Lab - Work with warehouse management

Completed

Read this first - before you start the lab!

Important

For this lab, you CANNOT sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Select Launch VM mode or Sign in to launch VM mode in this unit.

  2. In the Resources tab on the lab side bar, select the T icon next to Password in the MININT box, to have the administrator password for the Virtual Machine entered for you.

    Screenshot of the administrator password.

  3. Select Enter.

  4. You'll see a PowerShell window and a Windows Command window appear. After about two to three minutes, they'll close and Microsoft Edge will open automatically. Wait for it to navigate to the Sign in page for Finance and Operations.

  5. On the Microsoft Sign in page in Finance and Operations, insert your mouse cursor into the Username field.

  6. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.

    Screenshot of the Username field and the Sign in dialog box that appears.

  7. Your mouse cursor will now be in the Password page.

  8. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.

    Screenshot of the Password field the Enter password dialog box that appears.

  9. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Scenario - Set up warehouse work policies

Warehouse processes don't always include warehouse work. By defining a work policy, you can prevent the creation of work for raw material picking and put away of finished goods for a set of products at specific locations. 

  1. In company USMF, go to Warehouse management > Setup > Work > Work policies.

  2. Select New in the Action Pane.

  3. In the Work policy name field, type No put-away work.

  4. Select Save.

  5. Select Add in the Work order types FastTab.

  6. In the Work order type field, select Finished goods put away.

  7. Select Add again.

  8. In the Work order type field, select Co-product and by-product put away.

  9. Expand the Inventory locations FastTab.

  10. Select Add.

  11. In the Warehouse list, select warehouse 51.

  12. In the Location field, enter or select 001.

  13. Expand the Products FastTab.

  14. In the Product selection field, select Selected.

  15. Select Add.

  16. In the Item number field, enter or select L0101.

  17. Select Save in the Action Pane.

Scenario - Create a work class

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

  1. Open Warehouse management > Setup > Work > Work classes.

  2. Select New in the Action Pane to create a work class.

  3. In the Work class ID field, enter Purch-Orde.

  4. For Description, enter Purchase Orders.

  5. For Work order type, select Purchase orders.

  6. On the Valid put location types FastTab, select New.

  7. Select BAYDOOR.

  8. Select New.

  9. Select Bulk.

  10. Select New.

  11. Select Pack.

  12. Click Save in the Action Pane.

Create a mobile device menu item and menu

As Warehouse manager, you must configure the mobile device options. You will be setting up two functions: Purchase order receive and Purchase order put away. You will then add the functions to your Mobile device menu.

Set up mobile device menu items

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New in the Action Pane.

  3. For Menu item name, enter PO Receive.

  4. For Title, enter PO Receive.

  5. For Mode, select Work.

  6. Set the Use existing work slider to No.

  7. On the General FastTab, on Work creation process, select Purchase order line receiving.

  8. Select License plate grouping in the License plate grouping policy field.

  9. Set the Generate license plate slider to Yes.

  10. Set all other sliders to No.

  11. Select Save in the Action Pane.

  12. Select New in the Action Pane.

  13. For Menu item name, enter PO Put away.

  14. For Title, enter PO Put away.

  15. For Mode, select Work.

  16. Set the Use existing work slider to Yes.

  17. On the General FastTab, in the Directed by field, select User grouping.

  18. Set the Group put away slider to Yes.

  19. Set all remaining sliders to No.

  20. On Work classes FastTab, select New.

  21. For Work class ID, select Purch-Orde.

  22. Select Save in the Action Pane.

  23. Close the page.

Set up a mobile device menu

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu.

  2. Select Inbound in the left menu bar and select Edit in the Action Pane.

  3. In the AVAILABLE MENUS AND MENU ITEMS pane, select PO Receive and select the right directional arrow.

  4. In the AVAILABLE MENUS AND MENU ITEMS pane, select PO Put away and select the right directional arrow.

  5. Select Save.

  6. Close the page.

Create mobile device users

As Warehouse manager, you must configure the mobile device users. Add Ted Howard as a worker with a User ID and User name as thoward with a default warehouse of 62. The password will be 1234 on the mobile device.

