Microsoft Dynamics 365 Finance and Operations Extending inventory

Microsoft Dynamics 365 Finance and Operations: Extending inventory and warehouse management

Plan and schedule Balance your need in resources and inventory Key benefits Inbound logistics Quality management Outbound logistics Returns Optimize your receipt and put-away processes Make customer satisfaction a priority Efficient customer deliveries and distribution Manage return process and track issues Empower users with role-based access to information Manage supply chain across geographies and time zones Streamline end-toend supply chain processes Manage product compliance and traceability

Advanced warehouse management—process and configuration

Warehouse processes Warehouse design People management

Process configuration—products, warehouse Products setup Number configuration Variants Batch Serial Barcodes Unit of measure Warehouses LP numbering—what happens today in the physical environment Pre-printing labels Location directives

Process configuration—order release Order release processes Define the who, when, and how of how work will be released to the warehouse. There a number of ways to handle this based on the customers business model Release individual sales or transfer orders Best for organizations with lower sales volumes that pick by order Build loads and release by load Best for organizations with lower sales volumes that pick by load Automatic Release jobs with Wave Processing Best for organizations with higher sales volumes using pick-pack-ship processes or high volume loads Define how waves should be split and the frequency of releases Replenishment—use min/max replenishment as the primary mechanism to replenish picking locations from overstock/bulk locations Only use demand replenishment to handle the exceptions This will minimize the number of picks that require a prerequisite replenishment activity

Process configuration—order release cont. Wave processing https: //blogs. msdn. microsoft. com/dynamicsaxscm/2016/07/06/running-theallocation-step-of-wave-processing-in-parallel/

Process configuration—inbound Ensure that location directives are configured such that workers will be given a valid put away location Understanding where inventory should go in the warehouse under ideal conditions can be met or not Define fixed locations by SKU where possible If fixed locations cannot be used, then use putaway strategies to find alternate locations Consolidate to locations where the SKU already exists Empty locations with no incoming work Overstock locations near the primary picking location If possible, make use of volumetrics to ensure that you’re not overloading locations It seems basic – but make sure you define a process for posting product receipts. This does not happen automatically when receipts are processed through the mobile device Define label printing requirements for put away work Pre-print license plate labels Mixed or single sku license plates?

Process configuration—mobile usability Number of warehouses The mobile app is by warehouse considers users switching between warehouse Review guidelines on mobile app development and what you can extend https: //blogs. msdn. microsoft. com/dynamicsaxscm/2017/07/06/customizing-the- warehousing-mobile-app/ https: //blogs. msdn. microsoft. com/mfp/2017/04/12/extending-whs-adding-a-new-flow/

Advanced warehouse management—things to watch out for

Transfer order license plate receiving inbound—split the process We actually receive update every line when we receive the LP https: //lennartconrad. wordpress. com/2019/04/15/license-plate-receiving-for-transfer -orders-improve-performance-by-splitting-the-receipt-process/

Location directive—put away https: //www. youtube. com/watch? v=FRP 0 MBNoie. Y

What happens in the iteration part?

Fixed locations query (do less)

Consolidation query (do less)

Find empty location with no incoming work (do less)

Volumetric optimization (do less)

Mixing item constraints—new in 10. 0. 03 Exclude locations that have mixing constraints

Recap—location directives Don’t add constraints to more queries than you have to Don’t run with work creation log unless you have too— some optimizations are not used when you run with this! Filter the location queries to be a precise as possible Reduced search space But don’t go overboard If the parts of the warehouse is full, e. g. due to season preparation then change location directive sequence

Outbound transfer order—physical flow From warehouse Pick location User location Bay door location Transit warehouse To warehouse location Receipt location

Blockings from TO release to ship confirm From warehouse Pick location Release to warehouse (wave) User location Bay door location Transit warehouse To warehouse location Receipt location Check replenish ment Allocate items Work pick from Location Work put to baydoor Ship confirm transfer order

Blockings wave release—allocation We use a SQL application lock to synchronize allocation based on item+dimensions

Blockings wave release—check existing replenishment Location 1 Pick work Replen work 1 Replen work 2 We need to lock all replenishment work to ensure - Work is not cancelled - Work is not completed - Location is not changed

Blocking—when reserving during wave release We X-lock invent. Sum based on content of Invent. Sum. Delta. Dim which is decided based on what On-hand check we do We lock WHSInvent. Reserve based on WHSInvent. Reserve. Delta From warehouse Pick location User location Bay door location Transit warehouse To warehouse location Receipt location

Blocking When picking using work From warehouse Pick location User location Bay door location Transit warehouse To warehouse location Receipt location

When doing final put From warehouse Pick location User location Bay door location Transit warehouse To warehouse location Receipt location

When doing ship confirm Depending on the items cost setup we may also lock Invent. Sum based on financial dimensions on the from warehouse

Recap—blockings Wave will impact related replenishment work Wave will impact locations that it reserves agaist Final put will impact all items involved in the put Ship confirm will impact transit warehouse Which is bad when you have multiple shipments from DC-Store since the transit warehouse is based on the from warehouse More items in transaction -> More records blocked

Wave performance recommendations Use Parallel setup of wave Waiting for locks in MS—impacts allocation step https: //cloudblogs. microsoft. com/dynamics 365/no-audience/2016/07/06/running-the- allocation-step-of-wave-processing-in-parallel/

Don’t use LP controlled location in transit warehouse It will create more inventory transactions And it will lead to more synching of dimension

Transfer order outbound Split ship confirm from shipping When splitting we do not touch inventory so no blockings from that

View on-hand Don’t view on-hand with dimension gaps since it will hit an expensive stored procedure

Replace process—load planning workbench

Cycle count from mobile device If you use full we try and find all items on a location We don’t have good criterias to search with – only location Run the on-hand clean ups But try not to run them during business ours

Conclusion Think about the blockings Consider if certain activies can be scheduled better Configure to split processes Configure to utilize parallelization Configure to only add the processes you really need

Performance approaches - Fixed locations Consolidation Empty location with no incoming work Volumetric—add directive to query

Performance planning, cont. Procure to pay Purchase order How many orders, vs expected receipt shipments Receipt Are orders split between warehouse. Large containers. Worker assignment Quality Inventory Processes Cycle counting When and how often is cycle counting done Configure for performance Run regular maintenance On-hand entries aggregation by financial dimension Warehouse management on-hand entries cleanup https: //blogs. msdn. microsoft. com/dynamicsaxscm/2015/12/28/improve-performance-byrunning-the-warehouse-management-on-hand-entries-cleanup-job-for-new-ax-and-forax 2012 -r 3 -cu 10/

Session resources • Lennart’s Blog - https: //lennartconrad. wordpress. com/ • SCM team blog - https: //blogs. msdn. microsoft. com/dynamicsaxscm My blog https: //organicax. com/ • WHS Team feedback community on Yammer https: //www. yammer. com/dynamicsaxfeedbackprograms/? show_login=true#/thre ads/in. Group? type=in_group&feed. Id=2578743 • Roadmap-Release notes • https: //dynamics. microsoft. com/en-us/businessapplications/release/#release-notes

Evaluate this session https: //aka. ms/MBASeventapp

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