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Error: License plate specified on a non-license plate controlled location.
Solution: Use License plate tracking = false, on your location profile, Pick. Change this configuration.
Solution: Allow mixed inventory batches = false on your location profile, Pick. Change this configuration.
Error: A reservation hierarchy must be set up for the item. You can create transactions for the item after a reservation
hierarchy has been set up.
Business Problem
Customer US-001 called and placed an order for item number 1, quantity 1. The Redmond warehouse will ship this to
the customer.
Create the sales order for customer US-001.
Add the sales order line for item number 1, quantity = 1.
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Hints
Sales and marketing -> Common -> Sales orders -> All sales orders.
Click New.
Customer account = US-001.
Site = Redmond.
Warehouse = Red01.
Click OK.
In the Sales order line section, click Add line.
Item number = 1.
Quantity = 1.
Unit = EA.
Site = Redmond.
Warehouse = Red01.
Inventory status = Good.
Save line <CTRL+S>
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Didnt succeed?
Here are a number of errors you can encounter if your setup does not go as expected.
Error: Unit sequence group ID has not been specified for item 1. Go to the Released products details form to complete
the setup.
2. Dimension location or dimension batch was entered on the sales order line.
Message: Dimensions location level and below have been specified on the sales order line. Warehouse management
processing can no longer be used to process this line.
Solution: Delete the sales order line and create it again without entering the location or the batch number dimension on
the sales order line.
Business Problem
Reserve on-hand inventory for item number 1 for the sales order line you just created.
Hints
Sales and marketing > Common > Sales orders > All sales orders > Sales order lines > Inventory > Reservation.
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Click Reserve lot.
Click Close.
Didnt succeed?
Here are a number of errors you can encounter if your setup is not as expected.
a. The site, warehouse, or inventory status on the sales order line is not correct. Fix the dimension on the
sales order line.
b. There is no available on-hand with these dimensions for item 1. Go back to item 1 and check this.
2. Batch dimension displayed in the form.
a. The storage dimension group associated with the item is not warehouse process enabled. Surrender,
you are in too deep to fix this within the time left for this class.
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b. Batch dimension is above location dimension in the reservation hierarchy. Adjust on-hand quantity to 0.
Create a new reservation hierarchy, where the batch dimension is below the location dimension. Use
the periodic job, Change item hierarchy, to change the reservation hierarchy for item 1 to the new
correct one you have just created.
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Exercise 6: Create shipment, load, wave and work
Business Problem
The configuration you set up earlier on the wave template will ensure that as soon as you click release to warehouse
from the sales order shipment, load, wave, and work will be auto created.
Release the sales order to warehouse.
Find the shipment ID :_____________________________
Find the load ID :_____________________________
Find the work ID :_____________________________
Location first work line :_____________________________
Location second work line :_____________________________
Location last work line :_____________________________
Work pool ID :_____________________________
Work priority :_____________________________
Stop transaction third work line :_____________________________
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Hints
Sales and marketing > Common > Sales orders > All sales orders > Warehouse management.
Click Release to warehouse.
If you have configured everything as expected you receive a message like this.
Find the shipment ID: Sales and marketing > Common > Sales orders > All sales orders > Sales order lines > Warehouse
> Shipment details.
Click Close.
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Find the load ID: Sales and marketing > Common > Sales orders > All sales orders > Warehouse management > Load
planning work bench or Sales and marketing > Common > Sales orders > All sales orders > Sales order lines >
Warehouse > Shipment details or Load details.
Didnt succeed?
Did you configure the query for the wave template for warehouse Red01 as seen below?
This query will create the shipment only when clicking pressing release to warehouse from the sales order.
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Find the work ID: Sales and marketing > Common > Sales orders > All sales orders > Sales order lines > Work details.
There are a number of places you can find the work ID!
Didnt succeed?
There can a number of reasons you didnt have work created. Validate some of the hints below.
Didnt succeed?
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There can be a number of reasons why the location for the first pick line is not pick-002:
1. Location is pick-001.
This means you have on-hand quantity for pick-001.
2. Location is empty.
This requires the following configuration of location directive failures.
You have an entry like the one seen below.
Fix your configuration. Cancel work. Go to load planning work bench, delete the load. Release to warehouse from the
sales order again.
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Didnt succeed?
There can be a number of reasons why the location for the second work line is not Stage. Since the stage location profile
was already in the demo data set, the most likely reason is given below.
1. Location Stage in warehouse Red01 is not associated with location profile Stage.
2. You associated the location profile Stage with multiple locations in warehouse Red01.
3. The Location stocking limit for location profile ID Stage or the location Stage in warehouse Red01 has a
restriction on the capacity.