  1. Open Warehouse management > Setup > Worker.

  2. Select New in the Action Pane.

  3. In the Worker dropdown field, select Ted Howard then click Select

  4. On the Users FastTab, select New.

  5. For User ID, enter thoward.

  6. For User name, enter thoward.

  7. For Default warehouse, select 62.

  8. For Menu name, select Main.

  9. Select Save in the Action Pane.

  10. For Password, enter 1234.

  11. For Confirm password, enter 1234.

  12. Select Set password.

  13. Close the page.

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

As a warehouse manager, you need to create a menu item that is used for performing work of the Purchase order type. The work class that's associated with the menu item determines which work is valid.

Create a mobile device menu item

  1. Go to Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New.

  3. In the Menu item name field, enter a unique value. For example, you could type POMove. Remember the value, you'll need it later.

  4. In the Title field, type PO Move. This is the title that will be displayed on the mobile device.

  5. In the Mode field, select Work.

  6. Select Yes in the Use existing work field.

  7. Select Yes in the Display inventory status field.

  8. 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.

  9. In the System grouping field 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.

  10. In the System grouping label field, type Work pool. This is the text that is displayed to the user on the mobile device.

  11. 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.

  12. Select Yes in the Group put away field. If all Put lines on the work order share the same location, the user will receive one combined Put instruction for all lines.

  13. Expand the Work classes section.

  14. Select New.

  15. In the Work class ID field, select Purchase. The work class 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.

  16. Select Save.

Set up work confirmation

  1. Select Work confirmation setup.

  2. In the Work type field, select Pick.

  3. Select the Auto confirm check box. The work instruction with the work type Pick will be auto-confirmed. This instruction will not be presented to the user.

  4. Select New.

  5. In the Work type field, select Put.

  6. 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.

  7. Select Save.

  8. Close the Work confirmation setup page.

  9. Close the Mobile device menu items page.

Add the menu item to a mobile device menu

  1. Go to Warehouse management > Setup > Mobile device > Mobile device menu.

  2. Select Edit.

  3. 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 that you can use for inbound menu items. In USMF, this is called Inbound.

  4. In the tree, select a value.

  5. Select the right arrow.

  6. Select Save.

  7. Close the Mobile device menus page.

Scenario - Perform inbound operations

As a warehouse manager for Contoso Orange Juice, you need to process a purchase order receipt by using a mobile device. You have ordered one box of grapefruit juice. This order will be from Vendor US-112 and shipped to Warehouse 30. The unit price will be USD 2.50 for each box.

Create a purchase order

  1. Select the company USP2 in the top-right corner of the Supply Chain Management screen.

  2. Open Accounts payable > Purchase orders > All purchase orders.

  3. Select New in the Action Pane.

  4. Select Vendor account US-112.

  5. On the General FastTab, enter storage dimensions of Site 3 and Warehouse 30.

  6. Select OK.

  7. 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.

  8. Enter a Quantity of 1.

  9. Enter a Unit price of 2.50.

  10. On the Action Pane, select the Purchase tab.

  11. Expand the Line details fast tab.

  12. Select the Financial dimensions tab.

  13. In the Financial dimensions, the Product Group field, select OJ B2B.

  14. In the Actions group, select Confirm and note your purchase order number.

  15. Close the page.

Create a mobile device user

  1. Open Warehouse management > Setup > Worker.

  2. Select New in the Action Pane.

  3. In the Worker drop-down field, select John Emory then click Select.

  4. On the Users FastTab, select New.

  5. For User ID, enter jemory.

  6. For User name, enter jemory.

  7. For Default warehouse, select 30.

  8. For Menu name, select Main.

  9. Select Save in the Action Pane.

  10. For Password, enter 5678.

  11. For Confirm password, enter 5678.

  12. Select Set password.

  13. Close the page.

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.

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

The emulator will now launch, and you can sign in to the mobile device emulator.

  1. Sign in to the mobile device with the user that you have enabled.

  2. Select Inbound.

  3. Select Purchase receive.

  4. Enter the purchase order number in the PONum field.

  5. Select OK.

  6. In the Item field, enter P9500.

  7. Select OK.

  8. Enter a quantity of 1 in the Qty field.

  9. Select OK.

  10. Select OK again.

  11. Enter LP number LP951.

  12. Select OK.

  13. Enter today's date as the Vendor batch date.

  14. Select OK.

  15. Enter a date six months from the current date as the Vendor expiry date.

  16. Select OK.

  17. Select the Use as expiration date arrow.

  18. Select No and select OK.

  19. For Country/Region of Origin 1, enter USA.

  20. Select OK.

  21. Select OK again to bypass the second Country/region entry.

  22. Notice the Work completed notification.

Set up cycle counting - Perform cycle counting

As a warehouse manager, set up a cycle count for the mobile device.

Set up a cycle counting adjustment type

  1. In USMF, Open Warehouse management > Setup > Inventory > Adjustment types.

  2. Select New.

  3. In the Inventory adjustment types field, enter New Cycle Count.

  4. In the Description field, enter New Cycle Count.

  5. In the Name field, select ICnt.

  6. Press the Tab key and use the space bar to select the Remove reservations check box.

Set up warehouse management parameters for cycle counting

  1. Open Warehouse management > Setup > Warehouse management parameters.

  2. Select the Cycle counting tab on the left pane.

  3. In the Default cycle counting adjustment type code field, select New Cycle Count.

  4. In the Default cycle count work class ID field, select CCount.

  5. In the Default cycle count work priority field, enter 1. 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.

Set up a spot cycle counting menu item

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New.

  3. In the Menu item name field, enter Spot Cycle Count.

  4. In the Title field, enter Spot Cycle Count.

  5. Select Work in the Mode field.

  6. Select Save.

  7. You may receive a warning message Work creation process must be specified.

  8. Set the Use existing work slider to Yes.

  9. Set the Display inventory status slider to Yes.

  10. Select System directed in the Directed by field.

  11. Expand the Work classes FastTab.

  12. Select New.

  13. Select CCount in the Work class ID field.

  14. Select Cycle Counting in the Action Pane.

  15. On the Mobile device cycle counting page, enter 2 in the Number of attempts field.

  16. Select OK to close the page.

  17. Select Save.

Add the Spot cycle count menu item to the mobile device menu

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu.

  2. Select Edit.

  3. Select Inbound in the left-hand pane.

  4. In the Mobile device menus section, select Spot Cycle Count from the Available menus and menu items list.

  5. Select the right directional arrow to add the menu item to the Menu structure list.

  6. Select Save.

Enable the mobile device

  1. Go to Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New.

  3. In the Menu item name field, enter a value.

  4. In the Title field, enter a value.

  5. In the Mode field, select Work.

  6. 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.

  7. In the Directed by field, select System directed. The warehouse worker will be directed to open work that is in defined work classes.

  8. Expand or collapse the Work classes section.

Create work classes

Now, 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.

  1. Select New.

  2. In the Work class ID field, select a value.

  3. Select New.

  4. In the Work class ID field, select a value.

  5. Select Save.

  6. Close the page.

  7. Go to Warehouse management > Setup > Mobile device > Mobile device menu.

  8. In the tree, select the menu item that you just created.

  9. Select Edit.

  10. Select the arrow to add the menu item to the menu.

  11. Select Save.

Create a counting threshold

  1. Go to Warehouse management > Setup > Cycle counting > Cycle count thresholds.

  2. Select New.

  3. In the Cycle counting threshold ID and Description fields, enter New threshold.

  4. Set the Process cycle counting immediately option to Yes.

  5. Select Save.

  6. Select Select locations in the Action Pane.

  7. In the Criteria fields, select the warehouse and site.

  8. Select OK.

  9. Close the page.

Create a cycle counting plan

  1. Go to Warehouse management > Setup > Cycle counting > Cycle count plans.

  2. Select New.

  3. In the Cycle counting plan ID field, enter a value.

  4. In the Description field, enter a value.

  5. In the Maximum number of cycle counts field, enter a number.

  6. Select Save.

  7. Select Select locations in the Action Pane.

  8. In the Criteria fields, select Warehouse and site for plan.

  9. Select OK.

  10. 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 eight.

  11. Select Save.

  12. Select New in the Cycle count plan product selections FastTab.

  13. 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).

  14. In the Description field, enter a value.

  15. Select Save.

  16. Select Define product query.

  17. In the Criteria field, select an item for the query.

  18. Select OK.

  19. Close the page.

Define the partial location cycle counting process

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.

You can go through this procedure in the USMF demo data company or in your own data.

Create a cycle counting work template

  1. Go to Warehouse management > Setup > Work > Work templates.

  2. In the Work order type field, select Cycle counting.

  3. Select New.

  4. 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).

  5. In the Work template field, enter a value.

  6. In the Work template description field, enter a value.

  7. In the Work pool ID field, enter or select a value.

  8. In the Work priority field, enter a number.

  9. Select Save.

  10. Select New in the Work template details section

  11. In the Work type field, select Counting.

  12. In the Work class ID field, enter or select a value.

  13. Select Save.

  14. Select Work line breaks in the Work template details fast tab.

  15. Select New.

  16. 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).