4. Location directive Redmond single item stage doesnt exist for work order type = Sales order?
5. Location directive Redmond single item stage exists for work order type = Sales order.
a. Is Work type = put?
b. Is Warehouse = Red01?
c. Is Directive code = Stage?
d. Is Disposition code = <blank>?
e. Is Multiple SKU = False?
6. If the above location directive exists and the configuration was correct,
a. Check the line section, what is the to and from quantity?
b. Unit = <Blank>
c. Locate quantity = None?
d. Restrict by unit = false?
e. Locate packing quantity = false?
f. Allow split = false?
7. If all of the above was correct, check the location directive action.
a. Only use item fixed location = false.
b. Allow negative inventory = false.
c. Check the query.
Fix your configuration. Cancel work. Go to the load planning work bench, delete the load. Release to warehouse from
the sales order again.
Didnt succeed?
There can be a number of reasons the location for the last work line is not Baydoor. Since the stage location profile was
already in the demo data set, the most likely reason is given below.
1. The location Baydoor in warehouse Red01 is not associated with the location profile, Baydoor.
2. You associated the location profile, Baydoor, with multiple locations in warehouse Red01.
3. The location stocking limit for location profile ID Baydoor, or the location Baydoor in warehouse Red01 have a
restriction on the capacity.
4. The location directive Redmond single item baydoor doesnt exist for work order type = Sales order.
5. The location directive Redmond single item baydoor exists for work order type = Sales order.
a. Is work type = put?
b. Is Warehouse = Red01?
c. Is directive code = Baydoor?
d. Is disposition code = <blank>?
e. Is Multiple SKU = False?
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6. If the above location directive exists and the configuration was correct,
a. Check the line section, what is the to and from quantity?
b. Unit = <Blank>
c. Locate quantity = None?
d. Restrict by unit = false?
e. Locate packing quantity = false?
f. Allow split = false?
7. If all of the above was correct, heck the location directive action.
a. Only use item fixed location = false.
b. Allow negative inventory = false.
8. Check the query.
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Have the Baydoor
here?
Fix your configuration. Cancel work. Go to the load planning work bench, delete the load. Release to warehouse from
the sales order again.
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Work pool ID: Red01Out
Didnt succeed?
Check the work template, you forgot to add the work pool ID to the work template.
Have Red01Out
here?
Add this manually to the work order. If you want to have a proof of concept, fix your configuration, cancel work. Go to
load planning work bench, delete the load. Release to warehouse from the sales order again.
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Work priority: 1
Didnt succeed?
Check the work template, you forgot to add the work priority to the work template.
Have 1 here?
Add this manually to the work order. If you want a proof of concept, fix your configuration. Cancel work. Go to the load
planning work bench and delete the load. Release to warehouse from the sales order again.
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Stop transaction third work line : true
Didnt succeed?
Check the work template, you forgot to set the stop flag on the third line.
Have true?
Fix your configuration. Cancel work. Go to the load planning work bench, delete the load. Release to warehouse from
the sales order again. You will not succeed with the exercise on the mobile device menu if this setting is false.
When your work order looks exactly as it does below, you are ready to proceed.
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Exercise 7: Login to Mobile device
Business Problem
Log on to the mobile device menu using Internet explorer.
Log on with the credential you have created for work user Red01
Hints
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Click Login.
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Didnt succeed?
2. I see the main menu, but I dont see the pick and the driver menus.
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a. Ensure you have assigned the Mobile device menu items Pick and Driver to the main menu.
Business Problem
Warehouse worker must pick the item and place the item in staging area.
Hints
Click Pick.
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Not what you are seeing? Check your
configuration of the mobile device menu item
Sales pick
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Location from first pick line from
the work order. Because we configured
location validation scan for
this menu item.
Because we
configured quantity
validation scan for
this menu item.
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Scan Quantity = 1.
Scan Batch number = 1.
Click OK.
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Because we configured location
validation scan for this menu
item.
Because we
allowed put
location override
on the work user.
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Your work order now looks like this.
Business Problem
Play the role of the driver reporting what is loaded into the truck.
Hints
Log in to the mobile device. Click Cancel and go back until you are back at the main menu again.
Click Driver.
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Click Load.
Scan ID = Work ID, or the target License plate ID from the work order header.
Click OK.
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Because we configured
quantity validation scan for
this menu item.
Scan Qty = 1.
Click OK.
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Because directed by = User
grouping on the mobile device
menu item Load
Click Done.
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You have now completed the loading.
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Exercise 10: Confirm shipping of load
Business Problem
You need to confirm the shipping of the load.
Hints
CONGRATULATIONS!
You have now successfully completed this lab and validated the setup you made in the previous labs.
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Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make
business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and
streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the
date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a
commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of
publication.
This lab manual is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS
TO THE INFORMATION IN THIS DOCUMENT.
Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of
this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means
(electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of
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Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter
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not give you any license to these patents, trademarks, copyrights, or other intellectual property.
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