  17. Select Save.

  18. Close all pages.

Create a cycle counting plan

  1. Go to Warehouse management > Setup > Cycle counting > Cycle count plans.

  2. Select New.

  3. In the Cycle counting plan ID field, enter a value.

  4. In the Description field, enter a value.

  5. In the Maximum number of cycle counts field, enter a number.

  6. In the Work template field, select cycle counting.

  7. Select New in the Cycle count plan product selections FastTab.

  8. 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).

  9. In the Description field, enter a value.

  10. Select Save.

  11. Select Define product query.

  12. In the Criteria field, enter or select a value.

  13. Select OK.

  14. Close the page.

Scenario - Set up transfer orders

You need to perform setup for transfer orders for Contoso Orange Juice. To get started, create and link a transit warehouse, set up location directives, and set up a work template.

Create transit and production warehouses

  1. In the company USP2, open Warehouse management > Setup > Warehouse > Warehouses.
  2. Select New to create a new warehouse.
  3. In the Warehouse field, enter 31.
  4. In the Name field, enter Site 3 - Transit Warehouse.
  5. On the General FastTab, select 3 in the Site field.
  6. In the Type field, select Transit.
  7. Expand the Warehouse FastTab.
  8. Set the Use warehouse management processes slider to Yes.
  9. Select Save.
  10. Select New to create a new warehouse.
  11. In the Warehouse field, enter 32.
  12. In the Name field, enter Site 3 - Prod Warehouse.
  13. On the General FastTab, select 3 in the Site field.
  14. Expand the Warehouse FastTab.
  15. Set the Use warehouse management processes slider to Yes.
  16. Select Save.

Set up a location directive

  1. Open Warehouse management > Setup > Location directives.
  2. Select Transfer issue in the Work order type field.
  3. Select New in the Location directives page.
  4. Enter Transfer Issue in the Name field.
  5. On the Location directives FastTab, select Pick in the Work type field.
  6. In the Site field, select 3.
  7. In the Warehouse field, select 30.
  8. Select Save
  9. Select New on the Lines FastTab.
  10. Verify that the Sequence number field is 1.
  11. Enter 1000 in the To quantity field.
  12. Select None in the Locate quantity field.
  13. Expand the Location Directive Actions FastTab.
  14. Select New.
  15. Enter Bulk in the Name field.
  16. Select Save.
  17. Select New in the Action Pane.
  18. Enter Transfer Issue-Put in the Name field.
  19. Select Put in the Work type.
  20. In the Site field, select 3.
  21. In the Warehouse field, select 31.
  22. Select Save
  23. Select New on the Lines FastTab.
  24. Verify that the Sequence number field is 1.
  25. Enter 1000 in the To quantity field.
  26. Select None in the Locate quantity field.
  27. Select Save
  28. Expand the Location Directive Actions FastTab.
  29. Select New.
  30. Enter Bulk in the Name field.
  31. Select Save.
  32. In the left-hand pane, select Transfer Receipt in the Work order type field.
  33. Select New in the Action Pane.
  34. Enter Transfer Issue in the Name field.
  35. Select Pick in the Work type field.
  36. In the Site field, select 3.
  37. In the Warehouse field, select 31.
  38. Select Save
  39. Select New on the Lines FastTab.
  40. Verify that the Sequence number field is 1.
  41. Enter 1000 in the To quantity field.
  42. Select None in the Locate quantity field.
  43. Select Save
  44. Expand the Location Directive Actions FastTab.
  45. Select New.
  46. Enter Bulk in the Name field.
  47. Select Save.
  48. Select New in the Action Pane.
  49. Enter Transfer Issue-Put in the Name field.
  50. Select Put in the Work type field.
  51. In the Site field, select 3.
  52. In the Warehouse field, select 32.
  53. Select Save
  54. Select New in the Lines FastTab.
  55. Verify that the Sequence number field is 1.
  56. Enter 1000 in the To quantity field.
  57. Select None in the Locate quantity field.
  58. Select Save
  59. Expand the Location Directive Actions FastTab.
  60. Select New.
  61. Enter Bulk in the Name field.
  62. Select Save.

Set up Work classes

  1. Go to Warehouse management > Setup > Work > Work classes.
  2. Select New.
  3. In the Work class ID field, enter Transfer2.
  4. In the Description field, enter Transfer.
  5. In the Work order type field, select Transfer issue.
  6. Select Save.
  7. Close the page.

Set up a Location profile

  1. Go to Warehouse management > Setup > Warehouse > Location profiles.
  2. Select New.
  3. In the Location profile ID field, enter PRODIN.
  4. In the Name field, enter Production in.
  5. In the General FastTab, in the Location format field, select BULK.
  6. In the Location type field, select BULK.
  7. In the Use license plate tracking field, select Yes.
  8. In the Allow mixed items field, select Yes.
  9. In the Allow mixed inventory statuses field, select Yes.
  10. Close the page.

Set up a work template

  1. Open Warehouse management > Setup > Work > Work templates.

  2. In the Work order type field, select Transfer issue.

  3. Select New.

    Note

    This page throws errors because of required fields. Once all information is correctly entered, the errors are resolved. Simply close the error and Save.

  4. Enter Transfer Order Issue in the Work template field.

  5. Enter Transfer Issue in the Work template description field.

  6. Select Save.

  7. Select New in the Work Template Details area.

  8. Select Pick in the Work type field.

  9. Select the Mandatory check box.

  10. Select Transfer2 in the Work class ID field.

  11. Select New in the Work Template Details area.

  12. Select Put in the Work type field.

  13. Select the Mandatory check box.

  14. Select Transfer2 in the Work class ID field.

  15. Select Save.

  16. Verify that the Valid check box on the Overview tab is now selected.

  17. In the Work order type field, select Transfer receipt.

  18. Select New in the Action Pane.

  19. Enter 32 TO Receipt in the Work template field.

  20. Enter Transfer Issue in the Work template description field.

  21. Select Save.

  22. Select New in the Work Template Details area.

  23. Select Pick in the Work type field.

  24. Select the Mandatory check box.

  25. Select Transfer in the Work class ID field.

  26. Select New in the Work Template Details area.

  27. Select Put in the Work type field.

  28. Select the Mandatory check box.

  29. Select Transfer in the Work class ID field.

  30. Select Save.

  31. Verify that the Valid check box is now selected.

  32. Close the pages.

Scenario - Set up replenishment

You have been asked to perform the replenishment setup for Warehouse 30 for Contoso Orange Juice.

Set up mobile device menu items and menu

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu items.
  2. Select New.
  3. Enter Replenishment in the Menu item name field.
  4. Enter Replenishment in the Title field.
  5. Select Work in the Mode field.
  6. Set the Use existing work slider to Yes.
  7. Select New on the Work classes FastTab.
  8. In the Work class ID column header, right-click the down arrow in the field and select View details to open the Work classes page.
  9. In the Work classes page, select New in the Action Pane.
  10. In the Work class ID field, enter Replenish.
  11. In the Work order type dropdown menu, select Replenishment.
  12. In the Description field, enter Replenishment.
  13. Select Save in the Action Pane and close the Work classes page. You should be back on the Mobile device menu items page. Ensure the new Replenishment menu item is still selected.
  14. In the Work classes FastTab, select the Replenish Work class ID from the list.
  15. Close the page.
  16. Open Warehouse management > Setup > Mobile device > Mobile device menu and select the menu where you would like to add replenishment.
  17. Select Edit
  18. Select the Replenishment menu item from the Available menus and menu items pane.
  19. Select the right directional arrow to move Replenishment to the Menu structure pane.
  20. Close the page.

Set up a work template

  1. Open Warehouse management > Setup > Work > Work templates.

  2. In the Work order type field, select Replenishment.

  3. Select New.

    Note

    This page throws errors because of required fields. Once all information is correctly entered, the errors are resolved. Simply close the error and Save.

  4. Enter Replenish in the Work template field.

  5. Enter Replenish in the Work template description field.

  6. Select Save

  7. Select New in the Work Template Details section.

  8. Select Pick in the Work type field.

  9. Select the Mandatory check box.

  10. Select Replenish in the Work class ID field.

  11. Select New in the Work Template Details section.

  12. Select Put in the Work type field.

  13. Select the Mandatory check box.

  14. Select Replenish in the Work class ID field.

  15. Close the page.

Set up a location directive

  1. Open Warehouse management > Setup > Location directives.
  2. Select Replenishment in the Work order type field.
  3. Select New.
  4. Enter Replenish in the Name field.
  5. Select Pick in the Work type field.
  6. Select 3 in the Site field.
  7. Select 32 in the Warehouse field.
  8. Select Save
  9. Select New on the Lines FastTab.
  10. Verify that the Sequence number is 1.
  11. Enter 500 in the To quantity field.
  12. Enter ea in the Unit field.
  13. Select Save.
  14. Select New on the Location directive actions FastTab.
  15. Enter Replenish in the Name field.
  16. Select Save.
  17. Select Edit query in the Location Directive Actions Fast Tab, not in the Action Pane.
  18. Select Add on the Query page.
  19. Select Locations in the Table column, if it does not automatically populate with Locations.
  20. Select Locations in the Derived table if it does not automatically populate with Locations
  21. Select Location profile ID in the Field column.
  22. Select BULK in the Criteria column.
  23. Select OK.
  24. Select New in the Action Pane.
  25. Enter Replenish Put in the Name field.
  26. Select Put in the Work type field.
  27. Select 3 in the Site field.
  28. Select 32 in the Warehouse field.
  29. Select Save
  30. Select New on the Lines FastTab.
  31. Verify that the Sequence number is 1.
  32. Enter 500 in the To quantity field.
  33. Enter ea in the Unit field.
  34. Select Save.
  35. Select New on the Location Directive Actions FastTab.
  36. Enter Replenish Put in the Name field.
  37. Select Save.
  38. Select Edit query in the Location Directive Actions Fast Tab, not in the Action Pane.
  39. Select Add on the Query page.
  40. Select Locations in the Derived table column.
  41. Select Location profile ID in the Field column.
  42. Select PRODIN in the Criteria column.
  43. Select OK.
  44. Close the Location directives page.

Set up a wave template

  1. Open Warehouse management > Setup > Waves > Wave templates.

  2. Select Shipping in the Wave template type field.

  3. Select New.

  4. Enter 30 Replenish in the Wave template name field.

  5. Enter 30 Replenish in the Wave template description field.

  6. Select 3 in the Site field.

  7. Select 30 in the Warehouse field.

  8. Set the Automate wave creation, Process wave at release to warehouse, Automate wave release, and Automate replenishment work release sliders to Yes.

  9. Expand the Methods FastTab and verify that the createLoads, allocateWave, and createWork methods are selected.

  10. Select Replenish from the Remaining methods pane.

  11. Select the right directional arrow to move Replenish to the Selected methods pane.

    Note

    If you receive an error saying “Wave step code is mandatory”, ignore it and confirm that that Replenish has been added to the selected methods.

  12. Close the page.

Set up a replenishment template

  1. Open Warehouse management > Setup > Replenishment > Replenishment templates.

  2. Select New.

  3. Enter Rep Demand in the Replenish template field.

  4. Enter Replenish Demand in the Description field.

  5. In the Replenishment type field, select Wave demand.

    Note

    You will need to setup a wave step code. In the search field at the top, enter wave step codes and the page will appear. Select New in the Wave step codes page. Enter 200 in the Wave step code. Enter Replenish in the Wave step description field, and select Replenishment in the Wave step type. Close the page.

  6. Return to the Replenishment templates and select Edit.

  7. Select 200 in the Wave step code field.

  8. In the Replenishment Template Details section, select New.

  9. In the Sequence number field, enter 1.

  10. In the Description field, enter Demand.

  11. In the Replenishment unit field, enter ea.

  12. In the Work template field, select Replenish.

  13. Select Save

  14. Select Select products.

  15. On the Product query page, enter P9500 in the Criteria field.

  16. Select OK

  17. Close the page.

  18. Open Warehouse management > Setup > Waves > Wave templates.

  19. Select 30 Replenish from the list of wave templates.

  20. Select Edit.

  21. In the Selected Methods pane, select the replenish method and enter 200 in the Wave step code field.

  22. Select Save.

  23. 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.

  1. Open Warehouse management > Replenishment > Load demand replenishment.
  2. On the Load demand replenishment page, select Rep Demand in the Replenish template field.
  3. Expand the Run in the background FastTab.
  4. Set the Batch processing slider to Yes.
  5. Select the Recurrence tab.
  6. On the Define recurrence page, enter today's date in the Start date field.
  7. In the Start time field, enter 7:00 PM.
  8. Select the End by button and enter a date six weeks from today's date.
  9. In the Recurrence Pattern area, select the Days button.
  10. Select the Every weekday button.
  11. Select OK twice.
  12. Close the page.

Scenario - Configure wave processing

You need to set 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 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 setting up a wave template, you specify the sequence in which the templates will be matched to released lines on sales orders, production orders, or kanbans. When a line is released to the warehouse or to production, it uses the first wave template that it meets the criteria for.

We recommend 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.

  1. In USMF, go to Warehouse management > Setup > Waves > Wave templates.

  2. Select New.

  3. In the Wave template name field, enter GTL-Wave.

  4. In the Wave template description field, enter GTL Wave.

  5. In the Site field, enter or select site 2.

  6. In the Warehouse field, select 24.

  7. 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.

  8. 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.

  9. 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.

  10. Set the Assign to open waves option to Yes. Lines are assigned to waves based on the query filter for the wave template.

  11. 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 that are specified in the Wave thresholds field group. This option is available only if Shipping is selected in the Wave template type field.

  12. 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.

  13. Expand the Methods section. Wave template methods allow you to control the sequence of activities that each wave is going through when it's processed. For example, you might have a method for wave replenishment. When you add a method, it's automatically listed in the appropriate location in the sequence of steps. If you've 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.

    Note

    When you move the replenish method, you may get an error that a wave step code needs to be added. Select 1 as the code and remove the error, then Save. If you receive an error, right-click the Method name select View details and select Regenerate methods in the action pane. Close the page.

  14. Select Save.

  15. Close the Wave template page.

  16. Go to Warehouse management > Setup > Warehouse management parameters.

  17. Expand the Wave processing section.

  18. In the Wave processing batch group field, enter or select a value.

  19. Set the Process waves in batch option to Yes.

  20. 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.

  21. Select Save.

  22. Close the page.

  23. Go to Production control > Setup > Production control parameters.

  24. In the Release to warehouse 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.

  25. Close the page.

Scenario - Perform cluster picking

As a warehouse manager for Contoso Orange Juice, you need to create a cluster profile, create a menu item for Cluster picking, and then add the menu item to the mobile device.

Create a cluster profile

  1. In USP2, open Warehouse management > Setup > Mobile device > Cluster profiles.

  2. Select New.

  3. In the Cluster profile ID field, enter Pick Cluster.

  4. In the Name field, enter Picking Cluster Profile.

  5. Expand the General FastTab.

  6. Set the Generate cluster ID slider to Yes.

  7. Set the Activate positions slider to Yes.

  8. Enter 2 in the Number of positions field.

  9. Select Save.

Create the Cluster picking menu item

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New.

  3. Enter Cluster Picking in the Menu item name field.

  4. Enter Cluster Picking in the Title field.

  5. Select Work in the Mode field.

  6. Set the Use Existing Work slider to Yes.

  7. Select Cluster picking in the Directed by field.

  8. In the Cluster profile ID field, select Pick Cluster.

  9. Select New in the Work classes FastTab.

  10. Select Sales in the Work class ID field.

  11. Select New in the Work classes FastTab again.

  12. Select SO Load in the Work class ID field.

  13. Select New in the Work classes FastTab again.

  14. Select SO Pick in the Work class ID field.

  15. Select Save.

Add the menu item to the mobile device

  1. Open Warehouse management > Setup > Mobile device > Mobile device menu.

  2. Select Edit.

  3. Select Main in the left-hand pane.

  4. Select Cluster Picking from the Available menus and menu items pane.

  5. Select the directional arrow to move the selection to the Menu structure pane.

  6. Select Save.

Scenario - Set up manual packing

You are asked to set up manual packing for Contoso Orange Juice. You need to create a container type and packing profile. You will then link the packing profile to the user Julia Funderburk.

Create container types

  1. In the company USP2, open Warehouse management > Setup > Containers > Container types.

  2. Select New.

  3. In the Container type code field, enter PackingBox.

  4. In the Description field, enter PackingBox.

  5. In the Tare weight field, enter 0.5.

  6. In the Maximum net weight field, enter 15.00.

  7. In the Container length field, enter 12.00.

  8. In the Container width field, enter 16.00.

  9. In the Container height field, enter 10.00.

  10. Select Save.

Create a Container packing policy

  1. Open Warehouse management > Setup > Containers > Container packing policies.
  2. Select New.
  3. In the Container packing policy field, enter WH30Close.
  4. In the Description field, enter Close container.
  5. On the Overview Fast tab select the following values:
    • Warehouse, select 30.
    • Default location for final shipment, select Baydoor.
    • Weight unit, select kg.
    • Container closing policy, select Automatic release.
    • Container release policy, select Make available at final shipping location.
    • Leave all others at default.
  6. Select Save.
  7. Close the page.

Create a packing profile

  1. Open Warehouse management > Setup > Packing > Packing profiles.

  2. Select New.

  3. Enter PACK2 in the Packing profile ID field.

  4. Enter Packing station 2 in the Description field.

  5. Select WH30Close in the Container packing policy field.

  6. Select Auto in the Container ID mode field.

  7. In the Container type field, select PackingBox.

  8. Press the tab key and the space bar to select the Autocreate container at container close check box.

  9. Select Save.

  1. Open Warehouse management > Setup > Worker.

  2. Select Julia Funderburk from the left-hand pane.

  3. Select Edit.

  4. Update the Packing profile ID field to PACK2.

  5. Select Save.

Set up a wave template

  1. Go to Warehouse management > Setup > Waves > Wave templates.

  2. Select New.

  3. In the Wave template name field, enter NewWave30.

  4. In the Wave template description field, enter NewWave30.

  5. In the Site field, enter or select 3.

  6. In the Warehouse field, enter or select 30.

  7. Expand the Methods section. The Selected methods pane lists the methods for the selected wave template type. The wave template must include the Containerization method. A warning message Wave step code is mandatory for wave method Containerization appears.

  8. In the list, find and select the desired method.

  9. In the Wave step code field in the Selected methods section, enter a value. Enter a Wave step code for the added method, which can be any code you choose. So, for example, enter 1 as the value. It's possible to add the method more than once and assign different wave step codes. To do this, select Make method repeatable on the Wave process methods page.

  10. Select Save.

  11. Close the page.

Enable license plate label printing

You can enable the automatic printing of a Serial shipping container code (SSCC) label after the last item is picked from inventory in a sales picking work process.

Set up the GS1 company prefix

  1. In company USMF, go to Warehouse management > Setup > Warehouse management parameters.

  2. In the GS1 company prefix field, enter the 7 numbers for your GS1 company number.

  3. Select Save.

  4. Close the page.

Set up the SSCC license plate number sequence

  1. Go to Organization administration > Number sequences > Number sequences.

  2. Select Number sequence in the NEW section.

  3. In the Scope field, select Company.

  4. In the Company field, select USMF.

  5. Expand the Segments section.

  6. Select the Company row.

  7. Select Remove.

  8. Select the Constant row.

  9. Select Remove.

  10. Select Save.

  11. Enter a value in Number sequence code field.

  12. Close the page.

Create the document route layout

  1. Go to Warehouse management > Setup > Document routing > Document routing layouts.

  2. Select New.

  3. In the Layout ID field, enter GTLLayout.

  4. In the Description field, enter any value.

  5. In the list, find and select the desired record.

  6. Select Insert at end of text.

  7. Select Save.

  8. Close the page.

Set up the document routing

  1. Go to Warehouse management > Setup > Document routing > Document routing.

  2. In the Work order type field, select an option (such as Purchase orders).

  3. Select New.

  4. In the Warehouse field, enter 61.

  5. In the Name field, enter a value.

  6. Select New in the Document routing printers section.

  7. In the Layout ID field, enter or select GTLLayout.

  8. In the Name field, enter the printer name that you want to use.

  9. Select Save.

  10. Close the page.

Create a mobile device menu

  1. Go to Warehouse management > Setup > Mobile device > Mobile device menu items.

  2. Select New.

  3. In the Menu item name field, enter GTLMnu.

  4. In the Title field, enter a value.

  5. In the Mode field, select Work.

  6. Select Yes in the Use existing work field.

  7. Select Yes in the Generate license plate field.

  8. Expand the Work classes section.

  9. Select New.

  10. In the Work class ID field, select a value.

  11. Select Save.

  12. Close the page.

  13. Go to Warehouse management > Setup > Mobile device > Mobile device menu.

  14. In the list, find and select the desired record.

  15. In the tree, select GTLMnu.

  16. Select Edit.

  17. Select the arrow to add the menu item to the menu.

  18. Select Save.

  19. Close the page.

Update a work template

  1. Go to Warehouse management > Setup > Work > Work templates.

  2. In the list, find and select the desired record in the Work Template Details section.

  3. Select Edit.

  4. Select New.

  5. In the Work type field, select Print.

  6. In the Work class ID field, enter or select a value.

  7. Place the cursor on another field and then select the list and select Move up.

  8. Select Save.

  9. Close the page.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.